8月19日，一则涉及新东方教育科技集团CEO周成刚相关传言让东方甄选股价尾盘跳水。截至8月19日港股收盘，东方甄选股报收34.32港元，跌20.89%， 此前一度上探至近两年高位53.7港元，涨幅超23.5%。 新东方集团CEO周成刚(俞敏洪长期搭档) 涉嫌通过关联交易侵占上市公司利益,已被 监管部门立案调查。此消息尚未被正式公 : 2 : 08 告,但引发投资者恐慌性监管 公司尚未发布澄清 直播业务监管风险 手发布 《直播带货合规指引 (征求意见稿)》,拟 限制"高佣金抽成模式",而东方甄选佣金率 长期超30%,若政策落地将直接影响其核心 盈利模式。 我方辟谣声明: 关于周成刚老师的传闻纯属谣言,关于" 东方甄选佣金率长期超30%"的说法严重失 实,东方甄选售卖产品确保高品质和高性价 比,实际平均佣金率不到20%。 针对上述谣言,我司已启动报警和司法流 程,对于这样的不法行为,我们将一追到底。 随后，东方甄选发布辟谣声明：针对谣言，公司已启动报警和司法流程。 东方甄选 辟谣声明 2025年8月19日 今天，有人造谣如下: 88108 ...

今日东方甄选股价上演"天地板"，早盘一度暴涨逾23%，午后高台跳水，盘后跌20.89%。有消息称新东 方CEO周成刚或涉关联交易被监管部门立案调查。东方甄选方面向记者回应称：纯属谣言。 8月19日，东方甄选发声：针对谣言，我司已启动报警和司法流程，对于这样的不法行为，我们将一追 到底。 综合｜ @东方甄选 第一财经 来源：江苏新闻 ...

Group 1 - The stock price of Dongfang Zhenxuan experienced significant volatility, dropping over 20% after a peak increase of more than 23% during the trading session, with a closing price of 34.32 HKD and a market capitalization of 359.1 billion HKD [1] - The sharp decline in stock price is linked to rumors regarding the CEO of New Oriental Group being investigated for alleged misappropriation of company interests through related party transactions, and potential regulatory restrictions on high commission models in the live streaming business [1] - Prior to the stock price drop, Dongfang Zhenxuan had seen a cumulative increase of 190% since July, reaching a two-year high of 53.7 HKD [1] Group 2 - Dongfang Zhenxuan's self-operated products include over 600 items across various categories such as agricultural products, household goods, snacks, and sanitary products, with a projected GMV of 350 million RMB by June 2025, reflecting a 15% year-on-year growth [2] - The sales of self-operated products have a 60% share from shelf channels, including platforms like Douyin, indicating a strong market presence [2] - The latest earnings forecast suggests that Dongfang Zhenxuan's revenue for the second half of the 2025 fiscal year will be approximately 2.16 billion RMB, with an operating profit of around 44.71 million RMB, resulting in an operating profit margin of about 7% [2]

Core Viewpoint - The stock price of Dongfang Zhenxuan experienced significant volatility, initially rising by 23.56% before closing down over 20% at 34.32 HKD per share, with a market capitalization of approximately 35.9 billion HKD [1] Group 1: Stock Performance - Since July, Dongfang Zhenxuan's stock price has been on the rise, particularly after the departure of Dong Yuhui [1] - The stock price fluctuations may be influenced by rumors regarding the CEO of New Oriental Group, Zhou Chenggang, being investigated for alleged misconduct, which the company has denied [5] Group 2: Business Strategy - Following the departures of key figures, Dongfang Zhenxuan has shifted back to a product-centric strategy, moving away from reliance on influencer marketing [3] - The company has launched over 400 self-operated products since April 2022, achieving cumulative sales of over 210 million units and a customer base of 30.86 million [3] - By 2024, self-operated products accounted for 46% of total sales, indicating a transition to a more stable revenue model [3] Group 3: Market Positioning - Dongfang Zhenxuan aims to position itself as an "online Sam's Club," focusing on high-quality, cost-effective products to drive customer loyalty and repeat purchases [4] - The company has introduced a paid membership service priced at 199 RMB per year, with 228,300 subscribers as of November 2024 [5] Group 4: Future Goals - The company plans to evolve into a product technology company centered around self-operated products and a membership-based one-stop shopping platform [3]

