wen | banmaxiaofei chenbiting

jinjiayuezhang，jindianyuenan？huangjinshichangzuifanrenzhideyimu，zhendechuxianle。

jiezhi2024nian9yue30ridebannianzhong，jinshijutouzhoudafushouruxiajiangchao20%，yejixiajiangjiejin45%；liufujituangengweiyanzhong，jinglilvxiahuachaoguo55%；xieruilin，zailiankui5nianhou，zuijinbannianjixukuidiao4379wangangyuan。

jinjiabaozhanghou，mingmingshichangguanzhudubiangaole，“maizhangbumaidie”rangdajiazhengqiangzhesharuhuangjinshichang，weishenmegangzijinshijutoumenfanerpubianyejichengya？

duiyujindianmenlaishuo，pajinjiabuzhang，yepajinjiashengdetaikuai、zhangdetaimeng。yidanjinjiazhangzhigaowei、juliebodong，maifangbiankaishiqingxiangyuguanwang，daozhizhongguohuangjinshichangcong2023niandeliehuopengyou，zhuanxiang2024niandeyanqixigu。

gengjiazhuiqiuwenjiandegangzijinshipinpaimen，wangwangxiguanjiezhuhuangjinduichonglaipingyizhouqi。xingqingxiangxiashi，buhuikuidetaican；xingqingchaoyuqimengliexiangshang，huidaozhijudadeduichongsunshi。zheibianshigangzijinshipinpai，bibentupinpaixianyibupinchangdaogengsuansedezhouqizhikudeyuanyin。

金店也卖不动货了？

jinri，gangzijinshipinpaijutou，zhoudafuheliufujituan，tongripiluzuixinyeji。zaijinjiadebiaozhangzhouqinei，jishichangpoleyipenlengshui。

jiezhi2024nian9yue30ride6geyue，zhoudafu（01929.hk）shouru394.08yigangyuan，tongbixiajiang20.43%，jinglirun25.64yigangyuan，tongbixiajiang44.47%——gongsideshouruhejinglirun，yuanburu2021-2023niantongqi，jiangdaole2020niandeshuiping；ruguosuanjinglilvdehua，lian2020niandouburu。

tongqi，liufujituan（00590.hk）shouru54.49yigangyuan，tongbixiajiang27.22%，jinglirun4.17yigangyuan，tongbixiajiang55.74%。

zhoudafuheliufujituanshangzhishiyejixiahua，erxieruilin，zeyijingxianrulechixudekuisunzhizhongle。

ciqianpiludeyejixianshi，jiezhi2024nian9 yue 30 rizhiliugeyue，xieruilin（00417.hk）shouru8.64yigangyuan，tongbixiajiang35.81%，jinglirun4379.0wangangyuan，kuisunmianjiaoshangniantongqiyousuokuoda。

shijishang，zuijinjinian，xieruilindeyejibiaoxianyizhiweimibuzhen，shourulianxiataijie，jinglirunliankui5nian。jiezhi2024nian3yue31ricainiandezuijin6gehuijiniandu，gongsishourufenbiewei40.65yigangyuan、29.14yigangyuan、26.49yigangyuan、27.68yigangyuan、25.91yigangyuan、26.54yigangyuan，jinglirunfenbiewei5416.1wangangyuan、-8967.0wangangyuan、-4398.0wangangyuan、-1554.6wangangyuan、-7143.5wangangyuan、-3.74yigangyuan。

2024nianshangbannian，zhoushengsheng（00116.hk）shouru110.49yigangyuan，tongbixiajiang12.81%，jinglirun5.26yigangyuan，tongbixiajiang36.41%。

jinzhizun（02882.hk），jiezhi2024nian6yue30rizhiniandu，shouru5.87yigangyuan，tongbixiajiang5.11%，jinglirun-2.09yigangyuan，kuisunzhuangkuangyousuojiaju。

gangzijinshipinpaiwudashangshigongsi，jitijiaochuleshouruxiajiang、yejixiahuashenzhishikuisundecaibao。zaikuangbiaodehuangjinxingqingzhong，youruzaixiatian，diaojinleyigebingkulong。

yejichengyabeihou，jinshipinpaideguandianchengweichangtai。2024nianq2heq3，zhoudafuneidimendianjingjianshao239jia、xianggangmendianjingjianshao3jia；liufujituanmendianjingjianshao186jia。jinnian1-6yue，zhoushengshengmendianjingjianshao22jia。

lingwai，cunliangmendiandeyunyingxiaolvyezaixiajiang。2024nian4-9yue，zhoudafuneidimendiantongdianxiaoshouzengzhangwei-25.4%，xianggangheaomentongdianxiaoshouzengzhangwei-30.3%；tongqi，liufujituandezhengtitongdianxiaoshouzengzhangwei-34.3%。

suizhierlaide，bianshibufenhuangjinshipinshangshigongsimen，yejiyalibeihoudeliudongxingyali。

dangxiadezhuangkuangshi，xiaoshouxiajiang，yejixiahua；erhuangjincaigoujiagebuduanzougao，jinshipinpaimendecunhuoguimoyezaipansheng，chuyugaowei。ruguojinjiajixushangzhang，xiaoshoumiandeyaligengweijuda。danruguojinjiakaishixiadie，gedagongsijiangmianlinfeichangdadecunhuojianzhiyali。

