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东方甄选

28.660

+0.4401.56%

成交量：770.68万

成交额：2.17亿

市值：303.80亿

市盈率：4,505.06

高：28.780

开：28.440

低：27.680

收：28.220

52周最高：53.700

52周最低：11.200

股本：10.60亿

香港流通股本：10.60亿

量比：0.88

换手率：0.73%

股息：- -

股息率：- -

每股收益(LYR):0.006

净资产收益率：6.59%

总资产收益率：3.31%

市净率：4.88

市盈率(LYR):4,504.87

市销率: 5.85

数据加载中...

总览公司新闻资讯公告

东方甄选升目标价至30港元，维持“跑赢行业”评级

中金：升东方甄选(01797)目标价至30港元维持“跑赢行业”评级

净赚2.39亿，俞敏洪一夜翻盘！

电商最前线

新东方和东方甄选官宣正式150万年薪聘陈行甲任总顾问，70万薪资引争议

电商观察家

每日卖空追踪 | 东方甄选 02月03日卖空量成交265.1万股，卖空比例为11.84%

东方甄选02月03日主力净流入2805.4万元散户资金抛售

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品牌观察官

龙大美食×东方甄选专场直播销售额达400余万元

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天风证券股份有...

《大行》中金升东方甄选(01797.HK)目标价至30元维持“跑赢行业”评级

阿斯达克财经

大和：东方甄选(01797)上半年业绩亮眼重申跑赢大市评级

每日卖空追踪 | 东方甄选 02月02日卖空量成交263.05万股，卖空比例为7.84%

《大行》大和：东方甄选(01797.HK)已走出经营困境目标价一举升至29元

阿斯达克财经

异动解读 | 东方甄选盘中大涨9.45%，上半财年转亏为盈及产品策略获机构看好

东方甄选(01797)涨9.67% 上半财年转亏为盈机构指主因是产品组合有策略地转向自家产品

东方甄选盘中异动早盘股价大涨5.25%

东方甄选：实现韧性增长线上线下渠道全面发力

俞敏洪一夜翻盘，赚大发了

Wbusiness商业...

