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优信集团Q2财报:总收入6.58亿元,同比增长64.1%
Xin Lang Ke Ji· 2025-09-29 11:49
Financial Performance - In Q2, the total transaction volume of the company reached 11,606 vehicles, representing a significant year-on-year increase of 107.1% and a quarter-on-quarter increase of 40.4% [2] - Retail transaction volume was 10,385 vehicles, showing a year-on-year growth of 153.9% and a quarter-on-quarter growth of 37.6%, marking five consecutive quarters of over 140% year-on-year growth [2] - The total revenue for Q2 was RMB 658 million, a year-on-year increase of 64.1% and a quarter-on-quarter increase of 30.6% [2] - Retail revenue reached RMB 608 million, with a year-on-year increase of 87.0% and a quarter-on-quarter increase of 30.5% [2] - The gross margin stood at 5.2%, indicating a steady improvement in overall operational quality [2] - Adjusted EBITDA loss narrowed to RMB 16.5 million, a reduction of over 50% year-on-year [2] Operational Highlights - Inventory turnover days were approximately 30 days, indicating efficient inventory management [2] - The customer net promoter score remained at 65, reflecting customer satisfaction [2] - The Wuhan warehouse market saw several-fold growth in sales after trial operation, while the Zhengzhou warehouse market commenced trial operations on September 27, covering 150,000 square meters with a capacity to display 5,000 vehicles [2] Strategic Expansion - The company's founder and CEO, Dai Kun, stated that the expansion of the warehouse model is progressing smoothly [3] - The performance of the Wuhan warehouse exceeded expectations, contributing to steady improvements in profitability and becoming a new growth engine [3] - As more city projects are launched, the company anticipates continued growth in sales and revenue, further solidifying its leading position in the Chinese used car market [3]
优信(UXIN.US)Q2财报:零售交易量同比增长超150%
Zhi Tong Cai Jing· 2025-09-29 07:25
Core Viewpoint - Uxin Group reported significant growth in both sales and revenue for the second quarter ending June 30, 2025, showcasing the strong potential of its warehouse-style marketplace model [1][2] Financial Performance - Total transaction volume reached 11,606 vehicles, a year-on-year increase of 107.1% and a quarter-on-quarter increase of 40.4% [1] - Retail transaction volume was 10,385 vehicles, reflecting a year-on-year growth of 153.9% and a quarter-on-quarter growth of 37.6%, marking five consecutive quarters of over 140% year-on-year growth [1] - Total revenue for the second quarter was RMB 658 million, up 64.1% year-on-year and 30.6% quarter-on-quarter [1] - Retail revenue amounted to RMB 608 million, representing an 87.0% year-on-year increase and a 30.5% quarter-on-quarter increase [1] - Gross margin was 5.2%, down from 6.4% in the same period last year, but overall operational quality showed steady improvement [1] - Non-GAAP adjusted EBITDA loss narrowed to RMB 16.5 million, a reduction of over 50% year-on-year [1] Operational Highlights - Major marketplaces maintained stability with inventory turnover days around 30 days, and the Net Promoter Score (NPS) remained at 65, significantly leading the industry [2] - The Wuhan warehouse marketplace saw a multiple increase in sales post-trial operation, validating the replicability and growth potential of the "offline warehouse marketplace + online national purchase" model [2] Management Insights - The CFO indicated that despite the traditional off-season and new marketplace openings, the company achieved rapid growth in transaction volume and revenue, with significant narrowing of losses, demonstrating the resilience and profit potential of the business model [2] - The founder and CEO noted that the expansion of the warehouse model is progressing smoothly, with the Wuhan marketplace exceeding expectations and steadily improving profitability, becoming a new growth engine [2] - The company anticipates continued growth in sales and revenue as more city projects are launched, further solidifying its leading position in China's used car market [2]
天天拍车CEO发布中秋家信:10年累计成交150万辆二手车,新10年打造“放心交易”明星服务品牌
Sou Hu Cai Jing· 2025-09-29 04:53
近日,天天拍车创始人兼CEO汪薇薇发布了2025年中秋家信。 信中披露,天天拍车成立10周年,平台累计成交了150万辆二手车,累计为千万客户提供过线下检测服务。 汪薇薇指出,目前二手车行业处在深度调整期,复杂程度和竞争烈度远超以往。对此,她强调要坚持初心,聚焦持续提升检测能力。 此外,汪薇薇还对外表示,新10年天天拍车要积极打造"放心交易"的明星服务品牌。 这封中秋家信不仅是对十年历程的总结,更勾勒出平台的长期主义蓝图,面向广大个人车主群体提供"放心交易"服务,夯实C端品牌信任度和标杆形象,成 为国内个人车主出售旧车的首选平台。同时,为B端提供稳定可靠专业的二手车流通服务,赋能二手车行业规范化高质量发展,实现平台第二个十年的突围 目标发起冲刺。 庆祝收获的幸福时刻。我祝大家节日 乐。 今年是我们共同度过的第10个中秋节 一轮明月,见证陪伴我们走过10年。 传统观念里,"10"象征着一种循环的! 束和新阶段的开始,意味着从一个数 级跃升至另一个更高的数量级。这种 化不仅体现了数量的增长,更预示着 的起点和机遇的到来。因此,"10"有I 也被视为变革和进步的象征。 十年来,我们打造公平交易平台的初 未变,平台累计 ...