yixieruilinweili，jiezhi2024nian9yue30ri，gongsiweichanghaijixiyinxingdaikuanjihuangjindaikuanzongewei10yigangyuan；zuijinbannian，gongsidecaiwufeiyongjiugaoda3868wangangyuan。tongqi，gongsiyidiyadingqicunkuan、xianjinjiyinxingjieyuzongewei3.99yigangyuan；cunhuozongguimowei12.10yigangyuan。

ruguoyewuchixukuisundaozhideshixuezhibuzhu，yidanjinjiaxiadie，xieruilindekangfengxiannenglixiangdangyouxian。zheiyangdeanli，dangranbuzhizheiyijia。

gangzijinshipinpaijinzhizun，yinweiyejiyuzhaiwuyali，yijingzaijinniannianchubeiliufujituanshougou。suizhehuangjinjiagehejinshishichangjinrudiaozhengqi，xingyedebinggouzhongzuhuojiangtisu，xiayigehuishishei？

怕不涨，又怕涨得太猛

jinshipinpaimendexiaoshouyuyejiyali，yuhuangjinjiagedebodongzhijiexiangguan。

2024nian3yueqi，jinjiabiaosheng，housuiyoubodong，yijugaobuxia。guojijinjiacong2yuefende2000meiyuan/angsizuoyou，shangzhangzhi10yuedijiejin2800meiyuan/angsi，zuorirenggaoda2650.26meiyuan/angsi。

xiaofeiduandedinghaishenzhen，zhoudafujinrijinjia，zujinjiagejinnian2yuewendingzai620-630yuan/ke，ciqianxiangdangzhangyiduanshijiandanjiawendingzai800yuanyishang，zuoriwei796yuan/ke。

zheikeranghuangjindeqianzaixiaofeizhehuotouzizhemen，fanqilenan。

jinjiashangzhangdezaoqi，tebieshiwenheshangzhangdejieduan，chuyu“maizhangbumaidie”dexintai，huangjinxiaofeiyichanghuore。

2023nian，woguohuangjinxiaofeiliang1089.69dun，tongbizengzhang8.78%，diejiajinjiashangzhang17%，qunianguoneihuangjinxiaofeijineda2820yiyuan，chuanglishixingao。

zhideyitideshi，quniandehuangjinxiaofeizengzhang，rengranshiyitouzileihuangjinweizhu。2023nian，jinshixiaofeiliang706.48dun，tongbizengzhang7.97%；jintiaojijinbixiaofeiliang299.60dun，tongbizengzhang15.70%。

danshi，yidanjinjiazhangzhigaowei，shichangjinruboyijieduan，qianzaimaijiabiankaishiguanwang，diejiashangniandegaojishu，daozhihuangjinxiaofeiliangxiajiang。

birushuo，zuijinzheiyigeduoyue，jinjiaqishangbaxia，yinggaimeiyouduoshaorenyuanyizaicishichushou。

shujuxianshi，2024nianqiansanjidu，quanguohuangjinxiaofeiliang741.73dun，tongbixiajiang11.18%。erqie，touzishuxinggengweinonghou：qizhong，jinshixiaofeiliang400.04dun，tongbixiajiang27.53%；jintiaojijinbi282.72dun，tongbizengzhang27.14%。

suoyi，zhuliugangzijinshipinpaimendexiaoshouxiajiangheyejichengya，yedouzaiqinglizhizhongle。

neimewentilaile，bentujinshipinpaimen，suibufenpinpailveyouxiahua，danzhengtiyejixiangduiwending，haichuleyigenishidafuzengzhangdelaopuhuangjin，zuijinmengjinyuanhainadaolefugangshangshizige。weihehuiyouzheizhongchayi？

gangzijinshipinpai，yizhishizhongguohuangjinxiaofeishichangdezhongliudizhu。yidingchengdushangeryan，zhengshitamenxianhoubeishang，caizaojiulezhongguojinshishichangde“huangjinshidai”。daliangbentuhuangjinzhubaopinpai，wulunshicongmingcheng、fenggehaishiyunyingmoshi，henduodoushikaomofanggangzipinpaiqijia。

zaijinbainiandechixujingyingzhong，zhuiqiuwenjiandegangzijinshipinpaimen，jileiledaliangchuanyuezhouqidejingyan。qizhongdezhongyaoyitiao，bianshiyilaihuangjinduichong，laiyingduizheigezhouqibodongjudadeshichang。

zhoudafuzaizuixincaibaozhongbiaoshi，jiezhi2024nian9yue30ri，gongsihuangjinanzhongliangdeduichongbiliwei66.7%。

zheiyicelve，tongchangzhigoumaihuangjinqihuoheyuehuoqiquan，yiyingduixianhuohuangjinjiagedebodong。danghuangjinjiagexiangxia，zheiyigongjunenggouxiangyingmibugongsizaihexinyewushangdelirun；buguo，yidanxingqingchaoyueyuqidixiangshang，gongsiyeyaofuchuyidingdedaijia。

jiezhi2024nian9yue30ridezuijinbannian，liufujituanhuangjinduichongsunshiwei2.3yigangyuan。erzaishangniantongqi，gongsihuangjinduichonghuoli5500wangangyuan。

dangnian，jinjiadimideshiqi，“kaijindianburumaihefan”。dajiadoupanwangzhejinjiazhangyizhang，bangshichang“jiekaijinguzhou”。meixiangdao，dangshipatabuzhang，xianzaiyoupatazhangdetaimeng。xianjieduan，jinshixingyexianruleyigejintuiweigudegangajingdizhizhong。