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永远的话事人

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IP属地：湖南

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永远的话事人

01-19

$轩竹生物-B(02575)$ 怎么说，接下来稳定？

永远的话事人

2025-10-13

$耀才证券金融(01428)$ 尼玛，这货时不时来异动一下，谁受得了啊

永远的话事人

2025-06-30

$特斯拉(TSLA)$ 调整就是买入的机会，多多珍惜

永远的话事人

2025-12-24

$美团-W(03690)$ 收平

永远的话事人

2025-10-24

$老虎证券(TIGR)$ 继续扩大涨幅啊，超越富途去

永远的话事人

2025-12-02

$小米集团-W(01810)$ 今天算是稳住了吧

永远的话事人

2025-07-02

$英伟达(NVDA)$ 今晚要破150？

永远的话事人

01-07

$智谱(02513)$ 这会有国际嘴盘的报价吗？开盘就是200块？

永远的话事人

2025-12-12

$果下科技(02655)$ 中签率相对而言会比较高一点，希望能中签

永远的话事人

2025-11-18

$小米集团-W(01810)$ 感觉还有下跌的空间啊

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中期财报继续暴增，奈何股价要回踩一下，接下来又是慢慢反弹回来吧","text":"$爱回收(RERE)$ 中期财报继续暴增，奈何股价要回踩一下，接下来又是慢慢反弹回来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600275274453624","repostId":"598872772318496","repostType":1,"repost":{"id":598872772318496,"gmtCreate":1787235042576,"gmtModify":1787237544734,"author":{"id":"3586918831411487","authorId":"3586918831411487","name":"万物新生 爱回收","avatar":"https://static.tigerbbs.com/20957023ac778a6f32cfd7e84c09b98e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586918831411487","authorIdStr":"3586918831411487"},"themes":[],"title":"万物新生（爱回收）：Q2营收超业绩指引区间高端，深化多品类业务布局，平台生态持续扩容","htmlText":"8月20日，万物新生 ‌<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$ &nbsp;</a>‌集团（纽交所股票代码：RERE）发布了2026年第二季度业绩报告。 财报显示，2026年第二季度，万物新生集团总收入66.1亿元，同比增长32.4%，超出收入指引区间高端。本季度non-GAAP经营利润同比增长70.1%至2.1亿元（经调整，剔除员工股权激励费用、无形资产摊销及因收购产生的递延成本，下同）。 二季度营收66.1亿元 non-GAAP经营利润2.1亿元 财报数据显示，二季度集团总收入66.1亿元，同比增长32.4%。其中，1P（自营）产品销售收入61.9亿元，3P（平台）服务收入4.1亿元。 同时，万物新生的盈利能力持续提升。二季度，集团non-GAAP经营利润同比增长70.1%达到2.1亿元，non-GAAP经营利润率从去年同期的2.4%提升至3.1%。集团non-GAAP净利润为1.6亿元，同比增长57.3%，non-GAAP净利率从去年同期的2%提升至2.4%。GAAP层面，万物新生二季度经营利润和净利润分别为1.8亿元和1.3亿元。&nbsp; 截至2026年二季度末，集团现金及现金等价物、受限资金、短期投资及第三方支付平台账户余额等共计21.6亿元，为集团的稳定运营提供保障。 万物新生首席财务官陈晨表示：“在收入超指引达成的同时，万物新生集团再次实现了利润的快速增长。二季度，集团non-GAAP经营利润突破2亿元，同比增长70.1%。过程中，集团为爱回收升级门店能力与质量，加强上门履约能力建设，并优化自营货品的销售路径。同期，结合二手行业的特质，我们有节制地进行品牌营销投入，并在中后台推进精细化的费用管理，实现了经营利润的持续优化，保持为股东创造长期价值的目标不变。” 加快布局多品类主题店 拍机堂注册商家数超2","listText":"8月20日，万物新生 ‌<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$ &nbsp;</a>‌集团（纽交所股票代码：RERE）发布了2026年第二季度业绩报告。 财报显示，2026年第二季度，万物新生集团总收入66.1亿元，同比增长32.4%，超出收入指引区间高端。本季度non-GAAP经营利润同比增长70.1%至2.1亿元（经调整，剔除员工股权激励费用、无形资产摊销及因收购产生的递延成本，下同）。 