大和:东方甄选GMV改善 升至“跑赢大市”评级

观点网
May 15, 2025

观点网讯:5月15日,大和研究报告指出,东方甄选025财年上半年的商品交易总额达到48亿元人民币,其中董宇辉带领的“与辉同行”频道贡献了总额的四分之一。在董宇辉离职后,东方甄选的GMV随着销售渠道扩张而触底反弹。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。免责声明:本文内容与数据由观点根据公开信息整理,不构成投资建议,使用前请核实。

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