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明灯指路
02-12
$Global Mofy Metaverse Limited(GMM)$
这个价位可以逢低建仓,风险不大
明灯指路
2023-10-12
$万物新生(RERE)$
一根大阴线又回到了原点,继续努力爬上去
明灯指路
2023-08-11
$万物新生(RERE)$
筹码分布区域还是比较集中的,获利比例已经15%,财报后可能会不一样
明灯指路
2023-08-11
$雾麻科技(ISPR)$
今晚有机会上两位数,可以冲起来的
明灯指路
2023-08-11
$叮咚买菜(DDL)$
中信建投研报:在商品力提升以及预制菜等高毛利品类占比增加的趋势下,我们预计23Q2叮咚毛利率为30.8%,环比略有提升,同比下降0.8pct,同比下降主要系去年同期华东地区疫情严重供不应求导致同期毛利率基数较高
明灯指路
07-25
$康健国际医疗(03886)$
市值从200亿跌到现在只剩20亿,跌了差不多90%,这种人寿也是要负责的,不能只管买入不参与经营管理
明灯指路
11-22
$路特斯(LOT)$
2024年1-9月,汽车交付量超过7,600辆,同比增长136%。总收入为6.53亿美元,同比增长翻番,这个增速也是没谁啦
明灯指路
10-15
$叮咚买菜(DDL)$
开盘中概股就大幅下跌,原本以为叮咚3块这里会是强支撑的,没想到给直接穿破
明灯指路
09-13
$晶泰科技(02228)$
今天振幅还可以,不过上方也有一定的压力
明灯指路
2023-07-27
$小米集团-W(01810)$
今天顺利上12?
明灯指路
12-12
$叮咚买菜(DDL)$
从周期复盘及商业本质来看,前置仓以更高质量、更优效率的线上模式满足本地消费需求,是零售创新的一种形式
明灯指路
12-12
$万物新生(RERE)$
看来还是要调整一下,先稳住阵脚再往上冲
明灯指路
12-04
$万物新生(RERE)$
盘前冲到3.44了,今晚有机会创52周高点
明灯指路
10-15
$万物新生(RERE)$
今晚这个中概股有点难啊,开盘跌幅有点大,不知道还有没有机会收窄一下
明灯指路
10-07
$万物新生(RERE)$
突然发现,华为商城的以旧换新的合作伙伴也是爱回收啊[无语]
明灯指路
05-23
$万物新生(RERE)$
MA20这里是比较强的支撑价位了,今晚看能不能顺利守住了
明灯指路
05-23
$叮咚买菜(DDL)$
叮咚买菜正在通过“源头采购—生产加工—仓储—履约配送”这一完善的链路,结合严格的品控标准与自主研发的中台各管理系统,综合形成业内先进的供应链能力,以确保商品供给的稳定性
明灯指路
05-03
$叮咚买菜(DDL)$
这段时间涨得还可以啊,周五来点大动作?
明灯指路
04-04
$万物新生(RERE)$
随着产品质量和耐用性的提升,二手手机的使用体验与新机的差距不断缩小,尤其是二手旗舰机型,将成为中端新机最合适的“平替产品”
起底二手手机产业:平台商疯狂扩容,小店旧机利润超新机
明灯指路
03-15
$万物新生(RERE)$
2023全年的多品类回收GMV超10亿元,去年黄金一直都在攀升,今年还有大潜力
去老虎APP查看更多动态
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突然发现,华为商城的以旧换新的合作伙伴也是爱回收啊[无语]","images":[{"img":"https://static.tigerbbs.com/6e4f3404031f54ed3e1706602af61673","width":"1504","height":"750"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357607897059344","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549961257478316","authorId":"3549961257478316","name":"冬夜漫漫长","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3549961257478316","idStr":"3549961257478316"},"content":"苹果的生意能做,当然华为的也可以啦,说明团队的商务水平还是很厉害的","text":"苹果的生意能做,当然华为的也可以啦,说明团队的商务水平还是很厉害的","html":"苹果的生意能做,当然华为的也可以啦,说明团队的商务水平还是很厉害的"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":309015228788928,"gmtCreate":1716470916760,"gmtModify":1716470918096,"author":{"id":"4142510355485370","authorId":"4142510355485370","name":"明灯指路","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142510355485370","idStr":"4142510355485370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>MA20这里是比较强的支撑价位了,今晚看能不能顺利守住了","listText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>MA20这里是比较强的支撑价位了,今晚看能不能顺利守住了","text":"$万物新生(RERE)$ MA20这里是比较强的支撑价位了,今晚看能不能顺利守住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/309015228788928","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549961257478316","authorId":"3549961257478316","name":"冬夜漫漫长","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3549961257478316","idStr":"3549961257478316"},"content":"前两天盘中看还是向上的动力强一些,低开的基本都能拉回去,今天看看还能延续不","text":"前两天盘中看还是向上的动力强一些,低开的基本都能拉回去,今天看看还能延续不","html":"前两天盘中看还是向上的动力强一些,低开的基本都能拉回去,今天看看还能延续不"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309014985109616,"gmtCreate":1716470854961,"gmtModify":1716470856602,"author":{"id":"4142510355485370","authorId":"4142510355485370","name":"明灯指路","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142510355485370","idStr":"4142510355485370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>叮咚买菜正在通过“源头采购—生产加工—仓储—履约配送”这一完善的链路,结合严格的品控标准与自主研发的中台各管理系统,综合形成业内先进的供应链能力,以确保商品供给的稳定性","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>叮咚买菜正在通过“源头采购—生产加工—仓储—履约配送”这一完善的链路,结合严格的品控标准与自主研发的中台各管理系统,综合形成业内先进的供应链能力,以确保商品供给的稳定性","text":"$叮咚买菜(DDL)$ 叮咚买菜正在通过“源头采购—生产加工—仓储—履约配送”这一完善的链路,结合严格的品控标准与自主研发的中台各管理系统,综合形成业内先进的供应链能力,以确保商品供给的稳定性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/309014985109616","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118472521748070","authorId":"4118472521748070","name":"塔罗卡牌","avatar":"https://static.tigerbbs.com/8f8c49ebfe9f476de44416d3bea7da3c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4118472521748070","idStr":"4118472521748070"},"content":"昨天涨得猛,今天稍微有点拉垮,不过都还能接受啦,涨涨跌跌都是正常的","text":"昨天涨得猛,今天稍微有点拉垮,不过都还能接受啦,涨涨跌跌都是正常的","html":"昨天涨得猛,今天稍微有点拉垮,不过都还能接受啦,涨涨跌跌都是正常的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302029477617952,"gmtCreate":1714743752917,"gmtModify":1714743754449,"author":{"id":"4142510355485370","authorId":"4142510355485370","name":"明灯指路","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142510355485370","idStr":"4142510355485370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>这段时间涨得还可以啊,周五来点大动作?","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>这段时间涨得还可以啊,周五来点大动作?","text":"$叮咚买菜(DDL)$ 这段时间涨得还可以啊,周五来点大动作?