Group 1 - The core idea of the news is that Oriental Selection plans to establish an e-commerce training school in Beijing to enhance the skills of e-commerce operators and live streamers, as announced by its founder, Yu Minhong [1][3]. - The initiative is driven by the increasing emphasis from local authorities on e-commerce training, with Yu Minhong expressing the belief that collaborative exploration is more effective than solitary efforts [1][3]. - Yu Minhong previously mentioned the need for cultural training for e-commerce live streamers to elevate the overall quality of Chinese hosts, indicating his personal involvement in the training process [3]. Group 2 - For the fiscal year 2026, Oriental Selection reported a total revenue of 2.312 billion yuan, a year-on-year increase of 5.7%, with an actual growth rate of 17% when excluding the impact of the previous year's revenue [3]. - The company achieved a net profit of 239 million yuan, marking a significant turnaround from a net loss of 96.79 million yuan in the same period last year, representing a growth of 347.7% [3]. - The total GMV for self-operated products and live e-commerce business reached 4.1 billion yuan, reflecting a 16.4% increase compared to the 3.6 billion yuan in the first half of the fiscal year 2025 [3]. Group 3 - The channel structure continues to optimize, with Douyin remaining the core source of traffic, while the contribution of GMV from the Oriental Selection app increased to 18.5%, a significant rise from the previous year [3]. - The total number of paid orders for third-party and self-operated products on Douyin reached approximately 42.1 million, indicating sustained high consumer engagement [3]. - Despite a 9.49% drop in stock price to 29.2 HKD, the market capitalization stands at 30.775 billion HKD, with a notable 30% increase in stock price following the earnings announcement [4].
俞敏洪要开电商培训学校！东方甄选股价跌超9%