核心要点受益于黄金存货升值和高毛利率产品占比提升,黄金珠宝公司业绩普遍改善。25H1金价急涨至4月底后高位震荡,上半年平均金价为722元/克,同比+38.6%、环比+22.1%。在收入端,随着消费者逐步适应高金价,及金价上涨带动克均价提升,25Q2黄金珠宝企业的收入/零售额同比转正或降幅收窄,金条、一口价产品表现更优。在营收端改善基础上,大多数黄金珠宝企业利润端呈现改善趋势,主要得益于:1)金价...
Source Link核心要点受益于黄金存货升值和高毛利率产品占比提升,黄金珠宝公司业绩普遍改善。25H1金价急涨至4月底后高位震荡,上半年平均金价为722元/克,同比+38.6%、环比+22.1%。在收入端,随着消费者逐步适应高金价,及金价上涨带动克均价提升,25Q2黄金珠宝企业的收入/零售额同比转正或降幅收窄,金条、一口价产品表现更优。在营收端改善基础上,大多数黄金珠宝企业利润端呈现改善趋势,主要得益于:1)金价...
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