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/302029477617952","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118472521748070","authorId":"4118472521748070","name":"塔罗卡牌","avatar":"https://static.tigerbbs.com/8f8c49ebfe9f476de44416d3bea7da3c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4118472521748070","idStr":"4118472521748070"},"content":"已经快要突破前面的高点了,没有辜负我这么久的期待","text":"已经快要突破前面的高点了,没有辜负我这么久的期待","html":"已经快要突破前面的高点了,没有辜负我这么久的期待"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291684219326776,"gmtCreate":1712237857322,"gmtModify":1712237858768,"author":{"id":"4142510355485370","authorId":"4142510355485370","name":"明灯指路","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142510355485370","idStr":"4142510355485370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>随着产品质量和耐用性的提升,二手手机的使用体验与新机的差距不断缩小,尤其是二手旗舰机型,将成为中端新机最合适的“平替产品”","listText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>随着产品质量和耐用性的提升,二手手机的使用体验与新机的差距不断缩小,尤其是二手旗舰机型,将成为中端新机最合适的“平替产品”","text":"$万物新生(RERE)$ 随着产品质量和耐用性的提升,二手手机的使用体验与新机的差距不断缩小,尤其是二手旗舰机型,将成为中端新机最合适的“平替产品”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/291684219326776","repostId":"2424018039","repostType":2,"repost":{"id":"2424018039","kind":"highlight","pubTimestamp":1712057040,"share":"https://www.laohu8.com/m/news/2424018039?lang=&edition=full","pubTime":"2024-04-02 19:24","market":"sh","language":"zh","title":"起底二手手机产业:平台商疯狂扩容,小店旧机利润超新机","url":"https://stock-news.laohu8.com/highlight/detail?id=2424018039","media":"时代周报","summary":"二手智能手机的销售利润高于新机销售利润","content":"<html><body><p>当智能手机发展进入瓶颈期,与高端市场同步逆势上行的,是二手市场。</p><p>“二手手机是比较赚钱的,走货快,量大。什么赚钱,我肯定就做什么,我把重点了放在二手手机上。” 2022年还在准备关店改行的熊四国,如今找到了新出路。</p><p>熊四国在湖北的小县城开着一家某品牌手机专卖店,他告诉时代周报记者,如今每月二手手机销量有十几台甚至二十多台,是新机的数倍,有时候新机单月销量仅1台,且利润不比二手机高。</p><p>他所处的县城很小,南北向、东西向跨度均不足6公里,却有十余家在做二手手机生意的。据熊四国所知,有的商家完全放弃了卖新机,只做二手手机生意。</p><p>“现在基本卖手机的和做运营商业务的,没有人会不做二手这块的。”就职于二手手机交易服务平台的一位招商经理对时代周报记者表示,新机销售利润太单薄了。</p><p>国际数据公司<span label=\"备注\">(IDC)</span>在2023年底一份报告中分析称,<strong>二手智能手机的销售利润高于新机销售利润,因此更多渠道门店积极进入二手智能手机市场。</strong></p><p>平台型大企业则不断有新店开张,比如爱回收实体店从2021年初的700多家增加到2023年10月的2000家左右,2021年以来,转转线下门店从零增加到当前的500家左右,B2B服务商也在“疯狂”扩充加盟网络,比如靓机汇签约加盟门店已达到1200家左右。</p><p>除此之外,爱回收、转转、速回收等在大力推进上门回收服务,让用户足不出户寄卖二手手机,各大手机厂商、各大电商平台以旧换新的推进力度也在逐渐加大,近期从事以旧换新业务和二手手机销售的深圳闪回科技有限公司<span label=\"备注\">(下称“闪回科技”)</span>还向港交所递交了招股书。</p><p>不过,二手手机市场暂时没有得到资本热捧。IDC中国高级分析师郭天翔对时代周报谈到其中的原因,他认为,<strong>“该市场依然缺乏统一的标准,并且透明度较低,也没有统一的监管。”</strong></p><p><img src=\"https://static.tigerbbs.com/98d95e3201e24bf498e19ce2b250a9ce\"/></p><p label=\"图片备注\">△高价回收。图源:时代周报</p><p label=\"大标题\">一、“二手手机利润不比新手机低”</p><p>20多年前,熊四国开始从事手机维修工作,2007年开始卖手机,他见证了从功能机到智能机的时代变迁。如今正亲历二手市场的高速发展。