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港股异动 | 东方甄选涨超6%，6月GMV预计转正向上，机构看好其利润率仍有修复空间
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11:34","market":"fut","language":"zh","title":"港股异动 | 东方甄选涨超6%，6月GMV预计转正向上，机构看好其利润率仍有修复空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2550060481","media":"智通财经","summary":"智通财经APP获悉，东方甄选涨超6%，截至发稿，涨6.19%，报14.4港元，成交额2.08亿港元。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。此外，东方甄选自营品25财年GMV约38亿元。该行认为公司正常利润率应当在5%+，根据飞瓜等数据估计25财年实销GMV为75亿+，预计26财年实销GMV有望增长至90亿+。","content":"<html><head></head><body><p>7月11日（周五），<a href=\"https://laohu8.com/S/01797\">东方甄选</a>涨超6%，截至发稿，涨6.05%，报14.38港元，成交额2.08亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6c6a61a962af65e9626256fc22a91b\" tg-width=\"1130\" tg-height=\"369\"/></p><p>消息面上，<a href=\"https://laohu8.com/S/601878\">浙商证券</a>近日研报指出，历经两年波折、公司经营逐渐走回正轨，自22年6月快速出圈后，自2023年初经历董宇辉舆论事件及2024年中剥离与辉同行，东方甄选已经历两年多调整。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。根据飞瓜等数据，25年6月东方甄选估计GMV达8.8亿元，同比+28%（vs3月、4月、5月分别为-20%/-10%/-6%）；25年6月自营品GMV达3.5亿元，同比+15%（vs3月、4月、5月分别为-36%/-23%/-16%），同样实现转正，自营<a 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}\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; 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href=\"http://www.zhitongcaijing.com/content/detail/1316602.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42c33661e0c14c341ff018447c0ea06d","relate_stocks":{"BK1519":"在线教育","BK1228":"教育服务","BK1516":"腾讯概念","01797":"东方甄选","BK1132":"食品零售","BK1596":"K12教育"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316602.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550060481","content_text":"7月11日（周五），东方甄选涨超6%，截至发稿，涨6.05%，报14.38港元，成交额2.08亿港元。消息面上，浙商证券近日研报指出，历经两年波折、公司经营逐渐走回正轨，自22年6月快速出圈后，自2023年初经历董宇辉舆论事件及2024年中剥离与辉同行，东方甄选已经历两年多调整。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。根据飞瓜等数据，25年6月东方甄选估计GMV达8.8亿元，同比+28%（vs3月、4月、5月分别为-20%/-10%/-6%）；25年6月自营品GMV达3.5亿元，同比+15%（vs3月、4月、5月分别为-36%/-23%/-16%），同样实现转正，自营品高折扣力度阶段逐渐过去。此外，东方甄选自营品25财年GMV约38亿元。该行认为，在经营企稳向上、人员的优化调整带动下，利润率虽然短期承压，但在修复通道（根据新东方财报，FY25Q1-Q3东方甄选opm分别为-8%/-1%/3%）。该行认为公司正常利润率应当在5%+（参考23-24财年），根据飞瓜等数据估计25财年实销GMV为75亿+（注：已经剔除与辉同行），预计26财年实销GMV有望增长至90亿+。","news_type":1,"symbols_score_info":{"01797":1}},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":456372663570616,"gmtCreate":1752456282596,"gmtModify":1752456364587,"author":{"id":"3548115772073639","authorId":"3548115772073639","name":"区块链黄药师","avatar":"https://static.tigerbbs.com/2341dc02cbae07afc8070b2bc9e1f9b0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548115772073639","authorIdStr":"3548115772073639"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456372663570616","repostId":"2550060481","repostType":2,"repost":{"id":"2550060481","kind":"news","pubTimestamp":1752204860,"share":"https://www.laohu8.com/m/news/2550060481?lang=&edition=full","pubTime":"2025-07-11 11:34","market":"fut","language":"zh","title":"港股异动 | 东方甄选涨超6%，6月GMV预计转正向上，机构看好其利润率仍有修复空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2550060481","media":"智通财经","summary":"智通财经APP获悉，东方甄选涨超6%，截至发稿，涨6.19%，报14.4港元，成交额2.08亿港元。