《异动》东方甄选(01797.HK)曾涨逾16%创近两年高 一个半月累飙近2.3倍
东方甄选(01797.HK)今早(15日)高开不足0.1%报35元,早市升幅急扩,曾升16.5%,高见40.76元创近两年高。现报38.92元,升11.26%,成交4,446.38万股,涉资16.93亿元。
以6月30日收市价11.86元计,该股约一个半月累升近2.3倍。
有内媒评论称,东方甄选已逐渐从董宇辉离开的阴霾中走出来,这是公司股票反弹的根本所在,但如果只交易这个逻辑,股价从低位升1倍甚至2倍已经完全超额兑现。市场真正看中的,其实是东方甄选这次危机倒逼下的转型前途。
数据显示,2025年6月东方甄选自营品GMV销售占比已达到39%,自营品毛利率也从2024下半财年的10%大幅提升到2025上半财年的21%。从过去主播和流量驱动快速转变为产品驱动,一个新的商业版图和发展模式已经呼之欲出,这种前途和想象力是董宇辉给不了的。
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