ATRenew Inc.

NYSE•RERE

CEO: Mr. Xuefeng Chen

セクター: Consumer Cyclical

業種: Specialty Retail

上場日: 2021-06-18

ATRenew Inc., through its subsidiaries, operates pre-owned consumer electronics transactions and services platform in the People's Republic of China. It primarily sells mobile phones, laptops, tablets, drones, digital cameras; and vintage bags, watches, liquor, gold, and various household goods through its online platforms and offline stores, as well as provides services to third-party merchants to sell the products through its platforms. The company was formerly known as AiHuiShou International Co. Ltd. and changed its name to ATRenew Inc. November 2021. The company was incorporated in 2011 and is headquartered in Shanghai, the People's Republic of China.

連絡先情報

No. 6 Building, 12th Floor 433 Songhu Road, Shanghai, China

86-21-5290-7031

www.atrenew.com

時価総額

$2.03B

PER (TTM)

32.9

36.1

配当利回り

52週高値

$6.47

52週安値

$2.00

52週レンジ

81%

順位37Top 34.1%

4.4

F-Score

改良版 Piotroski 分析

7年ファンダメンタル

堅調 • 4.4 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2019-2025

財務ダッシュボード

Q3 2025 データ

売上高

$721.00M+27.10%

直近4四半期の推移

EPS

$0.05+404.77%

直近4四半期の推移

フリーCF

$0.00+0.00%

直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Revenue Growth and Profitability Turnaround Total Net Revenues grew 25.9% to RMB16.33B (US$2.24B) in 2024; operations reported RMB29.0M income.

Net Loss Significantly Reduced Net loss narrowed sharply to RMB8.2M (US$1.1M) in 2024, compared to RMB156.3M loss reported in 2023.

Strong Operating Cash Flow Net cash provided by operating activities increased substantially to RMB642.8M (US$88.1M) in 2024 from RMB243.9M.

リスク要因

PRC Regulatory Uncertainty Key risks remain from evolving PRC regulations on cybersecurity, data security, and overseas listing compliance.

Dependency on Major Partner Significant reliance on JD Group, holding 36.2% voting power, could limit strategic flexibility and operational control.

Business Model Evolution Risk Business model success depends on rapid market acceptance; historical net losses may recur if growth decelerates.

見通し

Expand Store Network Internationally Plan to expand AHS store network into lower-tier cities and grow international presence through AHS Device.

Leverage Technology for Efficiency Continue leveraging proprietary technology and AI to optimize pricing strategies and enhance operational efficiency at scale.

Strategic Partnership Continuation Renewed strategic cooperation with JD Group through 2027 focusing on user traffic, logistics, and supply chain integration.

同業比較

売上高 (TTM)

ARCO

$4.56B

+1.2%

SBH

$3.71B

-0.5%

RERE

$2.73B

+27.9%

粗利益率 (最新四半期)

WINA

96.3%

+0.1pp

TDUP

83.5%

+4.4pp

GOOS

74.0%

+1.1pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
RERE	$2.03B	32.9	7.5%	4.3%
ARCO	$1.63B	6.6	41.8%	57.8%
WINA	$1.63B	39.1	-102.3%	260.4%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

2.3%

緩やかな成長

4四半期純利益CAGR

5.7%

収益性の着実な向上

キャッシュフロー安定性

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月18日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし