港股异动 | 东方甄选逆市走高，大行称董宇辉“单飞”后其GMV已触底
周二，东方甄选逆市走高，早盘一度涨超6%，截至发稿涨幅接近4%。
大和发布研报称，东方甄选2025财年上半年的商品交易总额(GMV)为48亿元人民币，当中董宇辉带领的“与辉同行”频道贡献总额的四分之一。然而，在董宇辉离职后，该行留意到东方甄选的GMV已随著销售渠道扩张而触底反弹。基于GMV恢复，该行将东方甄选评级由“跑输大市”升至“跑赢大市”，目标价由11港元升至13.5港元。
由于折扣减少，东方甄选2025上半财年自家品牌产品的毛利率回升至21%的健康水平，较2024下半财年的10%有所上升。随著集团自去年12月起开始减少人手，并将产品扩展至健康补充剂和宠物产品等高毛利的类别，该行预计2025下半财年的利润率将进一步改善。
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