ATRenew Inc.

NYSE•RERE

執行長: Mr. Xuefeng Chen

板塊: Consumer Cyclical

行業: 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.

聯絡資訊

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

86-21-5290-7031

www.atrenew.com

市值

$2.25B

本益比 (TTM)

36.4

股息率

52周最高

$6.47

52周最低

$2.00

52周範圍

94%

排名37Top 34.1%

4.4

F-Score

改良版 Piotroski 分析

基於 7 年期基本面

一般 • 4.4 / 9 分

評分區間 (0-9)

8-9: 價值優異

6-7: 基本面強勁

4-5: 整體穩健

0-3: 表現疲弱

資料區間: 2019-2025

財務儀表板

Q3 2025 數據

營業收入

$721.00M+27.10%

近4季度走勢

每股收益

$0.05+404.77%

近4季度走勢

自由現金流

$0.00+0.00%

近4季度走勢

2024 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (TTM)

ARCO

$4.56B

+1.2%

SBH

$3.71B

-0.5%

RERE

$2.73B

+27.9%

毛利率 (最新季度)

WINA

96.3%

+0.1pp

TDUP

83.5%

+4.4pp

GOOS

74.0%

+1.1pp

關鍵指標

股票代碼	市值	本益比 (TTM)	股東權益報酬率 (TTM)	負債率
RERE	$2.25B	36.4	7.5%	4.3%
RVLV	$1.71B	27.7	12.8%	4.2%
ARCO	$1.69B	6.9	41.8%	57.8%

長期趨勢

近4季度

營業收入

淨利

營運現金流

4季度營業收入複合增長率

2.3%

溫和增長

4季度淨利複合增長率

5.7%

盈利能力逐步提升

現金流穩定性

現金流需要關注

深度研究

下次財報:2026年3月11日

每股收益:$0.07

營業收入:$888.02M

財務數據

電話會議

財務報告

新聞

損益表

資產負債表

現金流量表

財務比率

變化率

損益表	過去12個月

無資料