东方甄选
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东方甄选2026财年中期总GMV达41亿元:大部分来自抖音,首家线下体验店将落地北京
Mei Ri Jing Ji Xin Wen· 2026-01-28 11:55
报告期内,东方甄选自营产品及直播电商业务总GMV为41亿元。其中,来自抖音的GMV占大部分,来 自东方甄选App的GMV占18.5%。此外,抖音上第三方产品及自营产品的已付订单总数已达到约4210万 单,去年同期则是5010万单。 在渠道布局方面,东方甄选透露,除北京首家线下体验店外,还计划开设新的矩阵直播账号并招募新主 播,以增强公司的品牌影响力。 公告显示,若剔除2025财年上半年分拆前产生的部分收入,东方甄选报告期内的总营收同比增加17%。 报告期内,东方甄选净溢利达2.39亿元;毛利为8.416亿元,同比增长14.5%。 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每经记者|李宇彤 每经编辑|魏文艺 每经北京1月28日电(记者 李宇彤)东方甄选(1797.HK)当日公布的2026财年中期业绩显示,2025年6 月1日至11月30日,公司总营收23亿元,同比增长5.7%。 ...
自营品总量突破800款 东方甄选拟在北京开设首家线下体验店
Xin Jing Bao· 2026-01-28 11:45
关于产品质量和服务质量,东方甄选在财报中公布了新的改进措施。东方甄选表示,无论是自营产品还 是合作品牌的商品,公司都将进一步加强质量检验与控制的强度。公司计划建立每两周/每月的质量检 验报告机制,内容涵盖抽检合格率、问题产品整改措施及供应商资质评估结果等详情。 在渠道方面,东方甄选在财报中提及,为继续深化多渠道战略布局,在线下不同区域布局40多台自动售 货机,其中部分已实现盈利。东方甄选即将在北京中关村,开设首家线下体验店。俞敏洪表示,在北京 首家线下体验店之外,东方甄选还计划开设新的矩阵直播账号并招募新主播,全方位提升公司的品牌影 响力。 新京报贝壳财经讯(记者丁爽)1月28日,东方甄选披露2026财年中期业绩。2025年6月1日至11月30日, 公司总营收23亿元,同比增长5.7%。报告期内,东方甄选净溢利为2.39亿元,同比实现扭亏。 报告期内,东方甄选自营产品及直播电商业务总GMV(商品交易总额)为41亿元,来自东方甄选App的 GMV占18.5%。截至2025年11月30日,东方甄选已累计推出801款自营产品,自营产品GMV在报告期内 占总GMV约52.8%。 ...
东方甄选2026财年上半年净溢利2.39亿元、同比扭亏,自营产品超过50%
Xin Lang Cai Jing· 2026-01-28 11:36
Group 1 - The core viewpoint of the news is that Dongfang Zhenxuan (01797.HK) has turned a profit in the first half of the 2026 fiscal year, reporting a total revenue of 2.3 billion yuan, a 5.7% increase compared to the same period last year [1] - The company's net profit reached 239 million yuan, a 14.5% year-on-year increase, reversing a loss of 96.5 million yuan from the previous year [1] - The total GMV of self-operated products and live e-commerce business reached 4.1 billion yuan, with a 16.4% increase compared to the first half of the 2025 fiscal year [1] Group 2 - The product development and supply chain optimization have made significant progress, with the number of self-operated products increasing to 801 SPUs from 600 SPUs year-on-year [2] - Self-operated products accounted for approximately 52.8% of GMV, and the company plans to enhance its logistics capabilities in major cities [2] - The total number of employees in the self-operated products and live e-commerce team reached 1,373, with 1,054 full-time and 319 part-time employees [2] Group 3 - In the 2025 fiscal year, Dongfang Zhenxuan faced multiple challenges, resulting in a total revenue of 4.392 billion yuan, a 32.7% decline year-on-year [3] - The net profit from continuing operations turned positive at 6.2 million yuan, compared to a net profit of 249 million yuan in the previous fiscal year [3] - The decline in revenue was attributed to intensified competition in the live e-commerce sector and strategic adjustments within the company [3]
