昨夜梦见你的个人主页 - 老虎社区

昨夜梦见你

昨夜梦见你

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IP属地：北京

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昨夜梦见你

2022-05-21

$蔚来(NIO)$一会儿就反弹[得意] [爱你]

昨夜梦见你

11-22 15:27

十倍股走起！[财迷] [财迷]

循环经济企业在争“天时”

昨夜梦见你

11-22 15:27

错！天时已开！差的是开城掠地的气魄！这是一个快鱼吃慢鱼的时代！赛道如此宽广就差你的万马奔腾啦！

循环经济企业在争“天时”

昨夜梦见你

11-22 15:17

赛道足够宽广！摸着石头过河即可！[财迷] [财迷]

异动解读 | 二手龙头万物新生盘中大跌5.36%% 市场质疑其长期增长前景

昨夜梦见你

11-20 18:50

十倍股走起[财迷] [财迷]

爱回收：三季度营收40.5亿元首次实现GAAP标准下的盈利

昨夜梦见你

11-18

$车车科技(CCG)$ 只玩十倍股系列！[财迷] [财迷]

昨夜梦见你

11-11

$车车科技(CCG)$ 只玩十倍股系列！[财迷] [财迷]

昨夜梦见你

11-08

$Phunware, Inc.(PHUN)$ 有点不要脸了吧你也是！ [喷血] [喷血]

昨夜梦见你

11-07

买买买

昨夜梦见你

11-06

$Phunware, Inc.(PHUN)$ 好戏刚刚开始 [财迷] [财迷]

昨夜梦见你

11-05

$Phunware, Inc.(PHUN)$ 决战在今晚 [财迷] [财迷]

昨夜梦见你

11-04

川普必胜@@毫无悬念[财迷][财迷]

昨夜梦见你

10-23

两头赌啊[笑哭] [笑哭]

比尔盖茨私下表示已向哈里斯捐款5000万美元

昨夜梦见你

10-23

$Phunware, Inc.(PHUN)$ 能看十倍吗[财迷] [财迷]

昨夜梦见你

10-23

$Phunware, Inc.(PHUN)$

昨夜梦见你

10-22

$Phunware, Inc.(PHUN)$ 川普必胜！

昨夜梦见你

10-18

$Phunware, Inc.(PHUN)$ 怀念一下[财迷] [财迷]

昨夜梦见你

10-18

$Phunware, Inc.(PHUN)$ 支持川普系列[财迷]

昨夜梦见你

10-10

$贝壳(BEKE)$ 不着急[笑哭] [笑哭]

昨夜梦见你

10-10

哈哈哈！大搞特搞！[财迷] [财迷]

高盛：中国是必须要配置的资产，我们一定要大搞特搞

昨夜梦见你

10-08

越来越高[财迷] [财迷] [财迷]

