智通财经APP获悉，老铺黄金(06181)再跌超4%，较7月创下的历史高点1108港元已跌近四成。截至发稿，跌4.23%，报678.5港元，成交额6.71亿港元。
消息面上，7月27日，老铺黄金发布业绩预告，预计2025年上半年实现含税收入138亿至143亿元，同比增长240%至252%；净利润22.3亿至22.8亿元，同比增长279%至288%。美银证券发表研究报告称，市场将更加关注老铺黄金盈利增长的可持续性，该行预计公司今年下半年的收入将达到138亿元人民币，同比增长178%，经调整净利润料达27亿元人民币，同比增长206%。
值得注意的是，瑞银此前发表报告称，根据该行与投资者的对话，买方对老铺黄金2025年的盈利预期为40亿至60亿人民币，即按年增长170%至300%，该行认为预期似乎偏高，并且老铺黄金面临金价波动、各店财报分化以及毛利率可能按年下降的短期下行风险，另一个下行风险则是股东的潜在获利回吐。
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