智通财经APP获悉，周大福(01929)涨超6%，截至发稿，涨6.17%，报10.16港元，成交额8445.6万港元。
消息面上，周大福近日公布，该集团截至2025年3月31日止三个月(第四季度)零售值同比下降11.6%。中国内地零售值同比下滑10.4%，中国香港、中国澳门及其他市场零售值同比下滑20.7%。于第四季度，宏观经济外部因素及黄金价格高企持续影响消费意欲。然而，季内公司的产品优化措施取得积极成效，带动定价产品展现强劲的增长势头及需求，加上开展有效的农历新年营销活动，中国内地的同店销售跌幅有所收窄。
小摩表示，周大福2025财年第四季业绩表明，零售销货价值(RSV)持续改善，同比减少12%，好于前几个季度。中国市场持续改善，香港和澳门市场稳定。这意味着全年收入指引已经达到。该行将周大福目标价从8.4港元上调至11.4港元，维持“增持”评级。此外，瑞银预计周大福内地的同店销售增长或会在2026财年转正。该行将公司目标价由8.5港元升至12港元。麦格理则维持周大福“跑赢大市”评级，将其目标价由8.4港元上调70%至14.3港元。
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