20分钟冲上榜 一、2小时售 罄！"媒体+"陪 跑，"兴宁鸽"登 陆东方甄选直播 间卖爆了_南方 +_南方plus 上链接！"专场 价格、专场机 制，外酥里嫩、 鲜美爆汁，0添 加、无防腐，配 料表非常干净， 地道粤式风味， 冷链发货……广 东乳鸽专场来 啦！" 9月伊始，东方 甄选"一路寻 鲜"的脚步踏入 广东，开启本月 首站探索之旅。 借助"媒体+"的 强大赋能与专业 陪跑，9月5日， 梅州兴宁肉鸽产 业链知名品 牌"陈小鸽"登陆 东方甄选广东乳 鸽专场直播，与 全国消费者共赴 一场鲜味之约。 开播仅20分钟， 该场直播便冲上 抖音生鲜榜第一 名，直播仅两小 时货品就被抢 光，用数据印证 了"兴宁鸽"的市 场号召力。 开播20分钟，东方甄选广东乳鸽专场直播冲上抖音生鲜榜第一名。 食在广东，鸽出 兴宁。近年来， 兴宁着力擦 亮"兴宁鸽"特色 产业品牌，推 动"兴宁鸽"品牌 化、标准化、规 模化发展，逐步 形成涵盖肉鸽养 殖、加工、科 技、营销的全产 业链，促使"兴 宁鸽"区域公用 品牌产品走向全 国。"陈小鸽"品 牌的运营主体 ——梅州市金绿 现代农业发展有 限公司，正是这 一产业升级浪潮 中的标杆企业。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 東方甄選控股有限公司 呈交日期: 2025年9月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01797 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.00002 | USD | | 100,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | 0 | | 本月底結存 | | | 5,000,000,000 | USD | | 0.00002 | USD | | 100,000 | 本月底法定/ ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 截至9月2日午间收盘，东方甄选（HK01797，总市值262.55亿港元）股价收于25.1港元/股，下跌 3.61%，与8月19日53.7港元的近期高点相比已至"腰斩"。 谁能想到，两个流言就让东方甄选经历"冰火两重天"。8月19日，一则"新东方CEO周成刚被立案调 查"的谣言，让如日中天的东方甄选股价单日大跌20.89%；紧接着，东方甄选前CEO孙东旭被传"即将离 职"，尽管官方发声是"正常休假"，也没能止住股价滑落。 与当初董宇辉的离职让股价"腰斩"如出一辙，核心人员动荡的消息让东方甄选元气大伤，哪怕它仅仅是 个流言。 这是一记警钟。同时，一个问题也摆在创始人俞敏洪面前：东方甄选离了谁会不行？ 其实，俞敏洪已经回答过一次。董宇辉离职后，俞敏洪拿出合计3亿多元的天价"分手费"，向"丈母娘 们"和舆论的污名化指责证明，他没有欺负和亏待董宇辉。后来，投资者看到，东方甄选触底反弹，走 出一波气势如虹的K线。 从本质上讲，在董宇辉离职风波中，俞敏洪完成了对"主播IP驱动电商"模式的告别。东方甄选不需 要"下一个董宇辉"，而是将战略重心转向供应 ...

花旗发表研究报告指，因应东方甄选的商业模式从依赖龙头主播转向规模化会员平台，将2025至27财年 收入预测分别下调36%、31%及30%，盈利预测分别下调69%、30%及26%。该行将其目标价由18.5港元 上调至33港元，维持"买入"评级，认为转型成效仍然需要经多个季度的表现来验证。 ...

