智通财经APP获悉，大和发布研报称，受中东局势紧张所带动，因应近期市场对金价的预期上升，将今年底金价预测由每克1,200元人民币上调至每克1,290元人民币，重申对老铺黄金(06181)的“买入”评级，目标价为880港元，指出该公司过去周末期间实施市场预期已久的价格调整，产品价格平均加幅约29%，符合预期，目前估算其2026年产品平均毛利率将达39.4%。
老铺黄金是次产品加价幅度介乎20%至30%，是公司迄今为止最大规模的单次价格调整，当中纯金产品的加幅高于镶钻产品，大和认为该公司将成本压力直接转嫁至核心黄金产品，而实际上自老铺黄金去年10月调价以来，金价已上涨约26%，同时新春期间老铺黄金门店仍大排长龙，该行维持对其正面看法及盈利预测不变。
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