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图解丨南下资金净买入港股13.8亿港元,加仓中国人寿、阿里
Ge Long Hui A P P· 2025-08-18 09:53
Group 1 - Southbound funds net bought Hong Kong stocks worth 1.386 billion HKD today [1] - The top net purchases included China Life (672 million HKD), Alibaba-W (617 million HKD), and Hua Hong Semiconductor (389 million HKD) [1] - Southbound funds have net bought SMIC for five consecutive days, totaling 1.03549 billion HKD, and Alibaba for three consecutive days, totaling 2.52673 billion HKD [1] Group 2 - The net sales included the Tracker Fund of Hong Kong (6.413 billion HKD), Hang Seng China Enterprises (1.445 billion HKD), and Southern Hang Seng Technology (573 million HKD) [1] - Notable stock performance changes included Tencent Holdings down 0.8% and Hua Hong Semiconductor down 6.2% [3] - China Life saw an increase of 2.9%, while Oriental Selection increased by 5.2% [3]
东方甄选(01797)上涨2.47%,报42.26元/股
Jin Rong Jie· 2025-08-18 03:32
Group 1 - The core viewpoint of the article highlights the performance and market position of Dongfang Zhenxuan, a leading player in the online extracurricular education sector in China, which has expanded its business into various areas including live commerce and vocational education [1][2]. - As of the latest financial report, Dongfang Zhenxuan reported a total revenue of 2.187 billion yuan and a net loss of 96.799 million yuan for the first half of 2024 [2]. - The company's stock price increased by 2.47% to 42.26 yuan per share, with a trading volume of 1.165 billion yuan as of August 18 [1]. Group 2 - Dongfang Zhenxuan is set to disclose its annual report for the fiscal year 2024 on August 22 [3].
罗永浩曝董宇辉“年入二三十亿元”,董宇辉最新回应,东方甄选“后董宇辉时代”股价飙升
Sou Hu Cai Jing· 2025-08-18 01:17
Core Viewpoint - The recent developments surrounding Dong Yuhui's departure from Dongfang Zhenxuan and the establishment of his new venture "Yuhui Tongxing" have sparked discussions about his income and the financial implications of this transition [1][3]. Group 1: Dong Yuhui's Income and Departure - Dong Yuhui's annual income was reported to be between 2 to 3 billion yuan after founding "Yuhui Tongxing," although he allegedly needed to borrow money for a down payment before leaving Dongfang Zhenxuan [1]. - In January, Dong Yuhui was ranked first in the "2024 Annual Net Income Ranking of Chinese Online Anchors" with an income of 2.8541 billion yuan, which he later denied as a rumor [3]. - Dong Yuhui announced his departure from Dongfang Zhenxuan on July 25, 2024, expressing gratitude for his time there and wishing the company well [3]. Group 2: Financial Performance of "Yuhui Tongxing" and Dongfang Zhenxuan - Following the establishment of "Yuhui Tongxing," Dong Yuhui received a net profit of 141 million yuan from the company and was exempted from a buyout fee of 76.5855 million yuan [3]. - Dongfang Zhenxuan's stock price has performed strongly since Dong Yuhui's departure, with a 17.9% increase as of August 15, 2024, and a total market capitalization exceeding 43 billion HKD [4]. - Since July 2024, Dongfang Zhenxuan's stock has seen a cumulative increase of nearly 248%, and from the low point when Dong Yuhui left, the increase has reached 357% [4].
