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南都电商观察|王艳带货引争议;顿顿单飞首场带货超500万
Nan Fang Du Shi Bao· 2025-08-25 04:25
Group 1 - The former CEO of Dongfang Zhenxuan, Sun Dongxu, is reportedly on leave and has not resigned, as confirmed by the company and Sun himself [1][3] - Yu Minhong, the founder of Dongfang Zhenxuan, stated that Sun has been working as a consultant since December 2023 and is currently on an extended leave approved by him [3] Group 2 - Wang Yan, known for her role as "Qing Ge Ge," generated significant sales during her live streaming sessions, with her first session achieving sales between 10 million to 25 million yuan in just 4 hours [5] - In her second live session, sales exceeded 7.5 million yuan, bringing her total sales from both sessions to over 30 million yuan [5] Group 3 - Former Dongfang Zhenxuan host, Dun Dun, successfully conducted her first solo live streaming session, attracting over 3.5 million viewers and achieving sales between 5 million to 7.5 million yuan [6][7] Group 4 - Douyin E-commerce has cracked down on fraudulent practices in live streaming, penalizing over 40,000 merchants for引流欺诈 (traffic fraud) [7][8] - The platform has implemented measures to protect consumer rights and will continue to enhance risk identification and prevention capabilities [9] Group 5 - Kuaishou E-commerce has launched the "National Subsidy Partner" project, featuring 24 selected streamers with a combined follower count exceeding 390 million and monthly sales over 2 billion yuan [10] - The project aims to promote the "National Subsidy" initiative and enhance the visibility of participating streamers [10] Group 6 - The State Administration for Market Regulation has initiated a pilot program for product quality safety traceability, covering 10 categories of products closely related to consumer safety [11] - This program will be implemented across major e-commerce platforms, ensuring transparency and accountability in product information [12]
ST通葡2025年中报简析:亏损收窄,盈利能力上升
Zheng Quan Zhi Xing· 2025-08-23 22:58
据证券之星公开数据整理,近期ST通葡(600365)发布2025年中报。截至本报告期末,公司营业总收入 3.84亿元,同比下降5.73%,归母净利润-2330.34万元,同比上升13.97%。按单季度数据看,第二季度营 业总收入1.88亿元,同比上升15.48%,第二季度归母净利润-2224.19万元,同比上升24.74%。本报告期 ST通葡盈利能力上升,毛利率同比增幅1.22%,净利率同比增幅8.29%。 本次财报公布的各项数据指标表现一般。其中,毛利率15.11%,同比增1.22%,净利率-6.09%,同比增 8.29%,销售费用、管理费用、财务费用总计6560.69万元,三费占营收比17.07%,同比增16.29%,每股 净资产0.63元,同比减7.15%,每股经营性现金流-0.44元,同比增21.47%,每股收益-0.05元,同比增 16.67% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 4.08亿 | 3.84亿 | -5.73% | | 归母净利润(元) | -2708.89万 | -2330. ...
否认年入数十亿:董宇辉与老东家发展路径现分野
中经记者 许礼清 北京报道 "董宇辉自立门户后,一年的收入是二三十个亿。"近日,罗永浩在微博爆出猛料。同时,他还提及董宇 辉在东方甄选任职期间"在北京买房需借钱交首付"。 罗永浩的"仗义执言"一语激起千层浪,尽管与辉同行随即向媒体表示:"该信息不属实",但如此鲜明的 对比和巨大的财富差距,瞬间点燃舆论场,董宇辉和与辉同行的赚钱能力也再次被放到聚光灯下审视。 财富跃迁:借钱买房到年入数十亿元? 近日,罗永浩在微博的一则言论,引发全网对头部主播收入的又一轮惊叹与质疑。记者梳理发现,起初 是一位网友发文称:"当初觉得东方甄选没有董宇辉就完了,你看倒闭了吗?"随后,罗永浩转发该微博 并发文表示:"董宇辉自立门户后,一年的收入是二三十个亿,跟着铁公鸡的时候,北京买房还要借钱 交首付。" 随后与辉同行向媒体否认,但董宇辉强大的号召力有目共睹,他也不是第一次被卷入天价收入风波。此 前网上传出一张"主播收入排行榜"截图,董宇辉以年收入28.541亿元位列榜首。董宇辉曾在直播间惊 呼"自己都吓一跳",直言"造谣一张嘴,辟谣跑断腿"。 回溯到2024年7月,东方甄选公告以7658.55万元将与辉同行100%股权出售给董宇辉,俞敏 ...
