信达证券：六福集团(00590)FY2026业绩高增金价预期企稳后估值修复可期

智通财经网06-11

智通财经APP获悉，信达证券发布研报称，预计2026-2028财年六福集团(00590)归母净利润分别为20.1/19.1/20.9亿港元，PE分别为6.0X/6.3X/5.8X。此外分红方面，六福集团已派发中期股息0.55港元/股，若按往年常见的全年1.1港元/股计算，则当前股息率超5%。信达证券主要观点如下：事件六福集团发布 FY2026正面盈利预告。公司预计FY2026净利润同比增长80%-...

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href=http://www.zhitongcaijing.com/content/detail/1453129.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，信达证券发布研报称，预计2026-2028财年六福集团(00590)归母净利润分别为20.1/19.1/20.9亿港元，PE分别为6.0X/6.3X/5.8X。此外分红方面，六福集团已派发中期股息0.55港元/股，若按往年常见的全年1.1港元/股计算，则当前股息率超5%。信达证券主要观点如下：事件六福集团发布 FY2026正面盈利预告。公司预计FY2026净利润同比增长80%-...</p>\n\n<a 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FY2026正面盈利预告。公司预计FY2026净利润同比增长80%-90%，盈利能力显著提升，主要得益于金价上行、产品结构优化以及营运杠杆优化等。同店销售方面，中国内地市场加盟店表现稳健，中国内地以外市场趋势向好同店销售方面，逐季度看，FY2026Q1-Q4中国内地加盟门店分别同比+18%/+27%/+31%/+11%，中国内地以外市场自营门店分别同比+3%/+11%/+16%/+39%，呈现加速趋势。该行认为，金价未来若能企稳将利好中国内地市场景气向上；而随着中国内地新黄金增值税政策实施，中国港澳市场与中国内地市场的产品价差扩大，叠加旅游娱乐客流的持续支撑，有望吸引更多消费者到中国港澳地区购买黄金产品，看好该市场未来零售表现持续向好。产品力优势带动定价首饰销售，品牌特色IP持续推新分品类看，集团自营店同店销售口径下定价首饰FY2026Q1-Q4逐季度分别同比+19%/+25%/+17%/+10%，彰显产品力优势。产品方面，公司特色IP持续推新，唐宫文创系列围绕“洛神水赋”推出洛玲珑、洛彩环、洛洛通产品，并在湘潭开展“冰·钻绮遇”主题巡展，推出新品“冰·钻方糖”等。中国内地渠道结构性调整，海外市场持续扩张截至FY2026末，集团共有3005家门店，年内净关282家门店；分地区看，中国内地/中国港澳/海外市场分别开有2880/74/51家，年内分别-299/-3/+20家，海外市场达成阶段扩张目标，该行看好接下来公司加快拓展海外市场，抓紧发展机遇。风险因素：金价大幅波动、行业竞争加剧、新品推广不及预期、渠道扩张不及预期。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 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信达证券：六福集团(00590)FY2026业绩高增 金价预期企稳后估值修复可期

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信达证券：六福集团(00590)FY2026业绩高增金价预期企稳后估值修复可期