港股异动 | 老铺黄金(06181)反弹逾5% 二季度业绩受金价回落影响 机构仍看好其后续盈利回升

智通财经
5 hours ago

智通财经APP获悉,老铺黄金(06181)反弹逾5%,截至发稿,涨5%,报373.5港元,成交额2.32亿港元。

消息面上,老铺黄金此前发布半年报,根据今年一季度业绩预告测算,其二季度收入约23-33亿、净利润约4.67-6.67亿。太平洋证券认为,尽管2026Q2受金价回落及需求前置影响增速阶段性放缓,但依托门店优化、高净值客群深度渗透、线上及海外高增多重驱动,业绩增长动能充足,后续有望延续高景气增长态势。

小摩研报也表示,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。

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