据了解，8月22日当天，自媒体鞭牛士报道称，前东方甄选CEO孙东旭目前已经进入休假状态，可能将 在近期离职。 北京商报讯（记者 何倩）8月22日，针对媒体报道"前东方甄选CEO孙东旭可能将离职"一事，东方甄选 向北京商报记者回应称，孙东旭老师在休假中，并没有离职。自从2023年12月份之后，孙东旭老师一直 以东方甄选和俞敏洪老师顾问的方式工作。俞敏洪老师与孙东旭老师一直保持着良好的沟通。 ...

Core Viewpoint - Oriental Selection reported a significant decline in total revenue for the fiscal year 2025, with a total revenue of 4.4 billion yuan, down 32.7% from 6.5 billion yuan in fiscal year 2024, but managed to achieve a net profit of 6.2 million yuan after a loss in the first half of the year [1] Group 1: Financial Performance - The net profit for the fiscal year 2025 was 6.2 million yuan, a recovery from a net loss of 96.5 million yuan in the first half of the year [1] - Excluding the financial impact from the sale of Huixing, the net profit for the continuing operations was 135.4 million yuan, an increase of 30% year-on-year [1] - The gross margin for continuing operations improved from 25.9% in fiscal year 2024 to 32% in fiscal year 2025, attributed to the healthy development of self-operated products and live e-commerce [1] Group 2: Business Segments - The total GMV for self-operated products and live e-commerce in fiscal year 2025 was 8.7 billion yuan, a significant decrease from 14.3 billion yuan in fiscal year 2024 [1] - The total cost of revenue for continuing operations decreased from 4.8 billion yuan in fiscal year 2024 to 3 billion yuan in fiscal year 2025, a decline of 38.2%, mainly due to the decrease in GMV leading to lower inventory and logistics costs [1] Group 3: Market Position and Strategy - GMV from the Douyin platform still accounted for a large portion, while GMV from the Oriental Selection App increased its share from 8.4% in fiscal year 2024 to 15.7% in fiscal year 2025 [2] - The number of paid subscribers for the Oriental Selection App reached 264,300 in fiscal year 2025 [2] - Self-operated products accounted for approximately 43.8% of total GMV in fiscal year 2025, up from 40% in fiscal year 2024, with a total of 732 self-operated products launched [2] Group 4: Corporate Governance and Market Sentiment - The stock price of Oriental Selection has increased by over 200% since July [2] - There were rumors regarding the CEO of New Oriental Group being investigated for alleged misconduct, which Oriental Selection denied as baseless [2] - The company clarified that its average commission rate is below 20%, contrary to claims of exceeding 30% [2]

北京商报讯（记者 吴其芸）8月22日，就"东方甄选前CEO孙东旭或将离职"的消息，东方甄选发布声明 称，孙东旭在休假中，并没有离职。自从2023年12月后，孙东旭一直以东方甄选和俞敏洪顾问的方式工 作。俞敏洪与孙东旭一直保持着良好的沟通。 ...

北京商报讯（记者 吴其芸）8月22日，东方甄选发布截至2025年5月31日止年度业绩公告，报告期内， 东方甄选实现总营收44亿元，同比减少32.7%，其中，来自应用程序的总营收由2024财年的9亿元提升 至2025财年的11亿元。2025财年，东方甄选的持续经营业务净溢利从2025财年上半年的亏损转正，实现 净溢利620万元。 财报显示，截至2025年5月31日，东方甄选自营产品及直播电商团队总人数达到1401人，其中全职1070 人，兼职331人。供应链及产品团队达到643人，其中全职496人，兼职147人。 ...

Group 1 - The core point of the news is the speculation regarding the departure of Sun Dongxu, the former CEO of Dongfang Zhenxuan, which has sparked public attention and discussions online [2] - Dongfang Zhenxuan issued a statement clarifying that Sun Dongxu is currently on vacation and has not left the company, and he has been working as a consultant since December 2023 [2] - The stock price of Dongfang Zhenxuan experienced significant volatility, dropping approximately 45% on August 19, with a near 24% increase followed by a decline of over 20% [5] Group 2 - There were rumors involving Zhou Chenggang, the CEO of New Oriental Education Technology Group, suggesting he was under investigation for alleged misconduct, which caused panic among investors [6] - Dongfang Zhenxuan issued a rebuttal stating that the rumors about Zhou Chenggang were false and that the claim regarding the company's commission rate exceeding 30% was also inaccurate, with the actual average commission rate being below 20% [7] - The company has initiated legal actions against the spread of these rumors and emphasized its commitment to high-quality and cost-effective products [7]

07 63 @新浪科技 【#东方甄选发声明否认孙东旭离职#】@东方甄选 发布公告称，前CEO孙东旭在休假中，并没有离 职。自从23年12月份之后，孙东旭一直以东方甄选和俞敏洪顾问的方式工作。俞敏洪与孙东旭一直保持 着良好的沟通。 ...

