异动解读|东方甄选盘中上涨5.88%,自营溜溜凳计划发布叠加品控回应提振情绪

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10月12日,东方甄选盘中上涨5.88%,报28.08港元,成交额1.92亿港元。消息面上,公司宣布将推出自营溜溜凳,产品经理称将深度驻厂调研并核实各配件材质工艺,市场解读为品控危机后的供应链修复信号。

此前,东方甄选因第三方供应商溜溜凳质量问题遭罗永浩炮轰,公司于9月30日对相关用户执行双倍退款不退货方案。10月10日,公司进一步回应青虾仁净含量偏差争议,强调自然解冻称重方法与现行法规计量标准不一致,品控体系自证逐步落地。自营产品已构成公司核心增长引擎,2026财年自营收入达48亿元,GMV占比约52.6%,自营溜溜凳的推出有望将偶发第三方风险转化为品牌可控品类。

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