东方甄选杀入即时零售战场直面阿里京东美团三强

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10:17","pubTimestamp":1770171476,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，东方甄选(01797)公布2026财年上半财年业绩，总收入同比增长5.7%至23.1亿元人民币(下同)，略低于预期。经调整净利润达2.58亿元，胜预期68%。由于管理团队实力增强及营运能力提升，该行将2026及2027财年营收预测分别上调3.1%及4.8%至51.9亿元及59亿元。基于毛利率提升与营运效率改善，该行将东方甄选2026及2027财年经调整应占净利润预测分别上调80.2%及32.1%至4.37亿元及4.1亿元。由于盈利增长预期更为乐观，将目标价上调25%至30港元。维持跑赢行业评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401392.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01797","BK1228","BK1132","BK1596","BK1519","BK1516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608758872","title":"净赚2.39亿，俞敏洪一夜翻盘！","url":"https://stock-news.laohu8.com/highlight/detail?id=2608758872","media":"电商最前线","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608758872?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 21:04","pubTimestamp":1770123889,"startTime":"0","endTime":"0","summary":"截至2025年11月30日，2026财年上半年营收23.12亿元，同比增长5.7%。看似温和的增幅背后，是净利润的疯狂逆袭——归属母公司股东净利润2.39亿元，上年同期还是9679.9万元的净亏损，同比增幅高达346.9%。恰恰相反，这场分手妙不可言，妙在俞敏洪和董宇辉，最终实现了各自安好，各自巅峰。2024年7月25日，两人官宣“和平分手”。很多人说，俞敏洪的翻盘是侥幸，董宇辉的成功靠余热。俞敏洪的翻盘，靠的是韧性与战略眼光。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203221107a6cee5dc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:22","pubTimestamp":1770110529,"startTime":"0","endTime":"0","summary":"据澎湃新闻报道，1月20日上午，新东方教育科技集团通过俞敏洪更新的社媒发布重要通告，正式宣布聘请陈行甲担任新东方教育、东方甄选、新东方文旅总顾问，150万元的年薪待遇一经披露便引发外界广泛讨论。而此前，作为公益人的陈行甲就因2024年年薪超过70万元遭到部分舆论质疑。据深圳市恒晖公益基金会官网公布的年度报告显示，陈行甲在基金会的内部职务为副理事长。此次新东方以150万年薪聘请陈行甲担任总顾问，再度引发争议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203172745a6cdef85&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 东方甄选 02月03日卖空量成交265.1万股，卖空比例为11.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608826269","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608826269?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 16:30","pubTimestamp":1770107425,"startTime":"0","endTime":"0","summary":"东方甄选北京时间02月03日，涨1.73%，卖空量成交265.1万股，较上一交易日减少30.95%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203163423a6cdb75e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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东方甄选股价涨1.73%，报收28.26元，成交金额6.3亿元，换手率2.16%，振幅8.14%，量比0.84。东方甄选今日主力资金净流入2805.4万元，上一交易日主力净流出423.7万元。该股近5个交易日上涨24.76%，主力资金累计净流入1.8亿元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入2.6亿元，其中净流入天数为13日。该股主力净额占比0.09%，港股市场排名84/2709。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203162115a476b1cb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:30","pubTimestamp":1770103820,"startTime":"0","endTime":"0","summary":"金吾财讯|东北证券发布研报指，东方甄选2026财年半年报业绩超预期，实现营业收入23.12亿元，净利润2.39亿元。自营产品成为核心增长动力，GMV占比提升至52.8%，SKU扩容至801个带动毛利率提升至36.4%。公司通过供应链优化使销售费用率下降2个百分点至19%，经调整净利率达11.15%。付费会员增至24万，自有APP贡献GMV占比18.5%。首次覆盖给予“增持”评级，目标价26.68港元。报告指出，公司FY2026H1自营品GMV达21.6亿元，剔除与辉同行直播间影响后总GMV同比增长16.4%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203155309a4769180&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:12","pubTimestamp":1770102773,"startTime":"0","endTime":"0","summary":"当粉丝增长曲线渐趋平缓，依赖内容与情感起家的东方甄选，该如何超越屏幕的物理限制，重新构建与消费者之间更牢固、更立体的连接。而这一切其实早有预谋，早在2025年8月的股东大会上，创始人俞敏洪就透露出东方甄选线下店的计划，当时便已提出了希望依托新东方的线下教学点，探索线上和线下相结合的门店模式。东方甄选手握内容、供应链和教育场景三张好牌，如何打好这副融合牌，将成为其从线上走向线下的关键。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020315202797a4a04f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:56","pubTimestamp":1770101760,"startTime":"0","endTime":"0","summary":"本场直播聚焦春节家庭品质餐饮需求，农业产业化国家重点龙头企业龙大美食的猪肋排、五花肉等多款核心产品赢得消费者热烈响应，最终实现单场销售额400余万元。正是这份对品质的共同执着，促成了双方此次的合作。直播中爆款频出，猪肋排售出2万余单，五花肉销量达10吨，多次补货仍迅速售罄。此次合作也彰显了龙大美食加速拓展C端市场的战略决心。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203145900a4765c41&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:56","pubTimestamp":1770098206,"startTime":"0","endTime":"0","summary":"我们认为东方甄选自营品或折射出当前渠道品牌市场潜力渠道品牌即指渠道商超或电商的自有品牌，近两年山姆、胖东来、奥乐齐等和东方甄选均在积极推动自营产品体系构建，我们认为其或折射出消费趋势部分方向。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203135654a6cd1f51&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203135654a6cd1f51&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1516","BK1132","01797","BK1519","BK1228","BK1596"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2608817067","title":"《大行》中金升东方甄选(01797.HK)目标价至30元 维持“跑赢行业”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2608817067","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608817067?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 10:11","pubTimestamp":1770084660,"startTime":"0","endTime":"0","summary":"中金发表报告指，东方甄选公布2026财年上半财年业绩，总收入按年增长5.7%至23.1亿元人民币(下同)，略低于预期。经调整净利润达2.58亿元，胜预期68%。基于毛利率提升与营运效率改善，该行将东方甄选2026及2027财年经调整应占净利润预测分别上调80.2%及32.1%至4.37亿元及4.1亿元。由于盈利增长预期更为乐观，将目标价上调25%至30港元。维持“跑赢行业”评级。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230424111913825_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230424111913825_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1500652/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1500652/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1596","BK1519","BK1516","BK1228","01797","BK1132"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608281795","title":"大和：东方甄选(01797)上半年业绩亮眼 重申跑赢大市评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2608281795","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608281795?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 09:53","pubTimestamp":1770083631,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，大和发布研报称，基于东方甄选胜预期的商品交易总额及毛利率表现，将集团今明两年盈利预测上调42%至97%。东方甄选公布2026财年上半年业绩，其中经调整净利润为2.57亿元人民币，扭转去年亏损局面;而强劲的36%毛利率表现成为关键喜讯，自有品牌毛利率从24%扩张至29%，主要得益于规模效应及健康、营养和日用消费品等高利润产品的贡献。