东方甄选2026中期报告

( 股份代碼: 1797)( 於開曼群島註冊成立的有限公司 ) 目錄 245132031323334353659 202582220258222025822 20258222025822 • Cricket SquareHutchins DriveP.O. Box 2681Grand Cayman KY1-1111Cayman Islands 218 24840 1797 ir.eastbuy.com Conyers Dill & Pearman Conyers Trust Company (Cayman) Limited (1) (2)EBITDA/(LBITDA) 2021 202310APP (1)GMV(2)2025 2026 2025113020241130225.7%23202411302017.0%2024113096.52025239.0 20251130801SPU20241130600SPU 2026500,000202592025102025102026128 202567820251130GMV52.8% 10:3011:003:002025 4.597.83%202 GMV40439++ GMVGMV202628.6% 202511301,3731,054319654502152 20251130GMV41GMVGMV20253616.4%202641GMVGMVGMVGMV18.5%2025113042.1 20,000 AI AI GEOAIAIAIAI+AI AIAISPUAI 202512 ++ 20241130225.7%202511302320241130520251130620252017.0%202623 202411301718.1%2025113020SPU 20241130151.3%2025113015GMV 20241130735.114.5%20251130841.62024113033.6%2025113036.4% 20241130113.953.2%2025113053.3 20241130459.34.3%20251130439.5 2024113068.021.0%2025113053.7 20241130391.978.6%2025113083.920247252024 202411300.6202511300.8 2025113069.52024113024.0 20251130239.02024113096.5 EBITDA(LBITDA)EBITDA(LBITDA) EBITDA(LBITDA) 2020202511301220255312520241130172025113019202553162024113014202511302420255312020241130172025113055 2020 2025113015.5%2024113017.4%202553116.0% 20242025113020242025113023.40.5 20251130 20251130 20251130 20251130202511305% 202511301,054319202411301,264469 20251130346.820241130532.834.9% 20251130 20251130 20251130XV352 (2)(i)20196,000,000(ii)2023510,000(iii)Tigerstep28,682,832(iv)990,000TigerstepTigerstep (3)(i)202520,000(ii)202310,000(iii) First Bravo Asia LimitedFirst Bravo151,000(iv)20,000First BravoFirstBravo 20192,000,000(ii)2023120,000(iii)480,000 (5)202520,000 (6)202520,000 (7)202520,000 (1)202592520-F(i)Tigerstep165,235,000(ii)3,439,955Tigerstep3,315,054124,9012025915TigerstepTigerstep (1)99%100% (2)20%50%99% 20251130336 (1)202511301,053,803,538 2025327201920233920232025201920232023221 0.00% 20192023 201920 2023 2023202310%101,351,87120232%2,027,037 20256181,054,3412,027,037202310,0002025113081,044,3412,027,037 2023101,351,871202561202375,491,221202349,9802025113075,541,2012023 (1)(i)20%50%(ii)20%50%(iii)20%50%(2) 202320 202614Tigerstep21101202611601610202615 2019328 C.2.120231216 3.21 •20251130 20251130 20251130 20241130 13.51B(1) 20258223.0562216 2025822 2020 20202020122417.832020202010142020202512120251212025121 20251130 (1)202511301.0991 (2) 325820251130343434 2410 34 •2026128 202511 30 202511 30 (i)10%50% (ii)(a)(b) 202511 30 1. 2018272219613 2019328 2. 34 3. 202511302025531 202511 30 3. 202561 21 4. 5. 8 2025113010%20241130 202511 30 7. 20251130 2,000,0008.25%2,000,00016.5%16.5% 2025113025%2024113025% 7. 20081120232023202515%20232023202515%2025113025% 175%20229175%202210120221231200%20233 2025113015%2024113015% 8. 202511 30 9. *2024113020241130 10. 20251130202411302025113020241130 (b) (a)20251130 2025113011,951,00084,958,000 2 0 2 51 13 08 , 0 1 7 , 0 0 040,542,0002024113013,794,00040,552,0002025113020241130 (b)202511301.22%3.68%20255311.30%4.30%143220255311370 13. 14. 15. 202511300.00%1.10%20255310.00%4.37% 202511300.2%20255310.2% 202511301.75%4.45%20255312.15%4.50% 202511 30 202511302025531 17. 17. 18. 2025113016,928,000202553113,558,0002213,921,000202553110,348,00019020255319118020255311,0001811743,00020255312,544,000122,264,0002025531665,0002 202511 30 19. **1,000 (a)202511307,631,0002024113010,124,62255,039,00020241130103,192,00018,743,0002024113030,968,000 (b)10,0002024113010,000276,00020241130276,000276,00020241130276,000 (c)20251130202411305,883,00090,123,000 20. 20187132025328 20241130 2024113023.7521.63 202511 30 20. 2019130 2021111548,441,59020311115 20. 20251130202411307,913,000 2025113029.5026.882024113022.5220.51 2023 202322020233 (1)20%50% (2)20%50% (3)20%50% 2023411202315430,459,000775,132,000 20231128202330,000829,000 202511 30 20. 2023 2023 20251130202321,310,0002024113084,551,000 20. 2025 20255311,780,00021,782,00020,236,00031,000 202541151,780,000202520,0001,700,00018,790,000 2025113020255,696,00020241130 202511 30 21. 21. 202520241130 202511 30 22. 22. 202520241130 23. SPUTigerstepTigerstepTigerstepDevelopments Limited%