沪深两市成交金额突破2.6万亿元，再创历史新高

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[财迷]&nbsp;&nbsp;","listText":"十倍股走起！[财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"十倍股走起！[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373763908976760","repostId":"2485467463","repostType":2,"repost":{"id":"2485467463","pubTimestamp":1732189800,"share":"https://www.laohu8.com/m/news/2485467463?lang=&edition=full","pubTime":"2024-11-21 19:50","market":"sh","language":"zh","title":"循环经济企业在争“天时”","url":"https://stock-news.laohu8.com/highlight/detail?id=2485467463","media":"美股研究社","summary":"受以旧换新刺激，循环经济也迎来新一轮发展潮。商业的良性循环离不开供给侧优化循环经济产业顺应当前消费趋势，以旧换新的频率和货值预计都会逐步增加，但是行业也将会出现新的矛盾。随着国家大力推动循环经济的发展，以旧换新政策的效果持续释放，行业成长空间已逐步打开。报告提出五大行动呼吁：推动循环经济转型，助力中国气候行动。而在各级以旧换新政策支持下，消费者参与回收交易的习惯","content":"<html><body><div>\n<div><img cms-height=\"502.109\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241121/281/w1080h801/20241121/a90a-b6276aaa26475698580debcb9510fd93.png\"/><span></span></div><p cms-style=\"font-L align-right\"><font cms-style=\"font-L strong-Bold align-right\">作者 | Manjusaka</font></p><p cms-style=\"font-L\">2024年，“以旧换新”成为消费热词。以“史上最长”双11为分界点，以旧换新进入下半场，消费市场将怎么发展，依然备受关注。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">值得关注的</font><font cms-style=\"font-L\">是，自以旧换新工作启动以来，新产品销售量上行的同时，也带来了废旧消费品数量的增长。因此，诸如智能手机为代表的3C电子产品相关循环利用产业发展迅速。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">受以旧换新刺激，循环经济也迎来新一轮发展潮。</font></font><font cms-style=\"font-L\">作为国内二手电商里的上市公司“独苗”，<span><a href=\"https://laohu8.com/S/RERE\">万物新生</a></span><span></span>集团的财报是观察循环经济发展的重要窗口。从其11月20日发布的2024年第三季度业绩报告中，可以读出循环消费持续升温的信息。</font></p><p cms-style=\"font-L\">第三季度，万物新生总收入40.5亿元，同比增长24.4%；non-GAAP经营利润突破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），同比增长40.9%，连续九个季度盈利，并首次在GAAP层面实现全面盈利。</p><p cms-style=\"font-L\">显然，二手交易市场正在爆发，而市场趋势的背后，是消费的叙事基调发生了变化。</p><div><img cms-height=\"68.7188\" cms-width=\"251\" src=\"http://n.sinaimg.cn/spider20241121/791/w621h170/20241121/e36c-fef4e835ec9c16d6a4373bd169d9cd99.png\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">消费结构绿色升级趋势显现</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">近年来，消费环境加速变革。“质价比”“理性消费”等消费趋势抬升。而消费理念的转变，让年轻人更加推崇“不是全新买不起，而是二手更有性价比</font><font cms-style=\"font-L\">”的消费方式。</font></p><p cms-style=\"font-L\">这一点在消费电子市场体现得尤为明显。随着智能手机“涨价潮”来袭，秋季发布的多款新品旗舰机售价已跨过高端智能机分界线，性价比优品二手手机正在成为更多年轻人的换机选择。</p><p cms-style=\"font-L\">万物新生的财报印证了这个趋势。第三季度，万物新生以二手3C产品为主的销售收入（1P）达36.7亿元，同比增长25.6%。其中，自营严选ToC零售业务总收入达9.7亿元，同比增长超120%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">而万物新生产品销售收入的高增长还传递出另一个信号：</font><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">在二手电商领域，自营模式的优势逐渐凸显。</font></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">这归因于二手交易的特殊属性。在二手电商交易中，卖家通常比买家更了解商品的真实</font><font cms-style=\"font-L\">状况，这种信息不对称可能导致“劣币驱逐良币”现象，长此以往影响消费者对行业的感官。而自营模式成功把消费者的顾虑缩减为一个：平台靠谱不靠谱。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">好的产品服务可以塑造平台的好口碑，而平台的好口碑，又将给优质商品带来更多市场空间。</font></font></font><font cms-style=\"font-L\">通过自营模式，万物新生可以沉淀经验、技术、设备、资金等优势，持续提升用户的交易体验和信任度，从而实现业绩高增长。</font></p><p cms-style=\"font-L\">可以看出，自营业务是平台增长的基本盘。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">不过，随着“存量消费”的时代到来，在以旧换新政策红利和循环消费的市场趋势双重刺激下，这一赛道将会变得更加拥挤，对于用户和商家的争夺战也将进入新的阶段。</font></font></font><font cms-style=\"font-L\">万物新生有必要持续提升服务能力和平台影响力，将1P+3P的商业模式打磨得更成熟。</font></p><p cms-style=\"font-L\">从三季报来看，万物新生加强自身效率，推动3P业务发展的成果还是比较明显的。基于平台长期培养的用户循环消费的心智，越来越多用户开始尝试其他品类产品的二手买卖。三季度，万物新生手机3C以外的多品类回收额达9.5亿元，同比增长超270%，对应服务收入同比增长超400%。</p><div><img cms-height=\"372.109\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20241121/88/w1080h608/20241121/417f-56d0f713034924a9167a117369d5707e.jpg\"/><span></span></div><p cms-style=\"font-L\">看到了商机，自然也会有更多商家加入这场循环盛宴中。反映在万物新生的财报中，第三季度，万物新生针对商家的3P（平台）服务收入达到3.8亿元，同比增长13.9%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">从平台深耕自营业务，到引导用户养成绿色消费习惯，再到各类商家涌入市场，好的趋势逐渐显现。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">未来，万物</font><font cms-style=\"font-L\">新生的增长道路有两条：一是做深做透自营模式，建立强大的竞争壁垒；二是通过多品类回收业务做宽护城河，承接用户更多回收需求。两条路并行，在新的消费趋势下，万物新生的商业化能力在持续提升。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">这也进而引出新的话题：当越来越多用户倾向于“买旧不买新”，商家也涌入这一赛道，万物新生如何一如既往地保证供应链层面的稳定性和可靠性？如果把眼下的业绩增长视为一种过去几年</font><font cms-style=\"font-L\">业务沉淀的“厚积薄发”，那万物新生的增长是否具备可持续性？</font></p><div><img cms-height=\"64.6094\" cms-width=\"236\" src=\"http://n.sinaimg.cn/spider20241121/791/w621h170/20241121/5cfc-eaa311730ae686c6bebc5611bd536f45.png\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">商业的良性循环</font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">离不开供给侧优化</font></p><p cms-style=\"font-L\">循环经济产业顺应当前消费趋势，以旧换新的频率和货值预计都会逐步增加，但是行业也将会出现新的矛盾。