智通财经APP获悉，东方甄选(01797)午后涨近5%，截至发稿，涨3.63%，报12港元，成交额1.24亿港元。
大和发布研究报告称，在董宇辉离职后，留意到东方甄选的GMV已随著销售渠道扩张而触底反弹。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。
值得注意的是，腾讯微信事业群成立电商产品部，负责微信内交易模式的探索，市场憧憬微信商业化加速。天风证券此前在研报中指出，从双减到东方甄选到抖音出圈到小作文再到微信小店，环境一直变化，但公司团队对外部变化的判断适应学习能力值得重视，其是公司成长的核心源动力。该行认为微信小店或为东方甄选发展带来新的机遇。
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