Core Viewpoint - The recent surge in Oriental Selection's stock price reflects market recognition of its transformation and the effectiveness of its self-operated product strategy, moving focus from "people" to "goods" [4][7] Group 1: Stock Performance - On August 14, Oriental Selection's stock price rose over 12%, reaching a high of 35.56 HKD per share, marking a new peak since late September 2023, and closing at 34.98 HKD per share with a total market capitalization of 36.6 billion HKD [2] - Since July, Oriental Selection has seen a cumulative increase of over 194% in its stock price [2] Group 2: Business Model and Strategy - Experts attribute the stock price increase to improvements in Oriental Selection's business model and the alignment with the new consumption trend in the Hong Kong stock market [4] - The company has shifted its focus to self-operated products, with significant growth in its e-commerce channels, indicating a reduced reliance on live-streaming traffic [5][7] - By June 2025, self-operated products are projected to account for 39% of GMV, with 60% of self-operated sales coming from shelf e-commerce channels [5] Group 3: Product Development and Market Response - In June, Oriental Selection's estimated GMV reached 870 million RMB, a year-on-year increase of 28%, with self-operated product GMV at 350 million RMB, up 15% year-on-year [5] - The company has launched 600 SKUs across various categories, including health foods and clothing, expanding beyond its initial focus on fresh food and snacks [7] - The introduction of popular self-operated products, such as a new brand of sanitary napkins, has contributed to sales growth, with 180,000 units sold within two days of launch [5] Group 4: Membership and Customer Engagement - The number of paid members has significantly increased, and the company is implementing various marketing strategies to enhance member engagement and activity [7] - Initiatives include member discounts, offline meetups, and exclusive product launches on the app [7] Group 5: Market Trends - The growing demand for new consumption patterns is favorable for Oriental Selection, which is well-positioned in the online market despite intense competition [8]
没有董宇辉 东方甄选已涨194%！