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Lao Pu Gold (06181.HK): The China Securities Regulatory Commission has issued a record notice regarding the company's application for full circulation of listed in Hong Kong shares.
On March 7th, Gelonghui reported that Laopu Gold (06181.HK) announced that on March 7, 2025, the China Securities Regulatory Commission issued a filing notice to the company regarding the full circulation of H shares. According to the filing notice, the company has completed the filing with the China Securities Regulatory Commission regarding the full circulation of H shares (regarding the conversion of 40,388,900 unlisted shares held by three company shareholders into 40,388,900 H shares). If the share conversion is not completed within 12 months from the date of the filing notice (March 7, 2025), and the company still intends to proceed with the conversion, the company must update the China Securities Regulatory Commission.
After experiencing a surge of 12 times in less than a year, Morgan Stanley's determination regarding Laopu Gold: the current valuation is reasonable, with risks being the gold price, lifting of restrictions, and retail investors.
Morgan Stanley stated that Old Paved Gold fills the "gap area" in China's high-end Consumer market, with significant potential for store network expansion and brand recognition growth. By 2029, Old Paved Gold's revenue in Greater China could at least double compared to 2024.
Soochow: The Gold jewelry industry is about to迎来low base, and is expected to迎来明显recovers.
Soochow Securities stated that starting from Q2 2025, the Gold jewelry sector is expected to welcome a low base and is likely to see a noticeable recovery at the Industry level.
13 times in 8 months! Surpassed Tencent to become the top stock price! It's crazy!
What is the quantity of 'gold'?
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.
Citi: Maintains CHOW TAI FOOK (01929) "Buy" rating with a Target Price of 9.9 Hong Kong dollars, initiating a 30-day positive catalyst observation.
Due to the Top Reversal in Gold prices, it is expected that the potential demand for weight-based Gold jewelry products will be released.
NewDayNewWin OP : It is like collecting loose change when you need money.