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海狼叔叔

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- 海狼叔叔海狼叔叔
  ·06-09
  终于从20干到了50！纪念下
  225 评论
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- 海狼叔叔海狼叔叔
  ·2024-12-30
  我不是你朋友 [喷血]
  888 评论
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- 海狼叔叔海狼叔叔
  ·2022-09-10
  500天去了一辆车！滴滴
  2,365 评论
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- 海狼叔叔海狼叔叔
  ·2022-06-09
  看完了
  非常抱歉，此主贴已删除
  2,616 评论
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- 海狼叔叔海狼叔叔
  ·2022-03-19
  $滴滴(DIDI)$有多少人还像我一样？
  6,037 3
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- 海狼叔叔海狼叔叔
  ·2021-07-01
  $理想汽车(LI)$做人要有理想
  2,782 评论
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- 海狼叔叔海狼叔叔
  ·2021-06-30
  太狠了！被每日优鲜狠狠教育了一番，你来个大涨！看不懂，看不懂
  非常抱歉，此主贴已删除
  3,509 评论
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- 海狼叔叔海狼叔叔
  ·2021-06-30
  $每日优鲜(MF)$果断平了！不知道企鹅爸爸看中了他啥？估计心里也是一样的MMp吧
  3,208 评论
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- 海狼叔叔海狼叔叔
  ·2021-06-22
  已经破发了
  万物新生（爱回收）（RERE.US）上市首日涨幅达23%，一体化平台优势带来新价值发现机会
  上市首日开盘涨幅最高达31.4%，截止至收盘，股价涨幅约23%，报17.21美元，公司总市值约44亿美元。此外，2021年第一季度，万物新生集团成交GMV为62亿元，同比增长106.7%；营收15.14亿元，同比增长118.8%；2021第一季度的Non-GAAP调整后经营亏损3357万元，同比2020年1季度的1.19亿元亏损实现大幅减亏。在未来中国二手消费电子市场逐步扩张下，万物新生的一体化平台优势将为市场带来新的价值发现机会。
  万物新生（爱回收）（RERE.US）上市首日涨幅达23%，一体化平台优势带来新价值发现机会
  2,936 评论
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- 海狼叔叔海狼叔叔
  ·2021-06-18
  路过
  非常抱歉，此主贴已删除
  2,768 评论
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16:22","market":"us","language":"zh","title":"万物新生（爱回收）（RERE.US）上市首日涨幅达23%，一体化平台优势带来新价值发现机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2145055623","media":"格隆汇","summary":"上市首日开盘涨幅最高达31.4%，截止至收盘，股价涨幅约23%，报17.21美元，公司总市值约44亿美元。此外，2021年第一季度，万物新生集团成交GMV为62亿元，同比增长106.7%；营收15.14亿元，同比增长118.8%；2021第一季度的Non-GAAP调整后经营亏损3357万元，同比2020年1季度的1.19亿元亏损实现大幅减亏。在未来中国二手消费电子市场逐步扩张下，万物新生的一体化平台优势将为市场带来新的价值发现机会。","content":"<html><body><p>北京时间6月18日晚间，中国最大的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>）正式登陆美国纽交所，发行价为14美元。上市首日开盘涨幅最高达31.4%，截止至收盘，股价涨幅约23%，报17.21美元，公司总市值约44亿美元。