Group 1 - The stock price of Dongfang Zhenxuan (01797.HK) surged by 16.82% to 27.5 HKD, with a year-to-date increase of 171.5%, indicating renewed institutional interest following a strategic shift from influencer-driven to product-driven operations [2] - According to Huaxi Securities, Dongfang Zhenxuan's revenue for Q4 FY2025 is estimated to be approximately 150 million USD, reflecting a nearly 30% year-on-year decline, although the rate of decline is narrowing quarter-on-quarter [2] - The company has shown continuous improvement in profitability despite challenges, with a non-GAAP operating profit of approximately 79 million RMB and an operating profit margin of about 7%, up by approximately 3% quarter-on-quarter [2] Group 2 - Dongfang Zhenxuan is increasing its investment in self-operated products, particularly in the domestic shrimp supply chain, with a partnership established with Charoen Pokphand Group's Dongying base [3][5] - The monthly demand for shrimp from Dongfang Zhenxuan is 150 tons, while the current production capacity of the partner is only 50-60 tons, leading to a supply gap that has resulted in nearly 50 days of stockouts [5] - The company has sold over 220,000 units of domestic white shrimp as of the end of July, indicating strong demand in a supply-constrained market [5] Group 3 - Since its rapid rise in June 2022, Dongfang Zhenxuan has undergone a stabilization phase, with analysts noting that while profit margins are under short-term pressure, the company is on a recovery path [6] - The estimated GMV for Dongfang Zhenxuan in FY2025 is around 7.5 billion RMB, with projections for FY2026 GMV to reach 9 billion RMB, highlighting significant growth potential [6] - The company’s paid membership business and self-operated products still have considerable room for growth compared to competitors like Sam's Club [6]

Core Viewpoint - The article discusses recent market movements, focusing on specific companies such as Xizang Tianlu and Zhongguo Dianjian, highlighting their stock performance and strategic decisions, as well as the significant rise of companies like Shangwei New Materials and Dongfang Zhenxuan. Group 1: Xizang Tianlu and Zhongguo Dianjian - Xizang Tianlu announced a reduction of 25 million shares in Zhongguo Dianjian, generating a total transaction amount of 184 million yuan, resulting in a net profit of 45.75 million yuan, which accounts for approximately 43.87% of the company's projected net profit for 2024 [5][12]. - Since July, both Xizang Tianlu and Zhongguo Dianjian have seen significant stock price increases, with Xizang Tianlu rising by 104% and Zhongguo Dianjian by 33% [6]. - Xizang Tianlu's average selling price for the shares was 7.35 yuan per share, while Zhongguo Dianjian's closing price on August 5 was 6.42 yuan [7][8]. Group 2: Shangwei New Materials - Shangwei New Materials resumed trading and hit the daily limit, with its stock price surpassing 110 yuan, marking a cumulative increase of over 1300% in 17 trading days [15]. - The company reported a projected revenue of 783.77 million yuan for the first half of 2025, a 12.50% increase year-on-year, but a net profit decrease of 32.91% to approximately 29.90 million yuan [18][19]. Group 3: Dongfang Zhenxuan - Dongfang Zhenxuan's stock surged over 15%, accumulating a rise of over 135% since July [21]. - The company reported a GMV of 880 million yuan in June, a 28% year-on-year increase, with self-operated products contributing 350 million yuan, a 15% increase [24]. - The company is shifting focus towards self-operated products and enhancing its supply chain capabilities, moving away from reliance on individual influencers [24].

8月5日，恒生互联网ETF（513330）盘中震荡，涨近0.5%，成分股中，心动公司涨超24%，东方甄选涨 超16%，网龙、地平线机器人、哔哩哔哩跟涨。 （文章来源：每日经济新闻） 7月30日，重磅会议顺利召开，明确提出"必须把因地制宜发展新质生产力摆在更加突出的战略位置"， 同时对"反内卷"的表述温和。 港股龙头互联网企业资本开支和云业务收入同步强劲增长。当前AI产业发展正进入从1-100的快速扩张 阶段，DeepSeek加速AI平权进程，港股互联网龙头AI商业化应用加速落地。从各大互联网巨头和三大 运营商不断加码云与AI基础设施投资可见，AI正成为推动云增长的核心动力。 在"反内卷"政策导向与AI产业快速发展的双重提振下，互联网企业的发展势头愈发强势。聚焦互联网龙 头企业与新消费的恒生互联网ETF（513330）有望进一步走出亮眼行情。 年内行情诞生背景主要是以AI为代表的产业变革加速演进，随着DeepSeek大模型全面开源，标志着中 国AI技术跻身全球第一梯队。根据Artificial Analysis综合多项性能基准的全球排行榜中，中国AI大模型 整体表现与美国前沿模型相当，其中DeepSeek-R1 ...

【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) ...

Core Viewpoint - Oriental Selection (01797) has seen a significant stock price increase of over 9%, with a cumulative rise of 1.1 times since early July, indicating strong market interest and potential growth opportunities [1] Group 1: Stock Performance - As of the latest update, the stock price of Oriental Selection is reported at 25.74 HKD, with a trading volume of 584 million HKD [1] - The stock has experienced a notable increase of 9.35% recently [1] Group 2: Product Launch and Market Response - Oriental Selection launched its first pure cotton sanitary napkin on June 16, which sold out over 180,000 units within two days [1] - A new series of sanitary napkins was launched on July 19, reflecting the company's commitment to expanding its product offerings [1] Group 3: Membership and Market Penetration - As of November 2024, Oriental Selection has 228,300 paid members, compared to Sam's Club China with 9 million members, indicating significant room for market penetration [1] Group 4: Financial Performance - For FY2025 Q4, Oriental Selection's revenue is projected to be 150 million USD, representing a year-on-year decline of approximately 30%, although the decline rate has narrowed compared to previous quarters [1] - The Non-GAAP operating profit is estimated at approximately 79 million RMB, with an operating profit margin of about 7%, showing improvement from the previous quarter's margin of around 3% [1] - The company is transitioning from a host-driven model to a product-driven approach, which is expected to enhance profitability [1]

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） ...

Group 1 - The stock of Dongfang Zhenxuan (01797) has risen over 9%, with a cumulative increase of 1.1 times since early July [1] - As of the latest update, the stock price is reported at 25.74 HKD, with a trading volume of 584 million HKD [1] - The company launched its first pure cotton sanitary napkin on June 16, which sold out 180,000 units within two days, and a new series was launched on July 19 [1] Group 2 - Zheshang Securities notes that after two years of challenges, the company's operations are stabilizing, and its self-operated products align with new consumer trends, indicating potential for expansion [1] - As of November 2024, Dongfang Zhenxuan has 228,300 paid members, compared to Sam's Club China with 9 million members, suggesting significant penetration potential [1] Group 3 - New Oriental's FY2025 Q4 earnings report indicates revenue of 150 million USD, a year-on-year decline of approximately 30%, but the decline rate has narrowed quarter-on-quarter [1] - The Non-GAAP operating profit is approximately 79 million RMB, with an operating profit margin of about 7%, showing improvement from the previous quarter's 3% [1] - The company is transitioning from a host-driven model to a product-driven model, which is expected to enhance profitability [1]

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]