</p><p><img src=\"https://static.tigerbbs.com/af6b110e2d6c4b9cbf05488d3eab6e1a\"/></p><p label=\"图片备注\">△<a href=\"https://laohu8.com/S/JD\">京东</a>实体店也做手机回收。图源:时代周报</p><p>2022年暑期,时代周报联系熊四国,他当时有了关店或转让的打算,20天内新机销量为0,原因是门店太多、竞争太激烈,且手机市场需求下滑、行业深陷寒冬,中低端市场是重灾区,这是他所处的市场。</p><p>当时,他靠销售配件、二手手机、老人机和维修等零散业务勉强支撑。20个月后的2024年3月,当时代周报记者再度联系他时,二手机已成了他的主要业务,是每个月一半收入的来源。</p><p>他销售的二手手机主要来源于上游批发商,有小部分来自自己的回收,如果回收来的手机使用有问题,他会维修,再加价出售。</p><p>“现在不管做什么,都要一个智能机,就是卖菜的老爷爷都需要一个智能机收款。” 熊四国说,二手手机购买者以工薪阶层、中学生为主,有学生用1288元买了一款二手手机,熊四国问他为什么不用这些钱买新机,该学生表示喜欢这款手机,说相同款式的新机要2000多元,二手更划算。</p><p>如今,他店里每个月的二手手机销量能达到十余台甚至20多台,远高于2022年暑期,也远高于新机。</p><p>根据市场调研机构“GfK中国”发布的年第三季度报告,中国手机市场均价已达3480元。</p><p>像熊四国这样的基层店主,批发价被上游代理商把控,零售价要以品牌官网价为准,甚至比官网价低一两百元,所以新机的利润比较低。</p><p>但二手手机生意没有这样的制约,熊四国店里卖出的二手手机的价格多在400元至700元之间,虽远低于新机价格,利润却不比新机低。他透露,<strong>每台二手机利润至少80元,最高能达到300元,新机最高利润也只有300元左右。</strong></p><p label=\"大标题\">二、非标商品,市场还没被垄断</p><p>主营二手手机生意,熊四国是受行业寒冬所迫、逼不得已的,广西商家于洋则是主动选择的,他看中的是这个市场“草莽时代”的机会。</p><p>他于2022年开始做二手手机生意,销售模式和熊四国大不相同,主要是在线上。</p><p>接受时代周报记者采访时,他谈到,自己抖音、今日头条、微信公众号等平台运营自媒体账号,与卖二手手机的销售人员合作,将粉丝引流给销售人员,自己拿分成,单台分成普遍在50元—100元之间。据他所知,大部分独立卖二手手机的同行,单台利润能达到100元至300元。</p><p>他以前在华强北做过新机批发生意,单台利润仅有5元—10元,以量取胜,因此投资大、垄断性强,被头部公司把控。在他看来,二手手机行业还没被垄断,投资小,普通人也能做。</p><p>而且他认为,二手手机是非标品,彼此之间有磨损程度、部件损坏程度、款式新旧等区别,很考验客户对商家的信任度,未来也难以被垄断。</p><p>做新机零售的、批发的,维修手机的,做运营商业务的如手机上号……如熊四国、于洋一样,太多手机相关从业者将业务重心转向了二手手机。</p><p>日前,时代周报记者走访深圳龙岗区一条街道,走了1公里左右,看到三家店在显眼位置宣传二手手机回收业务,也全部都做二手手机销售,其中一家店的招牌“手机专业维修”看起来很旧,写有“回收”二字的海报却是崭新的,明显是新贴上的。</p><p><img src=\"https://static.tigerbbs.com/7a11b65f0d46453bb63bd3a0944d6a90\"/></p><p label=\"图片备注\">△加入二手机市场的手机维修店。图源:时代周报</p><p>“由于新机市场竞争太大,利润下降,这几年确实有不少线下店转做或兼做二手手机。由于二手手机价格并不透明,所以有时利润反而高于新机。”郭天翔观察到。</p><p>采货侠是转转旗下的B2B服务平台,为二手手机上下游商家的交易做<a href=\"https://laohu8.com/S/III\">信息服务</a>、质检等服务,官网显示,其2020年成立至今,全年总订单量呈20倍增速,GMV获得了15倍的增长。</p><p label=\"大标题\">三、两年增5倍,品牌加盟店飞速扩张</p><p>数据显示,2021年以来,大企业或品牌开始了线下店的飞速扩张,不断开新店。</p><p>根据弗若斯特沙利文调研,按总交易额预计,爱回收、转转、闪回科技是2022年中国前三大手机回收服务提供商。它们在线上渠道上都是扩张策略,其中爱回收、转转有大量加盟店。</p><p>除此之外,还有很多回收商贩是靓机汇、果快回收、万里行等二手手机B2B服务商品牌的签约加盟商,模式相似,商贩交加盟费,店内外有明显品牌标识,品牌承诺报价参考、兜底回收、货源对接、客户引流、推广支持等服务。</p><p>前述三家店的两公里之内,有爱回收、转转、果快回收的实体店,有靓机汇龙岗分公司运营中心,范围扩充至深圳市内,还有闪回科技的线下店。</p><p>《中国日报》2021年2月报道显示,爱回收在全国140个城市开设了700多家实体店,根据去年10月外媒一篇报道,截至2023年,爱回收在全国 269个城市经营着 1944 家实体店。这两篇报道皆被爱回收官网转载。</p><p>转转原本以线上二手手机销售为主,但公司内部人士对时代周报记者表示,转转2021开始做线下门店,目前门店数量达到500家左右。2022年11月,这项数据还是不到200家。</p><p>闪回科技也入局了,它是以旧换新服务商,面向手机品牌方、大型分销商采购二手手机并销售。2023年9月及12月,其以闪回有品品牌在深圳开设了第一家及第二家线下零售店,直接面向消费者做二手手机回收和销售。