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  这篇文章不错，转发给大家看看
  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
  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+。
  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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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","BK1132":"食品零售","BK1596":"K12教育","01797":"东方甄选"},"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":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}