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涨近24%→跌超20%!东方甄选,尾盘突变!
证券时报· 2025-08-19 09:38
Core Viewpoint - The article discusses the significant fluctuations in the stock price of Dongfang Zhenxuan, which experienced a sharp rise followed by a drastic drop, attributed to rumors related to the CEO of New Oriental Education Technology Group [3][15]. Market Overview - On August 19, A-shares experienced a volatile trading session, with major indices closing in the red after an initial rise. The Shanghai Composite Index peaked at 3746.67 points before closing slightly down at 3727.29 points, a decrease of 0.02% [2]. - The North Stock 50 Index, however, saw a gain of 1.27%, with total trading volume across the Shanghai and Shenzhen markets amounting to 26,413 billion yuan, a decrease of nearly 1,700 billion yuan from the previous day [2]. Consumer Sector Performance - The consumer sector saw a collective rise, with notable gains in the liquor and food & beverage stocks. For instance, Jiugui Liquor and Liziyuan both hit the daily limit, while other stocks like Shendao Liquor and Yanghe Liquor also posted significant increases [5][7]. - The white wine sector is highlighted as a strong performer, with expectations for continued upward movement due to improving market sentiment and potential policy support [7]. Robotics Sector Insights - The humanoid robotics sector showed strong performance, with stocks like Di'ao Micro and Yi'an Technology reaching their daily limit. The industry is buoyed by ongoing conferences and supportive policies from various regions [9][11]. - Analysts remain optimistic about the robotics sector, citing upcoming events and the continuous evolution of the industry as key catalysts for growth [11]. Dongfang Zhenxuan's Stock Movement - Dongfang Zhenxuan's stock price initially surged by nearly 24% to a peak of 53.7 HKD per share before plummeting over 20%, resulting in a closing price of 34.32 HKD per share, reflecting a total market capitalization of 35.9 billion HKD [13][15]. - The company attributed the drastic price movement to rumors concerning its CEO and has since issued a statement denying the claims and indicating that it has reported the matter to the authorities [3][15]. Financial Performance Expectations - Dongfang Zhenxuan is set to release its full-year results for the fiscal year ending May 31, 2025, with projections indicating a revenue decline of approximately 30% year-on-year for the fourth quarter, although the operating profit margin is expected to improve [17].
辛巴为何突然“不播了”?单场21亿销售神话终结
商业洞察· 2025-08-19 09:31
Core Viewpoint - The article discusses the permanent exit of the popular live-streaming e-commerce influencer Xinba (Xin Youzhi) from the industry, primarily due to health issues, marking the end of a controversial yet impactful career in live commerce [3][4][5]. Group 1: Exit Announcement - Xinba announced his permanent withdrawal from the live-streaming industry on August 18, citing severe health problems, including bronchitis diagnosed at age 24 and a current lung condition equivalent to that of a 95-year-old [9][10]. - This marks Xinba's third retirement announcement, with previous attempts in 2021 and 2024 being short-lived [9][10]. Group 2: Background and Rise - Xinba's journey from a poor rural background in Heilongjiang to becoming a leading figure in live commerce is highlighted, showcasing his struggles and eventual success in the industry [12][15]. - He gained fame on Kuaishou, leveraging his genuine personality and engaging with fans, which led to significant sales, including a record single-day sales of 2.1 billion yuan during the Double Eleven shopping festival in 2019 [17][19]. Group 3: Business Transition - Following his exit, Xinba transferred his account with 100 million followers to his wife, Chu Ruixue, who will take over the management of Xinxuan Group [6][10]. - Chu Ruixue has been associated with multiple companies, with the couple holding shares in a listed company, indicating a continued presence in the business landscape despite Xinba's departure from live streaming [21][23]. Group 4: Industry Impact - Xinba's story reflects the broader narrative of the live commerce industry, illustrating the rapid rise and fall associated with the pressures of fame and health consequences [24][25]. - His exit signifies a potential shift in the live commerce landscape, as he was a pivotal figure who influenced consumer behavior and the dynamics of the industry [23][24].
被谣言中伤,东方甄选股价大跌超20%,公司报警!
