记者｜李益文 见习记者林芊蔚 编辑｜黎雨桐 2月2日中午，俞敏洪在个人社交平台晒与陈行甲合照，透露陈行甲已到新东方报到。 un 今年1月20日，新东方创始人俞敏洪在自己个人抖音号，以新东方教育科技集团名义发布了一 则通告：" 新东方教育科技集团，聘请陈行甲老师，为新东方教育、东方甄选、新东方文旅总 顾问，年薪150万人民币。 "通告还表示，新东方教育科技集团每年为恒晖基金会捐献不少于 100万人民币的善款。 户 肯 新东方教育科技集团,聘请陈行 甲老师, 为新东方教育、东方甄 选、新东方文旅总顾问,年薪 150万人民币。同时,俞敏洪老 师加入陈行甲老师的恒晖公益 金会,一起为中国青少年的健。 和成长而努力! 新东方教育科技 集团每年为恒晖基金会捐献不少 于100万人民币的善款! 为了美好的人间,我们一起努 力! 新东方教育科技集团 2026年1月20日 Q 前面的 去汽水听 > 明天会更好 - 费玉清/郑怡/洪荣 此前，陈行甲因2024年年薪超过70万元而受到部分舆论质疑。根据深圳市恒晖公益基金会在官 方网站公布的2024年年报显示，陈行甲内部职务为副理事长，当年度从基金会获得的税前总收 入约为730100元 ...

Core Viewpoint - The recent management changes at Oriental Selection highlight a significant shift in leadership, with Yu Minhong taking over from Sun Dongxu as the legal representative and executive director of the company, indicating a strategic realignment within the organization [1][2]. Group 1: Company Changes - Oriental Selection (Zhuhai) Tourism Culture Co., Ltd. was established in October 2023 with a registered capital of 10 million RMB, focusing on tourism development project planning and ticketing services [1]. - Sun Dongxu has resigned from multiple positions, including those at Oriental Selection (Beijing) Technology Co., Ltd., where Yu Minhong has also taken over as the legal representative and manager [1]. - The business scope of Oriental Selection (Beijing) Technology Co., Ltd. has expanded to include restaurant management and delivery services, reflecting a diversification strategy [1]. Group 2: Leadership Transition - Yu Minhong confirmed Sun Dongxu's departure as CEO of Oriental Selection, citing personal reasons for the decision, while emphasizing their positive communication and collaboration [2]. - Sun Dongxu's career at New Oriental began in 2007, and he quickly rose through the ranks, becoming CEO of New Oriental Online in 2019 before his recent resignation [2]. - The new executive president of Oriental Selection is Sun Jin, who previously served as the vice president of New Oriental Education Technology Group [2]. Group 3: Financial Information - Sun Dongxu's total compensation for the period from June 1, 2023, to December 16, 2023, amounted to 33.603 million RMB, which includes salary, allowances, and equity settlements [3].

Core Insights - Oriental Selection (01797) reported an annual performance for the year ending May 31, 2025, with total revenue of approximately 4.392 billion yuan, a decrease of 37.9% year-on-year [1] - The profit attributable to the company's owners was 5.735 million yuan, reflecting a significant decline of 99.67% compared to the previous year [1] - Earnings per share stood at 0.01 yuan [1] Financial Performance - The net profit from continuing operations increased by 30.0% from 104 million yuan in the 2024 fiscal year to 135.4 million yuan in the 2025 fiscal year, excluding the financial impact of the sale of Hui Tong Hang [1] - The financial impact of the sale of Hui Tong Hang included one-time expenses and profits, which affected the overall profit figures [1]

Core Viewpoint - New Oriental Education Technology Group's CEO, Zhou Chenggang, is rumored to be under investigation for allegedly misappropriating company interests through related-party transactions, leading to a significant drop in the stock price of Oriental Selection [1][4]. Group 1: Stock Market Reaction - Following the rumors, Oriental Selection's stock price fell by 20.89% to HKD 34.32, after previously reaching a two-year high of HKD 53.7, which represented a gain of over 23.5% [1][4]. Group 2: Company Response - New Oriental's founder, Yu Minhong, labeled the rumors as "complete nonsense" and stated that the company has initiated legal proceedings against the false claims [3][4]. - Oriental Selection issued a statement denying the allegations and confirmed that the average commission rate is below 20%, contrary to claims that it has been over 30% [6][9]. Group 3: Regulatory Context - The rumors surfaced amid concerns regarding potential regulatory changes affecting the live-streaming sales industry, which could impact Oriental Selection's business model if high commission rates are restricted [8].

Key Points - The implementation of new personal pension withdrawal scenarios starting September 1 aims to enhance the accessibility of pension funds for individuals facing specific financial burdens [2] - The Ministry of Finance reported a 20.7% year-on-year increase in stamp duty revenue from January to July, with securities transaction stamp duty rising by 62.5% [2] - The Shanghai Municipal Government has released a plan to accelerate the development of "AI + manufacturing," focusing on deploying industrial robots in high-risk work environments to improve efficiency and safety [4] - The National Development Bank issued loans totaling 385 billion yuan to advanced manufacturing and strategic emerging industries, marking a 51.3% increase year-on-year [4] - The Guangdong Provincial Government has introduced policies to support the high-quality development of commercial aerospace, including satellite constellation construction and providing a "green channel" for project approvals [4] - The Hainan Free Trade Port has optimized its personal income tax incentive policies for high-demand talent, aiming to support the development of the aerospace industry [5] - JD.com has surpassed 150,000 full-time delivery riders, with the company covering all social insurance costs, averaging about 2,000 yuan per rider per month [6] - The stock price of Oriental Selection experienced a significant drop of 20.89% following rumors regarding its CEO, despite company officials denying the claims [6]