电商直播流量效应

Search documents
东方甄选急跌超11%,网友喊罗永浩邀请俞敏洪上节目
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-26 08:54
Core Viewpoint - Oriental Selection's stock fell over 11% with a trading volume exceeding 2.6 billion HKD, reflecting ongoing concerns about its financial performance and market position [2]. Financial Performance - For the fiscal year 2025 (June 2024 - May 2025), Oriental Selection reported a revenue of 4.4 billion HKD, a year-on-year decline of 32.7% [4]. - The net profit from continuing operations was 6.191 million HKD, down 97.5% year-on-year [4]. - Goldman Sachs adjusted its GMV forecast for the fiscal years 2026 to 2027 down by 1% to 3%, while increasing revenue forecasts by up to 10% due to improved contributions from self-operated brand products [2]. Market Position and Trends - The company has experienced a significant drop in its follower count, losing over 1.86 million followers since July 2024 [5]. - The main account of Oriental Selection has only entered the Douyin (TikTok) sales leaderboard top ten four times this year, failing to maintain its previous strong performance [5]. - The decline in viewership and engagement is attributed to the inability to replace the traffic effect brought by top streamers [5].