中国二手车市场激发消费新动能
Xin Hua Wang· 2025-09-29 01:26
近年来,中国围绕促消费着力化解政策瓶颈,促进汽车流通,二手汽车市场迎来发展机遇。商务部鼓励创新二手车交易登记便利化措 施,探索建立线上交易管理制度,支持第三方二手车信息查询平台建设运营;北京以便利交易为目标,推进二手车交易合同和车辆档案电子 化;山西支持二手车企业做大做强,并给予符合条件的企业资金奖励,培育壮大经营主体。 新华社天津9月29日电 题:中国二手车市场激发消费新动能 新华社记者毛振华、宋瑞 随着国庆假期临近,长途跨省和自驾出行需求增多,中国汽车销量迎来小高潮,二手车也不例外。位于天津市红桥区大成广场的懂车帝 汽车商城二手车专营店近日开业,前来看车、试驾的消费者络绎不绝。"二手车主打性价比,节前看好了准备入手一辆新能源二手车,节日里 也可以熟悉熟悉。"天津市民孙彤说。 7月14日在山东枣庄二手车交易中心拍摄的待销售二手车(无人机照片)。新华社发(孙中喆摄) 中国汽车流通协会发布的统计数据显示,8月份,中国二手车交易量为170.74万辆,同比增长9.02%。今年1至8月,中国二手车累计交易量 1293.84万辆,与2024年同期相比增加了37.99万辆。今年全年二手车交易量有望突破2000万辆大关。 ...
单笔交易平均利润仅1500元,上半年超7成二手车商亏损
Xin Lang Cai Jing· 2025-09-29 00:05
Core Insights - The second-hand car industry in China is facing significant challenges in the first half of 2025, with a rising loss ratio among dealers reaching 73.6% [3] - The average inventory cycle for second-hand cars has extended to 43 days, indicating increased operational pressure on dealers [3] - The average customer acquisition cost for second-hand car platforms has surged to 6200 yuan, while the average profit per transaction is only around 1500 yuan [3] Industry Overview - The second-hand car market saw a transaction volume of 9.57 million units in the first half of 2025, a year-on-year increase of 1.99%, with a total transaction value of 623.24 billion yuan [4] - The average transaction price for second-hand cars dropped from 61,180 yuan in 2024 to 53,673 yuan, reflecting a decline of 12.3% [4] - The overall transaction volume for second-hand cars in 2025 is projected to reach approximately 20.5 million units, with a year-on-year growth rate expected to be between 4% and 5% [4] Electric Vehicle Segment - In the first half of 2025, electric vehicles accounted for 36.7% of total vehicle sales in China, but only 5.3% of second-hand car transactions, indicating a significant gap compared to new car sales [4] - The low resale value of electric vehicles, with a three-year depreciation rate of only 43% compared to 62% for fuel vehicles, contributes to their underrepresentation in the second-hand market [5] - Despite the challenges, the transaction volume of second-hand electric vehicles grew by 35.5% year-on-year, totaling 687,000 units [5] Dealer Challenges - New car dealers are also experiencing severe losses, with 52.6% reporting operational losses in the first half of 2025, and only 29.9% achieving profitability [5]
逾73%的二手车经销商亏损
第一财经· 2025-09-28 10:25
2025.09. 28 本文字数:1430,阅读时长大约2分钟 作者 | 第一财经 武子晔 二手车商经营状况正面临着严峻的挑战,今年上半年逾七成二手车商亏损。 9月28日,根据中国汽车流通协会(下称"协会")二手车事业部2025上半年进行的二手车企业营商环 境调研显示,上半年二手车经销商亏损比例上升至73.6%。 今年上半年,二手车市场交易量达到957.01万辆,同比增长1.99%,累计交易金额达6232.38亿 元。从协会监测数据来看,二手车交易规模有所增长,但均价却出现了下降,成交均价从2024年同 期的61180元降至53673元,跌幅达12.3%,呈现量升价降态势。 近两年来的新车价格战对二手车造成较大影响。自2022年下半年开始,燃油车和新能源车价格战此 起彼伏,多个品牌的产品售价大幅度下降,这导致部分车型甚至出现了新车的价格低于二手车的收购 价,二手车商盈利较难、出现亏损。 协会发布的报告显示,今年上半年,新车价格竞争持续激烈,严重影响二手车企业经营,同时也导致 零售购买量下降,满意度相对较低。二手车企业经营情况整体较为严峻,面临着诸多挑战。除了企业 亏损比例较高,还面临库存压力增大、获客成本高企 ...