8月19日,港股市场迎来戏剧性一幕,东方甄选(01797.HK)在盘中暴涨23%后急速跳水,尾盘跌幅扩大至20%,全天振幅超 40%。 截至8月19日港股收盘,东方甄选股报收34.32港元,跌20.89%。此次股价暴跌前,东方甄选已在23个交易日内累计上涨212%。 市场有传言称,新东方集团CEO周成刚(俞敏洪长期搭档)涉嫌通过关联交易侵占上市公司利益,已被监管部门立案调查。 对此,东方甄选回复21世纪经济报道记者称"纯属谣言";关于"东方甄选佣金率长期超30%"的说法也"严重失实"。东方甄选表 示,其售卖产品确保高品质和高性价比,实际平均佣金率不到20%。 东方甄选发布发布微博称,"针对谣言,我司已启动报警和司法流程,对于这样的不法行为,我们将一追到底。" 华西证券此前预测,公司2025财年第四季度收入1.5亿美元,同比下滑约30%,但Non-GAAP营业利润率环比改善至7%。 在剥离"与辉同行"业务及头部主播顿顿离职后,东方甄选加速向"自营产品+多渠道布局"转型,自营SKU(库存单位)增至600 个,APP付费会员突破20万,自有渠道GMV占比提升至28.9%。 但其面临的难题仍未完全解决。一方面,市场担 ...
东方甄选:相关市场传闻纯属谣言,已启动报警和司法流程
Xin Lang Cai Jing· 2025-08-19 09:21
辟谣声明 我方辟谣声明: 关于周成刚老师的传闻纯属谣言,关于" 东方甄选佣金率长期超30%"的说法严重失 实,东方甄选售卖产品确保高品质和高性价 比,实际平均佣金率不到20%。 针对上述谣言,我司已启动报警和司法流 程,对于这样的不法行为,我们将一追到底。 - 友 什 今天,有人造谣如下: 新东方集团CEO周成刚(俞敏洪长期搭档) 涉嫌通过关联交易侵占上市公司利益,已被 监管部门立案调查。此消息尚未被正式公 告,但引发投资者恐慌性共 :08 公司尚未发布澄清 直播业务监管风险 《直播带货合规指引 (1) ,拟 限制"高佣金抽成模式",而东方甄选佣金率 长期超30%,若政策落地将直接影响其核心 盈利模式。 东方甄选 2025年8月19日 ...
股价从涨24%到跌超20%,东方甄选紧急回应
(原标题:股价从涨24%到跌超20%,东方甄选紧急回应) 8月19日,东方甄选(1797.HK)在港股市场走出"过山车"行情。早盘该股一度冲高涨幅超过23%,刷新 2023年2月以来盘中新高;但午后风云突变,股价高台跳水,截至收盘跌幅扩大至20.89%,报34.32港 元。若以日内高点计算,追高资金在不足两小时内浮亏逾30%。 消息面上,《辟谣财知道》注意到,一条关于新东方CEO周成刚"涉嫌通过关联交易侵占上市公司利 益,已被监管部门立案调查"的消息在网络广泛传播。 对此,新东方回应21世纪经济报道记者称,纯属谣言,将发布正式声明。 随后,东方甄选在其微信公众号发布辟谣声明:关于周成刚的传闻纯属谣言,关于"东方甄选佣金率长 期超30%"的说法严重失实,东方甄选售卖产品确保高品质和高性价比,实际平均佣金率不到20%。针 对上述谣言,公司已启动报警和司法流程,对于这样的不法行为,将一追到底。 值得注意的是,在本轮剧烈波动之前,东方甄选已走出独立行情。7月单月上涨85%,8月一度再累涨 144%。 此前,去年7月,董宇辉官宣离开东方甄选。"分家"消息公布后的首个交易日(2024年7月26日),东方 甄选股价大跌超过 ...