会员数量增至26.4万人!东方甄选实现扭亏为盈
Zheng Quan Shi Bao· 2025-08-22 15:41
实现扭亏为盈。 8月22日,东方甄选(01797.HK)公布2024年6月1日至2025年5月31日的2025财年综合业绩。从7月开 始,东方甄选股价一路上涨成为港股市场表现亮眼的牛股,从7月初的11港元/股左右最高攀升至53.7港 元/股,创2023年2月以来新高,尽管本周股价略有回调,但是截至今日(8月22日)收盘该股仍报36.3 港元/股,股价累计涨幅超过200%,市值约380亿港元。 在股价狂飙期间,东方甄选行政总裁俞敏洪在7月25日正式开启为期18天内蒙古之旅,用个人视频号记 录了从东部到西部横跨整个内蒙古的行程,并在所到之地进行当地特色食品的直播带货。 展望未来,东方甄选表示,将继续致力于为用户提供优质产品及服务,质量是东方甄选的生命线,公司 将一如既往地坚持高标准的选品原则,力求让消费者收到的每一款产品,都符合甚至超越他们的期望。 未来,东方甄选将不断健全自营产品供货商管理体系,制定严格的内部规范,构建涵盖原材料选用、产 品设计、生产加工、包装运输及销售使用等关键环节的质量控制体系,秉持初心,不断创新,为用户提 供更优质的产品和服务,践行"美好生活,尽在东方甄选"的承诺。 校对:王锦程 公告显示 ...
辟谣后,东方甄选一度涨超14%
第一财经· 2025-08-20 03:36
Core Viewpoint - The stock price of Oriental Selection experienced significant volatility, initially surging over 23% before plummeting by 20.89% due to rumors regarding CEO Zhou Chenggang's involvement in related party transactions and subsequent regulatory investigation [1][4]. Group 1: Company Response - Oriental Selection issued a statement refuting rumors about CEO Zhou Chenggang, asserting that claims regarding a commission rate exceeding 30% are grossly inaccurate, with the actual average commission rate being below 20% [2][5]. - The company has initiated legal actions against the spread of false information and is committed to pursuing accountability for such actions [2][7]. Group 2: Regulatory Concerns - There are concerns regarding potential regulatory risks associated with the live-streaming sales model, particularly in light of new compliance guidelines that may restrict high commission structures, which could directly impact the company's core profitability [4].
东方甄选股价大跳水,公司紧急声明
21世纪经济报道· 2025-08-19 09:08
Core Viewpoint - The stock of Dongfang Zhenxuan (1797.HK) experienced extreme volatility on August 19, with an initial surge of over 23% before closing down 20.89% at 34.32 HKD, leading to significant losses for investors who bought at the peak [1]. Group 1: Stock Performance - The stock reached a new intraday high since February 2023 before a sharp decline [1]. - Investors who bought at the peak faced losses exceeding 30% within two hours [1]. - Prior to this volatility, Dongfang Zhenxuan had shown strong performance, with a 85% increase in July and a cumulative increase of 144% in August [10]. Group 2: Rumors and Company Response - A rumor circulated that New Oriental CEO Zhou Chenggang was under investigation for allegedly misappropriating company interests through related-party transactions, causing investor panic [3][7]. - New Oriental officially denied the rumors, stating they are baseless and will issue a formal statement [4][8]. - The company emphasized that the claim regarding their commission rate being over 30% is false, asserting that their actual average commission rate is below 20% [8]. Group 3: Regulatory Risks - The company faces potential regulatory risks from proposed guidelines that may limit high commission models, which could directly impact its core profitability [7].
