港股异动 | 金饰股集体走低 金饰克价年内大跌300元 机构指金饰与投资金需求分化

智通财经
Yesterday

智通财经APP获悉,金饰股集体走低,截至发稿,周六福(06168)跌4.7%,报17.83港元;六福集团(00590)跌4.35%,报21.56港元;周生生(00116)跌4.34%,报11.24港元;周大福(01929)跌2.34%,报10.83港元。

消息面上,5月18日,国际黄金价格下跌,盘中一度跌破4500美元关口,创4月以来新低。受此影响,国内品牌金饰克价一夜间跌破1400元,较1月1700元/克的高位大跌300元。此外,世界黄金协会认为,二季度为金饰消费传统淡季,金饰消费需求或将进一步走弱。

信达证券指出,金饰本质是消费品而非投资品,难以脱离价增量减基本框架,金价过高普遍引起终端消费者观望情绪,而金饰与投资金消费重量增速的剪刀差自2024年以来持续扩大,体现需求端的消费需求与投资需求正在显著分化。2026Q1行业投资金消费重量增速显著加快,金饰则继续呈现价增量减态势。

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