INSIGHT 精辟洞见 GEMSWORLD | 17 | 2025 Rough and polished emeralds from Belmont Belmont的祖母绿原石和抛光祖母绿 markets like the US and Europe as they prefer emeralds produced under conditions that promote fair labour practices and minimal environmental impact. There is also rising demand for unique luxury products amid economic difficulties. He remarked, “A growing class of affluent consumers in emerging markets, notably India, who are looking for gems that represent both status and sophistication is driving demand for high-end, rare and exclusive items.” Eye on growth Belmont’s business strategy in 2025 is focused on sustained growth through innovation and responsible mining practices. There will be ongoing investments in mining technology to ensure stable production as well as maintain efficiency. Advanced technology will also help maximise the yield and quality of Belmont’s emeralds and further strengthen the miner’s market position. The company is likewise seeing a noticeable shift in preference for coloured gemstones on account of uncertainties in the diamond market. Several jewellers are gravitating towards coloured gems, particularly emeralds, as a more compelling alternative. Jewellery brands recognise that incorporating coloured gems like emeralds into their collections can enhance the perceived value and rarity of their pieces, noted Ribeiro, adding that emeralds add a sense of exclusivity that appeals to consumers opting for more personal and less mainstream items. The gemstone trade is inevitably influenced by broader economic conditions such as inflation, investment trends and consumer spending. Historically, a global economic slowdown can lead to reduced demand for luxury goods. “However, we are optimistic about the future, particularly with interest rate reductions in the US as lower interest rates could stimulate global investment and economic growth and likely drive demand for commodities, including gemstones,” explained Ribeiro. “This could present significant opportunities for Brazilian emeralds since the global appetite for top-quality materials could only grow alongside an uptick in economic activity.” 从2024年的表现来看，祖母绿业务有望在2025 年再度攀升。Belmont Group集团主席Marcelo Ribeiro表示，由于人们对祖母绿的钟爱有增无 减，加上稳定的生产和更多可持续实践应用在运营方面，祖 母绿的需求因而在2024有所增长。 在经济和政治动荡的大环境下，高品质的稀有材料成为 了能量密码，人们对祖母绿的兴趣将会持续升温，增长势头 将会在今年持续。 Ribeiro指Belmont Group能够在充满挑战的景况中站稳 脚跟，关键是以产品质量、可持续发展和创新技术为主的业 务战略。 价值重于数量 在2024年，我们观察到消费者的偏好发生了明显的转 变——重质不重量。Ribeiro指出，产量的增加使宝石的质量 得以提高，这大大影响了消费者对巴西祖母绿的观感。 他解释说：“祖母绿质量的提高，改变了全球对祖母绿的 看法，提升了祖母绿的受欢迎程度和价格。这不仅促进了增 长，还加强了巴西祖母绿成为奢侈品市场中的竞争力。” 与此同时，正因为可持续发展逐渐普及，市场对负责任 采购宝石的需求与日俱增。在巴西祖母绿贸易中，可见买家 越来越重视道德生产和可追踪宝石。 巴西祖母绿的三大市场分别为美国、欧洲和印度。其中， 印度市场的前景最明朗，这得益于其快速发展的经济和对 奢侈品日益增长的需求。 Ribeiro称，供应链透明度已成为美国和欧洲等主要市场 的消费者的主要考虑因素之一，因为他们偏好在促进公平 劳动实践和对环境影响最小的条件下生产的祖母绿。 在经济窘局下，人们对独特奢侈品的需求仍然上升。他 说：“在新兴市场，特别是印度，富裕消费者阶层不断壮大， 他们正在寻找既能彰显社会身份地位，又能体现其精致生活 的宝石，这推动了对高端、稀有和独一无二的产品的需求。” 专注增长 Belmont在2025年的业务战略重点，是通过创新和负责 任的采矿实践，以实现持续增长。 Belmont将持续投资采矿技术，以确保生产稳定和有效 率。先进的技术也有助提高其祖母绿产量和质量，进一步巩 固其领先矿商的市场地位。 鉴于钻石市场的不确定性，该公司也留意到市场的变 化——一些珠宝商开始倾向选用彩色宝石，尤其是祖母绿。 Ribeiro表示，珠宝品牌认识到将祖母绿等彩色宝石融入 其首饰系列中，有助提升其产品的感知价值和稀有性。 然而，宝石贸易难免地受到通货膨胀、投资趋势和消费 支出等外围经济条件的影响。从历史上看，全球经济放缓会 导致奢侈品需求减少。 Ribeiro续说：“不过，我们对未来持乐观态度，尤其是因 为美国减息。低利率会刺激全球投资和经济增长，并可能推 动对包括宝石在内的大宗商品的需求，这将为巴西祖母绿 带来重大机遇。全球对顶级材料的需求只会随着经济活动 的回升而增长。”
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