UBS-Take Laopu Gold Laopu plans for product price adjustments effective on August 25...-20250815
这篇研报讲什么？
摘要原文摘录Laopu plans for product price adjustments effective on August 25. Market expectsc10% raises.
研究对象有色金属
发布机构瑞银集团
分析师Viola Yang,Christine Peng
发布日期2025-08-15
原始报告提供原始报告入口
机构观点归属瑞银集团，研报雷达仅作摘要整理与机构观点聚合。以下为研报摘要原文摘录，内容以原始报告为准。
研究对象有色金属
股票代码不适用
公司共识评级样本不足近 180 天暂无有效评级
一致目标价样本不足近 180 天暂无有效目标价
研报摘要
摘要原文以原始报告为准
Headline
Laopu plans for product price adjustments effective on August 25. Market expectsc10% raises.
Our Take
Previous raises were on Feb 25, 2025/ Sept 23, 2024, by HSD/ c10% (UBSe), belowthe 16%/ 12% gold increases. Despite near-term sales boost, we see uncertainty inQ4 as gold has paused its upward trend since May. We also expect H2 GPM to belower HoH.
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