东方甄选(01797)发盈喜预计2026财年总营收及溢利双大幅增长

智通财经

Jul 23

智通财经APP讯，东方甄选(01797)发布公告，集团预期于截至2026年5月31日止年度(2026财年)取得总营收及溢利双大幅增长。2026财年的总营收预期介于人民币56亿元至人民币58亿元，而截至2025年5月31日止年度(2025财年)的总营收则为人民币44亿元，分别同比增长约27.3%及31.8%。2026财年的净溢利预期介于人民币5.20亿元至5.50亿元，而2025财年的净溢利则为人民币600万元，同比增长8566.7%及9066.7%。

具体而言，2026财年下半年的总营收预期介于人民币33亿元至35亿元，而2025财年下半年的总营收则为人民币22亿元，分别同比增长约50.0%及59.1%。2026财年下半年的净溢利预期介于人民币2.81亿元至3.11亿元，而2025财年下半年的净溢利则为人民币1.03亿元，同比增长172.8%及201.9%。

净溢利增加主要归因于集团自有品牌产品稳步推出及持续丰富，并辅以多元化的代销第三方品牌商品，进一步优化整体产品组合，而多款爆款自有品牌产品亦广受市场欢迎并取得强劲销量。此外，配合多渠道发展策略，集团于抖音推出更多矩阵直播账号、扩大主播团队及延长直播总时长，有效提升整体商品交易总额及拓宽流量来源。此外，受已付费会员人数增加及用户复购率提升所带动，集团自有应用程序的营收维持稳定增长，加上供应链建设及全链路品控管理体系持续优化升级，共同促使净溢利同比大幅增长。

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