异动解读 | 东方甄选上市后首份财报亏损,盘中股价大跌5.86%,面临营收下滑和"超头悖论"困境

异动解读2025-02-28

东方甄选(01797)今日盘中股价大跌5.86%,引发市场关注。

据报道,这是东方甄选自董宇辉离职半年后发布的首份财报,营收同比下滑9.3%,净亏损9650万元。即使剔除剥离董宇辉的影响,净利润也缩水80%至3270万元。期间公司GMV同比下滑16.2%至48亿元,在重要平台抖音的表现尤其糟糕。

分析人士认为,东方甄选正陷入直播电商行业的"超头悖论"困境,导致营收和利润出现阶段性下滑。失去董宇辉等当家主播后,公司面临流量枯竭的窘境。未来如何寻找下一个"救命大主播",将是公司亟待解决的关键课题。

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