新华社北京12月25日电旧商品带动新消费，二手商品流通已成为万亿级大市场。 2024年12月，商务部等5部门印发关于组织开展二手商品流通试点工作的通知，此后，10个城市、28家 企业成为全国首批试点单位。试点启动满一年，记者近日走访重庆、湖北、江苏等多地，探寻"二手经 济"的新变化。 二手商品流通试点成效初显 冬深岁晚，重庆市两江新区董家溪跳蚤市场内暖意融融。店主张秋玲感受到了市场变化，"来消费的年 轻人逐年增多，近年来还有不少国外游客"。今年4月，该市场管理方入选二手商品流通试点企业，市场 发展进一步活跃，单日最高人流量超2万人次。 在江苏省南京市熙南里街区闲鱼循环商店，市民王女士正带着8岁女儿漫步"淘宝"。在她看来，这里 是"第二课堂"，能培养孩子绿色消费观念。据了解，该商店2025年初开业以来，月均寄卖量达到5000 件，其中70%可在当月售出。 转自：北京日报客户端 重庆董家 溪跳蚤市场的周末集市上，不少年轻人专程赶来"淘宝"。新华社记者 李晓婷 摄 近年来，我国二手商品市场规模持续扩大。商务部最新发布的数据显示，2024年我国二手商品交易额达 1.69万亿元，同比增长28%，近6年平均复合增长率达1 ...

新华财经北京12月25日电 （记者李杰、张璇、李晓婷）旧商品带动新消费，二手商品流通已成为万亿 级大市场。 2024年12月，商务部等5部门印发关于组织开展二手商品流通试点工作的通知，此后，10个城市、28家 企业成为全国首批试点单位。试点启动满一年，记者近日走访重庆、湖北、江苏等多地，探寻"二手经 济"的新变化。 在江苏省南京市熙南里街区闲鱼循环商店，市民王女士正带着8岁女儿漫步"淘宝"。在她看来，这里 是"第二课堂"，能培养孩子绿色消费观念。据了解，该商店2025年初开业以来，月均寄卖量达到5000 件，其中70%可在当月售出。 近年来，我国二手商品市场规模持续扩大。商务部最新发布的数据显示，2024年我国二手商品交易额达 1.69万亿元，同比增长28%，近6年平均复合增长率达12%。 二手商品流通试点成效初显 冬深岁晚，重庆市两江新区董家溪跳蚤市场内暖意融融。店主张秋玲感受到了市场变化，"来消费的年 轻人逐年增多，近年来还有不少国外游客"。今年4月，该市场管理方入选二手商品流通试点企业，市场 发展进一步活跃，单日最高人流量超2万人次。 按照通知要求，一些试点城市按照"因地制宜、各有侧重"的原则，结合人民 ...

Core Insights - The second-hand goods market in China has become a trillion-yuan industry, with the Ministry of Commerce launching pilot programs in 10 cities and 28 enterprises to promote second-hand goods circulation [1][3]. Group 1: Market Growth and Trends - The second-hand goods market in China reached a transaction volume of 1.69 trillion yuan in 2024, marking a 28% year-on-year increase and a compound annual growth rate of 12% over the past six years [3]. - Pilot cities are focusing on second-hand items such as mobile phones, clothing, and furniture, with initial positive outcomes observed [3]. - The Wuhan market for second-hand kitchen equipment is expected to exceed 100 million yuan in sales, while a new second-hand car market has become the largest in Central China [3]. Group 2: Consumer Behavior and Demographics - The consumer demographic for second-hand goods is diverse, with a notable increase in young consumers and even international visitors at markets [2][4]. - The average monthly consignment volume at a second-hand store in Nanjing has reached 5,000 items, with 70% sold within the same month [2]. - The age range of consumers spans from middle-aged individuals focusing on home goods to younger consumers interested in collectibles and digital products [7]. Group 3: Innovations and Future Directions - The second-hand market is experiencing innovative transformations, with new business models such as rental, auction, and after-sales buyback being developed [11]. - Technologies like AI, big data, and cloud computing are being integrated into the second-hand goods sector, with AI-driven transactions exceeding 10 billion yuan [11]. - The industry is moving towards a more regulated and quality-focused phase, supported by government policies and standards [10][11].

Core Insights - The second-hand economy has emerged as a trillion-yuan market, driven by the circulation of used goods and new consumption patterns [1][4] - The Ministry of Commerce and other departments initiated pilot programs for second-hand goods circulation in 2024, with 10 cities and 28 enterprises participating [1][4] Market Growth - The second-hand goods market in China reached a transaction volume of 1.69 trillion yuan in 2024, marking a 28% year-on-year increase, with a six-year average compound growth rate of 12% [4][5] - Pilot cities are focusing on second-hand mobile phones, clothing, and furniture, adapting to local consumer needs [4][5] Consumer Trends - The demographic of consumers is broad, with both young and older individuals participating in the market, showing varied preferences for different product categories [8][10] - The market is witnessing a shift from mere practicality to a new consumption model that integrates green, personalized, and intelligent aspects [11] Innovations and New Business Models - The second-hand market is experiencing significant innovation, with new business models such as rental, auction, and after-sales buyback emerging [12][13] - Technologies like AI, big data, and cloud computing are being integrated into the second-hand goods circulation, enhancing transaction efficiency and consumer experience [12][13] Regulatory and Structural Developments - The Ministry of Commerce is working on establishing a robust policy framework and industry standards to support the growth of the second-hand economy [5][12] - Efforts are being made to create a transparent and trustworthy trading environment, addressing issues like online transaction irregularities and trust costs [12][13]

