商贸零售行业周报：老铺黄金港股上市，关注高端金饰消费国潮崛起

开源证券06-30

（以下内容从开源证券《商贸零售行业周报：老铺黄金港股上市，关注高端金饰消费国潮崛起》研报附件原文摘录）老铺黄金港股上市，关注我国高端金饰消费国潮崛起本周（6月28日），中国古法手工金器专业第一品牌老铺黄金在港交所挂牌上市。老铺黄金深耕古法金领域，树立黄金珠宝行业内的高端品牌形象，形成竞争壁垒。（1）产品方面：老铺黄金从溢价水平和售价区间看，均呈现出显著高端化特征，背后是挖掘工艺、原创设计、沉淀文化...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2447467440?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-30 18:06","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2447467440","market":"hk","top_or_hot":-1,"title":"商贸零售行业周报：老铺黄金港股上市，关注高端金饰消费国潮崛起","media":"开源证券","content":"<div>\n<p>（以下内容从开源证券《商贸零售行业周报：老铺黄金港股上市，关注高端金饰消费国潮崛起》研报附件原文摘录）老铺黄金港股上市，关注我国高端金饰消费国潮崛起本周（6月28日），中国古法手工金器专业第一品牌老铺黄金在港交所挂牌上市。老铺黄金深耕古法金领域，树立黄金珠宝行业内的高端品牌形象，形成竞争壁垒。（1）产品方面：老铺黄金从溢价水平和售价区间看，均呈现出显著高端化特征，背后是挖掘工艺、原创设计、沉淀文化...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406301806089ee4ca60&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>商贸零售行业周报：老铺黄金港股上市，关注高端金饰消费国潮崛起</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n商贸零售行业周报：老铺黄金港股上市，关注高端金饰消费国潮崛起\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-30 18:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406301806089ee4ca60&s=b><strong>开源证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（以下内容从开源证券《商贸零售行业周报：老铺黄金港股上市，关注高端金饰消费国潮崛起》研报附件原文摘录）老铺黄金港股上市，关注我国高端金饰消费国潮崛起本周（6月28日），中国古法手工金器专业第一品牌老铺黄金在港交所挂牌上市。老铺黄金深耕古法金领域，树立黄金珠宝行业内的高端品牌形象，形成竞争壁垒。（1）产品方面：老铺黄金从溢价水平和售价区间看，均呈现出显著高端化特征，背后是挖掘工艺、原创设计、沉淀文化...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406301806089ee4ca60&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"07226","symbol_name":"XL二南方恒科","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406301806089ee4ca60&s=b","article_id":"2447467440","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406301806089ee4ca60&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2447467440","pubTimestamp":1719741962,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"老铺黄金港股上市，关注我国高端金饰消费国潮崛起本周，中国古法手工金器专业第一品牌老铺黄金在港交所挂牌上市。我们认为，老铺黄金的成功有其独特商业模式魅力，同时也反映出我国高端金饰消费领域国潮崛起的机遇。周六福珠宝向港交所递交上市申请。零售各细分板块中，本周品牌化妆品板块涨幅最大，2024年年初至今品牌化妆品板块领跑。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"07226":"XL二南方恒科","HSTECH":"恒生科技指数","HSCEI":"国企指数","06181":"老铺黄金"},"translate_title":"Weekly Report on the Commerce and Retail Industry: Laopu Gold is listed on the Hong Kong stock market, paying attention to the rise of the national trend of high-end gold jewelry consumption","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06181":1,"07226":1,"HSCEI":1,"HSTECH":1},"content_text":"（以下内容从开源证券《商贸零售行业周报：老铺黄金港股上市，关注高端金饰消费国潮崛起》研报附件原文摘录）老铺黄金港股上市，关注我国高端金饰消费国潮崛起本周（6月28日），中国古法手工金器专业第一品牌老铺黄金在港交所挂牌上市。老铺黄金深耕古法金领域，树立黄金珠宝行业内的高端品牌形象，形成竞争壁垒。（1）产品方面：老铺黄金从溢价水平和售价区间看，均呈现出显著高端化特征，背后是挖掘工艺、原创设计、沉淀文化的支撑；在生产环节以手工匠造构建区隔，坚持原创打破水贝产业链“山寨阴影”，通过文化与故事沉淀与高端客群共鸣。（2）渠道方面：老铺黄金坚持小而美，立足全自营和主题情景店模式树立品牌调性，国内高端渠道覆盖率堪比国际高奢珠宝品牌；开店空间方面，老铺黄金对标国内国际高奢珠宝品牌门店数量仍有翻倍以上拓店空间，2024-2026年计划新开15家门店。从行业角度看，近年来“老钱风”风靡，其内核是财富传承，而我国黄金消费历史悠久并逐渐与奢侈品流行趋势共振，成为“中式老钱风”的重要构成；另一方面在宏观经济环境变化影响下，高端客群也开始关注消费保值性，黄金产品相较其他材质饰品，能够更好满足该需求。我们认为，老铺黄金的成功有其独特商业模式魅力，同时也反映出我国高端金饰消费领域国潮崛起的机遇。行业关键词：大洞察工具、Target、司美格鲁肽、周六福、SOAR等【大洞察工具】亚马逊品牌旗舰店上线“大洞察新工具”。【Target】美国零售公司Target开放平台将接入Shopify卖家。【司美格鲁肽】诺和诺德研发生产的国内首个司美格鲁肽减重适应症获批。【周六福】周六福珠宝向港交所递交上市申请。【SOAR】TikTok Shop推出SOAR Together计划扶持中小企业。板块行情回顾本周（6月24日-6月28日），商贸零售指数报收1485.06点，下跌3.55%，跑输上证综指（本周下跌1.03%）2.53个百分点，板块表现在31个一级行业中位居第29位。零售各细分板块中，本周品牌化妆品板块涨幅最大，2024年年初至今品牌化妆品板块领跑。个股方面，本周南京商旅（+11.3%）、南宁百货（+7.0%）、国光连锁（+6.3%）涨幅靠前。投资建议：关注消费复苏主线下的高景气赛道优质公司投资主线一（黄金珠宝）：关注具备“稳增长+高股息”属性的黄金珠宝龙头品牌，重点推荐潮宏基、周大生、老凤祥、中国黄金等；投资主线二（化妆品）：关注把握细分结构性机会且综合实力强的国货美妆品牌，重点推荐丸美股份、润本股份、珀莱雅、巨子生物等；投资主线三（医美）：关注差异化医美产品上游厂商及医美机构龙头，重点推荐医美产品端爱美客、科笛-B，医美机构端朗姿股份；投资主线四（跨境电商）：关注顺应海外市场消费降级和线上化趋势、具备强运营能力的跨境电商头部卖家，重点推荐华凯易佰、吉宏股份。风险提示：消费恢复不及预期、行业竞争加剧、政策风险等。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2447467440"}