二季度营收66.1亿元 non-GAAP经营利润2.1亿元 财报数据显示，二季度集团总收入66.1亿元，同比增长32.4%。其中，1P（自营）产品销售收入61.9亿元，3P（平台）服务收入4.1亿元。 同时，万物新生的盈利能力持续提升。二季度，集团non-GAAP经营利润同比增长70.1%达到2.1亿元，non-GAAP经营利润率从去年同期的2.4%提升至3.1%。集团non-GAAP净利润为1.6亿元，同比增长57.3%，non-GAAP净利率从去年同期的2%提升至2.4%。GAAP层面，万物新生二季度经营利润和净利润分别为1.8亿元和1.3亿元。&nbsp; 截至2026年二季度末，集团现金及现金等价物、受限资金、短期投资及第三方支付平台账户余额等共计21.6亿元，为集团的稳定运营提供保障。 万物新生首席财务官陈晨表示：“在收入超指引达成的同时，万物新生集团再次实现了利润的快速增长。二季度，集团non-GAAP经营利润突破2亿元，同比增长70.1%。过程中，集团为爱回收升级门店能力与质量，加强上门履约能力建设，并优化自营货品的销售路径。同期，结合二手行业的特质，我们有节制地进行品牌营销投入，并在中后台推进精细化的费用管理，实现了经营利润的持续优化，保持为股东创造长期价值的目标不变。” 加快布局多品类主题店 拍机堂注册商家数超2","text":"8月20日，万物新生 ‌$爱回收(RERE)$ ‌集团（纽交所股票代码：RERE）发布了2026年第二季度业绩报告。 财报显示，2026年第二季度，万物新生集团总收入66.1亿元，同比增长32.4%，超出收入指引区间高端。本季度non-GAAP经营利润同比增长70.1%至2.1亿元（经调整，剔除员工股权激励费用、无形资产摊销及因收购产生的递延成本，下同）。 二季度营收66.1亿元 non-GAAP经营利润2.1亿元 财报数据显示，二季度集团总收入66.1亿元，同比增长32.4%。其中，1P（自营）产品销售收入61.9亿元，3P（平台）服务收入4.1亿元。 同时，万物新生的盈利能力持续提升。二季度，集团non-GAAP经营利润同比增长70.1%达到2.1亿元，non-GAAP经营利润率从去年同期的2.4%提升至3.1%。集团non-GAAP净利润为1.6亿元，同比增长57.3%，non-GAAP净利率从去年同期的2%提升至2.4%。GAAP层面，万物新生二季度经营利润和净利润分别为1.8亿元和1.3亿元。 截至2026年二季度末，集团现金及现金等价物、受限资金、短期投资及第三方支付平台账户余额等共计21.6亿元，为集团的稳定运营提供保障。 万物新生首席财务官陈晨表示：“在收入超指引达成的同时，万物新生集团再次实现了利润的快速增长。二季度，集团non-GAAP经营利润突破2亿元，同比增长70.1%。过程中，集团为爱回收升级门店能力与质量，加强上门履约能力建设，并优化自营货品的销售路径。同期，结合二手行业的特质，我们有节制地进行品牌营销投入，并在中后台推进精细化的费用管理，实现了经营利润的持续优化，保持为股东创造长期价值的目标不变。” 加快布局多品类主题店 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href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$&nbsp;</a> 盘前果然涨起来了，爱回收这里是给上车机会，每次财报都是这样的规律[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$&nbsp;</a> 盘前果然涨起来了，爱回收这里是给上车机会，每次财报都是这样的规律[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;","text":"$爱回收(RERE)$ 盘前果然涨起来了，爱回收这里是给上车机会，每次财报都是这样的规律[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599216242843744","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596405228827456,"gmtCreate":1786624900583,"gmtModify":1786624902933,"author":{"id":"4214049281636630","authorId":"4214049281636630","name":"永远的话事人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214049281636630","authorIdStr":"4214049281636630"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 海致解禁的因素已经过了，利空出尽就是利好","listText":"<a href=\"https://laohu8.com/S/02706\">$海致科技集团(02706)$ </a> 海致解禁的因素已经过了，利空出尽就是利好","text":"$海致科技集团(02706)$ 