国家统计局新闻发言人就2025年7月份国民经济运行情况答记者问
中汽协会数据· 2025-08-18 08:02
Core Viewpoint - The economic performance in July 2025 demonstrates resilience and vitality despite external pressures and adverse weather conditions, with steady growth in production, consumption, and investment, alongside stable employment and prices [7][10][20]. Economic Performance Overview - The industrial output in July showed a year-on-year increase of 5.7%, with the equipment manufacturing sector growing by 8.4%, indicating strong industrial growth [7][51]. - The service sector also performed well, with a production index growth of 5.8% in July, driven by increased tourism and related services [7][15]. - Social retail sales increased by 3.7% year-on-year in July, with a notable 4% growth in goods retail [8][14]. - Fixed asset investment grew by 1.6% from January to July, with significant contributions from equipment updates and manufacturing investments [8][45]. Trade and Employment - The total import and export volume increased by 6.7% year-on-year in July, reflecting the resilience of foreign trade despite a complex international environment [8][31]. - The urban unemployment rate remained stable at 5.2%, indicating a steady employment situation [9][20]. New Growth Drivers - High-tech manufacturing saw a 9.3% increase in output, with significant growth in sectors like integrated circuits and new energy vehicles [10][38]. - The digital economy is rapidly developing, with a 8.4% increase in digital product manufacturing in July [10][38]. Consumer Trends - Consumer demand is being stimulated by policies such as the "old for new" consumption initiative, leading to increased sales in home appliances and cultural products [8][14]. - The service sector is experiencing growth, particularly in tourism and digital services, with a notable increase in transportation and cultural service indices [15][56]. Investment Landscape - Investment in manufacturing is growing, with a 6.2% increase in manufacturing investment from January to July, particularly in textiles and automotive sectors [45][46]. - Infrastructure investment is also on the rise, with water management and information transmission sectors seeing significant growth [46][47]. Policy Impact - The implementation of proactive macroeconomic policies is supporting production and investment growth, with a focus on stabilizing employment and market expectations [10][23]. - The government's commitment to deepening reform and opening up is enhancing the resilience and vitality of the economy [21][32].
东南亚电商大爆发,中企纷纷落子布局
Sou Hu Cai Jing· 2025-08-16 06:09
Group 1: Market Growth - Southeast Asia's e-commerce market is experiencing explosive growth, with annual sales projected to increase from $4 billion in 2012 to $184 billion by 2024 [1] - The region has a population of nearly 700 million, with a significant proportion of young consumers, and internet penetration rates exceeding 70% in most countries [4][5] Group 2: Chinese Companies' Involvement - Chinese e-commerce platforms like Lazada and TikTok Shop are expanding their presence in Southeast Asia, leveraging their ecosystems to enhance digital experiences [3][6] - Chinese businesses are transitioning from merely selling products to offering services, thereby reshaping the e-commerce landscape in Southeast Asia [3] Group 3: Consumer Behavior and Preferences - Southeast Asian consumers prefer visually appealing, low-decision, and high-repurchase products, such as beauty and personal care items, which are easily promoted through content e-commerce [5] - Approximately 75% of Southeast Asian consumers are more inclined to purchase products recommended by influencers, with TikTok being a primary channel for influencer marketing [7] Group 4: Infrastructure Development - Logistics and payment infrastructures are improving, with companies like Cainiao and SF Express establishing operations in Southeast Asia to enhance logistics efficiency [9][10] - The electronic payment penetration in Southeast Asia has surpassed 50%, with mobile payments in Thailand projected to account for 55% of e-commerce transactions by 2024 [10][11] Group 5: Challenges and Opportunities - Despite the growth in electronic payments, many consumers still prefer cash on delivery due to a lack of credit systems and low card issuance rates [11] - Chinese payment service providers are capitalizing on the opportunity to address payment challenges in Southeast Asia, offering localized services to facilitate cross-border transactions [12]
东南亚电商大爆发,中企纷纷落子布局
21世纪经济报道· 2025-08-16 03:56
