金吾财讯 | 周大福(01929)股价持续上扬，午后升幅轻微扩大，截至发稿，报7.84港元，涨3.84%，成交额5230.62万港元。消息面上，中信证券表示，金价持续破高，消费者看涨预期已形成，消费偏好部分转向设计新颖、低单价、轻量化的定价黄金产品。公司积极调整产品及定价策略，成效显著。该行认为周大福具备出众的美学理解、卓越的工匠精神，未来将继续发挥产品力优势，持续领跑行业，推出更多诸如故宫系列、传福系列的高毛利差异化商品，利润端或将获得相应改善。给予目标价9.0港元，维持“买入”评级。招商证券表示，公司是珠宝行业的优质龙头品牌，品牌力、产品力及渠道层面均具备明显优势，当前聚焦经营质量提升，长期成长确定性强。预计公司FY2025-2027归母净利润为55.9/61.4/65.1亿港币。维持“强烈推荐”评级。
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