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“180克金条,14万元,刷卡成交!”在第五届中国国际消费品博览会(以下简称“消博会”)2号馆珠宝展区,《每日经济新闻》记者现场目睹了中国黄金展台的一位消费者正在签购单。

在今年的消博会上,老凤祥、中国黄金、中国珠宝、周大福等知名品牌齐聚一堂。在金价持续攀升的背景下,“买涨不买跌”的消费心理进一步激发了消费者的购买热情,各黄金展台前人头攒动。

这股黄金消费热潮中涌现出越来越多的年轻面孔——传统“穿金戴银”的消费群体正呈现明显年轻化趋势,不少“Z世代”消费者涌入展台选购金饰,让“国潮”“年轻化”“小克重”成为今年消博会黄金展区最亮眼的关键词。

“现在最大的确定性就是不确定性,所以黄金的走势应该还有一些上涨空间。”中国珠宝首饰进出口股份有限公司(以下简称“中国珠宝”)总经理张宇波在现场接受《每日经济新闻》记者采访时指出,受外部经济不确定性影响,黄金的保值属性凸显,消费级黄金产品需求显著增长,“近年来金价持续上涨,促使品牌调整产品结构,目前黄金制品占比已达70%~80%”。

消博会黄金消费火爆有品牌两日销售额超百万元

4月13日至18日,位于消博会2号馆的珠宝展区,消费者络绎不绝。

据现场某品牌导购向每经记者透露,开展仅半日,不论实物金还是金饰都有开单,“生意几乎没停过”。

今年首次参展的中国珠宝公司相关负责人告诉记者:“从这次消博会的反馈看,大家很喜欢文化艺术IP,对设计、工艺有很好的接受度。”

在中国黄金的展台前,记者目睹一位消费者一次性购买了180克金条。按照4月18日中国黄金实时基础金价788.60元/克计算,其价值约为14万元。

4月17日,国际金价突破3350美元/盎司,创历史新高,其中现货黄金日内累涨逾100美元/盎司。伴随金价上涨,国内金店也迅速上调价格,足金饰品迈入“千元时代”。以行业头部品牌来看,4月18日,周大福、周生生的足金饰品价格分别为1028元/克、1022元/克。

“从去年到今年,金价一直在上涨,各个品牌也在不断地进行产品调整,从原来的钻石镶嵌,然后各种K金、彩宝,到现在百分之七八十的产品都是黄金产品。”中国珠宝总经理张宇波在消博会现场向《每日经济新闻》记者表示。

消博会收官当日,老凤祥海南区域经理沈健透露,仅社会公众开放日(4月17日—18日)短短两天,老凤祥就收获超百万元销售额。据悉,由于消博会期间金价大幅上涨,参展商对部分商品选择“一口价”策略,大件商品数量也有所减少。

对于本届消博会上的黄金消费热潮,高端消费品研究专家周婷向记者分析称,在经济不确定性加剧的背景下,民众避险需求显著提升;同时,持续攀升的金价激发了消费者“买涨不买跌”的心理预期。此外,奢侈品的不断涨价推动部分消费者转投黄金市场,而优质投资标的的稀缺性更使得黄金成为资金配置的重要选择。

国潮黄金打破传统年轻人成消费新主力

打破“年长者才爱穿金戴银”的传统观念,今年的消博会现场,不少年轻消费者出现在柜台前选购金饰。

在中国珠宝总经理张宇波看来,现在年轻人越来越爱黄金,也是骨子里的一种文化崛起。

“近年来,国内消费者对二次元和国潮文化的喜爱日益增长。我们也正在将传统文化元素与现代设计结合,打造更具情绪价值的产品,这将成为未来发展的重要方向。”张宇波透露。

老凤祥海南区域经理沈健也看到了消费终端呈现出的年轻化趋势,他向记者表示:“老凤祥推出了一些适合年轻人佩戴的小克重产品,也增加了小克重的陈列布局。还有一部分文创作品的研发,虽然名字特别宏大,但是主推的还是一些适合年轻人佩戴的小克重产品。”

对此,周婷分析指出,年轻人成为黄金消费主力的背后,是多重因素的共同推动,“国潮消费趋势的兴起为黄金市场注入了新活力,而持续走高的金价进一步放大了黄金饰品的吸引力。与此同时,年轻人对新事物的高接受度,以及品牌推出的多样化产品价格区间,降低了消费门槛,让更多年轻消费者能够轻松参与其中”。

与黄金市场的火热形成鲜明对比,奢侈品行业正面临前所未有的降温。根据4月17日发布的《2024中国奢侈品报告》,中国境内奢侈品销售额同比下滑17%至5044亿元,市场全球占比缩水至18%。

曾经热衷购买奢侈品的年轻消费者,如今纷纷转向黄金柜台,国潮IP也借黄金载体实现了文化破圈。这场始于避险需求的消费迁徙,也折射出高端消费市场的转变。

“奢侈品牌因频繁涨价、产品同质化及保值属性弱化而遇冷,促使追求理性消费的年轻人转向兼具佩戴价值与保值功能的黄金产品,特别是设计年轻化的高单价金饰和现货黄金。”周婷说道。

金价持续攀高头部品牌打法迥异

“目前国内黄金生产工艺已具备国际领先水平。”中国珠宝总经理张宇波向每经记者表示,“进口奢侈品销量下滑,为中国品牌提供了发展机遇,未来我们将聚焦挖掘中国元素,强化文化竞争力。”

面对当前接连攀升的金价走势,多家专业机构纷纷调整预期。4月11日,高盛将2025年底黄金的预测价格从此前的3300美元/盎司上调至3700美元/盎司,上调幅度高达12%。瑞银则在4月14日预测,未来12个月的黄金价格或达3500美元/盎司,并认为黄金仍具吸引力。

在金价持续走高的市场环境下,作为行业头部品牌,老凤祥采取了差异化产品策略来应对。

沈健告诉《每日经济新闻》记者:“我们一方面加强小克重时尚产品的研发,满足年轻消费群体需求;另一方面持续投入大克重产品及收藏级摆件的开发,服务传统客群的刚性需求。”

在行业普遍收缩大克重产品时,老凤祥反其道而行,依托工艺美术大师团队打造差异化竞争力。沈健表示,其40~100克佩戴类金饰及100~300克摆件类产品仍保持稳定销路,“市场正在两极分化——年轻人追逐小克重设计款,资深藏家专注大克重收藏,中间客群确实有所减少,这正是我们坚持双向发力的依据”。

在消博会现场的采访中,沈健向记者强调了“物美价必不廉”的品质理念。谈及行业前景,他表示:“黄金消费本质取决于居民购买力。当前消费者更关注总价而非克重,但长期来看,文化自信和工艺创新将是行业核心驱动力。”

“(金饰)追逐需求已经很难满足消费者了,引领和创造需求才是黄金品牌在行业竞争中胜出的关键。”周婷向《每日经济新闻》记者表示,国内金饰企业需要走出一条“品牌高端化”的道路,同时基于高端化来制定运营策略,开发出更具市场竞争力的产品。

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