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">首先是需求多样化与供给有限性。</font></font></font><font cms-style=\"font-L\">随着消费者对二手商品接受度的提高，市场需求呈现出多样化趋势。然而，由于线上二手商品的来源和供应受到多种因素限制，导致市场供给难以满足所有需求。</font></p><p cms-style=\"font-L\">为了解决这一问题，二手电商纷纷将目光投向线下门店。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">线下门店一直是回收端的主要交付场景。</font></font><font cms-style=\"font-L\">近年来，万物新生（<span>爱回收</span><span></span>）、闲鱼、转转、闪回科技等公司纷纷布局<a href=\"https://laohu8.com/S/300959\">线上线下</a>一体化的渠道网络。从三季报看，截至三季度末，万物新生线下门店数已经达到1637家，覆盖全国263座城市，全国587间门店配备多品类回收能力。</font></p><div><img cms-height=\"380.062\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20241121/101/w1080h621/20241121/a5b6-94a9fe18b543b2ae8a5e766201e625b1.jpg\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">值得一提的是，线上线下两条腿走路，不仅重构了平台在回收侧的竞争力，还对提升用户信任度和降本增效都起到重要作用。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">线下门店提供了面对面交流的机会，能够增强消费者对二手商品的信任感。</font><font cms-style=\"font-L\">尤其在高价值的非标品领域，线下门店更有助于完成对消费者的精准触达，进一步转化用户至整个渠道体系内，加速线上线下一体化的二手交易模式的成熟。</font></p><p cms-style=\"font-L\">同时，线下门店能够直接触达终端用户，缩短整体交易链条，进而通过本地循环更短的供应链，实现降本增效。尤其是开设在商超和购物中心等人流密集区域的门店，能够以相对低的成本实现精准获客。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">总之，从各个方面来看，线下门店的完善，都展示出循环经济企业供应链体系愈发成熟的发展现状。而二手电商的供应链是一个复杂且精细的系统，除了回收和销售两端，中间还有质检、分级、定价等众多</font><font cms-style=\"font-L\">环节。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">这些处于“幕后”的环节，更能解释企业增长的韧性。</font></font></font><font cms-style=\"font-L\">比如，精确的质检系统是万物新生赢得用户信任，二手3C销售高增长的“头号功臣”。</font></p><p cms-style=\"font-L\">二手平台为了扩大交易规模，必须消除非标化，让用户精准了解自己将要购买的商品成色。为此，万物新生持续迭代自动化质检系统，不断提升质检精准度，显著降低了公司全年由于质检失误导致的损失。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">供应链能力，始终是二手电商平台价值的核心锚点。</font></p><p cms-style=\"font-L\">通过覆盖广泛的回收网络、强大的物流和仓储能力，构建高效、可靠的供应链体系，二手企业才能持续为用户提供二手性价比优品。与此同时，公司纵向扩张供应链，不仅打破了流量入口的桎梏，也为降本增效进一步打开空间。</p><p cms-style=\"font-L\">作为一个新消费趋势下的企业，万物新生首次在GAAP层面实现全面盈利，让市场看到了循环经济长期发展的一部分确定性。</p><div><img cms-height=\"66.25\" cms-width=\"242\" src=\"http://n.sinaimg.cn/spider20241121/791/w621h170/20241121/47f9-b7f2da97047b6d20a7060c44cfbf5292.png\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">顺周期下</font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">循环经济的价值</font></font></font></font><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">能否被重估？</font></font></font></p><p cms-style=\"font-L\">上市以来，万物新生的股价一路下探，资本市场的不看好很大程度上可以归因于两方面，一是增长上限存疑，二是盈利模式不清晰。</p><p cms-style=\"font-L\">随着国家大力推动循环经济的发展，以旧换新政策的效果持续释放，行业成长空间已逐步打开。据央视网数据，目前全国闲置商品日均交易额已突破10亿元，每天都有400万件闲置物品在平台上发布，二手闲置市场规模已突破万亿元。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">长远来看，巨大的消费人口基数，未被充分挖掘的下沉市场，以及上文所展示出的越来越完善的二手商品供应链，预示着循环经济产业发展生命周期长、潜力高。</font></p><p cms-style=\"font-L\">在此基础上，万物新生的全面盈利，也一定程度上消除了投资者对行业盈利前景的质疑。此次财报发布后，市场反应不小，万物新生的股价当天涨了13.82%。</p><p cms-style=\"font-L\">就在万物新生财报发布的同一天，《联合国气候变化框架公约》第二十九次缔约方大会（COP29）发布了《循环经济三重奏：助力中国落实气候行动》研究报告。报告提出五大行动呼吁：推动循环经济转型，助力中国气候行动。</p><p cms-style=\"font-L\">二手产品的流通，对经济绿色发展意义不言而喻，而推进绿色低碳循环发展经济体系建设是现代化国家建设的路径选择问题。</p><p cms-style=\"font-L\">而在各级以旧换新政策支持下，消费者参与回收交易的习惯也逐渐养成。对此，万物新生董事会主席、首席执行官陈雪峰在最新发布的财报中提到：“在二手消费电子产品回收交易的业务大盘里，以旧换新成为更主流的回收换新方式。”</p><p cms-style=\"font-L\">司马迁在《史记·货殖列传》里说——无财作力，少有斗智，既饶争时。<font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">政策利好、消费趋势已成，循环经济企业已经进入“争天时”的阶段。</font></font></p><p cms-style=\"font-L\">所谓“天时”，就是时来天地皆同力的意思。现如今，中国经济在战胜困难挑战中不断前行。在新一轮财报季中，众多中概股纷纷展现出财报上的亮点，引发外资积极布局那些性价比更高的中概股。比如，根据三季度13F持仓报告，高瓴旗下HHLRAdvisors三季度继续加大对中国资产的配置，对中概股的持仓占比由二季度的85%提升至93%。</p><p cms-style=\"font-L\">经济发展与资本市场“双向奔赴”，能否让循环经济板块迎来估值的逆转时刻呢？</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>循环经济企业在争“天时”</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.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循环经济企业在争“天时”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 19:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-11-21/doc-incwvuie4454914.shtml><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | Manjusaka2024年，“以旧换新”成为消费热词。以“史上最长”双11为分界点，以旧换新进入下半场，消费市场将怎么发展，依然备受关注。值得关注的是，自以旧换新工作启动以来，新产品销售量上行的同时，也带来了废旧消费品数量的增长。因此，诸如智能手机为代表的3C电子产品相关循环利用产业发展迅速。受以旧换新刺激，循环经济也迎来新一轮发展潮。作为国内二手电商里的上市公司“独苗”，万物新生集团...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-11-21/doc-incwvuie4454914.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RERE":"万物新生","BK4539":"次新股","BK4503":"景林资产持仓","BK4076":"电脑与电子产品零售","BK4122":"互联网与直销零售"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-11-21/doc-incwvuie4454914.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2485467463","content_text":"作者 | Manjusaka2024年，“以旧换新”成为消费热词。以“史上最长”双11为分界点，以旧换新进入下半场，消费市场将怎么发展，依然备受关注。