罗永浩曝董宇辉年收入二三十亿元!与辉同行回应:该信息不属实
智通财经网· 2025-08-17 22:59
Group 1 - The core point of the news revolves around the controversy regarding the income of Dong Yuhui after leaving Dongfang Zhenxuan and starting his own venture, Yuhui Tongxing, which reportedly generated an annual income of 2 to 3 billion yuan [1] - Dong Yuhui's previous association with Dongfang Zhenxuan significantly boosted the company's visibility and sales, particularly after his viral video in June 2022 [2] - Following Dong Yuhui's departure, Dongfang Zhenxuan's stock price dropped by 23% on the first trading day, leading to a market capitalization loss of 3 billion HKD [2] Group 2 - Dongfang Zhenxuan initiated a share buyback plan worth 500 million HKD to stabilize its stock price after the departure of Dong Yuhui [3] - The stock price of Dongfang Zhenxuan has seen a significant increase of 357% since Dong Yuhui's departure in July of the previous year [3] - As of August 15, Dongfang Zhenxuan's stock closed at 41.24 HKD, reflecting a 17.9% increase on that day [3]
热搜!罗永浩发文曝董宇辉独立后年收入二三十亿,与辉同行回应
中国基金报· 2025-08-17 11:37
罗永浩冲上热搜。 近日,有网友发帖称:"董宇辉走后东方甄选股价暴涨229%,这丈母娘们(董宇辉的粉丝)就不开心 了,当初可是觉得东方甄选没有董宇辉就完了。还有罗永浩各种让董宇辉走,好像整个东方甄选都应该给 他一样,没了他东方甄选就要倒闭一样,你看倒闭了吗?" 来源:证券时报 不过,今年1月,网上流传一张名为"2024年中国网络主播净收入排行榜"的截图,截图显示2024年最赚 钱的主播是董宇辉,年度净收入高达28.541亿元,力压李佳琦、辛巴等知名头部主播。 1月13日,与辉同行阅山河之广东行开启首场直播。直播中,董宇辉对"狂赚28个亿"传闻进行了回应。董 宇辉表示,看到那张截图自己都吓一跳,"造谣一张嘴,辟谣跑断腿。" 对此,罗永浩发文炮轰,称让旁观者感到义愤的是欺负年轻人,而不是他赚了多少钱。 此外,罗永浩发文称"董宇辉自立门户后,一年的收入是二三十个亿",还称其未独立时"北京买房还要借 钱交首付"。 对此,与辉同行方面对第一财经记者表示,该信息不属实。 2021年下半年,新东方集团正式启动MCN项目,面向所有员工招募和选拔主播。经过几轮的筛选,董宇 辉成为了东方甄选的主播之一。 2024年7月25日,作为 ...
罗永浩爆与辉同行年收入20-30亿 官方回应:消息不实
Xin Lang Ke Ji· 2025-08-17 08:11
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! 新浪科技讯 8月17日下午消息,近日,罗永浩在微博发文称,董宇辉自立门户后,一年的收入是二三十 个亿,还在东方甄选的时候,北京买房还要借钱交首付。对此,与辉同行相关负责人表示,消息不实。 责任编辑:常福强 ...
罗永浩曝董宇辉年收入超20亿!与辉同行回应,东方甄选股价暴涨
Mei Ri Jing Ji Xin Wen· 2025-08-17 07:36
据媒体报道,与辉同行方面对记者表示,该信息不属实。 今年1月,董宇辉以28.541亿元的年收入位居《2024年度中国网络主播净收入排行榜》榜首,随后,董宇辉在直播中辟谣称:看到那张截图吓一 跳,造谣一张嘴,辟谣跑断腿。 近期,港股东方甄选股价接连走高,8月15日涨超17%,一举突破41港元,创2023年8月以来新高。 8月17日,#罗永浩曝董宇辉年收入二三十亿#的话题冲上微博热搜榜第二。 此前,有网友发帖称:"董宇辉走后东方甄选股价暴涨229%,这丈母娘们(董宇辉的粉丝)就不开心了,当初可是觉得东方甄选没有董宇辉就完 了。还有罗永浩各种让董宇辉走,好像整个东方甄选都应该给他一样,没了他东方甄选就要倒闭一样,你看倒闭了吗?" 8月16日,罗永浩发文回应,称"董宇辉自立门户后,一年的收入是二三十个亿",还称其未独立时"北京买房还要借钱交首付"。 而据Wind统计,今年上半年东方甄选股价持续低迷,多家机构纷纷减持乃至清仓。 每日经济新闻综合第一财经、公开信息 每日经济新闻 ...
