ATRenew Inc. Reports Unaudited Second Quarter 2025 Financial Results
Financial Performance: ATRenew Inc. reported a 32.2% increase in total net revenues for Q2 2025, reaching RMB4,991.5 million (US$696.8 million), with an operational income of RMB91.1 million compared to a loss in the same period last year.
Consumer Products Growth: The company transacted 10.3 million consumer products in Q2 2025, up from 8.4 million in Q2 2024, driven by increased demand for recycling and trade-in services supported by national subsidies.
Future Outlook: ATRenew anticipates total revenues for Q3 2025 to be between RMB5,050 million and RMB5,150 million, reflecting a year-over-year growth of 24.7% to 27.1%.
Shareholder Returns and ESG Commitment: The board approved a three-year shareholder return plan allocating at least 60% of adjusted net income to returns, alongside a commitment to environmental goals, aiming for significant reductions in emissions by 2030.
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Ternium's Credit Strength Transforms Cyclical Business into Durable Investment
- Credit Advantage: Ternium, as a leading steel producer in Latin America, showcases strong credit strength characterized by low leverage and ample liquidity, allowing it to invest during industry downturns and protect shareholder value.
- Value Investment: Ternium trades at earnings and cash flow multiples below normalized cycle peaks, reflecting persistent skepticism towards the steel industry, yet improved industry discipline lays the groundwork for future growth.
- Momentum Recovery: With stabilized pricing and recovered volumes, Ternium's stock is firmly in an intermediate and long-term uptrend, indicating increasing market recognition of its value.
- Market Positioning: Ternium's geographic exposure in Mexico and South America enables it to effectively meet infrastructure, automotive, and industrial demand, further solidifying its market leadership.
ATRenew, the Recycler, Aims for Global Growth
Company Growth and Revenue: ATRenew reported a 27% revenue increase in Q3, achieving record profits and improved gross margins, driven by strong direct-to-consumer sales and a growing awareness of its recycling services.
International Expansion Plans: The company has begun exporting Chinese devices and aims to enhance its global presence over the next two to three years, leveraging its established recycling capabilities and partnerships.
Three-Stage Development Strategy: ATRenew's strategy includes strengthening core capabilities, expanding its fulfillment team, and positioning its AHS Recycle brand as a leader in the recycling sector, while balancing new store openings with service team growth.
Diverse Product Offerings: The company is diversifying its product range beyond electronics to include items like luxury bags and vintage liquors, with its multi-category business experiencing significant growth, although it still represents a small portion of total revenue.