值得关注的是，自以旧换新工作启动以来，新产品销售量上行的同时，也带来了废旧消费品数量的增长。因此，诸如智能手机为代表的3C电子产品相关循环利用产业发展迅速。受以旧换新刺激，循环经济也迎来新一轮发展潮。作为国内二手电商里的上市公司“独苗”，万物新生集团的财报是观察循环经济发展的重要窗口。从其11月20日发布的2024年第三季度业绩报告中，可以读出循环消费持续升温的信息。第三季度，万物新生总收入40.5亿元，同比增长24.4%；non-GAAP经营利润突破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），同比增长40.9%，连续九个季度盈利，并首次在GAAP层面实现全面盈利。显然，二手交易市场正在爆发，而市场趋势的背后，是消费的叙事基调发生了变化。消费结构绿色升级趋势显现近年来，消费环境加速变革。“质价比”“理性消费”等消费趋势抬升。而消费理念的转变，让年轻人更加推崇“不是全新买不起，而是二手更有性价比”的消费方式。这一点在消费电子市场体现得尤为明显。随着智能手机“涨价潮”来袭，秋季发布的多款新品旗舰机售价已跨过高端智能机分界线，性价比优品二手手机正在成为更多年轻人的换机选择。万物新生的财报印证了这个趋势。第三季度，万物新生以二手3C产品为主的销售收入（1P）达36.7亿元，同比增长25.6%。其中，自营严选ToC零售业务总收入达9.7亿元，同比增长超120%。而万物新生产品销售收入的高增长还传递出另一个信号：在二手电商领域，自营模式的优势逐渐凸显。这归因于二手交易的特殊属性。在二手电商交易中，卖家通常比买家更了解商品的真实状况，这种信息不对称可能导致“劣币驱逐良币”现象，长此以往影响消费者对行业的感官。而自营模式成功把消费者的顾虑缩减为一个：平台靠谱不靠谱。好的产品服务可以塑造平台的好口碑，而平台的好口碑，又将给优质商品带来更多市场空间。通过自营模式，万物新生可以沉淀经验、技术、设备、资金等优势，持续提升用户的交易体验和信任度，从而实现业绩高增长。可以看出，自营业务是平台增长的基本盘。不过，随着“存量消费”的时代到来，在以旧换新政策红利和循环消费的市场趋势双重刺激下，这一赛道将会变得更加拥挤，对于用户和商家的争夺战也将进入新的阶段。万物新生有必要持续提升服务能力和平台影响力，将1P+3P的商业模式打磨得更成熟。从三季报来看，万物新生加强自身效率，推动3P业务发展的成果还是比较明显的。基于平台长期培养的用户循环消费的心智，越来越多用户开始尝试其他品类产品的二手买卖。三季度，万物新生手机3C以外的多品类回收额达9.5亿元，同比增长超270%，对应服务收入同比增长超400%。看到了商机，自然也会有更多商家加入这场循环盛宴中。反映在万物新生的财报中，第三季度，万物新生针对商家的3P（平台）服务收入达到3.8亿元，同比增长13.9%。从平台深耕自营业务，到引导用户养成绿色消费习惯，再到各类商家涌入市场，好的趋势逐渐显现。未来，万物新生的增长道路有两条：一是做深做透自营模式，建立强大的竞争壁垒；二是通过多品类回收业务做宽护城河，承接用户更多回收需求。两条路并行，在新的消费趋势下，万物新生的商业化能力在持续提升。这也进而引出新的话题：当越来越多用户倾向于“买旧不买新”，商家也涌入这一赛道，万物新生如何一如既往地保证供应链层面的稳定性和可靠性？如果把眼下的业绩增长视为一种过去几年业务沉淀的“厚积薄发”，那万物新生的增长是否具备可持续性？商业的良性循环离不开供给侧优化循环经济产业顺应当前消费趋势，以旧换新的频率和货值预计都会逐步增加，但是行业也将会出现新的矛盾。首先是需求多样化与供给有限性。随着消费者对二手商品接受度的提高，市场需求呈现出多样化趋势。然而，由于线上二手商品的来源和供应受到多种因素限制，导致市场供给难以满足所有需求。为了解决这一问题，二手电商纷纷将目光投向线下门店。线下门店一直是回收端的主要交付场景。近年来，万物新生（爱回收）、闲鱼、转转、闪回科技等公司纷纷布局线上线下一体化的渠道网络。从三季报看，截至三季度末，万物新生线下门店数已经达到1637家，覆盖全国263座城市，全国587间门店配备多品类回收能力。值得一提的是，线上线下两条腿走路，不仅重构了平台在回收侧的竞争力，还对提升用户信任度和降本增效都起到重要作用。线下门店提供了面对面交流的机会，能够增强消费者对二手商品的信任感。尤其在高价值的非标品领域，线下门店更有助于完成对消费者的精准触达，进一步转化用户至整个渠道体系内，加速线上线下一体化的二手交易模式的成熟。同时，线下门店能够直接触达终端用户，缩短整体交易链条，进而通过本地循环更短的供应链，实现降本增效。尤其是开设在商超和购物中心等人流密集区域的门店，能够以相对低的成本实现精准获客。总之，从各个方面来看，线下门店的完善，都展示出循环经济企业供应链体系愈发成熟的发展现状。而二手电商的供应链是一个复杂且精细的系统，除了回收和销售两端，中间还有质检、分级、定价等众多环节。这些处于“幕后”的环节，更能解释企业增长的韧性。比如，精确的质检系统是万物新生赢得用户信任，二手3C销售高增长的“头号功臣”。二手平台为了扩大交易规模，必须消除非标化，让用户精准了解自己将要购买的商品成色。为此，万物新生持续迭代自动化质检系统，不断提升质检精准度，显著降低了公司全年由于质检失误导致的损失。供应链能力，始终是二手电商平台价值的核心锚点。通过覆盖广泛的回收网络、强大的物流和仓储能力，构建高效、可靠的供应链体系，二手企业才能持续为用户提供二手性价比优品。与此同时，公司纵向扩张供应链，不仅打破了流量入口的桎梏，也为降本增效进一步打开空间。作为一个新消费趋势下的企业，万物新生首次在GAAP层面实现全面盈利，让市场看到了循环经济长期发展的一部分确定性。顺周期下循环经济的价值能否被重估？上市以来，万物新生的股价一路下探，资本市场的不看好很大程度上可以归因于两方面，一是增长上限存疑，二是盈利模式不清晰。随着国家大力推动循环经济的发展，以旧换新政策的效果持续释放，行业成长空间已逐步打开。据央视网数据，目前全国闲置商品日均交易额已突破10亿元，每天都有400万件闲置物品在平台上发布，二手闲置市场规模已突破万亿元。长远来看，巨大的消费人口基数，未被充分挖掘的下沉市场，以及上文所展示出的越来越完善的二手商品供应链，预示着循环经济产业发展生命周期长、潜力高。在此基础上，万物新生的全面盈利，也一定程度上消除了投资者对行业盈利前景的质疑。此次财报发布后，市场反应不小，万物新生的股价当天涨了13.82%。就在万物新生财报发布的同一天，《联合国气候变化框架公约》第二十九次缔约方大会（COP29）发布了《循环经济三重奏：助力中国落实气候行动》研究报告。报告提出五大行动呼吁：推动循环经济转型，助力中国气候行动。二手产品的流通，对经济绿色发展意义不言而喻，而推进绿色低碳循环发展经济体系建设是现代化国家建设的路径选择问题。而在各级以旧换新政策支持下，消费者参与回收交易的习惯也逐渐养成。对此，万物新生董事会主席、首席执行官陈雪峰在最新发布的财报中提到：“在二手消费电子产品回收交易的业务大盘里，以旧换新成为更主流的回收换新方式。”司马迁在《史记·货殖列传》里说——无财作力，少有斗智，既饶争时。政策利好、消费趋势已成，循环经济企业已经进入“争天时”的阶段。所谓“天时”，就是时来天地皆同力的意思。现如今，中国经济在战胜困难挑战中不断前行。在新一轮财报季中，众多中概股纷纷展现出财报上的亮点，引发外资积极布局那些性价比更高的中概股。比如，根据三季度13F持仓报告，高瓴旗下HHLRAdvisors三季度继续加大对中国资产的配置，对中概股的持仓占比由二季度的85%提升至93%。经济发展与资本市场“双向奔赴”，能否让循环经济板块迎来估值的逆转时刻呢？\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373764055519296,"gmtCreate":1732260445563,"gmtModify":1732260447675,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"错！天时已开！差的是开城掠地的气魄！这是一个快鱼吃慢鱼的时代！赛道如此宽广就差你的万马奔腾啦！","listText":"错！天时已开！差的是开城掠地的气魄！这是一个快鱼吃慢鱼的时代！赛道如此宽广就差你的万马奔腾啦！","text":"错！天时已开！差的是开城掠地的气魄！这是一个快鱼吃慢鱼的时代！赛道如此宽广就差你的万马奔腾啦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373764055519296","repostId":"2485467463","repostType":2,"repost":{"id":"2485467463","pubTimestamp":1732189800,"share":"https://www.laohu8.com/m/news/2485467463?lang=&edition=full","pubTime":"2024-11-21 19:50","market":"sh","language":"zh","title":"循环经济企业在争“天时”","url":"https://stock-news.laohu8.com/highlight/detail?id=2485467463","media":"美股研究社","summary":"受以旧换新刺激，循环经济也迎来新一轮发展潮。商业的良性循环离不开供给侧优化循环经济产业顺应当前消费趋势，以旧换新的频率和货值预计都会逐步增加，但是行业也将会出现新的矛盾。随着国家大力推动循环经济的发展，以旧换新政策的效果持续释放，行业成长空间已逐步打开。报告提出五大行动呼吁：推动循环经济转型，助力中国气候行动。而在各级以旧换新政策支持下，消费者参与回收交易的习惯","content":"<html><body><div>\n<div><img cms-height=\"502.109\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241121/281/w1080h801/20241121/a90a-b6276aaa26475698580debcb9510fd93.png\"/><span></span></div><p cms-style=\"font-L align-right\"><font cms-style=\"font-L strong-Bold align-right\">作者 | Manjusaka</font></p><p cms-style=\"font-L\">2024年，“以旧换新”成为消费热词。以“史上最长”双11为分界点，以旧换新进入下半场，消费市场将怎么发展，依然备受关注。