Group 1 - The stock price of Dongfang Zhenxuan has returned to levels before the "small essay" incident, with a significant increase from 12 HKD to 31 HKD per share, representing a 248% rise compared to the lowest point after Dong Yuhui's departure [1][5][6] - The increase in stock price is attributed to product performance rather than the presence of star hosts, as the company has shifted focus to product-driven strategies [2][4] - Dongfang Zhenxuan's self-operated sanitary napkins and shrimp products have shown strong sales, indicating a successful product strategy that resonates with consumer trust [2][3][5] Group 2 - The company's financial projections indicate a revenue of approximately 299 million USD (about 2.16 billion RMB) and an operating profit of around 6.2 million USD (about 44.71 million RMB) for the second half of the 2025 fiscal year [5][6] - The transition from a multi-channel network (MCN) model to a product-centric approach has been a key focus for the company, with a significant emphasis on building a strong supply chain and product quality [10][11] - Dongfang Zhenxuan's gross margin reached 38% in 2023, with self-operated products accounting for 39% of GMV, showcasing the effectiveness of the product strategy [16][22] Group 3 - The company has faced challenges in balancing the product route with the MCN model, leading to internal conflicts and a need for a clear strategic direction [11][12] - The decision to fully embrace a product-oriented strategy has been reinforced by the market's response, as evidenced by the recovery in stock price and sales performance [12][17] - The success of the product strategy is further illustrated by the increase in app downloads and consumer engagement, particularly following the launch of new products [12][16]
东方甄选不再需要大主播