智通财经APP获悉，老铺黄金(06181)午后跌超4%。截至发稿，跌3.49%，报387.0港元，成交额2.77亿港元。
消息面上，老铺黄金二季度业绩环比一季度大幅回落。小摩发布研报称，二季度销售放缓更偏向周期性而非结构性问题。虽然短期销售表现仍取决于金价走势，而中秋节与国庆假期将是下一个关键观察点，但该行相信公司的品牌竞争力及中长期盈利能力依然稳固。
该行表示，老铺黄金盈利将逐步回升，从二季度的6亿元左右回升到三季度/四季度的约8亿元/12亿元。估算线下同店销售额增速于今年2季度触底，预计下半年同比降幅将收窄至15-20%，2027年回升至同比持平，不过受基数较高影响，26年下半年收入/盈利预计同比下降约24/21%。
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