</p><p><img src=\"https://static.tigerbbs.com/d5fc9415a50e406e9fdeb71d7bfe0f18\"/></p><p label=\"图片备注\">△主营维修的店里卖的二手手机。图源:时代周报</p><p>至于B2B服务商,2018年成立的靓机汇,到2021年底签约加盟商已有200多家,截至今年1月已增加到1200家左右,遍布全国31个省级行政区。</p><p>熊四国说,B2B服务商的网络已经延申到他所在的18线小县城了。他回收来的手机不仅自行出售,有一部分会以低一些的价格卖给B2B服务商,因为是一锤子买卖,客户不会因为手机出问题找上门。</p><p>二手手机生意做得风生水起,他打算投资一笔钱,成为有大企业依靠的区域代理商或加盟商。</p><p label=\"大标题\">四、新机“跌倒”,二手手机市场“吃饱”</p><p>为什么二手手机回收产业发展如此迅速?可以从供给、需求两个层面看。</p><p>从供给看,中国循环经济协会数据显示,目前一部手机的平均寿命在2.2年左右。我国平均每年产生4亿部以上废旧手机,废旧手机存量超过20亿部。</p><p>“有的地区,比如陕西,很多个体户直接拿盘子、菜刀等跟用户置换中低端手机的,很赚钱的。” 于洋谈到,很多人家的闲置手机不知道怎么处理,就交给这样的个体户了。</p><p>一位广州市郊居民对时代周报记者说,经常有这样的小贩来到自己所在城中村,有邻居用旧手机换脸盆、剪刀,她不愿意换,好几台旧手机躺在家里,她没注意到街上做回收的实体店。</p><p>至于需求,二手行业头部企业的内部人士刘慧接受时代周报采访谈到,<strong>近年来,用户注重性价比了,对二手手机的接受度更高了,不一定要卖新机,这跟产业发展也有关。</strong></p><p>据她观察,二手手机回收网络和零售网络的渗透,类似转转这种互联网平台的介入,也让行业的规范性和便利性整体增强了。另外,随着技术发展,手机比以前耐用,早年手机用两三年后可能很卡,现在不是了。</p><p>郭天翔也谈到,随着产品质量和耐用性的提升,二手手机的使用体验与新机的差距不断缩小,尤其是二手旗舰机型,将成为中端新机最合适的“平替产品”。经济大环境的不景气,也使得部分消费者选择更便宜的二手产品。</p><p>“新机买得少,人家肯定买二手手机。” 在二手手机商贩看来,二手机需求增长与新机需求下滑有关。</p><p>熊四国提到了二手手机需求的不同层面,据他观察,一些中低端二手手机在一线城市销路不好,在小县城却很吃香;大城市消费者喜欢<a href=\"https://laohu8.com/S/AAPL\">苹果</a>二手机,但在他的店里却卖不出去,只能转卖给二手交易平台或者上游商家。</p><p>IDC报告显示,2023年第四季度,中国智能手机市场出货量约7363万台,同比增长1.2%,小幅反弹,此前已连续10个季度同比下降。</p><p>当前,为提高用户粘性,各大手机厂商、电商平台都在推进以旧换新,以3月下旬发布的vivo X Fold3为例,vivo提供至高2000元的以旧换新补贴,2023年底上市的华为nova 12系列,售价2499元起,华为以旧换新至高补贴则为500元。</p><p><img src=\"https://static.tigerbbs.com/9755845b0e4c44a7b3833fa86ccfab8b\"/></p><p label=\"图片备注\">△街上做以旧换新的手机店。图源:时代周报</p><p label=\"大标题\">五、二手手机平台叫好不叫座?</p><p>闪回科技招股书显示,根据弗若斯特沙利文的资料,二手手机在中国市场一直供不应求,预计未来仍将如此。<strong>在二手手机回收行业,平均存货周转时间约为10至15天。</strong></p><p>但供不应求的二手手机却没有给平台带来丰厚的回报。爱回收、闪回科技等大企业最近的财务报表均显示未实现盈利。</p><p>2021年、2022年及2023年前三季度,闪回科技分别实现营业收入7.50亿元、9.19亿元、8.36亿元,期内相应的净亏损分别为4870.8万元、9908.4万元和9911.4万元,亏损呈逐年扩大态势,三个报告期内的亏损率分别是6.5%、10.8%、11.9%。</p><p>报告期内闪回科技毛利率也逐年走低,分别约为8.2%、6.1%及7.3%。关于毛利率下滑的原因,闪回科技表示由于受采购二手消费电子产品的成本增加的影响。</p><p>作为同赛道第一家上市公司爱回收即<a href=\"https://laohu8.com/S/RERE\">万物新生</a>2023年运营亏损虽然已经从2022年的26.24亿元缩减到1.73亿元,但仍在亏损期间。</p><p>不过即使如此,机构依旧看好这一赛道的前景。</p><p>弗若斯特沙利文资料显示,从2018年至2022年,按流转交易额衡量,中国二手消费电子产品交易市场由1438亿元增长至4248亿元,年复合增长率为31.1%,在所有消费电子类别中,手机占据大部分市场份额,2022年为75%。</p><p>弗若斯特沙利文预计,2027年,中国二手消费电子产品交易市场的规模有望达到14521亿元,2023年至2027年的年复合增长率为27.9%。尽管中国手机回收率已从2018年的约8.5%快速增长至2022年的约27.5%,与成熟市场的手机回收率约50%—70%相比,仍有很大的改善空间。</p><p>IDC则预计今年中国市场的二手手机市场规模在8000万台左右。