长江证券：当前时点如何看金饰需求回补弹性？

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智通财经APP获悉，长江证券发布研报称，历史上，金价与黄金饰品年度销量的相关性较弱，金价更偏向影响短期消费节奏，金价急涨趋缓一段时间后，销量均呈现回补式增长。本轮金价急涨发生在行业偏淡季，且已高位振荡两月有余，若后续金价维持窄幅波动，下半年行业旺季有望带动需求回补。中长期来看，黄金保值属性、叠加工艺革新拓宽了悦己礼赠等个性化场景，行业需求仍具备韧性;头部品牌通过渠道和产品升级，格局有望进一步优化，...

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