异动解读|东方甄选盘中上涨6.18%,首家景区门店落地叠加财年业绩强劲

行情直击
Sep 21

9月21日,东方甄选(01797.HK)盘中上涨6.18%,报27.0港元,成交额8326.42万港元。

消息面上,东方甄选近期利好密集释放。公司首家景区门店已落地崇礼太舞度假小镇,面积170平方米,SKU超1000个,自营品占比达80%,此前已在北京、西安、郑州开出体验店,俞敏洪公开表示计划三年内开设1000家地面店。此外,公司在服贸会上发布首款自营羽绒服,标志着自营品类从食品向服饰赛道延伸。

基本面方面,公司FY2026总营收57.01亿元,同比增长29.8%;经营利润6.63亿元,实现扭亏为盈;毛利率提升至35.8%。自营产品GMV占比达52.6%,SKU增至1009个,已成为核心增长引擎。光大证券维持"买入"评级,方正证券给予"强烈推荐"。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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