新东方、东方甄选，双双大跌

21世纪经济报道2025-01-22

1月22日港股开盘，新东方-S(9901.HK)、东方甄选(1797.HK)股价双双大跌。截至9:53，港股新东方盘底一度跌超31%，东方甄选一度跌近10%。东方甄选业绩下滑拖累新东方消息面上，1月21日傍晚，新东方公布截至2024年11月30日的2025财年第二季度业绩。报告期内，净营收10.4亿美元，同比增长19.4%；净利润3193.1万美元，同比增长6.2%；经营利润1925.5万美元，较...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2505775164?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-01-22 10:25","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2505775164","market":"hk","top_or_hot":-1,"title":"新东方、东方甄选，双双大跌","media":"21世纪经济报道","content":"<div>\n<p>1月22日港股开盘，新东方-S(9901.HK)、东方甄选(1797.HK)股价双双大跌。截至9:53，港股新东方盘底一度跌超31%，东方甄选一度跌近10%。东方甄选业绩下滑拖累新东方消息面上，1月21日傍晚，新东方公布截至2024年11月30日的2025财年第二季度业绩。报告期内，净营收10.4亿美元，同比增长19.4%；净利润3193.1万美元，同比增长6.2%；经营利润1925.5万美元，较...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250122102730abb3e74a&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新东方、东方甄选，双双大跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新东方、东方甄选，双双大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-22 10:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250122102730abb3e74a&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月22日港股开盘，新东方-S(9901.HK)、东方甄选(1797.HK)股价双双大跌。截至9:53，港股新东方盘底一度跌超31%，东方甄选一度跌近10%。东方甄选业绩下滑拖累新东方消息面上，1月21日傍晚，新东方公布截至2024年11月30日的2025财年第二季度业绩。报告期内，净营收10.4亿美元，同比增长19.4%；净利润3193.1万美元，同比增长6.2%；经营利润1925.5万美元，较...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250122102730abb3e74a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0588546209.SGD","symbol_name":"Eastspring Investments - China Equity Fund AS SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250122102730abb3e74a&s=b","article_id":"2505775164","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250122102730abb3e74a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2505775164","pubTimestamp":1737512701,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"1月22日港股开盘，新东方-S、东方甄选股价双双大跌。截至9:53，港股新东方盘底一度跌超31%，东方甄选一度跌近10%。东方甄选业绩下滑拖累新东方消息面上，1月21日傍晚，新东方公布截至2024年11月30日的2025财年第二季度业绩。新东方业绩受到东方甄选拖累。割肉与辉同行，东方甄选半年亏损近1亿元东方甄选同日披露截至2024年11月30日止6个月的中期业绩。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1228":"教育服务","SG9999002950.SGD":"United Asian Growth Opportunities SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0594300419.USD":"富达中国消费基金A","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1132":"食品零售","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK1596":"K12教育","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","SG9999001051.SGD":"United Asia Fund SGD","BK1556":"内地教育股","BK1519":"在线教育","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK1588":"回港中概股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","01797":"东方甄选","BK1516":"腾讯概念","09901":"新东方-S"},"translate_title":"New Oriental, Oriental Selection, both plummeted","themeId":"4652a4c4dccd4f006cb03114fdd95d27","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09901":1,"01797":1},"content_text":"1月22日港股开盘，新东方-S(9901.HK)、东方甄选(1797.HK)股价双双大跌。截至9:53，港股新东方盘底一度跌超31%，东方甄选一度跌近10%。东方甄选业绩下滑拖累新东方消息面上，1月21日傍晚，新东方公布截至2024年11月30日的2025财年第二季度业绩。报告期内，净营收10.4亿美元，同比增长19.4%；净利润3193.1万美元，同比增长6.2%；经营利润1925.5万美元，较上年同期的2134万美元下降9.8%；Non-GAAP下经营利润2758万美元，较上年同期的5090万美元下降45.8%；调整后每ADS收益0.22美元，市场预估0.26美元。新东方业绩受到东方甄选拖累。报告显示，2025财年第二季度，剔除东方甄选自营产品及直播电商业务产生的经营亏损，新东方经营利润为2500万美元，较上年同期增长102.5%。新东方预计第三季度净营收10.1亿美元至10.3亿美元，市场预估13.2亿美元。1月21日美股收盘，新东方(EDU.N)跌超23%，市值蒸发超20亿美元。割肉与辉同行，东方甄选半年亏损近1亿元东方甄选同日披露截至2024年11月30日止6个月的中期业绩。报告期内，公司持续经营业务净亏损9650.3万元，而去年同期为净盈利1606.99万元。2024年7月，东方甄选完成出售与辉同行，若剔除出售与辉同行的财务影响，报告期内，东方甄选持续经营业务净盈利为3270万元。东方甄选去年8月公布的2024财年(2023年6月1日至204年5月31日)业绩报告显示，与辉同行2024财年净利润为1.41亿元人民币，其中1.29亿元分配给董宇辉，其余1200万元由与辉同行保留。东方甄选CEO俞敏洪表示，2025财年是东方甄选成立的三周年，“我们的战略定位明确且清晰。我们希望打造东方甄选品牌的‘百年老店’，短期的波折并不能影响我们团队的初心和决心。”券商最新评级出炉公开信息显示，1月22日，摩根大通将新东方教育科技集团ADR评级下调至“中性”，目标价52美元。华泰证券维持东方甄选“买入”评级，最高目标价为17.41港元，较此前最高目标价上调48.04%。交银国际预计，2025财年第三季度，新东方教育服务及文旅业务(除东方甄选)收入同比增24%(管理层指引18%～21%增速)；主要由于出国备考+咨询相关业务不确定性增强，预计运营利润率同比降1.5个百分点。该行调整新东方2025财年教育文旅业务收入增速从31%降至27%(管理层指引25%+)，运营利润率预计11.5%。业绩发布后，公司股价跌幅23%，对应未来12个月市盈率为13.8倍，处于历史较低水平，投资者情绪主要受未来的不确定性影响。交银国际认为，新东方作为领先教育公司仍有机会随市场需求及时调整产品结构。对应2026年2月止12个月25倍市盈率，调整目标价至60港元(原75港元)/83美元，维持“买入”评级。同时，维持东方甄选“中性”评级，最高目标价为15.6港元，较此前最高目标价上调4.7%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2505775164","isCrawlerRequest":true}