花旗发表报告，对周大福(01929.HK) 展开30天正面催化观察，认为周大福的固定价格黄金产品的收入规模和利润状况与老铺黄金(06181.HK) 相匹配，但市值较老铺黄金滞后13%，这意味着周大福其他业务估值需要重估。评级“买入”，目标价9.9元。
花旗认为周大福今年1月和2月同店销售跌幅已持续收窄，并预期后续同店销售趋势在3月的低基数效应下可能回稳。由于黄金价格从高位回落，预期以重量为基础的黄金首饰产品的潜在需求将被释放。另外，虽然预期净关闭店铺的趋势将在2026财政年度持续，但料不会成为新的负面因素。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-04 16:25。)
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