(以下内容从国金证券《商贸零售行业研究:持续看好黄金珠宝及性价比餐饮赛道,关注优势出海品牌》研报附件原文摘录)核心观点黄金珠宝:高景气有望持续,产品升级趋势下品牌中报表现分化。老铺、潮宏基等新兴品牌“高端化+设计感”驱动爆发式增长,传统品牌受闭店拖累,同店方面持续改善。金价上涨趋势下,消费者对黄金饰品的保值预期有望增强,对一口价定价产品接受度提升,强品牌、产品力的公司有望获得更多溢价能力,从而带动...
Source Link(以下内容从国金证券《商贸零售行业研究:持续看好黄金珠宝及性价比餐饮赛道,关注优势出海品牌》研报附件原文摘录)核心观点黄金珠宝:高景气有望持续,产品升级趋势下品牌中报表现分化。老铺、潮宏基等新兴品牌“高端化+设计感”驱动爆发式增长,传统品牌受闭店拖累,同店方面持续改善。金价上涨趋势下,消费者对黄金饰品的保值预期有望增强,对一口价定价产品接受度提升,强品牌、产品力的公司有望获得更多溢价能力,从而带动...
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