智通财经APP获悉，东方甄选(01797)再跌超9%，截至发稿，跌8.29%，报29港元，成交额15.55亿港 元。 高盛发布研报称，东方甄选截至今年5月底止下半财年业绩好坏参半，商品交易总额(GMV)同比跌55% 至39亿元人民币，较该行预期低15%，但透过控制营运开支，期内每股盈利胜预期。撇除出售"与辉同 行"的一次性影响，2025财年持续经营业务净利润增长30%至1.35亿元人民币。此外，因基本面仍然疲 软，加上估值较昂贵，高盛仍维持东方甄选的"沽售"评级。 消息面上，东方甄选近日公布截至2025年5月31日止年度的年度业绩，总营收约43.92亿元，同比减少 37.9%；公司拥有人应占溢利573.5万元，同比减少99.67%；每股盈利0.01元。由于报告期间内出售与辉 同行，若剔除出售与辉同行的财务影响(即与辉同行所产生的一次性开支及溢利)，持续经营业务的净溢 利由2024财年的人民币1.04亿元增加30.0%至2025财年的人民币1.354亿元。 ...

高盛发布研报称，东方甄选截至今年5月底止下半财年业绩好坏参半，商品交易总额(GMV)同比跌55% 至39亿元人民币，较该行预期低15%，但透过控制营运开支，期内每股盈利胜预期。撇除出售"与辉同 行"的一次性影响，2025财年持续经营业务净利润增长30%至1.35亿元人民币。此外，因基本面仍然疲 软，加上估值较昂贵，高盛仍维持东方甄选的"沽售"评级。 东方甄选(01797)再跌超9%，截至发稿，跌8.29%，报29港元，成交额15.55亿港元。 消息面上，东方甄选近日公布截至2025年5月31日止年度的年度业绩，总营收约43.92亿元，同比减少 37.9%；公司拥有人应占溢利573.5万元，同比减少99.67%；每股盈利0.01元。由于报告期间内出售与辉 同行，若剔除出售与辉同行的财务影响(即与辉同行所产生的一次性开支及溢利)，持续经营业务的净溢 利由2024财年的人民币1.04亿元增加30.0%至2025财年的人民币1.354亿元。 ...

中新网北京8月25日电(记者赵方园)与董宇辉分手已一年，东方甄选仍未能完全走出阵痛期。 近日，东方甄选发布2025财年财报显示，报告期内，公司持续经营业务总营收较上一财年下降32.7%； 净利润同比下降97.5%。 与此同时，东方甄选转型"线上山姆"之路仍面临供应链、渠道依赖与会员增长放缓等多重挑战。 董宇辉"单飞"阵痛未消 回顾过去一年，东方甄选的经历颇为动荡。 2024年7月25日，董宇辉从东方甄选离职，其个人直播账号"与辉同行"转为独立运营。消息公布次日， 东方甄选股价暴跌23%，单日市值蒸发近30亿港元。 不过，今年7月以来，东方甄选股价从12港元一路上涨，截至8月25日收盘，收盘报31.62港元。 从财报来看，截至2025财年末，"与辉同行"的剥离对东方甄选带来的影响仍未完全消散。数据显示， 2025财年，东方甄选持续经营业务净营收43.92亿元，同比下降32.7%；年内溢利为620万元，去年同期 为2.5亿元，同比下降97.5%。 2022年8月，东方甄选上线自营App，主推自营产品。一年后，东方甄选开始在App上直播，并正式上线 199元/年付费会员制度。 财报里也有亮点。持续经营业务净溢利，从 ...