海致解禁的因素已经过了，利空出尽就是利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596405228827456","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596404482019832,"gmtCreate":1786624689317,"gmtModify":1786624691192,"author":{"id":"4214049281636630","authorId":"4214049281636630","name":"永远的话事人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214049281636630","authorIdStr":"4214049281636630"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02659\">$宝济药业-B(02659)$ </a> 板宝济最后收盘还是差了点意思啊，原本以为有机会能慢慢涨回到18块以上","listText":"<a href=\"https://laohu8.com/S/02659\">$宝济药业-B(02659)$ </a> 板宝济最后收盘还是差了点意思啊，原本以为有机会能慢慢涨回到18块以上","text":"$宝济药业-B(02659)$ 板宝济最后收盘还是差了点意思啊，原本以为有机会能慢慢涨回到18块以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596404482019832","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596059279779080,"gmtCreate":1786540507701,"gmtModify":1786540509739,"author":{"id":"4214049281636630","authorId":"4214049281636630","name":"永远的话事人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214049281636630","authorIdStr":"4214049281636630"},"themes":[],"title":"","htmlText":"8月20号公布中期财报，参考一季度的数据，中期业绩肯定也是大增，唯一不确定的是中概股会不会又是财报当天要跌一下<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$&nbsp;</a>&nbsp;","listText":"8月20号公布中期财报，参考一季度的数据，中期业绩肯定也是大增，唯一不确定的是中概股会不会又是财报当天要跌一下<a href=\"https://laohu8.com/S/RERE\">$爱回收(RERE)$&nbsp;</a>&nbsp;","text":"8月20号公布中期财报，参考一季度的数据，中期业绩肯定也是大增，唯一不确定的是中概股会不会又是财报当天要跌一下$爱回收(RERE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596059279779080","repostId":"2636685245","repostType":2,"repost":{"id":"2636685245","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1779200414,"share":"https://www.laohunote.com/m/news/2636685245?lang=zh_CN&edition=full","pubTime":"2026-05-19 22:20","market":"sh","language":"zh","title":"爱回收Q1营收61.6亿，净利润大增近8成","url":"https://stock-news.laohu8.com/highlight/detail?id=2636685245","media":"华尔街见闻","summary":"利润大幅修复。","content":"<html><body><div>\n<p>5月19日，二手消费电子产品交易和服务平台万物新生（<a href=\"https://laohu8.com/S/RERE\">爱回收</a>）集团发布了2026年第一季度业绩报告。</p>\n<p>财报显示，一季度集团总收入达到61.6亿元，同比增长32.4%，突破了其先前的收入指引区间高端。在利润端，经调整经营利润为1.9亿元，同比增长70.2%；Non-GAAP净利润达1.4亿元，同比增长79.6%。</p>\n<p>透过这组具备显著双位数增长的数据，可以清晰地看到万物新生底层的商业逻辑正在发生实质性偏移，从早期以回收倒流为主的轻量级撮合平台，彻底坐实了重资产、全链路的循环零售商定位。</p>\n<p>其利润的修复，并非来自概念上的平台网络效应溢价，而是建立在传统零售业的精细化履约管理和ToC零售业务占比提升的基础之上。</p>\n<p>从营收结构来看，万物新生的收入极度依赖1P（自营）业务。一季度，1P产品销售收入高达57.3亿元，同比增长34.4%，占总营收的比例超过93%；相比之下，3P（平台）服务收入为4.3亿元，同比增长仅为10.4%。</p>\n<p>3P业务增速的放缓与1P业务的狂奔，印证了在二手非标品市场，纯粹的平台撮合模式难以解决信任与质量把控的痛点。万物新生实质上是在用极重的自营资金链来吃透二手3C的残值。</p>\n<p>值得注意的是1P业务内部的结构性演变。