异动解读 | 发布盈喜预告但Q2业绩环比大幅下滑,老铺黄金盘中续跌5.03%

异动解读
Jul 29

老铺黄金(06181)今日盘中大跌5.03%,延续了前一交易日的下跌趋势,引发市场广泛关注。

消息面上,老铺黄金于7月27日盘后发布正面盈利预告,预计2026年上半年经调整净利润同比增长约83%至85%,销售业绩(含税收入)约227亿元至233.5亿元,同比增长约60%至65%。然而,结合其一季度业绩粗略推算,老铺黄金今年二季度收入约在23亿至39.5亿元,净利润预估在5.1亿至7.6亿元,环比下滑约七八成,业绩表现低于多家机构预期。受此影响,该股昨日(7月28日)已暴跌23.76%,市值单日蒸发超160亿港元。

此外,国际金价近期持续震荡下行,现货黄金一度逼近4010美元关口,创一周以来最低水平,黄金板块整体承压。市场分析认为,老铺黄金一季度业绩受金价上行和涨价预期推动出现爆发式增长,但二季度增长显著放缓,逆周期运营实力仍有待验证,投资者情绪趋于谨慎。

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