智通财经APP获悉，大和发布研报称，基于东方甄选(01797)胜预期的商品交易总额及毛利率表现，将集团今明两年盈利预测上调42%至97%。考虑到商品交易总额的复苏，重申“跑赢大市”评级，并将新的12个月目标价从13.5港元升为29港元，基于对今明两年平均每股盈利应用32倍市盈率(原为23倍)。
东方甄选公布2026财年上半年业绩，其中经调整净利润为2.57亿元人民币，扭转去年亏损局面;而强劲的36%毛利率表现成为关键喜讯，自有品牌毛利率从24%扩张至29%，主要得益于规模效应及健康、营养和日用消费品等高利润产品的贡献。
大和表示，集团公布业绩后，对其看法转向更为积极，认为在营运上已度过难关，随着其自有品牌发展良好、营运成本结构性降低，及非抖音渠道的开通，为业绩增长提供了重要选择，相信该股票的风险回报状况已得到改善。
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