过去，万物新生的自营回收主要通过B2B模式流转给下游商家，这种批发模式周转快，但毛利极低。而今年一季度的核心亮点在于其“合规翻新业务”的爆发，合规翻新产品整体收入同比增长76.1%，合规翻新机ToC端销售收入同比大增近150%。</p>\n<p>受此拉动，一季度产品收入中的ToC零售占比从去年同期的33%大幅跃升至45.1%。从商业模式的演进来看，跳过中间批发商，直接通过自营渠道面对C端消费者，大幅拉高了单机的毛利上限。这是其Non-GAAP经营利润率能从去年同期的2.4%爬升至3.1%的最核心动力。</p>\n<p>在重资产零售模型中，线下门店与人员规模的扩张往往是吞噬利润的黑洞。然而，万物新生在一季度展现出了逆势的费用控制能力。</p>\n<p>数据显示，截至2026年一季度末，万物新生的线下门店数从去年同期的1886家扩张至2156家，覆盖297座城市；上门员工数量由1765人增至2248人。在固定资产和人力成本双双增加的前提下，其Non-GAAP履约与销售费用率反而实现了同比改善。</p>\n<p>这种看似矛盾的数据，本质上是局部网络密度突破临界点后带来的规模效应。财报披露，在重点业务场景中，面对面交付比例已达80%。</p>\n<p>这一数据极具产业意义，即对于二手3C而言，邮寄回收面临极高的货损率、定级争议成本以及逆向物流成本。通过密集的商场门店和上门团队将交易面交化，万物新生在增加前端获客成本的同时，大幅削减了后端的摩擦成本与物流损耗，跑通了单店/单人的经济模型。</p>\n<p>在3C基本盘之外，万物新生正在利用其2000多家门店的物理网络进行横向扩充。</p>\n<p>截至一季度末，全国已有966间门店开通了多品类回收服务。数据端表现亮眼：整体回收GMV同比增长81.5%，其中黄金交易规模同比增长83.3%，二手奢侈品交易规模同比增长58.8%。</p>\n<p>从资产复用的角度看，在原有的3C门店增加黄金和二奢回收，确实能摊薄租金和人力成本，提升单店坪效。但从深度的商业逻辑来审视，这并非一劳永逸的战略。</p>\n<p>黄金回收是一项高度标准化的业务，其价格极度透明，毛利率极薄，通常被视作做大GMV的流水工具，对净利润的实质性贡献有限；而二奢行业则处于硬币的另一面，属于典型的高客单价、高毛利、极度非标的品类，极其依赖重度的人工鉴定能力和库存资金占用。</p>\n<p>万物新生能否在二奢领域建立起如同3C领域一样标准化的质检体系，并有效规避存货跌价风险，仍需跨越较长的验证周期。</p>\n<p>结合其资产负债表，截至一季度末，万物新生持有现金及现金等价物、短期投资等共计17.2亿元。在当前宏观消费预期波动的周期内，这笔现金储备为其重资产运营提供了必要的安全垫。</p>\n<p>整体而言，万物新生2026年第一季度的财报是一份挤掉互联网平台水分、回归零售业本质的成绩单。其未来的估值逻辑，将严格锚定于其对库存周转率的把控、ToC翻新零售的渗透率，以及这支庞大的线下铁军能否在微利时代持续抠出运营效率。</p>\n</div></body></html>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n爱回收Q1营收61.6亿，净利润大增近8成\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-19 22:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>5月19日，二手消费电子产品交易和服务平台万物新生（<a href=\"https://laohu8.com/S/RERE\">爱回收</a>）集团发布了2026年第一季度业绩报告。</p>\n<p>财报显示，一季度集团总收入达到61.6亿元，同比增长32.4%，突破了其先前的收入指引区间高端。在利润端，经调整经营利润为1.9亿元，同比增长70.2%；Non-GAAP净利润达1.4亿元，同比增长79.6%。</p>\n<p>透过这组具备显著双位数增长的数据，可以清晰地看到万物新生底层的商业逻辑正在发生实质性偏移，从早期以回收倒流为主的轻量级撮合平台，彻底坐实了重资产、全链路的循环零售商定位。</p>\n<p>其利润的修复，并非来自概念上的平台网络效应溢价，而是建立在传统零售业的精细化履约管理和ToC零售业务占比提升的基础之上。</p>\n<p>从营收结构来看，万物新生的收入极度依赖1P（自营）业务。一季度，1P产品销售收入高达57.3亿元，同比增长34.4%，占总营收的比例超过93%；相比之下，3P（平台）服务收入为4.3亿元，同比增长仅为10.4%。</p>\n<p>3P业务增速的放缓与1P业务的狂奔，印证了在二手非标品市场，纯粹的平台撮合模式难以解决信任与质量把控的痛点。万物新生实质上是在用极重的自营资金链来吃透二手3C的残值。</p>\n<p>值得注意的是1P业务内部的结构性演变。过去，万物新生的自营回收主要通过B2B模式流转给下游商家，这种批发模式周转快，但毛利极低。而今年一季度的核心亮点在于其“合规翻新业务”的爆发，合规翻新产品整体收入同比增长76.1%，合规翻新机ToC端销售收入同比大增近150%。</p>\n<p>受此拉动，一季度产品收入中的ToC零售占比从去年同期的33%大幅跃升至45.1%。从商业模式的演进来看，跳过中间批发商，直接通过自营渠道面对C端消费者，大幅拉高了单机的毛利上限。这是其Non-GAAP经营利润率能从去年同期的2.4%爬升至3.1%的最核心动力。</p>\n<p>在重资产零售模型中，线下门店与人员规模的扩张往往是吞噬利润的黑洞。