港股异动 | 老铺黄金涨超8%,再创历史新高!机构看好品牌定位与出海增长前景

智通财经
May 29, 2025

5月29日,老铺黄金盘中涨超8%,再创历史新高。

消息面上,国海证券表示,老铺黄金定位高端古法黄金,差异化优势突出,古法工艺创新叠加传统文化、时尚性元素彰显独特产品力,兼具保值性和收藏属性,该行看好公司未来一二线高端商圈门店稳步扩张,及出海新加坡、日本东京等市场带来的新增量,有望持续提升市场份额。该行称,公司2024年的增长态势强劲,未来有望凭借品牌与产品优势,进一步拓展市场,提升盈利水平。

天风证券指出,本轮以老铺黄金、泡泡玛特布鲁可为代表,新消费品种已经打上“新消费”标签,且已形成板块效应;内外部增量资金或优先识别交易,港股Beta加强品种。得益定位红利,该行认为目前老铺或尚无可替代竞品。浦银国际则认为,如果老铺黄金能够进一步验证其奢侈品品牌的定位,那么其估值水平有望在当前的基础上获得进一步提升。

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