罗叔
08-05
不可持续的垃圾公司
港股异动 | 东方甄选涨超10%,7月以来已累涨近120%
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":464222226628960,"tweetId":"464222226628960","gmtCreate":1754360938393,"gmtModify":1754361142650,"author":{"id":75849856383704,"idStr":"75849856383704","authorId":75849856383704,"authorIdStr":"75849856383704","name":"罗叔","avatar":"https://static.tigerbbs.com/bf00d78f64c1e57e9927b3c0bc5b41cc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.16%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":2933,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>不可持续的垃圾公司</p></body></html>","htmlText":"<html><head></head><body><p>不可持续的垃圾公司</p></body></html>","text":"不可持续的垃圾公司","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/464222226628960","repostId":1141334426,"repostType":2,"repost":{"id":"1141334426","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754360786,"share":"https://www.laohu8.com/m/news/1141334426?lang=&edition=full","pubTime":"2025-08-05 10:26","market":"us","language":"zh","title":"港股异动 | 东方甄选涨超10%,7月以来已累涨近120%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141334426","media":"老虎资讯综合","summary":"8月5日,东方甄选盘中涨超9%,7月以来已累涨超110%。大和此前指,东方甄选2025财年上半年的商品交易总额为48亿元人民币,当中董宇辉带领的“与辉同行”频道贡献总额的四分之一。此外,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。此外,东方甄选持续发力大单品。该行指出,东方甄选GMV企稳向上,利润率不断修复,自营品仍有较大发展空间。","content":"<html><head></head><body><p>8月5日,<a href=\"https://laohu8.com/S/01797\">东方甄选</a>盘中涨超10%,7月以来已累涨近120%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ffd2e6975910c8bb7b523a160223937\" title=\"\" tg-width=\"910\" tg-height=\"427\"/></p><p style=\"text-align: justify;\">据东方甄选公众号消息,公司首款纯棉表层卫生巾于6月16日上线,2日内售罄超18万单,7月19日又推出新系列。浙商证券认为,历经两年波折,公司经营正逐步回归正轨,自营品契合新消费趋势,具备持续拓展空间。截至2024年11月底,东方甄选付费会员达22.83万人,远低于山姆中国的900万,仍有较大渗透潜力。</p><p>财务方面,新东方近日发布FY2025 Q4(2025年3–5月)业绩。华西证券测算,东方甄选该季度收入约1.5亿美元,同比下降约30%,但降幅环比收窄;Non-GAAP营业利润约为0.79亿元人民币,对应利润率约7%,较前一季度的3%明显提升。公司在经历“与辉同行”剥离与主播离职风波后,盈利能力持续改善,正从“主播驱动”向“产品驱动”转型。</p><p>大和证券指出,FY25上半年,东方甄选GMV达48亿元人民币,其中“与辉同行”频道贡献四分之一。董宇辉离职后,公司GMV已随着销售渠道扩展逐步回升。自家品牌毛利率也从2024下半年的10%回升至21%。同时,公司自去年底起优化人员结构,并将品类拓展至健康补充剂与宠物产品等高毛利赛道,预计下半年利润率将进一步改善。</p><p>浙商证券预计,经历调整期后,东方甄选GMV有望在2025年6月开始转正,同时利润率持续修复,自营大单品战略亦将继续推动增长。</p></body></html>","collect":0,"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>港股异动 | 东方甄选涨超10%,7月以来已累涨近120%</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港股异动 | 东方甄选涨超10%,7月以来已累涨近120%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-05 10:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月5日,<a href=\"https://laohu8.com/S/01797\">东方甄选</a>盘中涨超10%,7月以来已累涨近120%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ffd2e6975910c8bb7b523a160223937\" title=\"\" tg-width=\"910\" tg-height=\"427\"/></p><p style=\"text-align: justify;\">据东方甄选公众号消息,公司首款纯棉表层卫生巾于6月16日上线,2日内售罄超18万单,7月19日又推出新系列。浙商证券认为,历经两年波折,公司经营正逐步回归正轨,自营品契合新消费趋势,具备持续拓展空间。截至2024年11月底,东方甄选付费会员达22.83万人,远低于山姆中国的900万,仍有较大渗透潜力。</p><p>财务方面,新东方近日发布FY2025 Q4(2025年3–5月)业绩。华西证券测算,东方甄选该季度收入约1.5亿美元,同比下降约30%,但降幅环比收窄;Non-GAAP营业利润约为0.79亿元人民币,对应利润率约7%,较前一季度的3%明显提升。公司在经历“与辉同行”剥离与主播离职风波后,盈利能力持续改善,正从“主播驱动”向“产品驱动”转型。</p><p>大和证券指出,FY25上半年,东方甄选GMV达48亿元人民币,其中“与辉同行”频道贡献四分之一。董宇辉离职后,公司GMV已随着销售渠道扩展逐步回升。自家品牌毛利率也从2024下半年的10%回升至21%。同时,公司自去年底起优化人员结构,并将品类拓展至健康补充剂与宠物产品等高毛利赛道,预计下半年利润率将进一步改善。</p><p>浙商证券预计,经历调整期后,东方甄选GMV有望在2025年6月开始转正,同时利润率持续修复,自营大单品战略亦将继续推动增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3943713662845b492791ee924661e81d","relate_stocks":{"BK1519":"在线教育","01797":"东方甄选","BK1516":"腾讯概念","BK1228":"教育服务","BK1132":"食品零售","BK1596":"K12教育","BK4614":"Manus概念股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141334426","content_text":"8月5日,东方甄选盘中涨超10%,7月以来已累涨近120%。据东方甄选公众号消息,公司首款纯棉表层卫生巾于6月16日上线,2日内售罄超18万单,7月19日又推出新系列。浙商证券认为,历经两年波折,公司经营正逐步回归正轨,自营品契合新消费趋势,具备持续拓展空间。截至2024年11月底,东方甄选付费会员达22.83万人,远低于山姆中国的900万,仍有较大渗透潜力。财务方面,新东方近日发布FY2025 Q4(2025年3–5月)业绩。华西证券测算,东方甄选该季度收入约1.5亿美元,同比下降约30%,但降幅环比收窄;Non-GAAP营业利润约为0.79亿元人民币,对应利润率约7%,较前一季度的3%明显提升。公司在经历“与辉同行”剥离与主播离职风波后,盈利能力持续改善,正从“主播驱动”向“产品驱动”转型。大和证券指出,FY25上半年,东方甄选GMV达48亿元人民币,其中“与辉同行”频道贡献四分之一。董宇辉离职后,公司GMV已随着销售渠道扩展逐步回升。自家品牌毛利率也从2024下半年的10%回升至21%。同时,公司自去年底起优化人员结构,并将品类拓展至健康补充剂与宠物产品等高毛利赛道,预计下半年利润率将进一步改善。浙商证券预计,经历调整期后,东方甄选GMV有望在2025年6月开始转正,同时利润率持续修复,自营大单品战略亦将继续推动增长。","news_type":1,"symbols_score_info":{"01797":1.1}},"isVote":1,"tweetType":1,"viewCount":228,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/464222226628960"}
精彩评论