异动解读 | 爱回收盘中大涨5.04%,二季度业绩超预期

异动解读
Aug 21

爱回收(股票代码:RERE)今日盘中大涨5.04%,引起投资者广泛关注。这一显著涨幅主要受到公司发布的2025年第二季度强劲财报推动。

根据最新发布的财报,爱回收2025年第二季度业绩表现亮眼。公司总收入达到创纪录的49.9亿元,同比增长32.2%,超出收入指引区间高端。值得注意的是,公司在盈利能力方面也取得了显著进展,non-GAAP经营利润超过1.2亿元,同比增长28.9%。其中,自营(1P)产品销售收入达45.6亿元,同比增长34%,继续成为收入增长的主要动力。

除了强劲的财务业绩外,爱回收还宣布了一项重要的股东回报计划。公司计划在2025年至2027年期间,将年度non-GAAP净利润的不低于60%返还给股东,形式包括分红、回购或两者相结合。这一举措进一步增强了投资者对公司长期发展的信心,也是推动股价上涨的另一个重要因素。

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