然而，万物新生在一季度展现出了逆势的费用控制能力。</p>\n<p>数据显示，截至2026年一季度末，万物新生的线下门店数从去年同期的1886家扩张至2156家，覆盖297座城市；上门员工数量由1765人增至2248人。在固定资产和人力成本双双增加的前提下，其Non-GAAP履约与销售费用率反而实现了同比改善。</p>\n<p>这种看似矛盾的数据，本质上是局部网络密度突破临界点后带来的规模效应。财报披露，在重点业务场景中，面对面交付比例已达80%。</p>\n<p>这一数据极具产业意义，即对于二手3C而言，邮寄回收面临极高的货损率、定级争议成本以及逆向物流成本。通过密集的商场门店和上门团队将交易面交化，万物新生在增加前端获客成本的同时，大幅削减了后端的摩擦成本与物流损耗，跑通了单店/单人的经济模型。</p>\n<p>在3C基本盘之外，万物新生正在利用其2000多家门店的物理网络进行横向扩充。</p>\n<p>截至一季度末，全国已有966间门店开通了多品类回收服务。数据端表现亮眼：整体回收GMV同比增长81.5%，其中黄金交易规模同比增长83.3%，二手奢侈品交易规模同比增长58.8%。</p>\n<p>从资产复用的角度看，在原有的3C门店增加黄金和二奢回收，确实能摊薄租金和人力成本，提升单店坪效。但从深度的商业逻辑来审视，这并非一劳永逸的战略。</p>\n<p>黄金回收是一项高度标准化的业务，其价格极度透明，毛利率极薄，通常被视作做大GMV的流水工具，对净利润的实质性贡献有限；而二奢行业则处于硬币的另一面，属于典型的高客单价、高毛利、极度非标的品类，极其依赖重度的人工鉴定能力和库存资金占用。</p>\n<p>万物新生能否在二奢领域建立起如同3C领域一样标准化的质检体系，并有效规避存货跌价风险，仍需跨越较长的验证周期。</p>\n<p>结合其资产负债表，截至一季度末，万物新生持有现金及现金等价物、短期投资等共计17.2亿元。在当前宏观消费预期波动的周期内，这笔现金储备为其重资产运营提供了必要的安全垫。</p>\n<p>整体而言，万物新生2026年第一季度的财报是一份挤掉互联网平台水分、回归零售业本质的成绩单。其未来的估值逻辑，将严格锚定于其对库存周转率的把控、ToC翻新零售的渗透率，以及这支庞大的线下铁军能否在微利时代持续抠出运营效率。</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RERE":"爱回收"},"source_url":"https://wallstreetcn.com/articles/3772650","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636685245","content_text":"5月19日，二手消费电子产品交易和服务平台万物新生（爱回收）集团发布了2026年第一季度业绩报告。\n财报显示，一季度集团总收入达到61.6亿元，同比增长32.4%，突破了其先前的收入指引区间高端。在利润端，经调整经营利润为1.9亿元，同比增长70.2%；Non-GAAP净利润达1.4亿元，同比增长79.6%。\n透过这组具备显著双位数增长的数据，可以清晰地看到万物新生底层的商业逻辑正在发生实质性偏移，从早期以回收倒流为主的轻量级撮合平台，彻底坐实了重资产、全链路的循环零售商定位。\n其利润的修复，并非来自概念上的平台网络效应溢价，而是建立在传统零售业的精细化履约管理和ToC零售业务占比提升的基础之上。\n从营收结构来看，万物新生的收入极度依赖1P（自营）业务。一季度，1P产品销售收入高达57.3亿元，同比增长34.4%，占总营收的比例超过93%；相比之下，3P（平台）服务收入为4.3亿元，同比增长仅为10.4%。\n3P业务增速的放缓与1P业务的狂奔，印证了在二手非标品市场，纯粹的平台撮合模式难以解决信任与质量把控的痛点。万物新生实质上是在用极重的自营资金链来吃透二手3C的残值。\n值得注意的是1P业务内部的结构性演变。过去，万物新生的自营回收主要通过B2B模式流转给下游商家，这种批发模式周转快，但毛利极低。而今年一季度的核心亮点在于其“合规翻新业务”的爆发，合规翻新产品整体收入同比增长76.1%，合规翻新机ToC端销售收入同比大增近150%。\n受此拉动，一季度产品收入中的ToC零售占比从去年同期的33%大幅跃升至45.1%。从商业模式的演进来看，跳过中间批发商，直接通过自营渠道面对C端消费者，大幅拉高了单机的毛利上限。这是其Non-GAAP经营利润率能从去年同期的2.4%爬升至3.1%的最核心动力。\n在重资产零售模型中，线下门店与人员规模的扩张往往是吞噬利润的黑洞。然而，万物新生在一季度展现出了逆势的费用控制能力。\n数据显示，截至2026年一季度末，万物新生的线下门店数从去年同期的1886家扩张至2156家，覆盖297座城市；上门员工数量由1765人增至2248人。在固定资产和人力成本双双增加的前提下，其Non-GAAP履约与销售费用率反而实现了同比改善。\n这种看似矛盾的数据，本质上是局部网络密度突破临界点后带来的规模效应。财报披露，在重点业务场景中，面对面交付比例已达80%。\n这一数据极具产业意义，即对于二手3C而言，邮寄回收面临极高的货损率、定级争议成本以及逆向物流成本。通过密集的商场门店和上门团队将交易面交化，万物新生在增加前端获客成本的同时，大幅削减了后端的摩擦成本与物流损耗，跑通了单店/单人的经济模型。\n在3C基本盘之外，万物新生正在利用其2000多家门店的物理网络进行横向扩充。