东方甄选发布26财年中期财报:自营品总量突破800款,继续深化食品安全
Ge Long Hui· 2026-01-28 11:18
东方甄选(1797.HK)1月28日公布2026财年中期业绩。2025年6月1日至11月30日,公司总营收23亿元,同 比增长5.7%。若剔除2025财年上半年分拆前产生的部分收入,东方甄选报告期内的总营收同比增加 17%。报告期内,东方甄选净溢利达2.39亿元,毛利为8.416亿元,同比增长14.5%。俞敏洪表示:"2026 财年上半年,东方甄选在复杂多变的环境下展现出强劲的经营韧性,恢复了总营收与净溢利的同比双增 长,为公司长期可持续发展奠定了坚实基础。 2025年6月1日至11月30日,东方甄选自营产品及直播电商业务总GMV为41亿元。其中来自抖音的GMV 占大部分,来自东方甄选App的GMV占18.5%,相比去年同期显著提升。截至2025年11月30日,东方甄 选已累计推出801款的自营产品。得益于品类扩充和升级迭代,自营产品GMV在报告期内占总GMV约 52.8%,有效带动了整体销售与利润的长期增长。针对自营产品,东方甄选表示,质量是生命线,公司 将一如既往坚持高标准的选品原则,严格把控每一件商品的质量关。 展望未来,东方甄选表示,将继续强化食品安全和社会责任,在坚守高品质核心优势的同时,为消费者 ...
东方甄选26财年中报:营收23亿元 净溢利2.39亿元
Xin Lang Cai Jing· 2026-01-28 10:24
Core Insights - The company reported a total revenue of 2.3 billion yuan for the first half of the 2026 fiscal year, representing a year-on-year growth of 5.7% [1][2] - Excluding revenue from the first half of the 2025 fiscal year prior to the spin-off, the total revenue increased by 17% year-on-year [1][2] - The net profit reached 239 million yuan, with a gross profit of 841.6 million yuan, reflecting a year-on-year growth of 14.5% [1][2] Revenue and Profitability - The total GMV (Gross Merchandise Volume) from self-operated products and live e-commerce business was 4.1 billion yuan [1][2] - A significant portion of the GMV came from Douyin, while the GMV from the company's app accounted for 18.5%, showing a notable increase compared to the same period last year [1][2] Product Strategy and Development - As of November 30, 2025, the company had launched a total of 801 self-operated products [3] - The expansion and iteration of product categories contributed to self-operated product GMV accounting for approximately 52.8% of total GMV, effectively driving long-term sales and profit growth [3] Strategic Initiatives - The company emphasized a product strategy focused on "health, high quality, and high cost-performance" while continuously expanding self-operated product categories and rigorously selecting high-quality external products [2][3] - The company is advancing a multi-channel strategy and matrix operation, planning to open new live streaming accounts and recruit new hosts to enhance brand influence [2][3]
东方甄选发布中期业绩 股东应占溢利2.39亿元 同比扭亏为盈
Zhi Tong Cai Jing· 2026-01-28 10:12
东方甄选(01797)发布截至2025年11月30日止6个月业绩,该集团期内取得总营收23.12亿元人民币,同比 增加5.7%;公司拥有人应占溢利2.39亿元,同比扭亏为盈;每股基本盈利0.23元。 ...
东方甄选(01797)发布中期业绩 股东应占溢利2.39亿元 同比扭亏为盈
智通财经网· 2026-01-28 10:10
智通财经APP讯,东方甄选(01797)发布截至2025年11月30日止6个月业绩,该集团期内取得总营收23.12 亿元人民币,同比增加5.7%;公司拥有人应占溢利2.39亿元,同比扭亏为盈;每股基本盈利0.23元。 ...
