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東方甄選(01797.HK)曾漲一成 7月以來累漲近1.4倍 獲憧憬打造「線上山姆」
阿思達克 08-08 11:06
東方甄選(01797.HK)今日(8日)輕微低開0.1%,早市倒升,曾升10.8%高見29.14元創去年10月上旬以來約十個月高位,現報28.3元,升7.6%,成交2,549.77萬股,涉資7.2億元。以6月30日收市價11.86元計,該股自7月初以來,約一個月多股價累升近1.4倍。 在內媒引述飛瓜等機構數據指,今年6月,東方甄選估計GMV達到8.7億元人民幣(下同),按年上漲28%;自營產品GMV達到3.5億元,按年增長15%,增速雙雙由負轉正。 一年多之前,東方甄選與董宇輝官宣分手,當時公司市值單日便蒸發近四分之一。經歷一年多的艱難探索後,東方甄選逐漸洗去身上的「流量標籤」,轉而走上深耕供應鏈的道路。 今年1月,東方甄選曾表示,相比過去關注流量導向需求,未來公司將更加關注家庭的實際需要,將集中資源於那些用戶訪問頻率高、需求穩定的業務領域,如日常消費品、食品和家居用品等。內媒形容,對於東方甄選而言,無論是GMV增速轉正,還是部分類目取得銷售突破,都只是公司發展過程中的一個小小里程碑。東方甄選真正想做的,是將自身打造為「線上山姆」。 首先,東方甄選也推出了專屬的甄選會員,會費每年199元。成為甄選會員後,購買公司產品可以享受優惠價格。非會員也可以在公司平台上以及直播間中購物,只是不能享受到會員優惠價格。
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