新东方CEO被调查?东方甄选回应:纯属谣言
Bei Ke Cai Jing· 2025-08-19 09:19
新京报贝壳财经讯(记者丁爽)8月19日,港股东方甄选股价跳水。截至当日收盘,东方甄选股价报收 34.32港元,跌20.89%。有市场传言称,新东方集团CEO周成刚涉嫌通过关联交易侵占上市公司利益, 已被监管部门立案调查。对此,8月19日,东方甄选方面对贝壳财经记者回应称,"纯属谣言。" 辟谣声明 东方甄选 2025年8月19日 同日,东方甄选在官方社交媒体平台发布辟谣声明表示,"关于周成刚老师的传闻纯属谣言,关于'东方 甄选佣金率长期超30%'的说法严重失实,东方甄选售卖产品确保高品质和高性价比,实际平均佣金率 不到20%。针对上述谣言,我司已启动报警和司法流程,对于这样的不法行为,我们将一追到底。" 编辑 岳彩周 校对 柳宝庆 今天,有人造谣如下: 新东方集团CEO周成刚 (俞敏洪长期搭档) 涉嫌通过关联交易侵占上市公司利益,已被 监管部门立案调查。此消息尚未被正式公 告,但引发投资者恐慌性基 5:08 公司尚未发布澄清 直播业务监管风险 - 友 布 《直播带货合规指引 (征求意见稿)》,拟 限制"高佣金抽成模式",而东方甄选佣金率 长期超30%,若政策落地将直接影响其核心 盈利模式。 我方辟谣声明: 关于 ...
东方甄选辟谣声明
Xin Jing Bao· 2025-08-19 09:15
8月19日,东方甄选股价出现大幅下跌。一度暴涨逾23%至53.7港元/股,后大幅下跌20.89%,以34.32港元/股收盘。 同日,东方甄选在公司账号发布辟谣声明: 经常有读者朋友错过推送 ...
东方甄选:针对谣言司已启动报警和司法流程
Xin Lang Ke Ji· 2025-08-19 08:53
8月19日,东方甄选官方发布微博表示:针对谣言,我司已启动报警和司法流程,对于这样的不法行 为,我们将一追到底。 关于周成刚老师的传闻纯属谣言,关于" 东方甄选佣金率长期超30%"的说法严重失 实,东方甄选售卖产品确保高品质和高性价 比,实际平均佣金率不到20%。 辟谣声明 今天,有人造谣如下: 新东方集团CEO周成刚(俞敏洪长期搭档) 涉嫌通过关联交易侵占上市公司利益,已被 监管部门立案调查。此消息尚未被正式公 告,但引发投资者恐慌性基 :08 公司尚未发布澄清 直播业务监管风险 = 发布 《直播带货合规指引 (征求意见稿)》,拟 限制"高佣金抽成模式",而东方甄选佣金率 长期超30%,若政策落地将直接影响其核心 盈利模式。 我方辟谣声明: 针对上述谣言,我司已启动报警和司法流 程,对于这样的不法行为,我们将一追到底。 东方甄选 2025年8月19日 上智言: dongiangzhenxua 有市场传闻称,新东方集团CEO、俞敏洪长期搭档周成刚涉嫌通过关联交易侵占上市公司利益,已被监 管部门立案调查,此消息尚未被正式公告。 相关传言让东方甄选股价尾盘跳水。截至8月19日港股收盘,东方甄选(1797.HK)港 ...
东方甄选港股跌20.89%
Zhong Guo Jing Ji Wang· 2025-08-19 08:40
(责任编辑:华青剑) 中国经济网北京8月19日讯 东方甄选(01797.HK)港股今日收报34.32港元,跌幅20.89%。 ...
刚刚,直线崩了!“一字断魂刀”来了!
中国基金报· 2025-08-19 08:17
Group 1 - The stock price of Dongfang Zhenxuan experienced significant volatility, initially rising over 20% to reach a new high, followed by a sharp decline of more than 15% within a short period [2][4] - After the departure of Dong Yuhui, the stock price of Dongfang Zhenxuan surged by 229%, contradicting initial concerns about the company's viability without him [4][5] - The market reaction to Dong Yuhui's departure included a notable drop of over 23% in Dongfang Zhenxuan's stock price on the first trading day following the announcement, resulting in a market value loss of 3 billion HKD [5] Group 2 - The A-share market showed signs of fluctuation, with the three major indices experiencing slight adjustments, closing with minor declines [7] - A total of 2,984 stocks rose, while 2,255 stocks fell, indicating a mixed market sentiment [8] - The total trading volume reached approximately 26,406.80 billion, reflecting active trading despite the market's overall downturn [9]