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港股异动 | 东方甄选(01797)再涨超4% 上半财年扭亏为盈 毛利率提升至36.4%
智通财经网· 2026-01-30 02:43
Core Viewpoint - Oriental Selection (01797) has seen a significant stock price increase, with a rise of over 4% recently, following a previous surge of over 14% [1] Financial Performance - For the six months ending November 30, 2025, Oriental Selection reported total revenue of 2.312 billion RMB, representing a year-on-year increase of 5.7% [1] - The company achieved a profit attributable to owners of 239 million RMB, marking a turnaround from a loss [1] - Gross profit reached 841.6 million RMB, up 14.5% year-on-year, with gross margin improving from 33.6% to 36.4% [1] Market Analysis - Citigroup has set a target price of 33 HKD for Oriental Selection, rating it as "Buy" [1] - Despite a 14.6% decline in Gross Merchandise Volume (GMV) to 4.1 billion RMB due to business restructuring, core revenue grew by 17% to 2.31 billion RMB when excluding the impact of "Hui Tong Xing" [1] - The growth in core revenue is supported by an expanded product mix and strong app performance [1] Operational Efficiency - The company has implemented strict operational controls, resulting in a 26% reduction in employee numbers and a 35% decrease in total compensation, further solidifying profitability [1]