其实，俞敏洪已经回答过一次。董宇辉离职后，俞敏洪拿出合计3亿多元的天价"分手费"，向"丈母娘 们"和舆论的污名化指责证明，他没有欺负和亏待董宇辉。后来，投资者看到，东方甄选触底反弹，走 出一波气势如虹的K线。 从本质上讲，在董宇辉离职风波中，俞敏洪完成了对"主播IP驱动电商"模式的告别。东方甄选不需 要"下一个董宇辉"，而是将战略重心转向供应链与自营产品，推动经营模式从"主播驱动"到"产品驱 动"进化，打造"线上山姆"。 这是直播电商经济进入下半场的大势所趋，东方甄选走在了前面，树立了一个标杆。 每经评论员 付克友 截至9月2日午间收盘，东方甄选（HK01797，总市值262.55亿港元）股价收于25.1港元/股，下跌 3.61%，与8月19日53.7港元的近期高点相比已至"腰斩"。 谁能想到，两个流言就让东方甄选经历"冰火两重天"。8月19日，一则"新东方CEO周成刚被立案调 查"的谣言，让如日中天的东方甄选股价单日大跌20.89%；紧接着，东方甄选前CEO孙东旭被传"即将离 职"，尽管官方发声是"正常休假"，也没能止住股价滑落。 与当初董宇辉的离职让股价"腰斩"如出一辙，核心人员动荡的消息让东方甄选元气大 ...

每经评论员 付克友 截至9月2日午间收盘，东方甄选（HK01797，总市值262.55亿港元）股价收于25.1港元/股，下跌 3.61%，与8月19日53.7港元的近期高点相比已至"腰斩"。 谁能想到，两个流言就让东方甄选经历"冰火两重天"。8月19日，一则"新东方CEO周成刚被立案调 查"的谣言，让如日中天的东方甄选股价单日大跌20.89%；紧接着，东方甄选前CEO孙东旭被传"即将离 职"，尽管官方发声是"正常休假"，也没能止住股价滑落。 与当初董宇辉的离职让股价"腰斩"如出一辙，核心人员动荡的消息让东方甄选元气大伤，哪怕它仅仅是 个流言。 这是一记警钟。同时，一个问题也摆在创始人俞敏洪面前：东方甄选离了谁会不行？ 其实，俞敏洪已经回答过一次。董宇辉离职后，俞敏洪拿出合计3亿多元的天价"分手费"，向"丈母娘 们"和舆论的污名化指责证明，他没有欺负和亏待董宇辉。后来，投资者看到，东方甄选触底反弹，走 出一波气势如虹的K线。 从本质上讲，在董宇辉离职风波中，俞敏洪完成了对"主播IP驱动电商"模式的告别。东方甄选不需 要"下一个董宇辉"，而是将战略重心转向供应链与自营产品，推动经营模式从"主播驱动"到"产品驱 动 ...

9月1日，《中国消费者报》发文公布多款食品直播间食品配料表存在公示模糊问题现象，还有部分商品 需要消费者下单后才能获取准确信息，涉及"海底捞""东方甄选""高途佳品"等。 责任编辑：李思阳 新浪科技就此询问东方甄选，对方暂无回应。 据报道，7月25日20时50分及8月20日17时14分，"东方甄选生鲜"直播间销售卤鸭肫及手撕牛肉商品时， 均未在详情页公示配料表，仅标注"配料表见包装"或仅展示营养成分。客服在被问询后方才提供配料 表，并称会将未公示配料表的情况反馈给运营部门。 | 商品成分和参数 营养成分 | 每100g | NRV% | | --- | --- | --- | | 能量 | 511K7 | 6% | | 蛋白质 | 25.9g | 43% | | 脂肪 | 1.6g | 3% | | 碳水化合物 | 0.7g | 0% | | 钠 | 863mg | 43% | | 配料表:见包装 | | | ...

