周大福(01929.HK)今日盘中股价大涨5.05%，截至发稿报12.66港元。该股股价上涨主要受以下几方面因素推动：
首先，周大福近日公布的2025财年业绩好于市场预期。尽管受宏观经济因素及黄金价格高涨影响，公司营业额同比下降17.5%至896.56亿港元，但经营溢利仍实现9.8%的同比增长，达147.46亿港元。更值得注意的是，公司毛利率大幅提升至29.5%，较上一财年的24%显著改善。这一业绩表现展现出公司在逆境中的经营韧性。
其次，周大福获得券商积极评价。中金公司发布研报维持周大福"跑赢行业"评级，并上调目标价31%至14.92港元。中金认为，考虑到公司持续的经营好转，上调了对其2026和2027财年的每股盈利预测。这一积极的券商评级进一步提振了投资者信心。
此外，公司管理层对未来业绩持乐观态度。周大福执行董事表示，集团目标本财年同店销售有望恢复增长，预计将实现约单位数的增长。尽管预计本财年利润率可能低于上财年，但仍有望实现净增长。管理层的信心或为股价上涨提供了额外支撑。
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