Group 1 - The core viewpoint is that Dongfang Zhenxuan (01797) has seen a significant stock price increase of over 300% since early July, with a current rise of 7.38% to HKD 46.58 and a trading volume of HKD 1.373 billion [1] - Dongfang Zhenxuan is set to release its full-year results for the fiscal year ending May 31, 2025, on August 22 [1] - According to Huaxi Securities, Dongfang Zhenxuan's revenue for Q4 of fiscal year 2025 is estimated at USD 150 million, reflecting a year-on-year decline of approximately 30%, although the decline has narrowed compared to the previous quarter [1] Group 2 - Guosen Securities highlights that Dongfang Zhenxuan's implementation of the "Sam's Club model" has attracted market attention, as the current consumer market is characterized by diversified supply, transparent information, and rational demand [1] - The company is showing signs of marginal improvement in operations, with successful expansion into new product categories and enhanced quality of self-operated business growth [1] - Guosen Securities believes that the marginal improvement in Dongfang Zhenxuan's operations validates the growth logic of such companies in the current market environment [1]
港股异动 | 东方甄选(01797)再涨超12% 7月初至今累涨逾3倍 公司践行“山姆范式”引市场关注