东方甄选(01797.HK)中期实现总营收与净溢利同比双增长
Ge Long Hui· 2026-01-28 10:04
Core Insights - The company reported a 5.7% increase in net revenue, rising from RMB 2.2 billion for the six months ending November 30, 2024, to RMB 2.3 billion for the same period in 2025. Excluding revenue from the collaboration with Huizhong, total revenue increased by 17.0% from RMB 2.0 billion to RMB 2.3 billion [1] - The company transitioned from a net loss of RMB 96.5 million for the six months ending November 30, 2024, to a net profit of RMB 239.0 million for the same period in 2025, establishing a solid foundation for long-term sustainable development [1] - The company demonstrated strong operational resilience in the face of unexpected challenges, achieving significant recovery with both revenue and net profit showing year-on-year growth [1] Product Development and Supply Chain - The company made significant progress in product development and supply chain optimization, expanding its product categories from fresh food and snacks to a more diversified range, launching a total of 801 self-operated SPUs by November 30, 2025, up from 600 SPUs a year earlier [2] - New product categories include seafood, nutritional supplements, kitchen condiments, dairy products, personal care items, and home cleaning products, effectively meeting consumer demands for health and convenience, thereby driving overall sales and profit growth [2] - The company's GMV for the six months ending November 30, 2025, reached RMB 4.1 billion, representing a 16.4% increase from RMB 3.6 billion in the previous fiscal year, with a significant portion of GMV coming from Douyin [2] Future Direction - The company aims to continue its commitment to becoming a live shopping platform that selects quality products for customers, focusing on self-operated agricultural products, and providing a pleasant cultural experience [3] - The company is dedicated to promoting public welfare and creating value for society as part of its mission [3]
东方甄选(01797) - 2026 - 中期业绩
2026-01-28 09:51
East Buy Holding Limited 東方甄選控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:1797) 截至2025年11月30日止六個月的 中期業績公告 東方甄選控股有限公司董事會欣然宣佈於報告期間本集團的未經審核綜合中期 業績。該等中期業績已經審核委員會審閱。 於本公告中:(a)「我們」指本公司及(如文義所指)本集團;及(b)除非另有所 指,否則我們的簡明綜合財務報表以本集團的主要功能貨幣人民幣呈列,且所 呈列數字均為近似值,約整至最接近的整數或小數點後一位(倘合適)。 主要財務摘要 | | 截至2025年 | 截至2024年 | | | --- | --- | --- | --- | | | 11月30日 | 11月30日 | | | | 止六個月 | 止六個月 | 變動 | | | 人民幣千元 | 人民幣千元 | | | | (未經審核) | (未經審核) | | | 總營收 | 2,311,629 | 2,186,636 | 5.7% | | 毛利 | 841,639 | 735,143 | 14.5% | | 除稅前利潤╱(虧損) | 308,526 | (72,481) ...
智通港股投资日志|1月28日
智通财经网· 2026-01-27 16:01
智通财经APP获悉,2026年1月28日,港股上市公司投资日志如下: | 类别 | | 公司 | | --- | --- | --- | | | 国恩科技 | | | | (招股中) | | | | 东鹏饮料 | | | 新股活动 | (招股中) | | | | 鸣鸣很忙 | | | | (上市日) | | | | 东方甄选 | | | | 中国三迪 | | | 业绩公布日 | 新东方-S | | | | RIMBACO | | | | 香港通讯国际控股 | | | | 中国波顿 | | | | 绿城管理控股 | | | | 慧源同创科技 | | | | 宇华教育 | | | 股东大会召开日 | 中国中药 | | | | 天立国际控股 | | | | 同方泰德 | | | | 碧桂园服务 | | | | 俊裕地基 | | | | 万邦投资 | | | | (除净日) | | | | 信星集团 | | | | (派息日) | | | | 东方表行集团 | | | 分红派息 | (派息日) | | | | 东方表行集团 | | | | (派息日) | | | | 交通银行 | | | | (派息日) | | | ...