中新网北京8月25日电(记者 赵方园)与董宇辉分手已一年，东方甄选仍未能完全走出阵痛期。 近日，东方甄选发布2025财年财报显示，报告期内，公司持续经营业务总营收较上一财年下降32.7%； 净利润同比下降97.5%。 与此同时，东方甄选转型"线上山姆"之路仍面临供应链、渠道依赖与会员增长放缓等多重挑战。 董宇辉"单飞"阵痛未消 回顾过去一年，东方甄选的经历颇为动荡。 2024年7月25日，董宇辉从东方甄选离职，其个人直播账号"与辉同行"转为独立运营。消息公布次日， 东方甄选股价暴跌23%，单日市值蒸发近30亿港元。 不过，今年7月以来，东方甄选股价从12港元一路上涨，截至8月25日收盘，收盘报31.62港元。 从财报来看，截至2025财年末，"与辉同行"的剥离对东方甄选带来的影响仍未完全消散。数据显示， 2025财年，东方甄选持续经营业务净营收43.92亿元，同比下降32.7%；年内溢利为620万元，去年同期 为2.5亿元，同比下降97.5%。 财报里也有亮点。持续经营业务净溢利，从2025财年上半年的净亏损9650万元，实现扭亏为盈。如剔除 出售"与辉同行"的财务影响，净利润为1.354亿元，比上一年增长了 ...

合肥市妇联党组书记、主席束红英表示，此次活动是响应国家乡村振兴与数字经济战略的生动实践，是 市妇联赋能女性就业创业、发掘本土电商菁英的重要平台。 本报讯 （记者徐一鸣）8月20日，以"巾帼云播·e路兴农"为主题的2025年合肥市"徽姑娘"电商直播带货 大赛暨产业资源对接会在合肥高新区拓基金座成功举办。本次大赛由安徽省妇女联合会指导，合肥市妇 女联合会、合肥市人力资源和社会保障局、合肥市商务局联合主办，旨在响应国家"乡村振兴"与"数字 经济"战略，挖掘培育本土女性电商人才，打造"徽姑娘"直播品牌，助力合肥特色产品走向全国。 束红英进一步表示，电商直播已成为女性创业的璀璨舞台，市妇联将持续搭建平台、优化服务，护航女 性在电商领域的发展，共同谱写合肥数字经济与乡村振兴新篇章。 ...

Core Viewpoint - The stock of Oriental Selection surged over 14% at one point and is currently up over 11% following the company's statement addressing rumors about its commission rates and management [1] Group 1: Company Response - Oriental Selection issued a statement clarifying that rumors regarding Zhou Chenggang are purely false [1] - The company refuted claims that its commission rate has been consistently over 30%, stating that the actual average commission rate is below 20% [1] - In response to the misinformation, the company has initiated legal action and will pursue the matter thoroughly [1]

Group 1: Industry News - The A-share market has reached a historic milestone, surpassing a market capitalization of 100 trillion yuan, with an increase of 14.5 trillion yuan this year. Agricultural Bank leads with a market cap of 2.2 trillion yuan, followed by Industrial and Commercial Bank and Kweichow Moutai. The electronics sector has seen a significant increase of over 2.5 trillion yuan, leading all sectors [4] - The National Radio and Television Administration has implemented measures to enhance the quality of television content, including improving the management of drama series and promoting high-definition programming. This initiative aims to increase the supply of quality content and optimize the review process for television programs [5] - The company Tongzhou Electronics has issued a clarification regarding rumors of entering the supply chain of Nvidia, stating that such information is false [6] Group 2: Company News - The CEO of Li Auto, Li Xiang, acknowledged a mistake in crash testing that upset some users and hosted a dinner for truck drivers, emphasizing safety as a priority [11][12] - Xiaomi has filed a trademark infringement lawsuit against Mi Xi You Pin Company, with a court hearing scheduled for September 3 [13] - The chairman of Wantong Development has been detained by the Beijing Public Security Bureau, with the investigation unrelated to the company's daily operations [18] - Country Garden has announced a restructuring plan, with 49% of the current loan principal supported by a coordination committee, and over 77% of the second category debt holders have joined the restructuring support agreement [19] - Chen Rui has resigned as the legal representative of two Bilibili affiliated companies, with Huang Shengsheng taking over [20]