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">值得关注的</font><font cms-style=\"font-L\">是，自以旧换新工作启动以来，新产品销售量上行的同时，也带来了废旧消费品数量的增长。因此，诸如智能手机为代表的3C电子产品相关循环利用产业发展迅速。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">受以旧换新刺激，循环经济也迎来新一轮发展潮。</font></font><font cms-style=\"font-L\">作为国内二手电商里的上市公司“独苗”，<span><a href=\"https://laohu8.com/S/RERE\">万物新生</a></span><span></span>集团的财报是观察循环经济发展的重要窗口。从其11月20日发布的2024年第三季度业绩报告中，可以读出循环消费持续升温的信息。</font></p><p cms-style=\"font-L\">第三季度，万物新生总收入40.5亿元，同比增长24.4%；non-GAAP经营利润突破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），同比增长40.9%，连续九个季度盈利，并首次在GAAP层面实现全面盈利。</p><p cms-style=\"font-L\">显然，二手交易市场正在爆发，而市场趋势的背后，是消费的叙事基调发生了变化。</p><div><img cms-height=\"68.7188\" cms-width=\"251\" src=\"http://n.sinaimg.cn/spider20241121/791/w621h170/20241121/e36c-fef4e835ec9c16d6a4373bd169d9cd99.png\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">消费结构绿色升级趋势显现</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">近年来，消费环境加速变革。“质价比”“理性消费”等消费趋势抬升。而消费理念的转变，让年轻人更加推崇“不是全新买不起，而是二手更有性价比</font><font cms-style=\"font-L\">”的消费方式。</font></p><p cms-style=\"font-L\">这一点在消费电子市场体现得尤为明显。随着智能手机“涨价潮”来袭，秋季发布的多款新品旗舰机售价已跨过高端智能机分界线，性价比优品二手手机正在成为更多年轻人的换机选择。</p><p cms-style=\"font-L\">万物新生的财报印证了这个趋势。第三季度，万物新生以二手3C产品为主的销售收入（1P）达36.7亿元，同比增长25.6%。其中，自营严选ToC零售业务总收入达9.7亿元，同比增长超120%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">而万物新生产品销售收入的高增长还传递出另一个信号：</font><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">在二手电商领域，自营模式的优势逐渐凸显。</font></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">这归因于二手交易的特殊属性。在二手电商交易中，卖家通常比买家更了解商品的真实</font><font cms-style=\"font-L\">状况，这种信息不对称可能导致“劣币驱逐良币”现象，长此以往影响消费者对行业的感官。而自营模式成功把消费者的顾虑缩减为一个：平台靠谱不靠谱。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">好的产品服务可以塑造平台的好口碑，而平台的好口碑，又将给优质商品带来更多市场空间。</font></font></font><font cms-style=\"font-L\">通过自营模式，万物新生可以沉淀经验、技术、设备、资金等优势，持续提升用户的交易体验和信任度，从而实现业绩高增长。</font></p><p cms-style=\"font-L\">可以看出，自营业务是平台增长的基本盘。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">不过，随着“存量消费”的时代到来，在以旧换新政策红利和循环消费的市场趋势双重刺激下，这一赛道将会变得更加拥挤，对于用户和商家的争夺战也将进入新的阶段。</font></font></font><font cms-style=\"font-L\">万物新生有必要持续提升服务能力和平台影响力，将1P+3P的商业模式打磨得更成熟。</font></p><p cms-style=\"font-L\">从三季报来看，万物新生加强自身效率，推动3P业务发展的成果还是比较明显的。基于平台长期培养的用户循环消费的心智，越来越多用户开始尝试其他品类产品的二手买卖。三季度，万物新生手机3C以外的多品类回收额达9.5亿元，同比增长超270%，对应服务收入同比增长超400%。</p><div><img cms-height=\"372.109\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20241121/88/w1080h608/20241121/417f-56d0f713034924a9167a117369d5707e.jpg\"/><span></span></div><p cms-style=\"font-L\">看到了商机，自然也会有更多商家加入这场循环盛宴中。反映在万物新生的财报中，第三季度，万物新生针对商家的3P（平台）服务收入达到3.8亿元，同比增长13.9%。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">从平台深耕自营业务，到引导用户养成绿色消费习惯，再到各类商家涌入市场，好的趋势逐渐显现。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">未来，万物</font><font cms-style=\"font-L\">新生的增长道路有两条：一是做深做透自营模式，建立强大的竞争壁垒；二是通过多品类回收业务做宽护城河，承接用户更多回收需求。两条路并行，在新的消费趋势下，万物新生的商业化能力在持续提升。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">这也进而引出新的话题：当越来越多用户倾向于“买旧不买新”，商家也涌入这一赛道，万物新生如何一如既往地保证供应链层面的稳定性和可靠性？如果把眼下的业绩增长视为一种过去几年</font><font cms-style=\"font-L\">业务沉淀的“厚积薄发”，那万物新生的增长是否具备可持续性？</font></p><div><img cms-height=\"64.6094\" cms-width=\"236\" src=\"http://n.sinaimg.cn/spider20241121/791/w621h170/20241121/5cfc-eaa311730ae686c6bebc5611bd536f45.png\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">商业的良性循环</font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">离不开供给侧优化</font></p><p cms-style=\"font-L\">循环经济产业顺应当前消费趋势，以旧换新的频率和货值预计都会逐步增加，但是行业也将会出现新的矛盾。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">首先是需求多样化与供给有限性。</font></font></font><font cms-style=\"font-L\">随着消费者对二手商品接受度的提高，市场需求呈现出多样化趋势。然而，由于线上二手商品的来源和供应受到多种因素限制，导致市场供给难以满足所有需求。</font></p><p cms-style=\"font-L\">为了解决这一问题，二手电商纷纷将目光投向线下门店。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">线下门店一直是回收端的主要交付场景。</font></font><font cms-style=\"font-L\">近年来，万物新生（<span>爱回收</span><span></span>）、闲鱼、转转、闪回科技等公司纷纷布局<a href=\"https://laohu8.com/S/300959\">线上线下</a>一体化的渠道网络。从三季报看，截至三季度末，万物新生线下门店数已经达到1637家，覆盖全国263座城市，全国587间门店配备多品类回收能力。</font></p><div><img cms-height=\"380.062\" cms-width=\"661\" src=\"http://n.sinaimg.cn/spider20241121/101/w1080h621/20241121/a5b6-94a9fe18b543b2ae8a5e766201e625b1.jpg\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">值得一提的是，线上线下两条腿走路，不仅重构了平台在回收侧的竞争力，还对提升用户信任度和降本增效都起到重要作用。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\">线下门店提供了面对面交流的机会，能够增强消费者对二手商品的信任感。</font><font cms-style=\"font-L\">尤其在高价值的非标品领域，线下门店更有助于完成对消费者的精准触达，进一步转化用户至整个渠道体系内，加速线上线下一体化的二手交易模式的成熟。</font></p><p cms-style=\"font-L\">同时，线下门店能够直接触达终端用户，缩短整体交易链条，进而通过本地循环更短的供应链，实现降本增效。尤其是开设在商超和购物中心等人流密集区域的门店，能够以相对低的成本实现精准获客。