老铺黄金(06181)早盘股价上涨6.73%,现报761港元,成交额6.85亿港元。中金发布研报称,传统珠宝品牌的计重类产品的销售自2024年3月底金价快速上涨开始受到明显的抑制,但部分品牌自4Q24起的数据显示销售跌幅已出现环比收窄势头,并在1Q25延续跌幅收窄趋势。部分大众珠宝品牌前期跌幅较大,但仍保持较高比例派息,股息率较高,伴随销售跌幅收窄和转正,这些公司有望迎来估值修复机会。该行指出,古...
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