Core Insights - On August 19, 2025, Oriental Selection (01797), Tracker Fund of Hong Kong (02800), and Tencent Holdings (00700) were the top three stocks by trading volume in the Southbound Stock Connect, with trading amounts of 7.043 billion, 5.106 billion, and 3.221 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Oriental Selection (01797), Hang Seng China Enterprises Index ETF (02828), and Tracker Fund of Hong Kong (02800) were the top three stocks, with trading amounts of 3.294 billion, 2.215 billion, and 2.021 billion respectively [1] Southbound Stock Connect - Top Active Companies - Oriental Selection (01797) had a trading amount of 7.043 billion with a net buy of -48.8231 million [2] - Tracker Fund of Hong Kong (02800) recorded a trading amount of 5.106 billion with a net buy of 5.089 billion [2] - Tencent Holdings (00700) had a trading amount of 3.221 billion with a net buy of 979 million [2] - Alibaba Group (09988) had a trading amount of 2.547 billion with a net buy of -7.2321 million [2] - SMIC (00981) recorded a trading amount of 2.084 billion with a net buy of 160.3 million [2] Shenzhen-Hong Kong Stock Connect - Top Active Companies - Oriental Selection (01797) had a trading amount of 3.294 billion with a net buy of -464 million [2] - Hang Seng China Enterprises Index ETF (02828) recorded a trading amount of 2.215 billion with a net buy of 2.215 billion [2] - Tracker Fund of Hong Kong (02800) had a trading amount of 2.021 billion with a net buy of 1.982 billion [2] - Tencent Holdings (00700) recorded a trading amount of 2.018 billion with a net buy of 46.322 million [2] - Alibaba Group (09988) had a trading amount of 1.984 billion with a net buy of 268 million [2]

Core Viewpoint - New Oriental Education Technology Group's CEO, Zhou Chenggang, is rumored to be under investigation for allegedly misappropriating company interests through related-party transactions, leading to a significant drop in the stock price of Oriental Selection [1][4]. Group 1: Stock Market Reaction - Following the rumors, Oriental Selection's stock price fell by 20.89% to HKD 34.32, after previously reaching a two-year high of HKD 53.7, which represented a gain of over 23.5% [1][4]. Group 2: Company Response - New Oriental's founder, Yu Minhong, labeled the rumors as "complete nonsense" and stated that the company has initiated legal proceedings against the false claims [3][4]. - Oriental Selection issued a statement denying the allegations and confirmed that the average commission rate is below 20%, contrary to claims that it has been over 30% [6][9]. Group 3: Regulatory Context - The rumors surfaced amid concerns regarding potential regulatory changes affecting the live-streaming sales industry, which could impact Oriental Selection's business model if high commission rates are restricted [8].

格隆汇8月19日｜南下资金今日净买入港股185.73亿港元。其中： 据统计，南下资金已连续4日净买入阿里巴巴，共计27.8719亿港元；连续3日净买入腾讯，共计27.3253 亿港元。(格隆汇) | | 沪股通 | | | 深度通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 东方赌选 | -20.9% | -0.49 | 70.43 C | 东方鼎远 | -20.9% | -4.64 | 32.94 Z | | 做高质量 | -0.2% | 50.89 | 51.06 Z | 恒生中国企业 | -0.4% | 22.15 | 22.15 Z | | 除用控股 | 0.9% | 9.79 | 32.21 Z | 益居生食 | -0.2% | 19.82 | 20.21 Z | | 阿里巴巴-W | -0.3% | -0.07 | 25.47 Z | 腾讯控股 | 0.9% | 0.46 | 20.18 Z | | 中心同际 | ...

