迪阿股份 20260202 摘要 迪阿股份 2025 年通过全球化探索和产品研发，尤其在黄金产品方面， 实现了营收和利润的同步增长，全年新增门店 20 多家，同时优化关闭 50 多家，稳定门店总数在 340 至 350 家。 尽管 2025 年第四季度同店销售数据未披露，但预计与第三季度表现相 近，受 2024 年底双旦海外市场高基数影响，同比或有压力，2026 年 春节错期可能影响第一季度销售。 迪阿股份计划 2026 年新增二三十家门店，并通过动态优化调整，维持 门店总数在 340 至 350 家左右，同时争取更好的商圈位置以提升整体 业绩。 红星店单店效益同比增长 30%以上，黑金店仍处于测试阶段。2026 年 2 月将在杭州大厦开设高端珠宝新店，重点展示黄金新品，包括黄金貔 貅系列。 黄金镶钻产品在社交媒体反响良好，被视为重要发展方向，将在杭州大 厦新店增加占比，但具体推广策略待管理层预算会议确定。 Q&A 请简要介绍迪阿股份在 2025 年的整体情况及主要战略调整。 2025 年，迪阿股份经历了一系列战略调整和优化。公司在 2022 年和 2023 年主要集中精力于渠道扩展和调整，尽管消费市场未如预 ...

Core Viewpoint - The rising gold prices since 2025 have highlighted gold's status as a traditional "hard currency," attracting global investor and consumer attention. Amid inflation, geopolitical tensions, and risk aversion, the DR brand under Diya Co., Ltd. has introduced a wedding gold set that transcends mere precious metal attributes, evolving into a new paradigm of emotional assets that blend technology, craftsmanship, and cultural significance [2][3][4]. Group 1: Product Innovation - The DR brand's "Qianjin Crown" represents a disruptive innovation in the traditional wedding gold industry, combining wedding gold with emotional commitment and modern aesthetics [3][4]. - The DR crown features a unique convertible structure, allowing various jewelry pieces to transform into a crown, enabling seamless transitions from wedding ceremonies to everyday wear [4][6]. - Each DR crown comes with a unique coding and collection certificate, enhancing its scarcity and uniqueness, thus positioning it as a collectible emotional asset that can be passed down through generations [5][6]. Group 2: Cultural and Emotional Significance - The DR wedding gold set integrates high-purity gold, symbolizing cultural heritage and family legacy, while also reflecting modern marriage aesthetics [7][8]. - The design philosophy merges Eastern and Western aesthetics, creating a contemporary expression of traditional symbols, which resonates with consumers' desires for both spiritual value and aesthetic quality [8][9]. - The emotional value of the DR wedding gold set is emphasized as a counterbalance to the rising gold prices, shifting consumer motivations from mere asset preservation to emotional expression [9]. Group 3: Market Positioning - Diya Co., Ltd. positions itself as a leading custom gold brand in China, expanding the boundaries of personalization in wedding gold design [7]. - The brand's innovative craftsmanship and emotional warmth aim to redefine industry standards and cater to the emotional consumption market [3][6]. - The DR wedding gold set is designed to embody the spirit of modern women, symbolizing both princess-like elegance and queenly confidence [3][4].