**: China ** newspaper.
Wind data shows that as of February 7, 18 listed companies in the ** industry have disclosed their 2023 performance forecasts, and 12 companies are happy, accounting for 6667%。The recovery of gold prices and consumption has made the performance of many listed companies in the industry increase significantly. Entering 2024, the enthusiasm for consumption will not decrease. A reporter from China's ** newspaper recently visited the ** consumer market and found that as the Spring Festival approaches, ** jewelry head companies have launched greater preferential activities, and domestic trendy products are popular.
The company's performance is improving.
Consumers' willingness to buy gold has increased, and the performance of listed companies in the industry has improved. Cuihua Jewelry, Chifeng**, Chaohongji, Shandong**, Caibai Shares, CICC** and other companies are expected to have the highest net profit growth.
Caibai expects that the net profit attributable to the owners of the parent company in 2023 will be 6700 million to 73.5 billion yuan, a year-on-year increase of 4561% to 5974%。For the reasons for the pre-increase in performance, Caibai said that a series of measures to stabilize growth and promote consumption have been implemented, the business environment has been continuously optimized, the consumer market has risen and picked up, and the gold price has risen, and consumers' willingness to buy jewelry products has increased. The company fully implements the operation and management ideas of improving quality and efficiency, and strengthens online and offline omni-channel operations. At the same time, the consumption of domestic trendy products continues to heat up, the company innovates consumption scenarios, carries out cultural marketing, builds a series of product matrix, and promotes the improvement of business performance.
Chifeng** expects that the net profit attributable to shareholders of listed companies in 2023 will be 7600 million to 8300 million yuan, a year-on-year increase of 6847% to 8399%。As for the reasons for the expected increase in performance, the company said, **production and sales***
Yulong expects a net profit attributable to owners of the parent company of 3900 million to 4600 million yuan, a year-on-year increase of 3388% to 5791%。The company adheres to the "two-wheel drive" strategy of new energy and new material minerals, develops internal resource integration and epitaxial expansion at the same time, accelerates the acquisition of high-quality mineral resources, and increases investment in the downstream industries of the new energy industry chain, and has achieved remarkable results in strategic transformation.
Some companies further reduced costs and increased efficiency to help their performance grow.
CICC** expects that the net profit attributable to shareholders of listed companies in 2023 (after retrospective adjustment) will increase by 3101% to 5721%。The company seized the opportunity of gold price, scientifically organized production and operation, further reduced costs and increased efficiency, and achieved substantial growth in performance.
* Consumption growth.
According to the recent news of the China Association, in 2023, the domestic raw material output will be 375155 tons, a year-on-year increase of 084%。Of these, ** mineral gold completed 297258 tons, non-ferrous by-product gold completed 77897 tons. Imported raw materials produce 144134 tons, a year-on-year increase of 1459%。A total of 519 were produced in the country289 tons, a year-on-year increase of 431%。
In 2023, the national ** consumption will be 108969 tons, a year-on-year increase of 878%。Among them, **jewelry 70648 tons, a year-on-year increase of 797%；Gold Bars & Coins 29960 tons, a year-on-year increase of 1570%；Industrial and other gold 8361 tons, down 55%。
Industry insiders said that it has commodity attributes, monetary attributes and financial attributes, and its ** is negatively correlated with the US dollar index, and will be affected by interest rates and other factors. The market expects the Federal Reserve to cut interest rates in the future, coupled with the continuous support of global central banks to buy gold, ** is expected to continue to rise.
Promotions have been launched.
Entering 2024, the enthusiasm for consumption will not decrease. Recently, a reporter from China's ** newspaper visited the ** consumer market and found that as the Spring Festival approaches, the major ** jewelry head companies have launched greater preferential activities, with a reduction of 80 yuan to 100 yuan abounding.
Taking Chow Tai Sheng as an example, the company launched a campaign of 100 yuan per gram, and the gold price after the discount was 518 yuan, and the fixed price ** product launched an activity of 200 yuan for 1000 yuan.
The reporter saw in the Chaohongji store that the **derogation was 80 yuan, and the price was 8 for a product20% off, two pieces 85% off.
During the Spring Festival, it is the peak season for market consumption, and preferential activities will be implemented from New Year's Day. In addition to the greater preferential activities, the company has also launched a series of new products with elements of the Year of the Dragon to attract consumers to buy. Recently, sales have doubled the usual amount. China's ** store staff told a reporter from China ** newspaper.
*Jewelry brands have launched young and fashionable styles, continuously improved the product matrix, continuously improved their competitiveness, and improved the quality of store operations through refined management and digital retail empowerment.
According to the CITIC** research report, the demand for gold jewellery is booming, and the willingness to consume continues to rise. With the rapid iteration of the first-class product process, the richness of gold jewellery products has been greatly improved. Fashionisation will continue to push gold jewellery to seize the market share of jewellery. The product structure and business model of many ** jewelry brands have undergone major adjustments. (Dong Tian).