Core Viewpoint - The founder of New Oriental, Yu Minhong, announced the establishment of an e-commerce training school under Dongfang Zhenxuan, aiming to enhance the skills of e-commerce operators and hosts in response to increasing governmental emphasis on e-commerce training [1][3]. Group 1: E-commerce Training Initiative - Dongfang Zhenxuan plans to set up an e-commerce school in Beijing to train e-commerce talents and hosts from various regions, leveraging the city's talent pool for high-quality instruction [3]. - The initiative is driven by the belief that improving the overall quality of Chinese hosts is essential, with Yu Minhong expressing his commitment to personally teach and involve renowned hosts in the training [3]. Group 2: Business Performance - For the fiscal year 2026, Dongfang Zhenxuan reported a total revenue of 2.312 billion yuan, marking a year-on-year increase of 5.7%, with a real growth rate of 17% after excluding previous revenue impacts [4]. - The company achieved a net profit of 239 million yuan, a significant turnaround from a net loss of 96.79 million yuan in the same period last year, representing a growth of 347.7% [4]. - The total GMV for self-operated products and live e-commerce business reached 4.1 billion yuan, reflecting a 16.4% increase compared to 3.6 billion yuan in the first half of the fiscal year 2025 [4]. Group 3: Market Dynamics - The Douyin platform remains the core source of traffic for Dongfang Zhenxuan, while the contribution of the Dongfang Zhenxuan app to GMV has increased to 18.5%, showing significant growth compared to the previous year [4]. - Despite a 9.49% drop in stock price to 29.2 HKD, the company's stock has seen an overall increase of approximately 30% since the earnings announcement [4].
俞敏洪要开电商培训学校！他曾称“不是为了挣钱，而是为了让中国主播的整体水平提高”，东方甄选股价跌超9%