港股详情

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新东方-S

38.100

-0.100-0.26%

成交量：259.54万

成交额：9,873.36万

市值：623.04亿

市盈率：26.19

高：38.600

开：37.800

低：37.400

收：38.200

数据加载中...

总览公司新闻公告

新消费日报 | 新东方回应业绩低迷；滴滴发放超4亿司机补贴、试行节假日司机服务费；钟睒睒透露将捐赠400亿建大学……

新消费日报

新东方股价暴跌，逐渐坠入“时代陷阱”

阿尔法工场研究院

俞敏洪东方甄选电话会实录：关于平台依赖、小卖部、退休…

新东方：核心业务增长遇短期逆风利润率亟待改善

新东方-S(9901.HK)：2Q25FY核心业务超预期 2H25FY出国业务或增速放缓

新东方-S(9901.HK)FY25Q2业绩点评：FY25Q2教育业务表现稳健下半财年利润率预计承压

董宇辉单飞后，东方甄选成新东方“拖油瓶”？

东方甄选营收下降、由盈转亏，俞敏洪回应孙东旭回归经他同意

南方都市报

“小作文”事件一年之后，俞敏洪谈孙东旭复播：孙东旭复播是自己允许的，他曾反复请求

预计第三财季收入增长放缓，新东方被摩根士丹利下调评级

俞敏洪谈孙东旭复播：他反复请求，是自己允许的，他质量把关表现出色

新东方2025财年上半年归母净利润同比增加41%，预计第三财季收入增长放缓

失去董宇辉的第175天，新东方股价崩不住了！

财经下午茶

董宇辉出走“伤疤”再被揭开！新东方股价大跌24%，市值一天蒸发170亿元！俞敏洪发声，公司回应：被拖累了

每日经济新闻

新东方(EDU)盘前续跌2.48% 第二财季调整后利润不及预期多家大行下调公司目标价

富士康概念股，逆市大涨！

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打算在新东方教学点试开小卖部在财报发布后的电话会上，俞敏洪发表了长达半小时的讲话。俞敏洪表示，2025财年上半年，东方甄选经历了一些变故，总GMV下降，但是相对来说是在可控的范围之内。谈及内部管理，俞敏洪称，东方甄选进一步流程化，进一步效率化，也进一步极致化。此外，俞敏洪还谈到了东方小孙回归直播间一事。俞敏洪称，这也是被自己允许的。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8gMRUeTzXuY","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["LU0359202008.SGD","BK1519","BK1132","IE0034224299.USD","BK4506","09901","BK4505","BK4526","LU0455707207.USD","LU0039217434.USD","LU0502904849.HKD","LU0823426308.USD","LU0164865239.USD","LU1023057109.AUD","LU0531971595.HKD","LU1969619763.USD","LU0594300179.USD","LU0327786744.USD","BK4204","BK4531","SG9999001093.SGD","LU0370786039.SGD","LU0823426480.USD","LU0650527681.SGD","BK4588","BK4509","EDU","SG9999001051.SGD","BK4535","BK4510","LU0871576103.HKD","SG9999001069.SGD","BK1516","LU0048580855.USD","LU0572944931.SGD","LU0594300419.USD","BK1228","SG9999006597.SGD","BK1596","BK4563","LU0605514214.HKD","BK1588","BK4585","BK1556","LU2328871848.SGD","BK4503","SG9999002950.SGD","LU0307460666.USD","LU0588546209.SGD"],"gpt_icon":1},{"id":"2505208857","title":"新东方：核心业务增长遇短期逆风 利润率亟待改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2505208857","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505208857?lang=zh_cn&edition=fundamental","pubTime":"2025-01-23 00:00","pubTimestamp":1737561600,"startTime":"0","endTime":"0","summary":"公司指引3Q FY25 核心业务收入介于10.073亿美元至10.325 亿美元，同比增长18%-21%，指引区间高端低于市场预期，主要受高客单价的留学备考等业务需求收缩影响。发展趋势核心业务短期增长或放缓。2）教育新业务收入同比大幅增长42.6%。核心业务经营利润率改善超预期。2QFY25 公司Non-GAAP 经营利润率达2.7%；其中，核心业务Non-GAAP 经营利润率达3.2%, 同比略改善0.12 个百分点。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123071629abb51070&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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下半财年利润率预计承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2505061202","media":"光大证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505061202?lang=zh_cn&edition=fundamental","pubTime":"2025-01-23 00:00","pubTimestamp":1737561600,"startTime":"0","endTime":"0","summary":"事件：FY25Q2 新东方实现营收10.39 亿美元，同比+19.4%；实现归母净利润0.32亿美元，同比+6.2%；实现Non-GAAP 归母净利润0.36 亿美元，同比-29.1%。核心教育业务稳健增长，超出此前指引。FY25 年公司更加注重提升网点使用效率和网点利润率。Q2 核心教育业务利润率同比改善，H2 受出国高端一对一和文旅业务拖累利润率预计承压。展望FY25Q3，受宏观环境不确定影响，出国高端一对一业务预计继续承压，加上文旅业务的拖累，公司预计FY25Q3 核心教育主业Non-GAAP 经营利润率同比下滑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123170625a22cb2e0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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23:46","pubTimestamp":1737560764,"startTime":"0","endTime":"0","summary":"董宇辉单飞后东方甄选盈转亏，“拖累”新东方业绩表现1月21日，东方甄选晒出了截至2024年11月30日止6个月的中期业绩答卷，而这份财报同时也是东方甄选继去年7月和与辉同行分家后发布的首份中期财报。对比前述两组数据可以看出，本季度，东方甄选不仅“拖累”了新东方净营收的增长速度，还在一定程度上“拖累”了新东方经营利润的表现。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123011917abb4c8eb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:10","pubTimestamp":1737551436,"startTime":"0","endTime":"0","summary":"日前，东方甄选发布截至2024年11月30日的半年度财报。财报发布后，1月22日东方甄选港股下跌2.35%，报收15.8港元。与辉同行剥离所产生的开支成为东方甄选亏损的主要原因之一。报告期内，东方甄选净亏损为9650.3万元，而2024财年同期净盈利为1.6亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250122212644abb494fa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:52","pubTimestamp":1737543142,"startTime":"0","endTime":"0","summary":"截至收盘，新东方股价跌24.2%，报收35.4港元，总市值578.89亿港元，日内蒸发约185亿港元。此外，新东方美股也大跌了超23%。在新东方2025财年第二季度业绩交流会上，相关人士回应，第二季度业绩主要受东方甄选拖累。受此影响，新东方遭到多家大行下调评级。摩根大通的报告指出，新东方第三财季的核心营收指引预计增长23%，低于市场预期，并较第二季减速。据财报披露，董宇辉在分手后，获得东方甄选约1.29亿元的奖励。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250122185414abb468d4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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