智通财经APP获悉，黄金珠宝股集体回暖，截至发稿，老铺黄金(06181)涨5.33%，报642.5港元；周大福(01929)涨3.98%，报14.38港元；周生生(00116)涨1.66%，报12.85港元；六福集团(00590)涨1.09%，报24.18港元。
消息面上，财政部、国家税务总局发布《关于黄金有关税收政策的公告》，明确黄金交易相关税收政策。根据中国黄金珠宝公众号，新政发布后，各品牌黄金定价差异显著，首饰金方面，周大福、周生生、老凤祥、老庙等品牌报价较为集中，在1255-1259元/克之间；也有部分品牌首饰金价在1100-1200元/克之间浮动。
华源证券发布研报称，短期终端价格的上涨或一定程度上抑制终端的消费者需求，但从长期看，该政策推出预期可以规范此前行业不合规缴税的现象，进而规范行业发展，预计此前不合规经营的企业在新政推出后将会受到较大影响，而头部合规品牌有望进一步强化其竞争优势，中长期有望驱动市场份额向头部集中。
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