华西证券:三季度时尚黄金珠宝品牌有望保持同店、开店双增长

第一财经
Sep 30, 2025

华西证券研报表示,7/8月份金价整体维持高位横盘震荡,黄金珠宝终端销售在去年同期低基数下呈现逐月改善的趋势,据国家统计局数据,7/8月份限额以上单位金银珠宝类商品零售额同比+8.2%/+16.8%。9月份金价重新进入上行周期,经过前几轮的金价上涨,消费者的观望时间将缩短;同时,9月是黄金珠宝品牌订货会的重要节点,随着传统销售旺季的到来以及7/8月较好的终端动销,预计加盟商拿货较为积极。黄金珠宝企业...

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