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。此外，东方甄选自营品25财年GMV约38亿元。该行认为公司正常利润率应当在5%+，根据飞瓜等数据估计25财年实销GMV为75亿+，预计26财年实销GMV有望增长至90亿+。","content":"<html><head></head><body><p>7月11日（周五），<a href=\"https://laohu8.com/S/01797\">东方甄选</a>涨超6%，截至发稿，涨6.05%，报14.38港元，成交额2.08亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6c6a61a962af65e9626256fc22a91b\" tg-width=\"1130\" tg-height=\"369\"/></p><p>消息面上，<a href=\"https://laohu8.com/S/601878\">浙商证券</a>近日研报指出，历经两年波折、公司经营逐渐走回正轨，自22年6月快速出圈后，自2023年初经历董宇辉舆论事件及2024年中剥离与辉同行，东方甄选已经历两年多调整。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。根据飞瓜等数据，25年6月东方甄选估计GMV达8.8亿元，同比+28%（vs3月、4月、5月分别为-20%/-10%/-6%）；25年6月自营品GMV达3.5亿元，同比+15%（vs3月、4月、5月分别为-36%/-23%/-16%），同样实现转正，自营<a href=\"https://laohu8.com/S/688227\">品高</a>折扣力度阶段逐渐过去。</p><p>此外，东方甄选自营品25财年GMV约38亿元。该行认为，在经营企稳向上、人员的优化调整带动下，利润率虽然短期承压，但在修复通道（根据<a href=\"https://laohu8.com/S/EDU\">新东方</a>财报，FY25Q1-Q3东方甄选opm分别为-8%/-1%/3%）。该行认为公司正常利润率应当在5%+（参考23-24财年），根据飞瓜等数据估计25财年实销GMV为75亿+（注：已经剔除与辉同行），预计26财年实销GMV有望增长至90亿+。</p></body></html>","source":"stock_zhitongcaijing","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6%，6月GMV预计转正向上，机构看好其利润率仍有修复空间</title>\n<style 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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6%，6月GMV预计转正向上，机构看好其利润率仍有修复空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-11 11:34 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1316602.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月11日（周五），东方甄选涨超6%，截至发稿，涨6.05%，报14.38港元，成交额2.08亿港元。消息面上，浙商证券近日研报指出，历经两年波折、公司经营逐渐走回正轨，自22年6月快速出圈后，自2023年初经历董宇辉舆论事件及2024年中剥离与辉同行，东方甄选已经历两年多调整。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。根据飞瓜等数据，25年6月东方甄选估计GMV达8.8亿元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1316602.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42c33661e0c14c341ff018447c0ea06d","relate_stocks":{"BK1519":"在线教育","BK1228":"教育服务","BK1516":"腾讯概念","01797":"东方甄选","BK1132":"食品零售","BK1596":"K12教育"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316602.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550060481","content_text":"7月11日（周五），东方甄选涨超6%，截至发稿，涨6.05%，报14.38港元，成交额2.08亿港元。消息面上，浙商证券近日研报指出，历经两年波折、公司经营逐渐走回正轨，自22年6月快速出圈后，自2023年初经历董宇辉舆论事件及2024年中剥离与辉同行，东方甄选已经历两年多调整。随着高基数过去、经营企稳，2025年6月GMV预计转正向上。根据飞瓜等数据，25年6月东方甄选估计GMV达8.8亿元，同比+28%（vs3月、4月、5月分别为-20%/-10%/-6%）；25年6月自营品GMV达3.5亿元，同比+15%（vs3月、4月、5月分别为-36%/-23%/-16%），同样实现转正，自营品高折扣力度阶段逐渐过去。此外，东方甄选自营品25财年GMV约38亿元。该行认为，在经营企稳向上、人员的优化调整带动下，利润率虽然短期承压，但在修复通道（根据新东方财报，FY25Q1-Q3东方甄选opm分别为-8%/-1%/3%）。该行认为公司正常利润率应当在5%+（参考23-24财年），根据飞瓜等数据估计25财年实销GMV为75亿+（注：已经剔除与辉同行），预计26财年实销GMV有望增长至90亿+。","news_type":1,"symbols_score_info":{"01797":1}},"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
