异动解读 | 东方甄选盘中大涨5.15%,直播专场和自营品策略成焦点

异动解读
08 May

港股市场上,东方甄选(01797)今日表现亮眼,盘中大涨5.15%,引发投资者关注。截至发稿时,该股报12.68港元,成交额达9374.71万港元。

消息面上,东方甄选今晚19点至23点将在微信视频号开启"相约一夏 遇见甄选"直播专场,这或成为推动股价上涨的一大因素。另外,公司近期在招聘平台开放了达人运营专员岗位,显示其在直播电商领域继续发力。

值得注意的是,东方甄选在自营品牌发展方面取得显著进展。据东吴证券分析,公司已成功推出多条极具市场竞争力的自营产品线,如保健食品、宠物食品、新中式服装等,并取得优异表现。2025财年上半年,公司自有品牌GMV占总GMV约37%,截至2024年11月30日,自营品数量已超过600个。这一战略不仅提升了公司的毛利率,2025财年上半年毛利率同比提升0.7个百分点至33.6%,也为公司长期稳健发展奠定了基础。展望未来,东方甄选将继续聚焦大单品策略,提升爆品数量,进一步深耕自营品牌,这些举措有望持续推动公司业绩增长。

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