</p><p>根据前期市场给予公司34.5亿-39.8亿美元的IPO估值区间，公司最新估值超过市场预期。</p><p>从公司首日股价及市值表现可以看出，万物新生一体化平台优势得到市场的认可。其次，在公司后市发展中，公司领先的市场地位和一体化平台优势或将赋予公司股价更多的想象空间。</p><p><img src=\"https://img3.gelonghui.com/a7a8b-82a67e53-4b26-48cd-bfe0-f9131294074a.jpg\"/></p><p><font color=\"#ff0000\"><b>二手3C交易台数和GMV位列中国市场第一</b></font></p><p>万物新生是二手3C行业中领先打通供给端、处理端和销售端的一体化平台，平台规模化、规范化和效率化的发展，带来了便捷、规范、高效的二手交易渠道。据CIC报告，2020年万物新生集团的交易台数和GMV均位列中国市场第一名，并且高于行业内第二至第五名的总和。</p><p>二手3C产品回收作为一个低频非刚需的市场，其通过线上流量转换所促成的回收率较低。</p><p>对此，爱回收推行“线上+线下”二手3C回收模式，通过线下门店的布局从“面对面交易体验，线上订单承接，线下人流获客，以及品牌建设”等方面来形成一个高回收率的长期有效策略。 在这模式下，目前爱回收线下753家门店、超1500个自助服务站已覆盖全国172个城市，高坪效和轻运营的特点也让98%以上成熟门店处于稳定盈利阶段。由此可见，在线下门店步入盈利阶段下，该回收模式的价值被逐步释放。同时，这也为用户提供一个更便捷、高效的二手3C回收渠道。</p><p>二手3C产品被回收后将进入带有成熟自动化质检的处理端，其智能化的质检定价能力，让产品质量更有保障；高效的处理端环节也促进了B2B拍机堂平台的销售和B2C拍拍平台的销售。</p><p>在2B销售端，B2B平台拍机堂拥有庞大的商家群体（约11.5万），这让产品在B端销售中实现高速流转。根据市场数据统计，拍机堂的平均周转周期在3天内，低于行业平均周转周期10天。平台更快的周转周期将吸引更多商家的入驻，并推动拍机堂的规模效应形成。</p><p>在2C销售端，电商巨头<a href=\"https://laohu8.com/S/JD\">京东</a>和头部直播电商平台快手双重加持公司C端业务，从销售端推动其高速发展。</p><p>例如，用户可以直接通过京东商城APP进入拍拍平台进行二手3C产品购买，在DAU超200万人次的支撑下，2020年拍拍业务的toC销售GMV在整体GMV中的占比约41%，而以41%的比例进行估算，2020年拍拍的业务GMV超过80亿，规模在二手B2C零售领域处于领先地位。除此之外，当前国内中低线市场对于品质保障的二手3C产品有着旺盛的需求，而拥有3亿日活流量及巨量下沉市场用户的快手将通过流量赋能来推动C端业务的发展。</p><p><img src=\"https://img3.gelonghui.com/14dbd-8cb3b403-ab75-44d4-be14-20953ea9553a.jpg\"/></p><p>总的来看，在一体化平台商业模式下，平台之间相互融合形成了飞轮效应，这也将巩固公司在交易台数和GMV均位列中国市场第一名的市场地位。</p><p><b><font color=\"#ff0000\">飞轮效应下，营收、核心业务等指标迎来高速增长</font></b></p><p>万物新生在爱回收、拍机堂、拍拍平台配合下，覆盖了从回收、检测、评级、定价到再销售的全流程。平台之间的高效配合促进了公司营收、核心业务等指标的高速增长。</p><p>截止至2021年3月31日，万物新生集团（过去12个月）的整体营收为56.80亿元，同比增长49.4%。而2020年全年整体营收为48.58亿元，其中核心业务营收为47.09亿元，相较于2019年同比增长38.2%。</p><p>同时，平台服务收入作为公司增长亮点之一，过去三年呈现高速增长趋势——2020年平台服务收入为6.14亿元，同比2019年增长超204.5%。2018年到2020年平台服务收入占整体收入的比例分别为0.4%、5.1%、12.6%。</p><p>其次，在平台服务收入增长下，平台take rate和业务毛利率也在不断提高。具体来看，平台take rate从2018年的0.5%上升至2020年的4.1%，带动了公司整体毛利率从2018年的14.1%增长至2020年的25.7%。</p><p>此外，2021年第一季度，万物新生集团成交GMV为62亿元，同比增长106.7%；营收15.14亿元，同比增长118.8%；2021第一季度的Non-GAAP调整后经营亏损3357万元，同比2020年1季度的1.19亿元亏损实现大幅减亏。</p><p>对于未来的发展，中国二手电子产品交易和服务市场所蕴含的庞大潜力将进一步深化公司一体化平台下的飞轮效应。