东方甄选自营产品驱动业绩扭亏为盈，多渠道多矩阵战略成效初显

国信证券03-02

FY2026H1公司扭亏为盈，经调整EBITDA显著优于彭博一致预期。FY2026H1公司实现总营收23.12亿元/YoY+5.7%，若剔除基期与辉同行直播间的影响，总营收YoY+17.0%，核心业务稳健增长。报告期内，公司成功扭亏为盈，实现经调整净利润为2.58亿元，基期亏损161万元；实现经调整EBITDA3.15亿元，显著优于彭博一致预期(1.91亿元)，基期亏损6822万元。多渠道多矩阵...

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