港股异动 | 金饰股延续近期上涨 国内金饰克价重返1300元 机构看好被压制的消费需求逐步释放

智通财经
Aug 10

智通财经APP获悉,金饰股延续近期上涨,截至发稿,老铺黄金(06181)涨8.07%,报380.4港元;周生生(00116)涨6.61%,报12.91港元;周大福(01929)涨5.16%,报12.85港元;六福集团(00590)涨3.16%,报26.12港元。

消息面上,国际金价近期大涨。8月8日,国内多家品牌金饰价格一夜大涨,重返1300元/克,其中周生生足金饰品报1315元/克,周大福报价1308元/克,老庙黄金报价1310元/克。另据央视财经报道,8月6日深圳水贝市场足金999批发报价达1100元/克,短短两天上涨近50元。

华西证券发布研报称,金价企稳回升有望逐步修复黄金饰品板块基本面与估值:上半年金价剧烈波动导致Q2国内金饰需求仅 50 吨,消费者"买涨不买跌"心态抑制终端动销,相关龙头公司Q2不同程度终端需求受到压制,但随着金价反弹企稳,我们预期前期被压制的消费需求有望逐步释放,看好龙头公司下半年业绩企稳回升,建议重点关注龙头个股股价修复行情。

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