智通财经APP获悉，周大福(01929)涨超5%，截至发稿，涨5.15%，报11.02港元，成交额8322.35万港元。
消息面上，国金证券近期指出，公司深厚的产品美学基因和品牌底蕴构筑壁垒，产品优化&门店经营提质驱动高质发展，看好同店表现&盈利改善。4Q24/1Q25内地直营同店同比-16.1%/-13.2%，加盟同店同比-12.3%/-8.7%，降幅明显收窄，展望26财年，受益产品优化与门店精细化运营，低基数下同店表现将持续改善。
小摩研报表示，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。2026财年摩通预计周大福纯利增长33%，主要受惠于：1)销售额正面改善；2)产品组合持续改善；3)门店效率改善。
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