异动解读 | 东方甄选盘中大涨5.15%,直播专场和自营品策略助推股价上涨

异动解读
May 08, 2025

港股上市公司东方甄选(01797)今日盘中大涨5.15%,引发市场关注。截至发稿时,该股涨幅进一步扩大至5.32%,报12.68港元,成交额达9374.71万港元。

消息面上,东方甄选将于今晚19点至23点在微信视频号开启"相约一夏 遇见甄选"直播专场,这可能是推动股价上涨的一个重要因素。此外,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持续发力。

值得注意的是,东吴证券此前发布的研报指出,东方甄选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。公司毛利率同比提升0.7个百分点至33.6%,部分受益于自营品的健康发展。分析师看好公司继续深耕自营品方向,预计将推动公司长期稳健发展。

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