东方甄选(01797)今日盘中大跌5.12%,引发市场关注。
消息面上,东方甄选近日发布2025财年(截至2025年5月31日)业绩报告,数据显示公司净利润出现大幅下滑。报告期内,东方甄选实现营收43.92亿元人民币,同比下降32.7%;净利润仅为619.1万元,较上年同期的2.49亿元暴跌97.5%。公司表示,净利润大幅下滑主要是由于报告期内出售与辉同行所致。
此外,东方甄选在抖音等主要销售渠道的表现也不尽如人意。财报显示,公司来自抖音、淘宝及自有应用程序等所有销售渠道的已付GMV(商品交易总额)由去年同期的143亿元降至87亿元。其中,抖音渠道的已付订单数量由去年同期的1.8亿单下降至9160万单。分析认为,这或与去年7月知名主播董宇辉从东方甄选正式离职有关。目前,董宇辉的新账号"与辉同行"粉丝量已超过东方甄选主账号,成为后者的强劲竞争对手。
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