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董宇辉不拧巴了,俞敏洪却被困住了
EAST BUYEAST BUY(HK:01797) 3 6 Ke·2025-04-28 08:53

Core Insights - The competition between "Yuhui with Glory" and "Oriental Selection" has intensified since Dong Yuhui's departure, with "Yuhui with Glory" surpassing "Oriental Selection" in Douyin followers and sales performance [1][2][4] - Dong Yuhui's personal brand has significantly strengthened, leading to increased sales and a dominant position in the live-streaming market, while "Oriental Selection" has faced declining sales and follower growth [9][10][21] - The contrasting strategies of the two leaders, Dong Yuhui and Yu Minhong, have resulted in divergent paths for their respective companies, with Dong focusing on personal branding and Yu struggling with management and growth challenges [25][28] Summary by Sections Followers and Sales Performance - As of April 26, "Yuhui with Glory" has 28.65 million followers, while "Oriental Selection" has 28.59 million, marking a significant shift since Dong Yuhui's departure [2] - In the past three months, "Yuhui with Glory" gained over 1.2 million followers, while "Oriental Selection" lost 420,000 followers [2] - "Yuhui with Glory" achieved over 10 billion yuan in sales in its first year, while "Oriental Selection" reported a GMV of 4.8 billion yuan for the first half of the 2025 fiscal year, a 16.2% decline year-on-year [4][10] Leadership and Strategy - Dong Yuhui has embraced his role as a live-streaming influencer, actively building his personal brand through music and television appearances [5][22] - Yu Minhong has struggled to find new growth avenues after losing Dong, facing challenges in expanding product lines and adapting to a changing market [7][11] - The split between the two companies was characterized by a belief that they would benefit from independence, but the outcomes have varied significantly [8] Management Challenges - "Oriental Selection" has encountered management issues, particularly in maintaining relationships with its influencers, leading to dissatisfaction among some key figures [19][20] - Dong Yuhui's "Yuhui with Glory" has focused on institutional growth and talent development, while "Oriental Selection" has faced criticism for its management practices and lack of effective communication [14][18] - The contrasting paths highlight the importance of personal branding in the live-streaming industry, with Dong's approach yielding better results compared to Yu's more traditional management style [21][25]