Core Viewpoint - Oriental Selection (01797.HK) reported a turnaround in its financial performance for the fiscal year 2025, with a total revenue of 4.4 billion yuan and a net profit of 6.2 million yuan, recovering from a net loss of 96.5 million yuan in the first half of the fiscal year [1] Financial Performance - For the fiscal year 2025, the total revenue from the continuing operations (self-operated products and live e-commerce business) reached 4.4 billion yuan [1] - The net profit for the continuing operations improved significantly, moving from a net loss of 96.5 million yuan in the first half of the fiscal year to a net profit of 6.2 million yuan [1] GMV and Growth Drivers - The total GMV (Gross Merchandise Volume) for self-operated products and live e-commerce business in fiscal year 2025 was 8.7 billion yuan [1] - Self-operated products accounted for approximately 43.8% of the total GMV in fiscal year 2025, indicating their significant contribution to the company's growth [1] - The Chief Financial Officer, Yin Qiang, stated that self-operated products have become the main growth driver for Oriental Selection [1]

来源：东方甄选 8月22日，东方甄选发布声明： （原标题：东方甄选声明：孙东旭在休假中，并未离职） ...

Core Viewpoint - Recent rumors regarding the potential departure of Sun Dongxu, the former CEO of Dongfang Zhenxuan, have sparked significant public interest and discussion online [1] Group 1 - On August 22, Dongfang Zhenxuan issued a statement clarifying that Sun Dongxu is currently on leave and has not resigned. After December 2023, he will continue to work in an advisory capacity alongside Yu Minhong, maintaining good communication with him [2] - A separate rumor involving Zhou Chenggang, the CEO of New Oriental Education Technology Group, also attracted attention, leading to a dramatic fluctuation in Dongfang Zhenxuan's stock price on August 19, which saw a nearly 45% swing, rising by almost 24% before plummeting over 20% [5] - Following the stock volatility, Dongfang Zhenxuan released a statement denying the rumors and indicated that they have reported the matter to the police [5]

Group 1: Company Updates - Dongfang Zhenxuan announced a total revenue of 4.392 billion yuan for the fiscal year 2025, with a profit attributable to owners of 5.735 million yuan [1] - Alibaba has restructured its business segments from six major groups to four: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and all other businesses [2] - Sunyu Optical Technology signed a memorandum of understanding with GoerTek and GoerTek Optical to negotiate a final agreement regarding equity subscription, with Ningbo Aolai expected to hold approximately 33.33% of GoerTek Optical post-subscription [2] Group 2: Market Trends - JD.com is re-entering the community group buying sector with multiple new stores launched in Beijing, and has applied for several related trademarks [3] - Li Ning's CEO expressed awareness of the pressure from reduced offline foot traffic, while maintaining a target gross margin of 50% and emphasizing the absence of inventory pressure [5][6] - NIO's founder stated that the pricing strategy for their new ES8 model is aligned with the average price range of luxury brands like Mercedes-Benz, BMW, and Audi [7] Group 3: Financing Activities - Ying Shi Bio completed over 34 million USD in Series C financing, led by Rehabilitation Capital, with participation from other investors [8] - Montong Intelligent secured several million yuan in Pre-A round financing, with funds allocated for product development and team expansion [9] Group 4: New Products and Technologies - Lantu Motors launched its Lanhai Intelligent Super Hybrid Technology, integrating advanced battery and charging technologies [10] - Tencent Cloud released the DeepSeek-V3.1 model API, allowing enterprises and developers to access improved services [11] Group 5: Industry Insights - AI data centers are expected to adopt liquid cooling technology at a penetration rate exceeding 30% by 2025, driven by the release of NVIDIA's GB200 NVL72 servers [12][13] - CITIC Construction's report indicates that the consumption peak season is approaching, with strong fundamental support for energy metal prices, as demand begins to recover [14] Group 6: Noteworthy News - Long-term funds have made significant investments in over 100 A-shares, with social security and pension funds entering the top ten shareholders of approximately 160 listed companies [15] - Rare earth prices have surged, with an average increase of over 100,000 yuan per ton since August, leading to a performance turnaround in the rare earth sector [15]