</p><p cms-style=\"font-L\"><font cms-style=\"font-L\">总之，从各个方面来看，线下门店的完善，都展示出循环经济企业供应链体系愈发成熟的发展现状。而二手电商的供应链是一个复杂且精细的系统，除了回收和销售两端，中间还有质检、分级、定价等众多</font><font cms-style=\"font-L\">环节。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">这些处于“幕后”的环节，更能解释企业增长的韧性。</font></font></font><font cms-style=\"font-L\">比如，精确的质检系统是万物新生赢得用户信任，二手3C销售高增长的“头号功臣”。</font></p><p cms-style=\"font-L\">二手平台为了扩大交易规模，必须消除非标化，让用户精准了解自己将要购买的商品成色。为此，万物新生持续迭代自动化质检系统，不断提升质检精准度，显著降低了公司全年由于质检失误导致的损失。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">供应链能力，始终是二手电商平台价值的核心锚点。</font></p><p cms-style=\"font-L\">通过覆盖广泛的回收网络、强大的物流和仓储能力，构建高效、可靠的供应链体系，二手企业才能持续为用户提供二手性价比优品。与此同时，公司纵向扩张供应链，不仅打破了流量入口的桎梏，也为降本增效进一步打开空间。</p><p cms-style=\"font-L\">作为一个新消费趋势下的企业，万物新生首次在GAAP层面实现全面盈利，让市场看到了循环经济长期发展的一部分确定性。</p><div><img cms-height=\"66.25\" cms-width=\"242\" src=\"http://n.sinaimg.cn/spider20241121/791/w621h170/20241121/47f9-b7f2da97047b6d20a7060c44cfbf5292.png\"/><span></span></div><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">顺周期下</font></p><p cms-style=\"font-L align-Center\"><font cms-style=\"font-L align-Center\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">循环经济的价值</font></font></font></font><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L strong-Bold align-Center\"><font cms-style=\"font-L strong-Bold align-Center\">能否被重估？</font></font></font></p><p cms-style=\"font-L\">上市以来，万物新生的股价一路下探，资本市场的不看好很大程度上可以归因于两方面，一是增长上限存疑，二是盈利模式不清晰。</p><p cms-style=\"font-L\">随着国家大力推动循环经济的发展，以旧换新政策的效果持续释放，行业成长空间已逐步打开。据央视网数据，目前全国闲置商品日均交易额已突破10亿元，每天都有400万件闲置物品在平台上发布，二手闲置市场规模已突破万亿元。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">长远来看，巨大的消费人口基数，未被充分挖掘的下沉市场，以及上文所展示出的越来越完善的二手商品供应链，预示着循环经济产业发展生命周期长、潜力高。</font></p><p cms-style=\"font-L\">在此基础上，万物新生的全面盈利，也一定程度上消除了投资者对行业盈利前景的质疑。此次财报发布后，市场反应不小，万物新生的股价当天涨了13.82%。</p><p cms-style=\"font-L\">就在万物新生财报发布的同一天，《联合国气候变化框架公约》第二十九次缔约方大会（COP29）发布了《循环经济三重奏：助力中国落实气候行动》研究报告。报告提出五大行动呼吁：推动循环经济转型，助力中国气候行动。</p><p cms-style=\"font-L\">二手产品的流通，对经济绿色发展意义不言而喻，而推进绿色低碳循环发展经济体系建设是现代化国家建设的路径选择问题。</p><p cms-style=\"font-L\">而在各级以旧换新政策支持下，消费者参与回收交易的习惯也逐渐养成。对此，万物新生董事会主席、首席执行官陈雪峰在最新发布的财报中提到：“在二手消费电子产品回收交易的业务大盘里，以旧换新成为更主流的回收换新方式。”</p><p cms-style=\"font-L\">司马迁在《史记·货殖列传》里说——无财作力，少有斗智，既饶争时。<font cms-style=\"font-L strong-Bold\"><font cms-style=\"font-L strong-Bold\">政策利好、消费趋势已成，循环经济企业已经进入“争天时”的阶段。</font></font></p><p cms-style=\"font-L\">所谓“天时”，就是时来天地皆同力的意思。现如今，中国经济在战胜困难挑战中不断前行。在新一轮财报季中，众多中概股纷纷展现出财报上的亮点，引发外资积极布局那些性价比更高的中概股。比如，根据三季度13F持仓报告，高瓴旗下HHLRAdvisors三季度继续加大对中国资产的配置，对中概股的持仓占比由二季度的85%提升至93%。</p><p cms-style=\"font-L\">经济发展与资本市场“双向奔赴”，能否让循环经济板块迎来估值的逆转时刻呢？</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>循环经济企业在争“天时”</title>\n<style 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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循环经济企业在争“天时”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 19:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-11-21/doc-incwvuie4454914.shtml><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | Manjusaka2024年，“以旧换新”成为消费热词。以“史上最长”双11为分界点，以旧换新进入下半场，消费市场将怎么发展，依然备受关注。值得关注的是，自以旧换新工作启动以来，新产品销售量上行的同时，也带来了废旧消费品数量的增长。因此，诸如智能手机为代表的3C电子产品相关循环利用产业发展迅速。受以旧换新刺激，循环经济也迎来新一轮发展潮。作为国内二手电商里的上市公司“独苗”，万物新生集团...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-11-21/doc-incwvuie4454914.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RERE":"万物新生","BK4539":"次新股","BK4503":"景林资产持仓","BK4076":"电脑与电子产品零售","BK4122":"互联网与直销零售"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-11-21/doc-incwvuie4454914.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2485467463","content_text":"作者 | Manjusaka2024年，“以旧换新”成为消费热词。以“史上最长”双11为分界点，以旧换新进入下半场，消费市场将怎么发展，依然备受关注。值得关注的是，自以旧换新工作启动以来，新产品销售量上行的同时，也带来了废旧消费品数量的增长。因此，诸如智能手机为代表的3C电子产品相关循环利用产业发展迅速。受以旧换新刺激，循环经济也迎来新一轮发展潮。作为国内二手电商里的上市公司“独苗”，万物新生集团的财报是观察循环经济发展的重要窗口。从其11月20日发布的2024年第三季度业绩报告中，可以读出循环消费持续升温的信息。第三季度，万物新生总收入40.5亿元，同比增长24.4%；non-GAAP经营利润突破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），同比增长40.9%，连续九个季度盈利，并首次在GAAP层面实现全面盈利。显然，二手交易市场正在爆发，而市场趋势的背后，是消费的叙事基调发生了变化。消费结构绿色升级趋势显现近年来，消费环境加速变革。“质价比”“理性消费”等消费趋势抬升。而消费理念的转变，让年轻人更加推崇“不是全新买不起，而是二手更有性价比”的消费方式。这一点在消费电子市场体现得尤为明显。随着智能手机“涨价潮”来袭，秋季发布的多款新品旗舰机售价已跨过高端智能机分界线，性价比优品二手手机正在成为更多年轻人的换机选择。万物新生的财报印证了这个趋势。第三季度，万物新生以二手3C产品为主的销售收入（1P）达36.7亿元，同比增长25.6%。其中，自营严选ToC零售业务总收入达9.7亿元，同比增长超120%。而万物新生产品销售收入的高增长还传递出另一个信号：在二手电商领域，自营模式的优势逐渐凸显。这归因于二手交易的特殊属性。在二手电商交易中，卖家通常比买家更了解商品的真实状况，这种信息不对称可能导致“劣币驱逐良币”现象，长此以往影响消费者对行业的感官。而自营模式成功把消费者的顾虑缩减为一个：平台靠谱不靠谱。好的产品服务可以塑造平台的好口碑，而平台的好口碑，又将给优质商品带来更多市场空间。通过自营模式，万物新生可以沉淀经验、技术、设备、资金等优势，持续提升用户的交易体验和信任度，从而实现业绩高增长。可以看出，自营业务是平台增长的基本盘。不过，随着“存量消费”的时代到来，在以旧换新政策红利和循环消费的市场趋势双重刺激下，这一赛道将会变得更加拥挤，对于用户和商家的争夺战也将进入新的阶段。