ATRenew Inc.

NYSE•RERE

CEO: Mr. Xuefeng Chen

板块: Consumer Cyclical

行业: Specialty Retail

上市日期: 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.

联系方式

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

86-21-5290-7031

www.atrenew.com

市值

$1.77B

市盈率 (TTM)

35.4

41.9

股息率

2.1%

52周最高

$6.47

52周最低

$2.00

52周范围

64%

排名37Top 34.1%

4.4

F-Score

改良版 Piotroski 分析

基于 7 年期基本面

一般 • 4.4 / 9 分

评分区间 (0-9)

8-9: 价值优异

6-7: 基本面强劲

4-5: 整体稳健

0-3: 表现疲弱

数据范围: 2019-2025

财务仪表盘

Q4 2025 数据

营业收入

$874.65M+0.00%

近4季度走势

每股收益

$0.05+0.00%

近4季度走势

自由现金流

$0.00+0.00%

近4季度走势

2024 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

ARCO

$4.68B

+4.7%

SBH

$3.71B

-0.5%

RERE

$2.92B

+28.3%

毛利率 (最新季度)

WINA

97.0%

+0.1pp

TDUP

83.5%

+4.4pp

GOOS

74.0%

+1.1pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
ARCO	$1.80B	8.7	32.5%	57.8%
RVLV	$1.78B	29.0	12.8%	4.2%
RERE	$1.77B	35.4	8.7%	6.6%

长期趋势

近4季度

营业收入

净利润

经营现金流

4季度营收复合增长率

11.1%

稳定增长

4季度净利润复合增长率

45.9%

盈利能力强劲提升

现金流稳定性

现金流需要关注

深度研究

下次财报:2026年5月18日

每股收益:-

营业收入:-

财务数据

电话会议

财务报告

新闻

利润表

资产负债表

现金流量表

财务比率

变化率

利润表	过去12个月

无数据