根据CIC报告，2020年中国二手电子产品交易数量有1.89亿台次，GMV总额为2522亿元；到2025年，交易台数和GMV总额将增长至5.46亿台次和9673亿元，复合年均增长率分别为24%和30.8%</p><p>庞大的未来市场空间将扩大万物新生的产品回收和销售总额，也将进一步巩固万物新生在中国二手3C产品领域的显著市场地位。</p><p><img src=\"https://img3.gelonghui.com/c0a19-09478a28-c4e3-4c73-8ff9-76960bc84eaf.jpg\"/></p><p><b><font color=\"#ff0000\">结语</font></b></p><p>万物新生集团作为一家贯彻循环经济理念的ESG样本企业，其“C2B+B2B+B2C”的商业闭环让更多闲置的二手消费电子产品再次被利用。在这10多年的发展历程中，该发展理念和商业模式的价值在逐步盈利增长和市场地位构建中释放。在未来中国二手消费电子市场逐步扩张下，万物新生的一体化平台优势将为市场带来新的价值发现机会。</p></body></html>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>万物新生（爱回收）（RERE.US）上市首日涨幅达23%，一体化平台优势带来新价值发现机会</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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万物新生（爱回收）（RERE.US）上市首日涨幅达23%，一体化平台优势带来新价值发现机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 16:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/471268><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间6月18日晚间，中国最大的二手消费电子产品交易和服务平台万物新生（爱回收）正式登陆美国纽交所，发行价为14美元。上市首日开盘涨幅最高达31.4%，截止至收盘，股价涨幅约23%，报17.21美元，公司总市值约44亿美元。根据前期市场给予公司34.5亿-39.8亿美元的IPO估值区间，公司最新估值超过市场预期。从公司首日股价及市值表现可以看出，万物新生一体化平台优势得到市场的认可。其次，在公司...</p>\n\n<a href=\"https://www.gelonghui.com/p/471268\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7aa2149ef8a80f77e2806ac3e2644925","relate_stocks":{"RERE":"爱回收"},"source_url":"https://www.gelonghui.com/p/471268","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145055623","content_text":"北京时间6月18日晚间，中国最大的二手消费电子产品交易和服务平台万物新生（爱回收）正式登陆美国纽交所，发行价为14美元。上市首日开盘涨幅最高达31.4%，截止至收盘，股价涨幅约23%，报17.21美元，公司总市值约44亿美元。根据前期市场给予公司34.5亿-39.8亿美元的IPO估值区间，公司最新估值超过市场预期。从公司首日股价及市值表现可以看出，万物新生一体化平台优势得到市场的认可。其次，在公司后市发展中，公司领先的市场地位和一体化平台优势或将赋予公司股价更多的想象空间。二手3C交易台数和GMV位列中国市场第一万物新生是二手3C行业中领先打通供给端、处理端和销售端的一体化平台，平台规模化、规范化和效率化的发展，带来了便捷、规范、高效的二手交易渠道。据CIC报告，2020年万物新生集团的交易台数和GMV均位列中国市场第一名，并且高于行业内第二至第五名的总和。二手3C产品回收作为一个低频非刚需的市场，其通过线上流量转换所促成的回收率较低。对此，爱回收推行“线上+线下”二手3C回收模式，通过线下门店的布局从“面对面交易体验，线上订单承接，线下人流获客，以及品牌建设”等方面来形成一个高回收率的长期有效策略。 在这模式下，目前爱回收线下753家门店、超1500个自助服务站已覆盖全国172个城市，高坪效和轻运营的特点也让98%以上成熟门店处于稳定盈利阶段。由此可见，在线下门店步入盈利阶段下，该回收模式的价值被逐步释放。同时，这也为用户提供一个更便捷、高效的二手3C回收渠道。二手3C产品被回收后将进入带有成熟自动化质检的处理端，其智能化的质检定价能力，让产品质量更有保障；高效的处理端环节也促进了B2B拍机堂平台的销售和B2C拍拍平台的销售。