11月7日，东方甄选股价低开，随即快速走低，截至发稿，跌幅超6%，报20.080港元。 俞敏洪称："东旭和我是东方甄选的创始人。近期，东旭因为个人原因，提出不再继续工作。我鼓励他坚持下去，相信公司会越来越好，并希望他未来适 当的时候回到管理岗位。但他经过了认真思考后，觉得还是想离开。最终，我同意他离开，不再参与公司工作。" 编辑丨瑜见 11月6日，俞敏洪在网络平台发文确认孙东旭从东方甄选离职。 ...

Core Insights - Dongfang Zhenxuan received the IFOS™ (International Fish Oil Standards) certification from SGS, which is recognized globally as an authoritative certification for fish oil products [1] - The IFOS™ certification involves comprehensive testing of key indicators such as active ingredient content, contaminants, and stability, establishing strict standards for raw materials, product quality, safety, and purity [1] - The self-operated fish oil product from Dongfang Zhenxuan has gained significant consumer recognition, selling over 25,000 boxes on its launch day across all platforms by the end of 2024 [1] - The fish oil is sourced from one of the world's four major fishing grounds, specifically the Peruvian fishing ground, with an Omega-3 purity of 97% [1]

Core Viewpoint - The stock price of Dongfang Zhenxuan (01797.HK) has significantly declined, reaching a three-month low of 20.02 HKD per share, down 6.53% as of November 7 [3] Group 1: Management Changes - On November 6, Yu Minhong confirmed the departure of former CEO Sun Dongxu due to personal reasons, stating that their communication remains good [4] - Sun Dongxu had been with New Oriental Group since 2007 and served as CEO of Dongfang Zhenxuan until his resignation on December 16, 2023 [4] - Following Sun's departure, Yu Minhong will take over as CEO of Dongfang Zhenxuan [4] Group 2: Financial Performance - Dongfang Zhenxuan reported a revenue of 4.392 billion CNY for the fiscal year, a 32.7% decrease from 6.526 billion CNY in the previous year [5] - The net profit from continuing operations was 6.191 million CNY, a significant drop of 97.5% compared to 249 million CNY in the prior year [5] - The revenue decline is attributed to intensified competition in the live e-commerce sector and strategic adjustments within the company [5] - Excluding the financial impact of the sale of Huixing Technology, the net profit from continuing operations increased by 30% to 135.4 million CNY [5]

Core Points - The founder of New Oriental, Yu Minhong, confirmed the departure of Sun Dongxu, the former CEO of Oriental Selection, due to personal reasons [1][2] - Yu Minhong emphasized the significant contributions of Sun Dongxu to the development of Oriental Selection, stating that without his efforts, the company's success would not have been possible [2] - Sun Dongxu's resignation as CEO was officially recorded on December 16, 2023, with his total compensation for the period from June 1, 2023, to December 16, 2023, amounting to 33.603 million yuan, which includes salary, allowances, and benefits [2] Company Background - Oriental Selection was co-founded by Yu Minhong and Sun Dongxu during a critical business transformation period for New Oriental in 2021, focusing on live-streaming e-commerce [2] - Sun Dongxu played a key role in building the supply chain, improving the product selection system, and developing the app for Oriental Selection [2] - Following a controversy in late 2023, Sun Dongxu stepped down from his CEO position but continued to work behind the scenes on product selection, supply chain, and host management [2]

Group 1 - The Hang Seng Index fell by 1.14%, down 302 points, closing at 26,183 points, while the Hang Seng Tech Index dropped by 2% [1] - The Hong Kong stock market saw a turnover of HKD 115.2 billion in the morning session [1] - Solar stocks continued their recent upward trend, with major polysilicon companies planning to form a consortium for storage, and a reduction in losses in Q3 becoming an industry trend [1] Group 2 - China Duty Free Group (601888) saw a rise of over 4% as signs of market stabilization in Hainan emerged ahead of the upcoming closure [2] - Helen's (09869) stock surged over 20% as the company announced a share buyback plan, with a maximum limit of 10% of total share capital [2] - China Shipbuilding Defense (600685) increased by 3.7%, with a 250% year-on-year increase in net profit attributable to shareholders for the first three quarters, as high-value orders were delivered [2] - Yidu International Holdings (00259) rose over 7%, expecting a significant increase in mid-term net profit to approximately HKD 1.2 billion [2] Group 3 - Dongyue Group (00189) increased by over 7% due to a surge in the organic silicon sector, with its subsidiary Dongyue Silicon Materials (300821) hitting the daily limit [3] Group 4 - Lion Group (02562) fell over 11%, reaching a new low, and has halved in value since early October, with recent large-scale transfer activities noted [4] - Yuejiang (02432) dropped by 4%, planning to issue shares at a 10% discount to raise HKD 770 million for product development and supply chain expansion [4] Group 5 - Oriental Selection (01797) declined over 6% following the confirmation of the departure of Sun Dongxu by Yu Minhong, despite previous rumors being denied in August [5]

Group 1: Market Overview - The Hang Seng Index fell by 1.14%, down 302 points, closing at 26,183 points, while the Hang Seng Tech Index dropped by 2% [1] - The early trading volume in the Hong Kong stock market reached HKD 115.2 billion [1] Group 2: Solar Industry - Leading polysilicon companies are planning to form a consortium for storage, with a trend of reduced losses in the third quarter becoming apparent [1] - Xinyi Solar (00968) rose by 6.5%, Flat Glass Group (06865) increased by 6.69%, and GCL-Poly Energy (03800) gained 2.9% [1] Group 3: Other Notable Stocks - China Duty Free Group (01880) saw an increase of over 4%, with signs of market stabilization in Hainan as the closure policy approaches [1] - Helen's (09869) stock surged over 20% as the company announced a share buyback plan, with a maximum buyback limit of 10% of total shares [1] - China Shipbuilding Defense (00317) rose by 3.7%, reporting a 250% year-on-year increase in net profit attributable to shareholders for the first three quarters, with high-value orders being delivered [1] - Yidu International Holdings (00259) increased by over 7%, expecting a significant rise in mid-term net profit to approximately HKD 1.2 billion [1] - Dongyue Group (00189) also rose by over 7%, driven by a surge in the silicone sector, with its subsidiary Dongyue Silicon Materials hitting the daily limit [1] - Lion Group (02562) fell over 11%, reaching a new low, having halved in value since early October, with recent large-scale share transfers noted [1] - Yujian (02432) dropped by 4%, planning a discounted placement to raise HKD 770 million for product development and supply chain expansion [1] Group 4: Company Management Changes - Dongxuan Oriental (01797) fell over 6% following the confirmation of Sun Dongxu's departure by Yu Minhong, despite previous rumors being denied in August [2]

Group 1 - The stock price of Dongfang Zhenxuan (1797.HK) fell over 6%, reaching a low of 20 HKD, marking a new low in over three months, with a total market capitalization of 21.14 billion HKD [1] - Yu Minhong confirmed the departure of former CEO Sun Dongxu, highlighting his significant contributions to the company's development and success [3] - Sun Dongxu was instrumental in the company's transition into the e-commerce live-streaming sector during the K12 "double reduction" policy era, with comments suggesting he played a crucial role in shaping the brand [3]

格隆汇11月7日｜东方甄选(1797.HK)跌超6%，盘中一度失守20港元大关，并且创逾3个月新低价，总市 值211.4亿港元。 K12 "双减"浪潮来临时，孙东旭跟着俞敏洪一块挑战电商领域做直播带货。有评论称，毫不夸张地说， 现在大家熟知的东方甄选，是孙东旭一手带大的「孩子」。 消息上，俞敏洪昨日发文确认，前东方甄选CEO孙东旭离职。俞敏洪在说明中提到："东旭和我，是东 方甄选的创始人。没有东旭的努力和坚忍不拔的奋斗，就不可能有东方甄选的发展和今天。 ...

消息面上，11月6日，俞敏洪在个人社交平台发文确认孙东旭离职。公开资料显示，孙东旭最后一次现 身东方甄选直播间，是在今年4月19日举行的东方甄选西藏专场上。值得注意的是，今年8月份，就有消 息称东方甄选前CEO孙东旭或将离职，东方甄选当时在官方微博发布辟谣称：孙东旭老师在休假中，并 没有离职。 据悉，2023年12月16日，"小作文"事件发酵后，东方甄选发布公告称，经东方甄选董事会决定：董事长 俞敏洪兼任东方甄选CEO职务，免去孙东旭的东方甄选执行董事、CEO职务，即日生效。 东方甄选(01797)现跌超6%，截至发稿，跌5.78%，报20.2港元，成交额1.83亿港元。 ...

据悉，2023年12月16日，"小作文"事件发酵后，东方甄选发布公告称，经东方甄选董事会决定：董事长 俞敏洪兼任东方甄选CEO职务，免去孙东旭的东方甄选执行董事、CEO职务，即日生效。 消息面上，11月6日，俞敏洪在个人社交平台发文确认孙东旭离职。公开资料显示，孙东旭最后一次现 身东方甄选直播间，是在今年4月19日举行的东方甄选西藏专场上。值得注意的是，今年8月份，就有消 息称东方甄选前CEO孙东旭或将离职，东方甄选当时在官方微博发布辟谣称：孙东旭老师在休假中，并 没有离职。 智通财经APP获悉，东方甄选(01797)现跌超6%，截至发稿，跌5.78%，报20.2港元，成交额1.83亿港 元。 ...