逾73%的二手车经销商亏损
Di Yi Cai Jing· 2025-09-28 10:05
具体来看,当前二手车商库存仍普遍较高。2025年6月,二手车平均库存周期延长至43天,库存周期30 天以上的企业占比提升至35.6%,反映出车商经营压力仍在加大。其中,百强二手经销商也有部分企业 通过转型和优化运营取得了较好的成绩,毛利率可到6%~8%,周转天数控制在15~20天,从而提升了企 业盈利能力。 在今年上半年二手车交易中,新能源车占比仅为5.3%。 二手车商经营状况正面临着严峻的挑战,今年上半年逾七成二手车商亏损。 9月28日,根据中国汽车流通协会(下称"协会")二手车事业部2025上半年进行的二手车企业营商环境 调研显示,上半年二手车经销商亏损比例上升至73.6%。 今年上半年,二手车市场交易量达到957.01万辆,同比增长1.99%,累计交易金额达6232.38亿元。从协 会监测数据来看,二手车交易规模有所增长,但均价却出现了下降,成交均价从2024年同期的61180元 降至53673元,跌幅达12.3%,呈现量升价降态势。 近两年来的新车价格战对二手车造成较大影响。自2022年下半年开始,燃油车和新能源车价格战此起彼 伏,多个品牌的产品售价大幅度下降,这导致部分车型甚至出现了新车的价格低于二 ...
齐鲁汽摩嘉年华暨远通国庆二手车展销会开幕
Qi Lu Wan Bao Wang· 2025-09-27 01:42
Core Insights - The event "Purchase in China 2025 Shandong Used Car Safe Consumption Season" aims to promote safe consumption and high-quality development in the Shandong used car industry [1][3] - The event serves as a platform for industry collaboration and is part of the government's initiative to stimulate market activity [3] Group 1: Event Overview - The opening ceremony took place at the Yuantong Used Car Trading Market on September 26 [1] - A series of events will be held, including a used car exhibition from October 1 to 8 and a procurement conference from October 10 to 12 [3] Group 2: Industry Impact - The event is a response to the Ministry of Commerce's "Purchase in China" initiative and aims to boost consumer confidence and market potential [3] - The gathering of industry leaders and government officials highlights a shared commitment to industry development and consumer promotion [3]
优信郑州仓储大卖场启动试营业,最大可容纳约5000辆车
Xin Lang Ke Ji· 2025-09-26 10:08
Core Insights - Uxin Group announced the trial operation of its second-hand car storage superstore in Zhengzhou, set to open on September 27, with a planned construction area of approximately 150,000 square meters and capacity to display around 5,000 vehicles [1] Company Developments - The Zhengzhou superstore is the fourth storage superstore following those in Xi'an, Hefei, and Wuhan, indicating that Uxin's offline superstore model is entering a phase of steady replication and expansion [1] - In July 2024, Uxin Group reached a strategic cooperation with Zhengzhou Airport Economic Comprehensive Experimental Zone Automotive Industry Investment Co., planning a total investment of 700 million yuan to jointly build a second-hand car storage factory store project and establish Uxin (Zhengzhou) Intelligent Remanufacturing Co., Ltd. [1] Market Context - Zhengzhou, as the capital of Henan Province and a transportation hub in Central China, has a permanent population of over 13 million and approximately 5 million vehicles, ranking among the top ten in the country for second-hand car market size [1] - The establishment of Uxin's second-hand car storage superstore is expected to provide consumers with more purchasing options and professional services, driving the upgrade of regional second-hand car consumption [1]
美股异动丨CarMax盘前跌超8% 二季度业绩不及预期
Ge Long Hui A P P· 2025-09-25 10:59
格隆汇9月25日|二手车品牌CarMax盘前跌超8%。消息面上,公司二季度核心二手车业务销售额52.7亿 美元,低于市场预期的56.9亿美元;二季度每股收益0.64美元,低于市场预期的1.03美元。 ...