Core Viewpoint - Oriental Selection (1797.HK) reported a significant decline in revenue and net profit for the fiscal year 2025, primarily due to the impact of the departure of key figure Dong Yuhui and the ongoing challenges in its business operations [1][2] Group 1: Financial Performance - For the fiscal year 2025, the total revenue from continuing operations (self-operated products and live e-commerce) was 4.4 billion yuan, a decrease of 32.7% compared to 6.5 billion yuan in fiscal year 2024 [1] - The net profit for fiscal year 2025 was 6.2 million yuan, a substantial drop from 250 million yuan in fiscal year 2024 [1] - In the first half of fiscal year 2025 (June to November 2024), total revenue decreased by 9.3% year-on-year to 2.187 billion yuan, with a net loss of 96.5 million yuan compared to a loss of 161 million yuan in the same period last year [1] Group 2: Impact of Leadership Changes - The departure of Dong Yuhui on July 25, 2024, led to a 23% drop in Oriental Selection's stock price, resulting in a market value loss of nearly 3 billion Hong Kong dollars [1] - The financial impact of Dong Yuhui's departure was evident, with the total revenue for continuing operations dropping from 6.53 billion yuan to 4.39 billion yuan, a decline of 32.7% [1] Group 3: Strategic Shifts - Despite the challenges, the company's strategy to focus on self-operated products is beginning to show results, as indicated by the turnaround in net profit from a loss in the first half of fiscal year 2025 to a profit of 6.2 million yuan by the end of the fiscal year [1] - Excluding the financial impacts related to Dong Yuhui, the net profit from continuing operations increased from 104 million yuan in fiscal year 2024 to 135 million yuan in fiscal year 2025, reflecting a year-on-year growth of 30% [2]

Group 1 - The report highlights a sustained strengthening of GMV inflection points, indicating optimism for long-term growth in the education sector, particularly for Oriental Selection [4][5] - The report notes a significant increase in the dividend payout ratio to 60% for Excellence Education Group, which may support revenue growth in the second half of 2025 [10][11] - Shanghai Film's performance is under short-term pressure, but the release of "Wang Wang Mountain Little Monster" is expected to provide performance elasticity [13][15] Group 2 - Huabei Mining's revenue for H1 2025 decreased by 45% year-on-year, but cost control measures are expected to enhance future performance as quality projects are gradually put into production [19][21] - The report indicates that the pet ecosystem construction by Reap Bio is becoming increasingly comprehensive, with a notable increase in revenue and net profit in H1 2025 [24][25] - Silver Wheel's revenue and net profit showed significant growth in Q2 2025, driven by dual engines of "server liquid cooling + robotic joints" [27][29] Group 3 - Shaanxi Coal's production and sales volumes remained stable, with a slight increase in coal production in H1 2025, despite a decrease in revenue [31][33] - China Ruyi's net profit turned from loss to profit in H1 2025, driven by game publishing and content investment [36][37] - Light Media's animation production capacity continues to improve, with IP operations expected to become a new growth point [40][42] Group 4 - Cambrian's revenue for H1 2025 saw an extraordinary increase of 4347.82% year-on-year, with net profit also experiencing substantial growth [46]

Core Insights - The company reported a total revenue of 4.39 billion yuan for FY2025, representing a year-over-year decline of 32.7% [1] - The core business showed steady profit growth in H2 FY2025, with a revenue of 2.2 billion yuan, reflecting a quarter-over-quarter increase of 10% [1] - The gross profit for FY2025 was 1.4 billion yuan, down 17.0% year-over-year, but the gross margin improved significantly from 25.9% in FY2024 to 32.0% in FY2025 [1][2] Revenue and Profitability - The company achieved a GMV of 8.7 billion yuan for FY2025, with H1 and H2 GMV at 3.6 billion yuan and 3.9 billion yuan respectively [1] - The core net profit for FY2025 was 6.191 million yuan, while the adjusted core business net profit was 135 million yuan, marking a year-over-year increase of 30% [2] - Non-IFRS adjusted net profit for FY2025 was 174 million yuan, with significant adjustments for share-based compensation [2] Strategic Developments - The self-operated product strategy has become a key growth driver, contributing 43.8% of total GMV, with related revenue around 3.5 billion yuan [2] - The number of self-operated product SKUs increased from 488 in FY2024 to 732 in FY2025, expanding into various categories beyond fresh food [2] - The company’s own app channel has gained importance, contributing 15.7% of total GMV, with the app's GMV for self-operated products rising from 16.3% in FY2024 to 28.8% in FY2025 [3] Membership and User Engagement - The paid membership base for the company's app grew by 33% year-over-year, reaching 264,000 members by the end of FY2025 [3] - The company is expected to see continued growth in revenue and net profit over the next three years, with projected revenues of 5.1 billion, 6.0 billion, and 6.8 billion yuan for FY2026-2028 [3]