【国泰海通证券:黄金珠宝行业估值提升逻辑仍将持续演绎】国泰海通证券研报指出,2024年以来黄金珠宝行业进入了出清与升级并行阶段,龙头逐步由开店策略走向单店提效,品牌方与加盟商形成推广高毛利率产品的“合力”;差异化产品推动黄金珠宝公司由“渠道品牌”走向“消费品品牌”,全年看黄金珠宝行业的估值提升逻辑仍将持续演绎,看好产品力突出&消费者需求捕捉能力强的公司。

金融界
23 May
国泰海通证券研报指出,2024年以来黄金珠宝行业进入了出清与升级并行阶段,龙头逐步由开店策略走向单店提效,品牌方与加盟商形成推广高毛利率产品的“合力”;差异化产品推动黄金珠宝公司由“渠道品牌”走向“消费品品牌”,全年看黄金珠宝行业的估值提升逻辑仍将持续演绎,看好产品力突出&消费者需求捕捉能力强的公司。

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