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东方甄选大跌近11% 2025财年业绩下滑
Ge Long Hui· 2025-08-26 08:18
Core Viewpoint - Oriental Selection (1797.HK) experienced a significant intraday drop of nearly 11%, trading at 28.2 HKD, with a transaction volume exceeding 22 billion HKD [1] Financial Performance - For the fiscal year 2025 (June 2024 - May 2025), the net revenue from the continuing operations (self-operated products and live e-commerce) decreased by 32.7% year-on-year from 6.5 billion to 4.4 billion HKD [1] - The net profit from continuing operations was 6.191 million HKD, a substantial decline of 97.5% compared to 249 million HKD in the same period last year [1] Market Analysis - Goldman Sachs reported that Oriental Selection's performance for the second half of the fiscal year ending in May showed mixed results, with the gross merchandise volume (GMV) dropping by 55% year-on-year to 3.9 billion HKD, which was 15% lower than the bank's expectations [1]
董宇辉出走后,东方甄选营收跌了21亿元
Core Viewpoint - Oriental Selection (1797.HK) reported a significant decline in revenue and net profit for the fiscal year 2025, indicating challenges faced by the company, particularly following the departure of a key figure, Dong Yuhui [2]. Financial Performance - Total revenue from continuing operations (self-operated products and live e-commerce) for fiscal year 2025 was 4.4 billion yuan, a decrease of 32.7% compared to 6.5 billion yuan in fiscal year 2024 [2]. - Net profit for the fiscal year 2025 was 6.2 million yuan, a substantial drop from 250 million yuan in fiscal year 2024 [2]. Management Commentary - CEO Yu Minhong acknowledged the difficulties faced by the company during a conference call following the financial report, emphasizing the need to cherish the current situation despite the challenges [2].