热搜!罗永浩发文曝董宇辉独立后年收入二三十亿!与辉同行回应
Zheng Quan Shi Bao· 2025-08-17 07:14
罗永浩冲上热搜。 近日,有网友发帖称:"董宇辉走后东方甄选股价暴涨229%,这丈母娘们(董宇辉的粉丝)就不开心了,当初可是觉得东方甄选没有董宇辉就完了。还有 罗永浩各种让董宇辉走,好像整个东方甄选都应该给他一样,没了他东方甄选就要倒闭一样,你看倒闭了吗?" 对此,罗永浩发文炮轰,称让旁观者感到义愤的是欺负年轻人,而不是他赚了多少钱。 不过,今年1月,网上流传一张名为"2024年中国网络主播净收入排行榜"的截图,截图显示2024年最赚钱的主播是董宇辉,年度净收入高达28.541亿元, 力压李佳琦、辛巴等知名头部主播。 1月13日,与辉同行阅山河之广东行开启首场直播。直播中,董宇辉对"狂赚28个亿"传闻进行了回应。董宇辉表示,看到那张截图自己都吓一跳,"造谣一 张嘴,辟谣跑断腿。" 2021年下半年,新东方集团正式启动MCN项目,面向所有员工招募和选拔主播。经过几轮的筛选,董宇辉成为了东方甄选的主播之一。 此外,罗永浩发文称"董宇辉自立门户后,一年的收入是二三十个亿",还称其未独立时"北京买房还要借钱交首付"。 对此,与辉同行方面对第一财经记者表示,该信息不属实。 董宇辉表示:"我们相信,缘分不会结束,我们也由衷 ...
罗永浩曝董宇辉年收入超20亿!东方甄选股价暴涨
Zheng Quan Shi Bao· 2025-08-17 04:51
Group 1 - The core viewpoint of the news highlights the significant increase in the stock price of Dongfang Zhenxuan following the departure of Dong Yuhui, contradicting earlier beliefs that the company would struggle without him [2] - Dong Yuhui reportedly generated an income of 2 to 3 billion in his first year after leaving, contrasting with his previous financial struggles while at Dongfang Zhenxuan [2] - The stock price of Dongfang Zhenxuan surged over 17% on August 15, reaching over 41 HKD, marking a new high for August 2023 [2] Group 2 - According to Wind statistics, the stock price of Dongfang Zhenxuan had been consistently low in the first half of the year, leading multiple institutions to reduce or completely sell their holdings [4] - A detailed fund holding report shows that Yongying Fund Management increased its holdings by 7.2 million shares, while other funds like Industrial Bank of China and China Europe Fund Management completely divested their positions [3]
东方甄选想成为“东方山姆”
Xin Lang Cai Jing· 2025-08-16 11:18
Core Viewpoint - The company Oriental Selection has shown significant stock price recovery and operational improvement after the departure of its key figure, Dong Yuhui, with a focus on becoming a sustainable e-commerce platform akin to Sam's Club [2][6][12]. Group 1: Stock Performance - Oriental Selection's stock price has increased by approximately 248% since July, and by 357% from the low point of 8.92 HKD per share when Dong Yuhui left [2][4]. - As of August 15, the stock price rose by 17.9%, bringing the total market capitalization to over 43 billion HKD [2]. Group 2: Financial Performance - For the fourth quarter of the 2025 fiscal year, revenue is projected to be around 150 million USD, reflecting a year-on-year decline of about 30%, but with a narrowing decline compared to previous quarters [4]. - The company reported a net loss of 96.5 million RMB for the first half of the 2025 fiscal year, primarily due to the separation from "Hui Tongxing," but if this impact is excluded, the net profit would be 32.7 million RMB [5]. Group 3: Business Strategy and Development - Oriental Selection aims to transform into a membership-based e-commerce platform, similar to Sam's Club, having launched a paid membership service in October 2023 [12][13]. - The number of paid subscribers reached 228,000, nearly doubling year-on-year, indicating a strong potential for customer retention and revenue growth [13]. - The company has been increasing its self-operated product offerings, with self-operated products accounting for 46% of total sales in 2024, and the gross margin for these products rising from 10% to 21% [13][14]. Group 4: Market Position and Future Outlook - The company is focusing on developing "explosive" products, such as a self-operated sanitary napkin that sold 180,000 units in two days, indicating a positive trend in product development [14]. - Despite the optimistic outlook, challenges remain in scaling membership numbers, enhancing product explosiveness, and expanding sales channels beyond live streaming [14].