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《異動》東方甄選(01797.HK)續升7%兼創近兩年高 個半月累漲2.7倍
阿思達克 08-18 15:13
東方甄選(01797.HK)八連升,今日(18日)高開2.3%後升幅擴大,最高見44.4元創近兩年高。午後最新報44.2元,續升7.18%,成交20.62億元。以6月30日收市價11.86元計,該股約一個半月累升逾2.7倍。有機構指公司自營化轉型帶動GMV改善,符合新消費趨勢且有拓展空間,關注公司由主播驅動向產品驅動的轉型,留意本週五(22日)將公布中期業績。 有內媒評論稱,東方甄選已逐漸從董宇輝離開的陰霾中走出來,這是公司股票反彈的根本所在,但如果只交易這個邏輯,股價從低位升1倍甚至2倍已經完全超額兌現。市場真正看中的,其實是東方甄選這次危機倒逼下的轉型前途。 數據顯示,2025年6月東方甄選自營品GMV銷售佔比已達到39%,自營品毛利率也從2024下半財年的10%大幅提升到2025上半財年的21%。從過去主播和流量驅動快速轉變為產品驅動。
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