在2B销售端，B2B平台拍机堂拥有庞大的商家群体（约11.5万），这让产品在B端销售中实现高速流转。根据市场数据统计，拍机堂的平均周转周期在3天内，低于行业平均周转周期10天。平台更快的周转周期将吸引更多商家的入驻，并推动拍机堂的规模效应形成。在2C销售端，电商巨头京东和头部直播电商平台快手双重加持公司C端业务，从销售端推动其高速发展。例如，用户可以直接通过京东商城APP进入拍拍平台进行二手3C产品购买，在DAU超200万人次的支撑下，2020年拍拍业务的toC销售GMV在整体GMV中的占比约41%，而以41%的比例进行估算，2020年拍拍的业务GMV超过80亿，规模在二手B2C零售领域处于领先地位。除此之外，当前国内中低线市场对于品质保障的二手3C产品有着旺盛的需求，而拥有3亿日活流量及巨量下沉市场用户的快手将通过流量赋能来推动C端业务的发展。总的来看，在一体化平台商业模式下，平台之间相互融合形成了飞轮效应，这也将巩固公司在交易台数和GMV均位列中国市场第一名的市场地位。飞轮效应下，营收、核心业务等指标迎来高速增长万物新生在爱回收、拍机堂、拍拍平台配合下，覆盖了从回收、检测、评级、定价到再销售的全流程。平台之间的高效配合促进了公司营收、核心业务等指标的高速增长。截止至2021年3月31日，万物新生集团（过去12个月）的整体营收为56.80亿元，同比增长49.4%。而2020年全年整体营收为48.58亿元，其中核心业务营收为47.09亿元，相较于2019年同比增长38.2%。同时，平台服务收入作为公司增长亮点之一，过去三年呈现高速增长趋势——2020年平台服务收入为6.14亿元，同比2019年增长超204.5%。2018年到2020年平台服务收入占整体收入的比例分别为0.4%、5.1%、12.6%。其次，在平台服务收入增长下，平台take rate和业务毛利率也在不断提高。具体来看，平台take rate从2018年的0.5%上升至2020年的4.1%，带动了公司整体毛利率从2018年的14.1%增长至2020年的25.7%。此外，2021年第一季度，万物新生集团成交GMV为62亿元，同比增长106.7%；营收15.14亿元，同比增长118.8%；2021第一季度的Non-GAAP调整后经营亏损3357万元，同比2020年1季度的1.19亿元亏损实现大幅减亏。对于未来的发展，中国二手电子产品交易和服务市场所蕴含的庞大潜力将进一步深化公司一体化平台下的飞轮效应。根据CIC报告，2020年中国二手电子产品交易数量有1.89亿台次，GMV总额为2522亿元；到2025年，交易台数和GMV总额将增长至5.46亿台次和9673亿元，复合年均增长率分别为24%和30.8%庞大的未来市场空间将扩大万物新生的产品回收和销售总额，也将进一步巩固万物新生在中国二手3C产品领域的显著市场地位。结语万物新生集团作为一家贯彻循环经济理念的ESG样本企业，其“C2B+B2B+B2C”的商业闭环让更多闲置的二手消费电子产品再次被利用。在这10多年的发展历程中，该发展理念和商业模式的价值在逐步盈利增长和市场地位构建中释放。在未来中国二手消费电子市场逐步扩张下，万物新生的一体化平台优势将为市场带来新的价值发现机会。","news_type":1,"symbols_score_info":{"RERE":1}},"isVote":1,"tweetType":1,"viewCount":2936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168573755,"gmtCreate":1623979716877,"gmtModify":1623979716877,"author":{"id":"3582530545091195","authorId":"3582530545091195","name":"海狼叔叔","avatar":"https://static.tigerbbs.com/cca4692615926b6a6819eb3f1cc28460","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582530545091195","authorIdStr":"3582530545091195"},"themes":[],"htmlText":"路过","listText":"路过","text":"路过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168573755","repostId":"2144268567","repostType":2,"isVote":1,"tweetType":1,"viewCount":2768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}