万物新生有必要持续提升服务能力和平台影响力，将1P+3P的商业模式打磨得更成熟。从三季报来看，万物新生加强自身效率，推动3P业务发展的成果还是比较明显的。基于平台长期培养的用户循环消费的心智，越来越多用户开始尝试其他品类产品的二手买卖。三季度，万物新生手机3C以外的多品类回收额达9.5亿元，同比增长超270%，对应服务收入同比增长超400%。看到了商机，自然也会有更多商家加入这场循环盛宴中。反映在万物新生的财报中，第三季度，万物新生针对商家的3P（平台）服务收入达到3.8亿元，同比增长13.9%。从平台深耕自营业务，到引导用户养成绿色消费习惯，再到各类商家涌入市场，好的趋势逐渐显现。未来，万物新生的增长道路有两条：一是做深做透自营模式，建立强大的竞争壁垒；二是通过多品类回收业务做宽护城河，承接用户更多回收需求。两条路并行，在新的消费趋势下，万物新生的商业化能力在持续提升。这也进而引出新的话题：当越来越多用户倾向于“买旧不买新”，商家也涌入这一赛道，万物新生如何一如既往地保证供应链层面的稳定性和可靠性？如果把眼下的业绩增长视为一种过去几年业务沉淀的“厚积薄发”，那万物新生的增长是否具备可持续性？商业的良性循环离不开供给侧优化循环经济产业顺应当前消费趋势，以旧换新的频率和货值预计都会逐步增加，但是行业也将会出现新的矛盾。首先是需求多样化与供给有限性。随着消费者对二手商品接受度的提高，市场需求呈现出多样化趋势。然而，由于线上二手商品的来源和供应受到多种因素限制，导致市场供给难以满足所有需求。为了解决这一问题，二手电商纷纷将目光投向线下门店。线下门店一直是回收端的主要交付场景。近年来，万物新生（爱回收）、闲鱼、转转、闪回科技等公司纷纷布局线上线下一体化的渠道网络。从三季报看，截至三季度末，万物新生线下门店数已经达到1637家，覆盖全国263座城市，全国587间门店配备多品类回收能力。值得一提的是，线上线下两条腿走路，不仅重构了平台在回收侧的竞争力，还对提升用户信任度和降本增效都起到重要作用。线下门店提供了面对面交流的机会，能够增强消费者对二手商品的信任感。尤其在高价值的非标品领域，线下门店更有助于完成对消费者的精准触达，进一步转化用户至整个渠道体系内，加速线上线下一体化的二手交易模式的成熟。同时，线下门店能够直接触达终端用户，缩短整体交易链条，进而通过本地循环更短的供应链，实现降本增效。尤其是开设在商超和购物中心等人流密集区域的门店，能够以相对低的成本实现精准获客。总之，从各个方面来看，线下门店的完善，都展示出循环经济企业供应链体系愈发成熟的发展现状。而二手电商的供应链是一个复杂且精细的系统，除了回收和销售两端，中间还有质检、分级、定价等众多环节。这些处于“幕后”的环节，更能解释企业增长的韧性。比如，精确的质检系统是万物新生赢得用户信任，二手3C销售高增长的“头号功臣”。二手平台为了扩大交易规模，必须消除非标化，让用户精准了解自己将要购买的商品成色。为此，万物新生持续迭代自动化质检系统，不断提升质检精准度，显著降低了公司全年由于质检失误导致的损失。供应链能力，始终是二手电商平台价值的核心锚点。通过覆盖广泛的回收网络、强大的物流和仓储能力，构建高效、可靠的供应链体系，二手企业才能持续为用户提供二手性价比优品。与此同时，公司纵向扩张供应链，不仅打破了流量入口的桎梏，也为降本增效进一步打开空间。作为一个新消费趋势下的企业，万物新生首次在GAAP层面实现全面盈利，让市场看到了循环经济长期发展的一部分确定性。顺周期下循环经济的价值能否被重估？上市以来，万物新生的股价一路下探，资本市场的不看好很大程度上可以归因于两方面，一是增长上限存疑，二是盈利模式不清晰。随着国家大力推动循环经济的发展，以旧换新政策的效果持续释放，行业成长空间已逐步打开。据央视网数据，目前全国闲置商品日均交易额已突破10亿元，每天都有400万件闲置物品在平台上发布，二手闲置市场规模已突破万亿元。长远来看，巨大的消费人口基数，未被充分挖掘的下沉市场，以及上文所展示出的越来越完善的二手商品供应链，预示着循环经济产业发展生命周期长、潜力高。在此基础上，万物新生的全面盈利，也一定程度上消除了投资者对行业盈利前景的质疑。此次财报发布后，市场反应不小，万物新生的股价当天涨了13.82%。就在万物新生财报发布的同一天，《联合国气候变化框架公约》第二十九次缔约方大会（COP29）发布了《循环经济三重奏：助力中国落实气候行动》研究报告。报告提出五大行动呼吁：推动循环经济转型，助力中国气候行动。二手产品的流通，对经济绿色发展意义不言而喻，而推进绿色低碳循环发展经济体系建设是现代化国家建设的路径选择问题。而在各级以旧换新政策支持下，消费者参与回收交易的习惯也逐渐养成。对此，万物新生董事会主席、首席执行官陈雪峰在最新发布的财报中提到：“在二手消费电子产品回收交易的业务大盘里，以旧换新成为更主流的回收换新方式。”司马迁在《史记·货殖列传》里说——无财作力，少有斗智，既饶争时。政策利好、消费趋势已成，循环经济企业已经进入“争天时”的阶段。所谓“天时”，就是时来天地皆同力的意思。现如今，中国经济在战胜困难挑战中不断前行。在新一轮财报季中，众多中概股纷纷展现出财报上的亮点，引发外资积极布局那些性价比更高的中概股。比如，根据三季度13F持仓报告，高瓴旗下HHLRAdvisors三季度继续加大对中国资产的配置，对中概股的持仓占比由二季度的85%提升至93%。经济发展与资本市场“双向奔赴”，能否让循环经济板块迎来估值的逆转时刻呢？\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373762002579568,"gmtCreate":1732259852509,"gmtModify":1732259854702,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"赛道足够宽广！摸着石头过河即可！[财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"赛道足够宽广！摸着石头过河即可！[财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"赛道足够宽广！摸着石头过河即可！[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373762002579568","repostId":"1146353022","repostType":2,"repost":{"id":"1146353022","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1732201375,"share":"https://www.laohu8.com/m/news/1146353022?lang=&edition=full","pubTime":"2024-11-21 23:02","market":"hk","language":"zh","title":"异动解读 | 二手龙头万物新生盘中大跌5.36%% 市场质疑其长期增长前景","url":"https://stock-news.laohu8.com/highlight/detail?id=1146353022","media":"异动解读","summary":"中国二手电商龙头$万物新生$今日盘中大跌5.36%,引发市场关注。万物新生是国内领先的二手3C电子产品交易平台,受益于国家\"以旧换新\"循环经济政策的推动,公司最新财报业绩出众,连续多个季度实现高速增长和盈利。根据多家媒体报道,万物新生的供应链整合能力、回收渠道拓展、质检体系等核心竞争力均持续优化,这是公司高速增长的重要保证。总的来说,尽管二手消费成为新趋势,但市场对万物新生的长期增长潜力仍存怀疑。","content":"<p>中国二手电商龙头<a href=\"https://laohu8.com/S/RERE\">万物新生</a>今日盘中大跌5.36%,引发市场关注。</p>\n\n<p>万物新生是国内领先的二手3C电子产品交易平台,受益于国家\"以旧换新\"循环经济政策的推动,公司最新财报业绩出众,连续多个季度实现高速增长和盈利。但是,市场也关注到循环经济行业面临供需矛盾和供应链瓶颈等新挑战。</p>\n\n<p>根据多家媒体报道,万物新生的供应链整合能力、回收渠道拓展、质检体系等核心竞争力均持续优化,这是公司高速增长的重要保证。但由于回收产品同质化程度高、消费者需求多样化、线上供给有限等原因,万物新生供给侧的压力仍在增加。</p>\n\n<p>业内人士指出,供应链建设是二手电商企业发展的关键。未来如何平衡供需、进一步提升质检准确度、挖掘低成本获客渠道等,都将直接影响万物新生的长期盈利前景,这也是投资者目前对公司估值较为保守的重要原因。</p>\n\n<p>总的来说,尽管二手消费成为新趋势,但市场对万物新生的长期增长潜力仍存怀疑。公司如何进一步优化供应链体系,完善商业模式,将决定其能否最终在新赛道占据优势地位。</p>","source":"ai_movement_cn","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>异动解读 | 二手龙头万物新生盘中大跌5.36%% 市场质疑其长期增长前景</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{ 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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异动解读 | 二手龙头万物新生盘中大跌5.36%% 市场质疑其长期增长前景\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-21 23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>中国二手电商龙头<a href=\"https://laohu8.com/S/RERE\">万物新生</a>今日盘中大跌5.36%,引发市场关注。</p>\n\n<p>万物新生是国内领先的二手3C电子产品交易平台,受益于国家\"以旧换新\"循环经济政策的推动,公司最新财报业绩出众,连续多个季度实现高速增长和盈利。但是,市场也关注到循环经济行业面临供需矛盾和供应链瓶颈等新挑战。</p>\n\n<p>根据多家媒体报道,万物新生的供应链整合能力、回收渠道拓展、质检体系等核心竞争力均持续优化,这是公司高速增长的重要保证。但由于回收产品同质化程度高、消费者需求多样化、线上供给有限等原因,万物新生供给侧的压力仍在增加。