优信（UXIN）今日盘中股价大幅拉升6.69%，成为汽车零售板块的领涨个股之一。
此次股价异动与公司2025年第三季度财报表现密切相关。财报显示，优信三季度营收同比增长76.9%至1.23亿美元，零售交易量同比激增133.5%，毛利率提升至7.5%，同时亏损显著收窄。这一系列数据标志着公司从“交易平台”向“自营零售商”的战略转型初见成效，其重资产投入的仓储大卖场模式开始实现规模效应。
市场分析认为，优信通过稳定车辆供给、标准化定价和全国化交付体系，正在将非标化的二手车生意纳入零售工业化轨道。公司对四季度零售交易量1.85-1.9万辆的积极指引，进一步强化了投资者对其商业模式可持续性的信心。
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