港股异动 | 梦金园(02585)午后涨超14%创新高 较招股价已高48% 机构称公司下沉扩张仍有潜力

智通财经
22 Jan

智通财经APP获悉,梦金园(02585)午后涨超14%,高见17.8港元创新高,较招股价12港元已涨超48%。截至发稿,涨13.21%,报17.66港元,成交额813.36万港元。

公开资料显示,梦金园的产品以高纯度黄金首饰为主,兼营钻石镶嵌、K金首饰等其他珠宝饰品。随着业务不断扩张,梦金园发展成为颇具市场知名度的黄金珠宝首饰原创品牌制造商(OBM)及为极少数实现全产业链运营的企业之一,其全产业运营覆盖了原材料采购、原材料提纯、品牌管理、研发、产品设计、制造以及销售。

国泰君安指出,目前我国黄金珠宝市场仍以渠道竞争为核心,头部品牌下沉拓店提高行业集中度。截至2024年6月30日,公司已形成覆盖全国的完善渠道布局,包括1,670名加盟商经营的2,850家加盟店、7个自营直营区服务中心和17个省级代理,以及36家自营店及消费者网络中主流电商平台入驻网店。未来梦金园有望通过在现有市场开设新的加盟店和自营店以及全国性扩张,继续扩大线下门店网络的广度和深度。

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