一根网线连接田埂与市场，一场直播架起乡村与城市的桥梁。在阳江市江城区城西街道第一埒村，昔日 的传统村落正借着电商直播的东风，让小小的斗鱼游向全国，蹚出了一条"特色产业+电商直播"的乡村 振兴新路子。 直播间实现"鱼跃龙门" 走进第一埒村电商创意园的直播间，年轻主播正举着手机展示水族箱里灵动的斗鱼："大家看这尾奥火 斗鱼，尾鳍展开像燃烧的火苗，现在下单当天发货，包活到家！"屏幕上订单不断跳动，这样的场景每 天都在这里上演。 生态与经济"双赢棋局" 第一埒村的斗鱼不仅是"致富鱼"，更成了"生态卫士"。今年基孔肯雅热等蚊媒传染病防控期间，村里响 应生物防治号召，先后在全街道范围投放5万尾斗鱼捕食蚊子幼虫，还驰援佛山市顺德区万尾斗鱼构筑 生态防线。"养斗鱼就像乡村发展，既要好环境，也要持续供氧。"市人大代表、第一埒村党总支部书 记、村委会主任朱远超的比喻道出其中深意——村里通过电商收益反哺生态整治，修复河道2.3公里， 结合抗日战争遗址培育城郊休闲产业，建成的红色绿美小公园、福地园休闲园等，既美化环境，又成为 网红打卡地，实现"卖鱼"与"卖景"双增收。 全链条赋能"斗鱼密码" 产业兴旺离不开体系支撑。第一埒村摸索"红 ...

新浪科技讯 8月16日下午消息，香港贸发局于8月1日至31日期间举办第二届"香港好物节"，联合多个大 型电商及社交平台，为近260个品牌，500多款特色产品进行推广，涵盖滋补健康、食品饮料、个护化 妆、银发市场产品等七大类。8月14日，李佳琦直播间开启"香港好物节"专场，上架近十款香港优质品 牌好物。 责任编辑：江钰涵 据了解，这是李佳琦直播间与"香港好物节"的第二次深度合作。美ONE合伙人、副总经理蔚英辉表 示："香港有很多优质的品牌和产品，我们希望通过直播间这个平台，让更多内地消费者认识它们、喜 爱它们。未来，我们还会继续挖掘更多香港好物，让大家线上线下都能感受到香港的独特魅力。" ...

Core Viewpoint - Oriental Selection (01797.HK) has seen a significant stock price increase, closing at HKD 27.5, up 16.82%, with a year-to-date increase of 171.5%, indicating a shift in focus from a主播-driven model to a product-driven strategy [5][6]. Financial Performance - For the fourth quarter of fiscal year 2025, revenue is estimated at approximately USD 1.5 billion, reflecting a nearly 30% year-on-year decline, but the decline is narrowing compared to the previous quarter [5]. - The non-GAAP operating profit is projected to be around RMB 0.79 billion, with an operating profit margin of approximately 7%, showing a quarter-on-quarter improvement of about 3% [5]. Business Strategy and Product Development - The company is increasing its investment in self-operated products, particularly in the domestic shrimp supply chain, with a partnership established with Charoen Pokphand Group [6][7]. - The monthly demand for shrimp from Oriental Selection is 150 tons, while the initial production capacity of the partner was only 50-60 tons, leading to a supply gap that required an investment of RMB 4 million to upgrade production capabilities [7]. Market Expansion and Sales Performance - As of July 2025, Oriental Selection has sold over 220,000 units of domestic white shrimp, indicating a supply-demand imbalance [8]. - Other self-operated products have also seen significant sales, with over 260 million units of grilled sausages and eggs sold, and sales of sanitary napkins exceeding RMB 15 million [8]. Future Outlook - The company is expected to recover its profit margins, with a normal profit margin estimated at around 5%, and projected GMV for fiscal year 2026 could reach RMB 9 billion [8]. - There remains substantial growth potential in the paid membership business and self-operated products, comparable to Sam's Club's 9 million member data [8].