Market Overview - The market experienced a day of high-level consolidation after two consecutive days of strength, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down slightly by 0.02%, 0.12%, and 0.17% respectively [4] - Nearly 3,000 stocks rose while over 2,200 stocks fell, indicating a mixed market sentiment [4] Innovation Drugs Sector - The innovation drug and pharmaceutical sectors saw a strong opening, with multiple stocks hitting the daily limit, including Jimin Health with four consecutive limit-ups and Shunlian Bio with a 20% increase [5][7] - The innovation drug sector initially surged nearly 2.5% but ended the day with a modest gain of 0.13% [8] - The sector is favored by institutions, driven by the acceleration of Chinese pharmaceutical companies entering overseas markets, with the potential market size increasing from $50 billion domestically to over $420 billion in the U.S. market alone [9] - Analysts suggest that the domestic innovation drug industry is at a turning point, transitioning from a decade of preparation to realizing innovative results [10] Media Sector - The media sector, which had a significant rise previously, saw a mixed performance following the announcement of new initiatives by the National Radio and Television Administration aimed at enhancing content supply [19] - The sector's leading stock, Ciweng Media, achieved two consecutive limit-ups, but overall performance was lackluster, with many stocks opening lower or declining [21] Oriental Selection - Oriental Selection's stock experienced a dramatic rise of over 23% during the afternoon session, reflecting a significant rebound over the past two months, with the stock price nearly quintupled [23][24] - However, the stock faced a sharp decline later, with a drop exceeding 20% and an intraday retreat of over 35%, indicating volatility and potential profit-taking behavior [25][26][27]

今日，有网传消息称新东方集团CEO周成刚（俞敏洪长期搭档）涉嫌通过关联交易侵占上市公司利益，已被监管部门立案调查。 据每日经济新闻，8月19日下午，港股东方甄选（01797.HK）股价剧烈波动。14点50分许一度涨23%，随后高台跳水，截至收盘大跌20.89%，振幅达 45%，成交额93.85亿港元，换手率21.48%。 东方甄选最近两个月股价飙升，在7月份累计上涨85%，8月截至发稿涨56%。 刚刚，东方甄选发布辟谣声明： 关于周成刚老师的传闻纯属谣言，关于"东方甄选佣金率长期超30%"的说法严重失实，东方甄选售卖产品确保高品质和高性价比，实际平均佣金率不到 20%。 [ 针对上述谣言，我司已启动报警和司法流程，对于这样的不法行为，我们将一追到底。 下方 | 东方甄选 ● 2分钟前 来自 微博网页版 针对谣言，我司已启动报警和司法流程，对于这样的不法行为，我们将一追到底。 使方肆谨声明 大干周成周名精选同的民同经贸看点，大于 东方根达群金有关系列逐30年"四轮在声音的 北，余庆四流音变得最佳影视频 北，法院四流音的是主要的是 据，对于法联合不会行为， 据，对于法联合不会行为，我们的一流出版 r a LLIN ...

8月19日下午，东方甄选股价突然大跳水。14时50分至15时50分，短短1小时内，东方甄选股价从上涨 23.56%，跳水至下跌20%，成交额高达93.85亿港元。 随后，市场上有流传出多种传闻，但均未获得确认。公司近日也没有发布任何公告。该公司22日将发布 最新财报。 此外，有消息称新东方CEO周成刚或涉关联交易被监管部门立案调查。东方甄选投资关系总监在微信群 内对此传言表示："辟谣，没有这样的事情，我们还在年报静默期，感谢大家的支持！" 刚刚，东方甄选微博发布声明称，关于周成刚老师的传闻纯属谣言，关于"东方甄选佣金率长期超 30%"的说法严重失实，东方甄选售卖产品确保高品质和高性价比，实际平均佣金率不到20%。针对上 述谣言，我司已启动报警和司法流程，对于这样的不法行为，我们将一追到底。 近期东方甄选股价暴涨，在此前23个交易日内，东方甄选股价累计上涨212.54％。 近日，曾在新东方任教、多次为董宇辉发声的罗永浩称，"董宇辉自立门户后，一年的收入是二三十个 亿，而他在东方甄选工作时，在北京买房还要借钱交首付。" 8月17日，与辉同行相关负责人回应称，上述消息不属实。 （文章来源：每日经济新闻） ...