</p><p><span label=\"备注\">(文中熊四国、于洋、刘慧为化名)</span></p><p><span label=\"备注\">本文来自微信公众号:</span><span>时代周报 (ID:timeweekly)</span><span>,记者:王婷,</span><span label=\"备注\">编辑:林铭铭</span></p></body></html>","source":"highlight_huxiu","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\" 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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起底二手手机产业:平台商疯狂扩容,小店旧机利润超新机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-02 19:24 北京时间 <a href=https://www.huxiu.com/article/2857377.html><strong>时代周报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当智能手机发展进入瓶颈期,与高端市场同步逆势上行的,是二手市场。“二手手机是比较赚钱的,走货快,量大。什么赚钱,我肯定就做什么,我把重点了放在二手手机上。” 2022年还在准备关店改行的熊四国,如今找到了新出路。熊四国在湖北的小县城开着一家某品牌手机专卖店,他告诉时代周报记者,如今每月二手手机销量有十几台甚至二十多台,是新机的数倍,有时候新机单月销量仅1台,且利润不比二手机高。他所处的县城很小,...</p>\n\n<a href=\"https://www.huxiu.com/article/2857377.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.huxiucdn.com/article/cover/202404/02/181606907858.jpg?imageView2/1/w/720/h/405/|imageMogr2/strip/interlace/1/quality/85/format/jpg","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://www.huxiu.com/article/2857377.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2424018039","content_text":"当智能手机发展进入瓶颈期,与高端市场同步逆势上行的,是二手市场。“二手手机是比较赚钱的,走货快,量大。什么赚钱,我肯定就做什么,我把重点了放在二手手机上。” 2022年还在准备关店改行的熊四国,如今找到了新出路。熊四国在湖北的小县城开着一家某品牌手机专卖店,他告诉时代周报记者,如今每月二手手机销量有十几台甚至二十多台,是新机的数倍,有时候新机单月销量仅1台,且利润不比二手机高。他所处的县城很小,南北向、东西向跨度均不足6公里,却有十余家在做二手手机生意的。据熊四国所知,有的商家完全放弃了卖新机,只做二手手机生意。“现在基本卖手机的和做运营商业务的,没有人会不做二手这块的。”就职于二手手机交易服务平台的一位招商经理对时代周报记者表示,新机销售利润太单薄了。国际数据公司(IDC)在2023年底一份报告中分析称,二手智能手机的销售利润高于新机销售利润,因此更多渠道门店积极进入二手智能手机市场。平台型大企业则不断有新店开张,比如爱回收实体店从2021年初的700多家增加到2023年10月的2000家左右,2021年以来,转转线下门店从零增加到当前的500家左右,B2B服务商也在“疯狂”扩充加盟网络,比如靓机汇签约加盟门店已达到1200家左右。除此之外,爱回收、转转、速回收等在大力推进上门回收服务,让用户足不出户寄卖二手手机,各大手机厂商、各大电商平台以旧换新的推进力度也在逐渐加大,近期从事以旧换新业务和二手手机销售的深圳闪回科技有限公司(下称“闪回科技”)还向港交所递交了招股书。不过,二手手机市场暂时没有得到资本热捧。IDC中国高级分析师郭天翔对时代周报谈到其中的原因,他认为,“该市场依然缺乏统一的标准,并且透明度较低,也没有统一的监管。”△高价回收。图源:时代周报一、“二手手机利润不比新手机低”20多年前,熊四国开始从事手机维修工作,2007年开始卖手机,他见证了从功能机到智能机的时代变迁。如今正亲历二手市场的高速发展。△京东实体店也做手机回收。图源:时代周报2022年暑期,时代周报联系熊四国,他当时有了关店或转让的打算,20天内新机销量为0,原因是门店太多、竞争太激烈,且手机市场需求下滑、行业深陷寒冬,中低端市场是重灾区,这是他所处的市场。当时,他靠销售配件、二手手机、老人机和维修等零散业务勉强支撑。20个月后的2024年3月,当时代周报记者再度联系他时,二手机已成了他的主要业务,是每个月一半收入的来源。他销售的二手手机主要来源于上游批发商,有小部分来自自己的回收,如果回收来的手机使用有问题,他会维修,再加价出售。“现在不管做什么,都要一个智能机,就是卖菜的老爷爷都需要一个智能机收款。” 熊四国说,二手手机购买者以工薪阶层、中学生为主,有学生用1288元买了一款二手手机,熊四国问他为什么不用这些钱买新机,该学生表示喜欢这款手机,说相同款式的新机要2000多元,二手更划算。如今,他店里每个月的二手手机销量能达到十余台甚至20多台,远高于2022年暑期,也远高于新机。