Lynn_7000
03-10
这篇文章不错,转发给大家看看
@价值投资为王:
周大福,下一个老铺黄金!
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<a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> <a href=\"https://laohu8.com/S/01929\">$周大福(01929)$</a> <a href=\"https://laohu8.com/S/002345\">$潮宏基(002345)$</a> <a href=\"https://laohu8.com/S/002867\">$周大生(002867)$</a></p>\n<p>集体大涨,黄金首饰股要迎来集体大反攻了吗?</p>\n<p>首先,老铺黄金暴涨并不稀奇,在今日大涨前,股价已经翻了14倍。</p>\n<p>股价暴涨的背后,是老铺黄金靓丽的业绩,根据公司2月20日发布的业绩预告,去年的净利润有望达到14-15亿元,同比大增236%-260%!</p>\n<p>业绩高歌猛进之下,近期,老铺黄金官宣涨价,涨价幅度大约在5%~10%,助推股价再上一个台阶!</p>\n<p>但是,除了老铺黄金外,其他黄金首饰股的走势并不好,像周大福仍较1年前的高点跌了26%、六福集团跌了29%、周大生跌了30%。</p>\n<p>为什么在黄金价格飙升、老铺黄金股价翻了15倍的情况下,其他黄金首饰股跌惨烈下跌呢?</p>\n<p>从定位上看,老铺黄金和其他几家竞争对手有明显的区别,即主打古法黄金,店铺集中在一线顶流商场,售价及服务对标奢侈品,被誉为黄金界的爱马仕。</p>\n<p>而周大福、周大生、六福集团更接地气,面向普罗大众。</p>\n<p>虽然过去一年黄金价格飙升,但在消费萎靡的情况下,消费者对黄金首饰望而生畏,根据中国黄金协会的数据,2024年前三季度,黄金首饰消费量达400吨,同比下降了27.53%,金条和金币消费量达282吨,同比增长27.14%;单三季度,国内黄金首饰消费量达130 吨,同比下降29.2%,金条金币消费量69吨,同比下降9.2%。</p>\n<p>由此可见,黄金价格飙升只是刺激了消费者购买金条,黄金首饰由于有溢价及保值率不如金条,惨遭消费者抛弃。</p>\n<p>但是,周大福们的拐点要来了!</p>\n<p>根据国家统计局的数据,去年12月,金银珠宝类零售额达到310亿,同比下滑1%,下滑幅度较之前几月明显收窄:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b9c6dc140a607bcefa5f1521a5b9aef\" tg-width=\"1500\" tg-height=\"651\"></p>\n<p>再来看周大福公布的经营数据,去年四季度,中国内地的黄金首饰零售值同比下滑13%,下滑幅度较之前两个季度明显收窄:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e540730ded9fcdd4270a5794f35a367\" tg-width=\"1144\" tg-height=\"666\"></p>\n<p>六福集团同样出现拐点,去年四季度零售值同比下滑6%,较去年三季度的16%下滑明显收窄:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bebd331744a79e734769fb9d26b0d880\" tg-width=\"1123\" tg-height=\"625\"></p>\n<p>业绩好转的背后或是黄金价格一路上涨,消费者由早期的难以结束,但被迫接纳,加上世界局势动荡,黄金价格有望继续上涨,消费者积攒已久的需求开始释放!</p>\n<p>如果周大福们后续的经营数据继续好转,恢复正增长,股价有望继续大涨,毕竟从估值上看,周大福市盈率只有18倍,处于近5年来低位:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc27bda844b21eb26476bad2f7b920a9\" tg-width=\"1035\" tg-height=\"789\"></p>\n<p>今年一季度的经营数据,周大福要在4月下旬才会公布,在此之前,投资者可以先根据统计局的数据做决策,预计在3月17日上午,金银珠宝零售额数据会公布,如果恢复正增长,周大福有望开启大涨,下一个老铺黄金呼之欲出!</p>\n<p>错过老铺黄金的人,不要再错过周大福了!</p>\n<p> </p>\n<p> </p></body></html>","htmlText":"<html><head></head><body><p>今日,黄金首饰股集体大涨,老铺黄金大涨11.7%,股价创历史新高!周大福大涨11.2%!A股的潮宏基大涨8.8%、周大生涨5.7%! <a href=\"https://laohu8.com/S/06181\">$老铺黄金(06181)$</a> <a href=\"https://laohu8.com/S/01929\">$周大福(01929)$</a> <a href=\"https://laohu8.com/S/002345\">$潮宏基(002345)$</a> <a href=\"https://laohu8.com/S/002867\">$周大生(002867)$</a></p>\n<p>集体大涨,黄金首饰股要迎来集体大反攻了吗?</p>\n<p>首先,老铺黄金暴涨并不稀奇,在今日大涨前,股价已经翻了14倍。</p>\n<p>股价暴涨的背后,是老铺黄金靓丽的业绩,根据公司2月20日发布的业绩预告,去年的净利润有望达到14-15亿元,同比大增236%-260%!</p>\n<p>业绩高歌猛进之下,近期,老铺黄金官宣涨价,涨价幅度大约在5%~10%,助推股价再上一个台阶!</p>\n<p>但是,除了老铺黄金外,其他黄金首饰股的走势并不好,像周大福仍较1年前的高点跌了26%、六福集团跌了29%、周大生跌了30%。