智通财经APP获悉，中金发布研究报告称，因终端销售面临压力，下调六福集团(00590)2025和2026财年每股盈利预测各40%和36%至1.84和2.24元，维持“跑赢行业”评级。考虑到行业压力有所缓解，仅下调目标价15%至16.56港元。
报告中称，六福集团上半财年收入同比降27%至54亿元，期内溢利同比降56%至4.2亿元，撇除黄金对冲损失后同比降27%，净利润同比降54%至4.3亿元，业绩符合市场预期。公司宣派中期股息0.55元，对应派息率74%。
因期内金价高位波动拖累金饰消费以及钻石需求延续弱势，公司上半财年收入同比降27%至54亿元。报告指，10月初至11月中旬，集团整体同店销售表现较2025财年第二季有所改善，考虑到2025财年下半年度基数相对较低，管理层预计有望取得较好业务表现。
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