</p>\n\n<p>业内人士指出,供应链建设是二手电商企业发展的关键。未来如何平衡供需、进一步提升质检准确度、挖掘低成本获客渠道等,都将直接影响万物新生的长期盈利前景,这也是投资者目前对公司估值较为保守的重要原因。</p>\n\n<p>总的来说,尽管二手消费成为新趋势,但市场对万物新生的长期增长潜力仍存怀疑。公司如何进一步优化供应链体系,完善商业模式,将决定其能否最终在新赛道占据优势地位。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RERE":"万物新生"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146353022","content_text":"中国二手电商龙头万物新生今日盘中大跌5.36%,引发市场关注。\n万物新生是国内领先的二手3C电子产品交易平台,受益于国家\"以旧换新\"循环经济政策的推动,公司最新财报业绩出众,连续多个季度实现高速增长和盈利。但是,市场也关注到循环经济行业面临供需矛盾和供应链瓶颈等新挑战。\n根据多家媒体报道,万物新生的供应链整合能力、回收渠道拓展、质检体系等核心竞争力均持续优化,这是公司高速增长的重要保证。但由于回收产品同质化程度高、消费者需求多样化、线上供给有限等原因,万物新生供给侧的压力仍在增加。\n业内人士指出,供应链建设是二手电商企业发展的关键。未来如何平衡供需、进一步提升质检准确度、挖掘低成本获客渠道等,都将直接影响万物新生的长期盈利前景,这也是投资者目前对公司估值较为保守的重要原因。\n总的来说,尽管二手消费成为新趋势,但市场对万物新生的长期增长潜力仍存怀疑。公司如何进一步优化供应链体系,完善商业模式,将决定其能否最终在新赛道占据优势地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373030957891776,"gmtCreate":1732099842536,"gmtModify":1732099844611,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"十倍股走起[财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"十倍股走起[财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"十倍股走起[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373030957891776","repostId":"2484939271","repostType":2,"repost":{"id":"2484939271","pubTimestamp":1732097617,"share":"https://www.laohu8.com/m/news/2484939271?lang=&edition=full","pubTime":"2024-11-20 18:13","market":"hk","language":"zh","title":"爱回收：三季度营收40.5亿元 首次实现GAAP标准下的盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2484939271","media":"南方财经网","summary":"南方财经11月20日电，万物新生（爱回收）发布2024年第三季度财报。报告期内，爱回收实现营收40.5亿元，同比增长24.4%，non-GAAP净利润为9006万元，同比增长89.3%。此外，爱回收在GAAP层面也实现净利润1788万元，首次实现单季GAAP标准下的全面盈利。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.RERE&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　南方财经11月20日电，<span><a href=\"https://laohu8.com/S/RERE\">万物新生</a></span><span></span>（爱回收）发布2024年第三季度财报。报告期内，爱回收实现营收40.5亿元，同比增长24.4%，non-GAAP净利润为9006万元，同比增长89.3%。此外，爱回收在GAAP层面也实现净利润1788万元，首次实现单季GAAP标准下的全面盈利。 </p><p>（文章来源：南方财经网）</p> </div></body></html>","source":"stock_eastmoney","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>爱回收：三季度营收40.5亿元 首次实现GAAP标准下的盈利</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RERE":"万物新生"},"source_url":"http://finance.eastmoney.com/a/202411203245651585.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484939271","content_text":"南方财经11月20日电，万物新生（爱回收）发布2024年第三季度财报。报告期内，爱回收实现营收40.5亿元，同比增长24.4%，non-GAAP净利润为9006万元，同比增长89.3%。此外，爱回收在GAAP层面也实现净利润1788万元，首次实现单季GAAP标准下的全面盈利。 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href=\"https://usstock.jrj.com.cn/2024/10/23084844318999.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bec7f970ee9c9c2158f0c607473c30c0","relate_stocks":{},"source_url":"https://usstock.jrj.com.cn/2024/10/23084844318999.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2477657314","content_text":"据纽约时报消息，数十年来一直淡出政坛的比尔盖茨曾私下表示，他最近向支持副总统哈里斯竞选活动的非营利组织Future 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href=\"https://laohu8.com/S/FISI\">金融机构</a>都有很多讨论。“我们也都蛮难的，就像是在家里受尽了欺负和委屈的小媳妇儿，最后出去还要说我老公对我可好呢”。</p><p>　　但他强调，经过这两三年的讨论发现，不管是公司领导还是客户，应该多来中国，并且也希望国内的客户多出国，因为交流是非常必要的。</p><p>　　范翔表示，目前高盛内部已有共识。</p><p>　　第一，中国已是全球第二大经济体，“这是非常重要的，而且再往后的几十年，我看不到任何第三大经济实体能超过我们”。因此，中国是必须要配置的资产，“不管是从投资的角度讲，还是全球客户发展自身市场的角度讲，中国都是必须来的地方”，他强调。</p><p>　　“我们的观点就是，高盛一定要大搞特搞”，他说，高盛还在持续进行不同展业和不同注资。</p><p>　　第二，范翔强调，加强交流尤为重要。“更多的中国客户开始想走出去，这也给我们创造了非常多的机会，这是我们的强项”。</p><p>　　“这几年有可能不是中国的年，但21世纪始终是中国的世纪”，他说。</p></body></html>","source":"sina","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>高盛：中国是必须要配置的资产，我们一定要大搞特搞</title>\n<style 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href=\"https://finance.sina.com.cn/hy/hyjz/2024-10-10/doc-incrzuhw9136656.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2024-10-10/doc-incrzuhw9136656.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2474751749","content_text":"2024上海全球资产管理论坛今日举行。高盛中国联席主管、高盛（中国）证券有限责任公司董事长范翔出席并演讲。　　谈及如果对外讲好中国故事，范翔表示，过去两三年中，各家金融机构都有很多讨论。“我们也都蛮难的，就像是在家里受尽了欺负和委屈的小媳妇儿，最后出去还要说我老公对我可好呢”。　　但他强调，经过这两三年的讨论发现，不管是公司领导还是客户，应该多来中国，并且也希望国内的客户多出国，因为交流是非常必要的。　　范翔表示，目前高盛内部已有共识。　　第一，中国已是全球第二大经济体，“这是非常重要的，而且再往后的几十年，我看不到任何第三大经济实体能超过我们”。因此，中国是必须要配置的资产，“不管是从投资的角度讲，还是全球客户发展自身市场的角度讲，中国都是必须来的地方”，他强调。　　“我们的观点就是，高盛一定要大搞特搞”，他说，高盛还在持续进行不同展业和不同注资。　　第二，范翔强调，加强交流尤为重要。“更多的中国客户开始想走出去，这也给我们创造了非常多的机会，这是我们的强项”。　　“这几年有可能不是中国的年，但21世纪始终是中国的世纪”，他说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357830997082536,"gmtCreate":1728364447633,"gmtModify":1728364450227,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545737789066182","authorIdStr":"3545737789066182"},"themes":[],"htmlText":"越来越高[财迷]&nbsp; 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