Core Viewpoint - The Southeast Asian e-commerce market is experiencing explosive growth, with annual sales projected to increase from $4 billion in 2012 to $184 billion by 2024, attracting significant attention from Chinese companies [1][3]. Group 1: Market Growth and Opportunities - The e-commerce platforms in Southeast Asia, such as Lazada, are evolving with the support of Chinese companies like Alibaba, which provides funding and ecosystem integration [3]. - The demand for Chinese products in Southeast Asia is rising, driven by a young population and increasing internet penetration, with over 70% in most countries except Laos, Myanmar, and East Timor [6][7]. - Indonesia, Thailand, and Vietnam are noted for their significant e-commerce consumption growth, with a preference for visually appealing and high-repurchase products [6][7]. Group 2: E-commerce Strategies and Innovations - The rise of live streaming and short videos as new consumer entry points is reshaping shopping habits, with 75% of Southeast Asian consumers preferring products recommended by influencers [9][10]. - TikTok Shop is leveraging a dual model of "content + shelf," where personalized recommendations and real-time interactions drive sales [10][11]. - Chinese sellers, experienced in domestic e-commerce, are successfully applying their strategies in Southeast Asia, enhancing the content ecosystem on platforms like TikTok Shop [11]. Group 3: Infrastructure Development - The logistics and payment infrastructure in Southeast Asia is improving, with significant investments from Chinese logistics companies like Cainiao and SF Express [12][14]. - The electronic payment adoption rate has surpassed 50%, with mobile payments in Thailand projected to account for 55% of e-commerce transactions by 2024 [14][15]. - Despite advancements, challenges remain in payment adoption due to low credit card issuance and a preference for cash transactions among local consumers [15]. Group 4: Cross-Border Payment Solutions - Chinese payment service providers are capitalizing on the payment challenges in Southeast Asia, offering solutions that facilitate cross-border transactions and reduce costs [15]. - Successful collaborations, such as UnionPay's partnership with Laos' national payment network, highlight the potential for Chinese companies to enhance local payment ecosystems [15].
中企出海重塑东南亚电商
Group 1: Market Growth and Trends - Southeast Asia's e-commerce market is experiencing explosive growth, with annual sales projected to rise from $4 billion in 2012 to $184 billion by 2024 [1] - The region has a population of nearly 700 million, with a significant proportion of young consumers, and internet penetration rates exceeding 70% in most countries [2] - Indonesia, Thailand, and Vietnam are leading in e-commerce consumption growth, with consumers favoring visually appealing and easily purchasable products [3] Group 2: Role of Chinese Companies - Chinese companies are increasingly collaborating with local e-commerce platforms to enhance shopping experiences and establish logistics and payment services [1][2] - The shift from "selling products" to "selling services" is evident as Chinese firms adapt to local market needs and preferences [1] - Chinese sellers leverage their supply chain advantages to become a dominant seller group on Southeast Asian e-commerce platforms [3] Group 3: Technological Advancements - Lazada is at the forefront of applying AI in Southeast Asia's e-commerce, enhancing user experience and operational efficiency through personalized recommendations [4] - The rise of live streaming and short videos as new consumer entry points is reshaping shopping behaviors in the region [5] - Approximately 75% of Southeast Asian consumers prefer products recommended by influencers, with TikTok being a primary channel for influencer marketing [6] Group 4: Infrastructure Development - The logistics landscape in Southeast Asia is evolving, with Chinese logistics companies establishing a presence to meet growing demand [8][9] - JD Logistics continues to focus on overseas warehouse services, significantly reducing shipping times for e-commerce [9] - Electronic payment adoption is increasing, with over 50% penetration in Southeast Asia, although cash transactions remain prevalent due to various barriers [10] Group 5: Payment Solutions - Companies like PingPong are addressing payment challenges in Southeast Asia by providing localized services and facilitating cross-border payments for e-commerce businesses [11] - The collaboration between Chinese payment service providers and local networks is enhancing payment infrastructure and efficiency in the region [11]