\n截至一季度末，全国已有966间门店开通了多品类回收服务。数据端表现亮眼：整体回收GMV同比增长81.5%，其中黄金交易规模同比增长83.3%，二手奢侈品交易规模同比增长58.8%。\n从资产复用的角度看，在原有的3C门店增加黄金和二奢回收，确实能摊薄租金和人力成本，提升单店坪效。但从深度的商业逻辑来审视，这并非一劳永逸的战略。\n黄金回收是一项高度标准化的业务，其价格极度透明，毛利率极薄，通常被视作做大GMV的流水工具，对净利润的实质性贡献有限；而二奢行业则处于硬币的另一面，属于典型的高客单价、高毛利、极度非标的品类，极其依赖重度的人工鉴定能力和库存资金占用。\n万物新生能否在二奢领域建立起如同3C领域一样标准化的质检体系，并有效规避存货跌价风险，仍需跨越较长的验证周期。\n结合其资产负债表，截至一季度末，万物新生持有现金及现金等价物、短期投资等共计17.2亿元。在当前宏观消费预期波动的周期内，这笔现金储备为其重资产运营提供了必要的安全垫。\n整体而言，万物新生2026年第一季度的财报是一份挤掉互联网平台水分、回归零售业本质的成绩单。其未来的估值逻辑，将严格锚定于其对库存周转率的把控、ToC翻新零售的渗透率，以及这支庞大的线下铁军能否在微利时代持续抠出运营效率。","news_type":1,"symbols_score_info":{"RERE":1.5}},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591657127501976,"gmtCreate":1785475781326,"gmtModify":1785475783419,"author":{"id":"4214049281636630","authorId":"4214049281636630","name":"永远的话事人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214049281636630","authorIdStr":"4214049281636630"},"themes":[],"title":"","htmlText":"<a 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目前还没有打破平衡，不过公司现金储备还是比较充裕，可以支撑很长一段时间","listText":"<a href=\"https://laohu8.com/S/02410\">$同源康医药-B(02410)$ </a> 目前还没有打破平衡，不过公司现金储备还是比较充裕，可以支撑很长一段时间","text":"$同源康医药-B(02410)$ 目前还没有打破平衡，不过公司现金储备还是比较充裕，可以支撑很长一段时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591623960315312","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591630608650792,"gmtCreate":1785467534536,"gmtModify":1785467536711,"author":{"id":"4214049281636630","authorId":"4214049281636630","name":"永远的话事人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214049281636630","authorIdStr":"4214049281636630"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股(02228)$ </a> XtalPi Science是整合大语言模型、科学智能体与大规模自动化机器人实验的综合型科学智能平台","listText":"<a href=\"https://laohu8.com/S/02228\">$晶泰控股(02228)$ </a> XtalPi Science是整合大语言模型、科学智能体与大规模自动化机器人实验的综合型科学智能平台","text":"$晶泰控股(02228)$ XtalPi Science是整合大语言模型、科学智能体与大规模自动化机器人实验的综合型科学智能平台","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591630608650792","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591623656977720,"gmtCreate":1785467504300,"gmtModify":1785467506383,"author":{"id":"4214049281636630","authorId":"4214049281636630","name":"永远的话事人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214049281636630","authorIdStr":"4214049281636630"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02533\">$黑芝麻智能(02533)$&nbsp;</a> 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