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CICC: Focus on the growth of weight-based Gold jewelry starting from the second quarter and the opportunity for valuation recovery.
Traditional Gold and IP co-branded products are mostly priced at a fixed price, with a low frequency of price adjustments, and they benefit more from the rising gold prices.
Guotai Junan: The upward price expectation for Gold boosts the sales of processed Gold and investment Gold at the terminal.
The expectation of rising gold prices boosts the sales of gold by volume and investment gold in the terminals. After March, entering Q2 and Q3, the baseline will decline compared to the same period last year, and the Gold jewelry Industry is expected to welcome a structural market driven by rising gold prices and category differentiation.
Is the sky really the limit? Gold prices have 'gone crazy' reaching 3390 dollars, and the Golden Industrial Concept has exploded!
Trump is calling for "Gold" trades.
Guangdong Chj Industry Co.,Ltd.'s (SZSE:002345) Market Cap Surged CN¥968m Last Week, Individual Investors Who Have a Lot Riding on the Company Were Rewarded
Has Guangdong Chj Industry Co.,Ltd.'s (SZSE:002345) Impressive Stock Performance Got Anything to Do With Its Fundamentals?
China Merchants: The leading gold and jewelry brands are starting the path of product differentiation upgrades, with a focus on CHOW TAI FOOK and others.
China Merchants released a Research Report stating that after the rapid rise in Gold prices and the differentiation of terminal demand in 2024, the current channel dividends in the Gold and jewelry Industry have peaked, and leaders are embarking on a path of product differentiation upgrades. Considering that the Industry is about to enter the low base phase in Q2, companies that possess strong product power and differentiated competitiveness and show marginal improvement are worth focusing on, such as CHOW TAI FOOK (01929), Lao Pu Gold (06181), and Guangdong CHJ Industry (002345.SZ). The main viewpoints of China Merchants are as follows: The Gold and jewelry Industry is transforming from channel-driven to product power-driven. Since 2020, Gold prices have been fluctuating upward.
Many Still Looking Away From Guangdong Chj Industry Co.,Ltd. (SZSE:002345)
