智通财经APP获悉，六福集团(00590)午后涨超3%，截至发稿，涨2.99%，报28.28港元，成交额2778.86万港元。
中金发布研报称，六福集团去年12月底止2026财年第三季度增长超预期，六福集团零售值按年增26%，其中中国内地、港澳及海外地区零售值分别年增26%、20%；中国内地自营店/品牌店、港澳及海外地区同店销售分别年增7%/31%、16%。考虑行业景气度提升带来估值提升，上调目标价12%至34.31港元。
花旗则表示，六福集团管理层认为，尽管金价在12月创下新高，但消费者已逐渐适应高金价环境，因此对销售影响甚微。管理层认为，内地实施新的黄金增值税政策后，港澳与内地的产品价差扩大，加上人民币升值，有利于港澳市场；并对海外市场的巨大增长潜力仍持乐观态度，计划投入更多资源扩张，维持2026财年净增约20间店铺的目标不变。
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