根据市场调研机构“GfK中国”发布的年第三季度报告,中国手机市场均价已达3480元。像熊四国这样的基层店主,批发价被上游代理商把控,零售价要以品牌官网价为准,甚至比官网价低一两百元,所以新机的利润比较低。但二手手机生意没有这样的制约,熊四国店里卖出的二手手机的价格多在400元至700元之间,虽远低于新机价格,利润却不比新机低。他透露,每台二手机利润至少80元,最高能达到300元,新机最高利润也只有300元左右。二、非标商品,市场还没被垄断主营二手手机生意,熊四国是受行业寒冬所迫、逼不得已的,广西商家于洋则是主动选择的,他看中的是这个市场“草莽时代”的机会。他于2022年开始做二手手机生意,销售模式和熊四国大不相同,主要是在线上。接受时代周报记者采访时,他谈到,自己抖音、今日头条、微信公众号等平台运营自媒体账号,与卖二手手机的销售人员合作,将粉丝引流给销售人员,自己拿分成,单台分成普遍在50元—100元之间。据他所知,大部分独立卖二手手机的同行,单台利润能达到100元至300元。他以前在华强北做过新机批发生意,单台利润仅有5元—10元,以量取胜,因此投资大、垄断性强,被头部公司把控。在他看来,二手手机行业还没被垄断,投资小,普通人也能做。而且他认为,二手手机是非标品,彼此之间有磨损程度、部件损坏程度、款式新旧等区别,很考验客户对商家的信任度,未来也难以被垄断。做新机零售的、批发的,维修手机的,做运营商业务的如手机上号……如熊四国、于洋一样,太多手机相关从业者将业务重心转向了二手手机。日前,时代周报记者走访深圳龙岗区一条街道,走了1公里左右,看到三家店在显眼位置宣传二手手机回收业务,也全部都做二手手机销售,其中一家店的招牌“手机专业维修”看起来很旧,写有“回收”二字的海报却是崭新的,明显是新贴上的。△加入二手机市场的手机维修店。图源:时代周报“由于新机市场竞争太大,利润下降,这几年确实有不少线下店转做或兼做二手手机。由于二手手机价格并不透明,所以有时利润反而高于新机。”郭天翔观察到。采货侠是转转旗下的B2B服务平台,为二手手机上下游商家的交易做信息服务、质检等服务,官网显示,其2020年成立至今,全年总订单量呈20倍增速,GMV获得了15倍的增长。三、两年增5倍,品牌加盟店飞速扩张数据显示,2021年以来,大企业或品牌开始了线下店的飞速扩张,不断开新店。根据弗若斯特沙利文调研,按总交易额预计,爱回收、转转、闪回科技是2022年中国前三大手机回收服务提供商。它们在线上渠道上都是扩张策略,其中爱回收、转转有大量加盟店。除此之外,还有很多回收商贩是靓机汇、果快回收、万里行等二手手机B2B服务商品牌的签约加盟商,模式相似,商贩交加盟费,店内外有明显品牌标识,品牌承诺报价参考、兜底回收、货源对接、客户引流、推广支持等服务。前述三家店的两公里之内,有爱回收、转转、果快回收的实体店,有靓机汇龙岗分公司运营中心,范围扩充至深圳市内,还有闪回科技的线下店。《中国日报》2021年2月报道显示,爱回收在全国140个城市开设了700多家实体店,根据去年10月外媒一篇报道,截至2023年,爱回收在全国 269个城市经营着 1944 家实体店。这两篇报道皆被爱回收官网转载。转转原本以线上二手手机销售为主,但公司内部人士对时代周报记者表示,转转2021开始做线下门店,目前门店数量达到500家左右。2022年11月,这项数据还是不到200家。闪回科技也入局了,它是以旧换新服务商,面向手机品牌方、大型分销商采购二手手机并销售。2023年9月及12月,其以闪回有品品牌在深圳开设了第一家及第二家线下零售店,直接面向消费者做二手手机回收和销售。△主营维修的店里卖的二手手机。图源:时代周报至于B2B服务商,2018年成立的靓机汇,到2021年底签约加盟商已有200多家,截至今年1月已增加到1200家左右,遍布全国31个省级行政区。熊四国说,B2B服务商的网络已经延申到他所在的18线小县城了。他回收来的手机不仅自行出售,有一部分会以低一些的价格卖给B2B服务商,因为是一锤子买卖,客户不会因为手机出问题找上门。二手手机生意做得风生水起,他打算投资一笔钱,成为有大企业依靠的区域代理商或加盟商。四、新机“跌倒”,二手手机市场“吃饱”为什么二手手机回收产业发展如此迅速?可以从供给、需求两个层面看。从供给看,中国循环经济协会数据显示,目前一部手机的平均寿命在2.2年左右。我国平均每年产生4亿部以上废旧手机,废旧手机存量超过20亿部。“有的地区,比如陕西,很多个体户直接拿盘子、菜刀等跟用户置换中低端手机的,很赚钱的。” 于洋谈到,很多人家的闲置手机不知道怎么处理,就交给这样的个体户了。一位广州市郊居民对时代周报记者说,经常有这样的小贩来到自己所在城中村,有邻居用旧手机换脸盆、剪刀,她不愿意换,好几台旧手机躺在家里,她没注意到街上做回收的实体店。至于需求,二手行业头部企业的内部人士刘慧接受时代周报采访谈到,近年来,用户注重性价比了,对二手手机的接受度更高了,不一定要卖新机,这跟产业发展也有关。据她观察,二手手机回收网络和零售网络的渗透,类似转转这种互联网平台的介入,也让行业的规范性和便利性整体增强了。另外,随着技术发展,手机比以前耐用,早年手机用两三年后可能很卡,现在不是了。郭天翔也谈到,随着产品质量和耐用性的提升,二手手机的使用体验与新机的差距不断缩小,尤其是二手旗舰机型,将成为中端新机最合适的“平替产品”。经济大环境的不景气,也使得部分消费者选择更便宜的二手产品。“新机买得少,人家肯定买二手手机。” 在二手手机商贩看来,二手机需求增长与新机需求下滑有关。熊四国提到了二手手机需求的不同层面,据他观察,一些中低端二手手机在一线城市销路不好,在小县城却很吃香;大城市消费者喜欢苹果二手机,但在他的店里却卖不出去,只能转卖给二手交易平台或者上游商家。