</p>\n<p>为什么在黄金价格飙升、老铺黄金股价翻了15倍的情况下,其他黄金首饰股跌惨烈下跌呢?</p>\n<p>从定位上看,老铺黄金和其他几家竞争对手有明显的区别,即主打古法黄金,店铺集中在一线顶流商场,售价及服务对标奢侈品,被誉为黄金界的爱马仕。</p>\n<p>而周大福、周大生、六福集团更接地气,面向普罗大众。</p>\n<p>虽然过去一年黄金价格飙升,但在消费萎靡的情况下,消费者对黄金首饰望而生畏,根据中国黄金协会的数据,2024年前三季度,黄金首饰消费量达400吨,同比下降了27.53%,金条和金币消费量达282吨,同比增长27.14%;单三季度,国内黄金首饰消费量达130 吨,同比下降29.2%,金条金币消费量69吨,同比下降9.2%。</p>\n<p>由此可见,黄金价格飙升只是刺激了消费者购买金条,黄金首饰由于有溢价及保值率不如金条,惨遭消费者抛弃。</p>\n<p>但是,周大福们的拐点要来了!</p>\n<p>根据国家统计局的数据,去年12月,金银珠宝类零售额达到310亿,同比下滑1%,下滑幅度较之前几月明显收窄:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b9c6dc140a607bcefa5f1521a5b9aef\" tg-width=\"1500\" tg-height=\"651\"></p>\n<p>再来看周大福公布的经营数据,去年四季度,中国内地的黄金首饰零售值同比下滑13%,下滑幅度较之前两个季度明显收窄:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e540730ded9fcdd4270a5794f35a367\" tg-width=\"1144\" tg-height=\"666\"></p>\n<p>六福集团同样出现拐点,去年四季度零售值同比下滑6%,较去年三季度的16%下滑明显收窄:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bebd331744a79e734769fb9d26b0d880\" tg-width=\"1123\" tg-height=\"625\"></p>\n<p>业绩好转的背后或是黄金价格一路上涨,消费者由早期的难以结束,但被迫接纳,加上世界局势动荡,黄金价格有望继续上涨,消费者积攒已久的需求开始释放!</p>\n<p>如果周大福们后续的经营数据继续好转,恢复正增长,股价有望继续大涨,毕竟从估值上看,周大福市盈率只有18倍,处于近5年来低位:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc27bda844b21eb26476bad2f7b920a9\" tg-width=\"1035\" tg-height=\"789\"></p>\n<p>今年一季度的经营数据,周大福要在4月下旬才会公布,在此之前,投资者可以先根据统计局的数据做决策,预计在3月17日上午,金银珠宝零售额数据会公布,如果恢复正增长,周大福有望开启大涨,下一个老铺黄金呼之欲出!</p>\n<p>错过老铺黄金的人,不要再错过周大福了!</p>\n<p> </p>\n<p> </p></body></html>","text":"今日,黄金首饰股集体大涨,老铺黄金大涨11.7%,股价创历史新高!周大福大涨11.2%!A股的潮宏基大涨8.8%、周大生涨5.7%! $老铺黄金(06181)$ $周大福(01929)$ $潮宏基(002345)$ $周大生(002867)$ 集体大涨,黄金首饰股要迎来集体大反攻了吗? 首先,老铺黄金暴涨并不稀奇,在今日大涨前,股价已经翻了14倍。 股价暴涨的背后,是老铺黄金靓丽的业绩,根据公司2月20日发布的业绩预告,去年的净利润有望达到14-15亿元,同比大增236%-260%! 业绩高歌猛进之下,近期,老铺黄金官宣涨价,涨价幅度大约在5%~10%,助推股价再上一个台阶! 但是,除了老铺黄金外,其他黄金首饰股的走势并不好,像周大福仍较1年前的高点跌了26%、六福集团跌了29%、周大生跌了30%。 为什么在黄金价格飙升、老铺黄金股价翻了15倍的情况下,其他黄金首饰股跌惨烈下跌呢? 从定位上看,老铺黄金和其他几家竞争对手有明显的区别,即主打古法黄金,店铺集中在一线顶流商场,售价及服务对标奢侈品,被誉为黄金界的爱马仕。 而周大福、周大生、六福集团更接地气,面向普罗大众。 虽然过去一年黄金价格飙升,但在消费萎靡的情况下,消费者对黄金首饰望而生畏,根据中国黄金协会的数据,2024年前三季度,黄金首饰消费量达400吨,同比下降了27.53%,金条和金币消费量达282吨,同比增长27.14%;单三季度,国内黄金首饰消费量达130 吨,同比下降29.2%,金条金币消费量69吨,同比下降9.2%。 由此可见,黄金价格飙升只是刺激了消费者购买金条,黄金首饰由于有溢价及保值率不如金条,惨遭消费者抛弃。 但是,周大福们的拐点要来了! 根据国家统计局的数据,去年12月,金银珠宝类零售额达到310亿,同比下滑1%,下滑幅度较之前几月明显收窄: 再来看周大福公布的经营数据,去年四季度,中国内地的黄金首饰零售值同比下滑13%,下滑幅度较之前两个季度明显收窄: 六福集团同样出现拐点,去年四季度零售值同比下滑6%,较去年三季度的16%下滑明显收窄: 业绩好转的背后或是黄金价格一路上涨,消费者由早期的难以结束,但被迫接纳,加上世界局势动荡,黄金价格有望继续上涨,消费者积攒已久的需求开始释放! 如果周大福们后续的经营数据继续好转,恢复正增长,股价有望继续大涨,毕竟从估值上看,周大福市盈率只有18倍,处于近5年来低位: 今年一季度的经营数据,周大福要在4月下旬才会公布,在此之前,投资者可以先根据统计局的数据做决策,预计在3月17日上午,金银珠宝零售额数据会公布,如果恢复正增长,周大福有望开启大涨,下一个老铺黄金呼之欲出! 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