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400862.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1132","01797","BK1228","BK1516","BK1519","BK1596"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608592988","title":"每日卖空追踪 | 东方甄选 02月02日卖空量成交263.05万股，卖空比例为7.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608592988","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608592988?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 16:30","pubTimestamp":1770021024,"startTime":"0","endTime":"0","summary":"东方甄选北京时间02月02日，涨4.12%，卖空量成交263.05万股，较上一交易日减少13.66%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202163504a6c98416&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202163504a6c98416&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01797","BK1519","BK1516","BK1132","BK1228","BK1596"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608856805","title":"《大行》大和：东方甄选(01797.HK)已走出经营困境 目标价一举升至29元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608856805","media":"阿斯达克财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608856805?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 15:06","pubTimestamp":1770015960,"startTime":"0","endTime":"0","summary":"大和发表研究报告指，东方甄选(01797.HK) 截至去年11月底止2026财年中期扭亏为盈，录得经调整净利润2.57亿元人民币，主要来自于规模效应及高毛利产品销售增长，推动自有品牌毛利率扩张步伐向好，以及成本结构变得更精简的推动。大和表示，目前对东方甄选看法转为更正面，相信公司营运情况已走出困境，盈利能力胜预期，将目标价由13.5元大幅上调至29元，将2026至2027财年盈利预测上调42%至97%，重申“跑赢大市”评级。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-02 12:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230424111913825_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230424111913825_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1500469/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1500469/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1516","BK1228","BK1596","BK1519","01797","BK1132"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1139117634","title":"异动解读 | 东方甄选盘中大涨9.45%，上半财年转亏为盈及产品策略获机构看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1139117634","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1139117634?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 10:32","pubTimestamp":1769999569,"startTime":"0","endTime":"0","summary":"东方甄选(01797)今日盘中大涨9.45%，引起了市场的广泛关注。消息面上，花旗研究报告指出，东方甄选2026上半财年转亏为盈，录得净利润2.39亿元人民币，主要因产品组合有策略地转向自家产品，推动毛利率扩张280个基点至36.4%。广发证券研报提到，公司近期新开多个账号以提升产品曝光，付费会员快速增长，并启动线下门店布局。申万宏源发布研报维持“增持”评级，并上调盈利预测和目标价，认为公司积极推进多直播间多主播战略，持续开发高毛利自营产品，内容优势明显。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ce5a732b75b0ffe254d9c6f1c5850d5f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01797"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2608983543","title":"东方甄选(01797)涨9.67% 上半财年转亏为盈 机构指主因是产品组合有策略地转向自家产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2608983543","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608983543?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 10:03","pubTimestamp":1769997800,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方甄选 股价走高，截至发稿，涨9.67%，报29.26港元，成交额3.46亿港元。花旗研究报告指，东方甄选2026上半财年转亏为盈，录得净利润2.39亿元人民币，主要因产品组合有策略地转向自家产品，推动毛利率扩张280个基点至36.4%。申万宏源发布研报称，维持东方甄选“增持”评级。由于公司积极推进多直播间多主播战略，持续开发高毛利自营产品，并且具备在GEO营销环境中内容优势，1HFY26毛利率提升强劲。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NDE0ZmVkNmQ0OWQ1YWQ5ZWU5ODBlOTBjYzlmMjcxMzI0MDU1NzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ce5a732b75b0ffe254d9c6f1c5850d5f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974355","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01797","BK1516","BK1519","BK1228","BK1132","BK1596"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2608331028","title":"东方甄选盘中异动 早盘股价大涨5.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608331028","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608331028?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 09:51","pubTimestamp":1769997080,"startTime":"0","endTime":"0","summary":"2026年02月02日早盘09时51分，东方甄选股票出现波动，股价快速上涨5.25%。截至发稿，该股报28.080港元/股，成交量688万股，换手率0.65%，振幅6.00%。东方甄选股票所在的互动媒体及服务行业中，整体跌幅为1.97%。其相关个股中，东方甄选、交个朋友控股、瓦普思瑞元宇宙涨幅较大，振幅较大的相关个股有东方甄选、微博-SW、快手-WR，振幅分别为6.00%、2.85%、2.66%。该公司主要以自营品牌“东方甄选”提供农产品为核心的产品。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202095120a471219f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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月出任东方甄选执行总裁，其负责日常管理及落实战略部署。多平台、多渠道全面发力。线上渠道方面，公司持续巩固抖音主阵地，加强矩阵号建设；同时加速自有APP 发展，期内APPGMV 贡献占比达18.5%，同比提升4.9ppt；截至2025 年11 月30 日，APP 会员数达24.0 万人。公司目前交易于4.9x FY26 市销率，对应12%上行空间。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202141705a6c8fe74&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:02","pubTimestamp":1769950926,"startTime":"0","endTime":"0","summary":"这一数字不仅远超许多中小上市公司的年收入，更印证了董宇辉个人IP的极致变现能力。不过，就目前的效果来看，双方分手后，并未陷入同质化竞争。东方甄选聚焦“平台化、供应链、品牌化”，董宇辉深耕“内容深度、用户关系、社会价值”，这种差异化定位避免了内卷，反而共同做大了市场蛋糕，各自安好，互相成就。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201213812a6c68a8a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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直面阿里京东美团三强","url":"https://stock-news.laohu8.com/highlight/detail?id=2607176620","media":"BambooWorks","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607176620?lang=zh_cn&edition=fundamental","pubTime":"2026-01-30 18:28","pubTimestamp":1769768929,"startTime":"0","endTime":"0","summary":"东方甄选在最新财报中披露，目前正于订单量排名前十的城市建立当日送达能力。东方甄选并未说明，未来即时配送服务将由自有骑手负责，还是与其他平台合作。整体而言，东方甄选的发展方向相对正面，但在即时零售领域挑战阿里巴巴、京东及美团等巨头，仍将面对激烈竞争。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130194544a6c01b12&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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