异动解读 | 万物新生(爱回收)盘前大涨7.33%,Q2业绩超预期,Q3营收有望增长超27%

异动解读
Aug 20, 2025

8月20日周三盘前,二手消费电子产品交易和服务平台万物新生集团(纽交所代码:RERE)股价大涨7.33%,引起市场广泛关注。这一涨幅主要源于公司发布的强劲第二季度财报以及乐观的第三季度展望。

根据公司最新发布的财报,万物新生2025年第二季度营收达到49.9亿元人民币(约6.968亿美元),同比增长32.2%,超出市场预期。公司经调整后的每股收益为0.09美元,同样好于分析师预期。值得注意的是,公司在本季度实现了1030万件消费品交易量,较去年同期的840万件显著增长。

除了亮眼的财务表现,万物新生还展示了强劲的业务增长势头。公司线下门店网络持续扩张,截至二季度末已突破2000家,覆盖全国291座城市。多品类回收业务也表现出色,二季度多品类回收GMV同比增长超过110%。此外,公司对第三季度业绩持乐观态度,预计营收将在50.5亿元至51.5亿元人民币之间,同比增长24.7%至27.1%。这一系列积极因素共同推动了投资者信心,促使股价在盘前交易中大幅上涨。

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