IDC报告显示,2023年第四季度,中国智能手机市场出货量约7363万台,同比增长1.2%,小幅反弹,此前已连续10个季度同比下降。当前,为提高用户粘性,各大手机厂商、电商平台都在推进以旧换新,以3月下旬发布的vivo X Fold3为例,vivo提供至高2000元的以旧换新补贴,2023年底上市的华为nova 12系列,售价2499元起,华为以旧换新至高补贴则为500元。△街上做以旧换新的手机店。图源:时代周报五、二手手机平台叫好不叫座?闪回科技招股书显示,根据弗若斯特沙利文的资料,二手手机在中国市场一直供不应求,预计未来仍将如此。在二手手机回收行业,平均存货周转时间约为10至15天。但供不应求的二手手机却没有给平台带来丰厚的回报。爱回收、闪回科技等大企业最近的财务报表均显示未实现盈利。2021年、2022年及2023年前三季度,闪回科技分别实现营业收入7.50亿元、9.19亿元、8.36亿元,期内相应的净亏损分别为4870.8万元、9908.4万元和9911.4万元,亏损呈逐年扩大态势,三个报告期内的亏损率分别是6.5%、10.8%、11.9%。报告期内闪回科技毛利率也逐年走低,分别约为8.2%、6.1%及7.3%。关于毛利率下滑的原因,闪回科技表示由于受采购二手消费电子产品的成本增加的影响。作为同赛道第一家上市公司爱回收即万物新生2023年运营亏损虽然已经从2022年的26.24亿元缩减到1.73亿元,但仍在亏损期间。不过即使如此,机构依旧看好这一赛道的前景。弗若斯特沙利文资料显示,从2018年至2022年,按流转交易额衡量,中国二手消费电子产品交易市场由1438亿元增长至4248亿元,年复合增长率为31.1%,在所有消费电子类别中,手机占据大部分市场份额,2022年为75%。弗若斯特沙利文预计,2027年,中国二手消费电子产品交易市场的规模有望达到14521亿元,2023年至2027年的年复合增长率为27.9%。尽管中国手机回收率已从2018年的约8.5%快速增长至2022年的约27.5%,与成熟市场的手机回收率约50%—70%相比,仍有很大的改善空间。IDC则预计今年中国市场的二手手机市场规模在8000万台左右。(文中熊四国、于洋、刘慧为化名)本文来自微信公众号:时代周报 (ID:timeweekly),记者:王婷,编辑:林铭铭","news_type":1},"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549961257478316","authorId":"3549961257478316","name":"冬夜漫漫长","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3549961257478316","idStr":"3549961257478316"},"content":"很多人都意识到这点了,无论如何手机都是个消耗品,所以万物这样的生意会越来越好的","text":"很多人都意识到这点了,无论如何手机都是个消耗品,所以万物这样的生意会越来越好的","html":"很多人都意识到这点了,无论如何手机都是个消耗品,所以万物这样的生意会越来越好的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284690851053888,"gmtCreate":1710510313850,"gmtModify":1710510315036,"author":{"id":"4142510355485370","authorId":"4142510355485370","name":"明灯指路","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142510355485370","idStr":"4142510355485370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>2023全年的多品类回收GMV超10亿元,去年黄金一直都在攀升,今年还有大潜力","listText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>2023全年的多品类回收GMV超10亿元,去年黄金一直都在攀升,今年还有大潜力","text":"$万物新生(RERE)$ 2023全年的多品类回收GMV超10亿元,去年黄金一直都在攀升,今年还有大潜力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/284690851053888","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118472521748070","authorId":"4118472521748070","name":"塔罗卡牌","avatar":"https://static.tigerbbs.com/8f8c49ebfe9f476de44416d3bea7da3c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4118472521748070","idStr":"4118472521748070"},"content":"这个生意回收品种广泛,利润率应该不低,成交量也不会少的","text":"这个生意回收品种广泛,利润率应该不低,成交量也不会少的","html":"这个生意回收品种广泛,利润率应该不低,成交量也不会少的"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}