异动解读 | 东方甄选盘中大涨5.06%,分家一年后战略效果初显

异动解读
Jul 22, 2025

7月22日周二,东方甄选(01797)股价在盘中出现大涨,涨幅达5.06%,引发市场关注。

分析人士指出,这一涨势或与东方甄选分家一周年后的战略转型初见成效有关。据报道,自去年与董宇辉领导的与辉同行正式分家后,东方甄选将经营重点转向供应链侧,专注打造自营品牌和"线上山姆"模式。尽管短期内面临流量下滑和业绩压力,但公司在自营产品、会员体系等方面的布局已初显成效。

业内人士认为,虽然东方甄选在分家后经历了一段艰难调整期,但"去辉化"策略长远来看是正确的。公司摆脱了对头部主播的依赖,转向更可控的业务路径。随着自营品牌逐步建立,供应链不断完善,东方甄选有望实现更稳健的增长。投资者对公司长期发展前景的信心提升,可能是推动本次股价上涨的重要因素。

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