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明灯指路
11-13
$诺亚财富(NOAH)$
感觉要进入回踩阶段了,是不是在蓄力呢?
$诺亚控股(06686)$
明灯指路
11-13
$晶泰科技(02228)$
先苟住吧,恒生指数也是一片绿的,这种情况下只能拼谁跌幅小小点了
明灯指路
11-12
$路特斯(LOT)$
下周出财报,路特斯在过去十个月交付了8千多量,现在新能源汽车是大势所趋的
明灯指路
11-12
$叮咚买菜(DDL)$
暂时还要多调整一下,等待调整完毕就是二次拉升之时
明灯指路
11-12
$万物新生(RERE)$
下周出财报,财报前不能回购股价表现也挺稳定的
明灯指路
11-04
$叮咚买菜(DDL)$
叮咚在江浙地区原有前置仓提效明显,即使是江浙的成熟城市,在上海的示范作用下,公司有能力在江浙进一步加密网点,提升效率,拉近和上海之间运营效率的差距
明灯指路
11-04
$万物新生(RERE)$
出门忘记带数据线了,在爱回收实体店买了根线,优惠了9块钱
明灯指路
10-25
$诺亚财富(NOAH)$
周五了,今天该收一根阳柱子了
$诺亚控股(06686)$
明灯指路
10-25
$晶泰科技(02228)$
今天收了一根上影线图,下周的不确定性增强了一些
明灯指路
10-24
$叮咚买菜(DDL)$
叮咚买菜充分发挥平台优势,通过产地直采结合品牌定制的方式,深挖供应链能力,将过去许多由于运输、冷链原因无法走出大山的食材,原汁原味地走上消费者的餐桌
明灯指路
10-24
$万物新生(RERE)$
今天中概股整体表现不太行,爱回收有回购支撑回调力度会更小一些
明灯指路
10-16
$晶泰科技(02228)$
大盘开始走强了,美团
$美团-W(03690)$
拉升回来,个股今天应该会有些机会,别只跟跌不跟涨啊
明灯指路
10-16
$诺亚财富(NOAH)$
回调的力度也还是有点多,今天反转回来吧
$诺亚控股(06686)$
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
10-15
$叮咚买菜(DDL)$
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
10-07
$叮咚买菜(DDL)$
叮咚买菜以供应链能力的成长作为支撑,抵抗了不同阶段的环境变化带来的巨大挑战
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
09-30
$诺亚财富(NOAH)$
$诺亚控股(06686)$
还有机会继续往上涨,摸一下12块即可
明灯指路
09-27
$万物新生(RERE)$
这种走势才到位,今晚继续15个点,各方面的政策都在推动往前发展
明灯指路
09-27
$叮咚买菜(DDL)$
今天继续涨起来,港股已经给晚上的中概股指明了方向
去老虎APP查看更多动态
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暂时还要多调整一下,等待调整完毕就是二次拉升之时","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370220376379408","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370264708927568,"gmtCreate":1731423776606,"gmtModify":1731423778211,"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>下周出财报,财报前不能回购股价表现也挺稳定的","listText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>下周出财报,财报前不能回购股价表现也挺稳定的","text":"$万物新生(RERE)$ 下周出财报,财报前不能回购股价表现也挺稳定的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370264708927568","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367375386853584,"gmtCreate":1730732884915,"gmtModify":1730732886468,"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>叮咚在江浙地区原有前置仓提效明显,即使是江浙的成熟城市,在上海的示范作用下,公司有能力在江浙进一步加密网点,提升效率,拉近和上海之间运营效率的差距","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>叮咚在江浙地区原有前置仓提效明显,即使是江浙的成熟城市,在上海的示范作用下,公司有能力在江浙进一步加密网点,提升效率,拉近和上海之间运营效率的差距","text":"$叮咚买菜(DDL)$ 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出门忘记带数据线了,在爱回收实体店买了根线,优惠了9块钱","images":[{"img":"https://static.tigerbbs.com/1f3c25c281f87a4009c1c035eb4e4abe","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367492737536096","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":363871618330848,"gmtCreate":1729845863283,"gmtModify":1729845864687,"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/NOAH\">$诺亚财富(NOAH)$ </a>周五了,今天该收一根阳柱子了<a href=\"https://laohu8.com/S/06686\">$诺亚控股(06686)$ </a>","listText":"<a href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a>周五了,今天该收一根阳柱子了<a 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今天收了一根上影线图,下周的不确定性增强了一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363871451586784","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363532696961096,"gmtCreate":1729778375682,"gmtModify":1729778377483,"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>叮咚买菜充分发挥平台优势,通过产地直采结合品牌定制的方式,深挖供应链能力,将过去许多由于运输、冷链原因无法走出大山的食材,原汁原味地走上消费者的餐桌","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>叮咚买菜充分发挥平台优势,通过产地直采结合品牌定制的方式,深挖供应链能力,将过去许多由于运输、冷链原因无法走出大山的食材,原汁原味地走上消费者的餐桌","text":"$叮咚买菜(DDL)$ 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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":548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118472521748070","authorId":"4118472521748070","name":"秋游大队","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 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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":618,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118472521748070","authorId":"4118472521748070","name":"秋游大队","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","pubTimestamp":1712057040,"share":"https://www.laohu8.com/m/news/2424018039?lang=&edition=full","pubTime":"2024-04-02 19:24","market":"us","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\" />\n<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</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 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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":{"BK4076":"电脑与电子产品零售","BK4539":"次新股","RERE":"万物新生","BK4503":"景林资产持仓","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":1031,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549961257478316","authorId":"3549961257478316","name":"菠萝菠萝蜜枣","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":"$万物新生(RERE)$ 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