【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月5日｜延续近期强势，东方甄选(1797.HK)今日涨势进一步扩大，盘中一度涨超18%，报27.88 港元，股价创去年10月以来新高，截至目前成交额放大至近11亿港元；该股7月以来累涨135%。 (责任编辑：宋政 HN002) ...

智通财经获悉，东方甄选(01797)涨超9%，值得关注的是，该股近期显著攀升，7月初至今股价累涨1.1 倍。截至发稿，涨9.35%，报25.74港元，成交额5.84亿港元。 本文源自：智通财经网 消息面上，据东方甄选公众号，今年6月16日，东方甄选首款纯棉表层卫生巾正式上线。上线2天时间， 18w+单全部售罄；7月19日上线新系列卫生巾。浙商证券认为，历经两年波折、公司经营逐渐走回正 轨，自营品发展符合新消费趋势且有拓展空间，均是当下开始关注东方甄选的底层逻辑。该行指出，截 止于24年11月底东方甄选付费会员数22.83万人，vs山姆中国900万会员，仍有较大渗透空间。 此外，近日新东方发布FY2025Q4（2025年3-5月）业绩，据华西证券根据业绩公告与业绩会推算，东方 甄选FY25Q4收入1.5亿美元，同比下滑约30%，下滑幅度环比收窄；Non-GAAP营业利润约0.79亿元人 民币（按1美元=7.2元人民币计算），对应的营业利润率约7%，环比提升（FY25Q3约3%）。该行表 示，公司在经历剥离与辉同行、头部主播顿顿离职风波后，盈利能力持续改善。该行建议关注公司由主 播驱动向产品驱动的转型。 ...

每经AI快讯，8月5日，东方甄选(01797.HK)涨超17%，股价重回27港元，七月以来累涨近130%。 （文章来源：每日经济新闻） ...

消息面上，据东方甄选公众号，今年6月16日，东方甄选首款纯棉表层卫生巾正式上线。上线2天时间， 18w+单全部售罄；7月19日上线新系列卫生巾。浙商证券认为，历经两年波折、公司经营逐渐走回正 轨，自营品发展符合新消费趋势且有拓展空间，均是当下开始关注东方甄选的底层逻辑。该行指出，截 止于24年11月底东方甄选付费会员数22.83万人，vs山姆中国900万会员，仍有较大渗透空间。 此外，近日新东方发布FY2025Q4（2025年3-5月）业绩，据华西证券根据业绩公告与业绩会推算，东方 甄选FY25Q4收入1.5亿美元，同比下滑约30%，下滑幅度环比收窄；Non-GAAP营业利润约0.79亿元人 民币（按1美元=7.2元人民币计算），对应的营业利润率约7%，环比提升（FY25Q3约3%）。该行表 示，公司在经历剥离与辉同行、头部主播顿顿离职风波后，盈利能力持续改善。该行建议关注公司由主 播驱动向产品驱动的转型。 智通财经APP获悉，东方甄选(01797)涨超9%，值得关注的是，该股近期显著攀升，7月初至今股价累涨 1.1倍。截至发稿，涨9.35%，报25.74港元，成交额5.84亿港元。 ...

格隆汇8月4日丨东方甄选(01797.HK)公布，董事会会议将于2025年8月22日举行，藉以（其中包括）审 议及批准公司及其附属公司截至2025年5月31日止财政年度的全年业绩及其刊发，以及考虑宣派及派发 末期股息（如有）。 ...

東方甄選控股有限公司（「本公司」）董事（「董事」）會（「董事會」）謹此宣佈，董事 會會議將於2025年8月22日（星期五）舉行，藉以（其中包括）審議及批准本公司及 其附屬公司截至2025年5月31日止財政年度的全年業績及其刊發，以及考慮宣派 及派發末期股息（如有）。 承董事會命 東方甄選控股有限公司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 East Buy Holding Limited 東方甄選控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：1797） 董事會會議通知 俞敏洪 香港，2025年8月4日 於本公告日期，董事會包括執行董事俞敏洪先生及尹強先生；非執行董事孫暢女 士；以及獨立非執行董事林哲莹先生、閻焱先生及鄺偉信先生。 主席 ...

Group 1 - The core viewpoint of the article highlights the performance and market position of Dongfang Zhenxuan, which saw a stock price increase of 4.25% to 23.82 CNY per share, with a trading volume of 300 million CNY [1] - Dongfang Zhenxuan is a leading player in the online extracurricular education sector in China, known for its high-quality online courses and exam preparation services [1] - The company expanded its business in 2021 to include live commerce, educational hardware products, STEAM education, and vocational education, becoming the largest online education brand in the Chinese university exam preparation market by 2017 [1] Group 2 - As of the mid-2024 financial report, Dongfang Zhenxuan reported total revenue of 2.187 billion CNY and a net loss of 96.799 million CNY [2]

Investment Rating - Industry rating: Recommended [4] Core Insights - The introduction of the national childcare subsidy policy is expected to benefit the maternal and infant industry chain, with a subsidy of 3,600 yuan per child per year for families with children under three years old, potentially impacting over 20 million families annually [1][2] - New Oriental's FY2025Q4 performance shows a revenue of 150 million USD, a year-on-year decline of approximately 30%, but with a sequential improvement in operating profit margin from 3% in FY25Q3 to 7% in FY25Q4 [3] - The company is transitioning from a host-driven model to a product-driven model, with significant sales in sanitary products and self-branded items [3] Summary by Sections 1. Industry Overview - The report highlights the positive impact of the national childcare subsidy on birth rates, particularly in lower-tier markets, citing examples from cities like Panzhihua and Tianmen where similar policies led to increased birth rates [2] 2. Company Performance - New Oriental's recent performance indicates a recovery in profit margins despite a decline in revenue, with key products like sanitary napkins and self-branded food items performing well in sales [3] 3. Investment Recommendations - The report suggests five investment themes, including the continuous upgrade of AI technology, the emotional value consumers place on purchases, the recovery of cyclical sectors, the potential of domestic brands going global, and the revival of traditional retail formats [6]

Market Overview - US stock indices closed lower, while the China concept index rose by 0.66% [1] - Hong Kong stock indices opened slightly lower, with the Hang Seng Index down 0.12%, the National Index down 0.14%, and the Hang Seng Tech Index down 0.09% [1] Company Performance - Major tech stocks showed mixed performance; Alibaba rose nearly 2%, Kuaishou increased by 1.3%, and Baidu gained 1%, while Tencent saw a slight increase [1] - Xiaomi and Meituan experienced declines [1] Sector Performance - International oil prices fell, leading to a decline in oil stocks, with China Petroleum & Chemical down over 2% [1] - Gaming stocks, which had performed well previously, saw a broad decline, with New Macau International Development dropping nearly 6% [1] - Innovative drug concept stocks experienced declines, including Baijiahe, Nuocheng Jianhua, Sanofi, and WuXi AppTec [1] - Brain-computer interface stocks, such as Nanjing Panda Electronics, fell nearly 5% [1] - Conversely, software stocks, live streaming concept stocks, domestic property stocks, and property management stocks mostly rose, with Dongfang Zhenxuan increasing nearly 3% [1]

格隆汇7月31日｜7月行情收官，从港股市场个股表现来看，云知声、国泰君安国际和东方甄选分别涨 95.85%，86.59%和85.08%，位居涨幅榜前三；老铺黄金、周大福和奇富科技-S分别跌29.71%、23.22% 和21.72%，位居港股跌幅前三。 来源：格隆汇APP ...