异动解读 | 爱回收发布强劲财报,盘前股价大涨5.21%

异动解读
Nov 20, 2025

二手消费电子产品交易和服务平台爱回收(RERE)今日盘前股价大涨5.21%,主要受益于公司发布的2025年第三季度强劲财报。

财报显示,爱回收2025年第三季度总收入达51.5亿元,同比增长27.1%,超出市场预期。其中,1P(自营)产品销售收入47.3亿元,同比增长28.7%;3P(平台)服务收入4.2亿元,同比增长11.6%。公司non-GAAP经营利润创历史新高,达1.4亿元,同比增长34.9%。此外,公司GAAP净利润达9082万元,同比大幅增长407.3%。

爱回收的业务增长主要得益于其多元化战略。公司3C回收订单量同比增长30%,多品类回收交易额同比增长95%。值得注意的是,公司1PtoC收入同比增长超70%,合规翻新产品收入同比增长102%,显示二手优品市场需求强劲。公司还宣布将落实此前公布的三年期股东回报方案,进一步提振了投资者信心。基于这些积极因素,市场对爱回收的未来发展前景保持乐观态度,推动了股价的大幅上涨。

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