东方甄选（01797.HK）今日盘中股价大幅拉升，涨幅达到5.08%，引起市场关注。
消息面上，国海证券发布研报指出，东方甄选自营产品表现亮眼，驱动公司盈利修复。报告显示，公司2月份有16款自营单品销量超过10万单，其中汤圆单品销量达37万单。自营品收入占比已提升至52.8%，带动毛利率同比改善2.8个百分点至36.4%。同时，公司费用端优化显著，销售、管理及研发费用率均有所下降，推动归母净利润扭亏为盈至2.39亿元。基于此，国海证券维持对东方甄选的“买入”评级。
研报预计，公司未来收入将持续增长，当前估值对应市盈率约46倍，市场对其在直播电商领域的持续扩张和盈利能力改善持乐观态度。
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