旧货不能等同于"尾货"或"孤品"。根据消费者权益保护法，消费者有权知悉商品真实情况，经营 者亦应提供真实、全面的商品信息，不得进行虚假或引人误解的宣传。将二手服装冒充"尾货"销 售，已涉嫌欺诈，侵犯了消费者合法权益。 直播乱象频现，也折射出二手服装回收行业的监管缺失。长期以来，旧衣回收去向缺乏有效监 督，部分衣物经慈善渠道捐赠，更多则经处理转化为工业原料，或流入二手摊位。如今，一些旧 衣又借"直播带货"之名，以次充好流入市场。 □何勇海 近日，不少消费者反映，一些主打"大牌尾货""孤品样衣"旗号的直播间，在偷偷售卖来源不明、 质量低劣、货不对板的服装。商家常以"默认为瑕疵品、不退不换"等霸王条款为由推卸责任，且 商品价格极低。据央视调查，部分直播间所谓"新品样衣""大牌尾货"，实为批量出售的二手旧 衣，价格甚至低至几元、几十元。 治理"尾货""孤品"直播乱象，法律层面需要加快补位。目前，我国尚缺乏专门针对二手服装交易 的相关法律规定，对于二手服装的质量标准、鉴定、清洗和消毒等方面缺乏统一规范。相关部门 应采取行动，制定二手服装流通专项法规，以及针对二手纺织品鉴定、清洗、消毒的强制性国家 标准，逐步推动二手衣服 ...

Core Insights - Savers Value Village (SVV) reported better-than-expected Q2 FY2025 results, with GAAP revenue of $417.2 million exceeding analyst forecasts by $8.9 million and non-GAAP EPS of $0.14 beating estimates by $0.02 [1][2] - The company raised its full-year guidance for sales, comparable store sales, adjusted net income, and adjusted EBITDA, indicating strong U.S. demand and ongoing store expansion [1][10] Financial Performance - GAAP revenue increased by 7.9% year-over-year, with U.S. net sales rising 10.5% to $228.8 million and comparable store sales growing 4.6% [2][5] - Canadian GAAP net sales grew 3.4% to $155.0 million, with comparable store sales recovering to a 2.6% increase [6] - Adjusted EBITDA fell 5.6% to $68.8 million, with the adjusted EBITDA margin declining from 18.9% to 16.5% [2][7] Business Model and Strategy - Savers Value Village operates thrift stores in the U.S., Canada, and Australia, sourcing inventory through charitable partnerships and donations [3] - The company focuses on increasing donations, investing in automated processing, expanding its store base, and enhancing its loyalty program [4] Store Expansion and Customer Engagement - The company opened four new stores, bringing the total to 354, and plans to open 25 stores in fiscal 2025, primarily in the U.S. [8] - Membership in the Super Savers Club® loyalty program reached nearly 6 million, with 72.4% of retail sales attributed to active members [8] Future Outlook - Full-year GAAP net sales are expected to be between $1.67 billion and $1.69 billion, with comparable store sales growth forecasted at 3.0% to 4.5% [10] - Management anticipates profit margins will remain under pressure in the near term but expects improvement as new stores mature [11]

Industry Overview - The old clothing recycling industry in China is undergoing a significant transformation from extensive recycling to refined resource circulation, with a projected discarded volume of 99.82 million tons in 2024, representing a year-on-year increase of 23.89% [1][9][10] - The current recycling system is underdeveloped, with limited channels leading to a high volume of discarded clothing being landfilled or incinerated, causing resource waste and severe environmental pollution [1][9][10] - The complexity of clothing materials, including cotton, wool, and synthetic fibers, increases sorting and processing difficulties, raising recycling costs [1][10] Industry Development History - The industry has evolved through five stages: exploration (pre-1996), social donation (1996-2008), policy promotion and market exploration (2009-2015), rapid development (2016-2020), and standardization and diversification (2021-present) [4][5] - The establishment of the first licensed company for comprehensive recycling in 2008 marked the beginning of professionalization in the industry [4] - Recent years have seen the introduction of national policies aimed at increasing recycling rates and promoting sustainable practices [5][21] Current Industry Status - The industry is experiencing a shift towards refined resource circulation, with a significant increase in discarded clothing volume indicating rising recycling pressure [9][10] - The lack of public awareness and low participation rates hinder the expansion of recycling channels [1][10] Key Companies and Their Operations - Companies like Zhejiang Jiaren and Puliang Environment are leading in technology-driven recycling, focusing on sorting technology and regeneration processes [14][18] - Puliang Environment utilizes AI sorting systems to achieve a classification efficiency of 0.3 seconds per item, processing 30,000 tons annually [14] - Zhejiang Jiaren has developed a unique chemical recycling process that converts waste polyester clothing into high-quality fibers, with plans for significant capacity expansion [18][20] Industry Trends - The industry is moving towards high-value transformation driven by technological advancements, with national policies aiming for a 25% recycling rate by 2025 [21] - The rise of the Z generation as a consumer force is reshaping industry models, with a growing preference for sustainable fashion and second-hand platforms [22][23] - Globalization is accelerating, with companies adapting to international policies and expanding into new markets, particularly in Southeast Asia and Africa [24]