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]
港股异动 | 东方甄选(01797)涨超9% 近一个月股价实现翻倍 机构建议关注公司向产品驱动的转型