六福集团FY26Q1经营数据点评:中国大陆恢复至双位数销售增长,港澳及海外同店增速修复

信达证券
24 Jul

一、公司整体经营情况六福集团(0590。HK)在FY26Q1实现了显著的业绩反弹,集团整体零售值同比增长13%,同店销售增长5%。定价黄金产品表现尤为突出,其零售值占比从去年同期的12%提升至17%,同店销售更是猛增73%。这一增长得益于低基数效应以及黄金珠宝市场需求的逐步恢复。二、区域市场表现中国大陆市场是主要增长引擎,FY26Q1零售值同比增长14%,其中自营店和品牌店均表现出色,分别实现...

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