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AXT INC（AXTI）与万物新生（RERE）财务数据对比。点击上方公司名可切换其他公司
万物新生的季度营收约是AXT INC的1.6倍（$43.2M vs $26.9M）
AXT Inc是一家专业的化合物半导体衬底制造商，主营砷化镓、磷化铟、锗晶圆等产品，其生产的高性能衬底广泛应用于通信、消费电子、工业领域的光电子及射频器件制造环节。
万物新生集团（ATRenew Inc.）是中国领先的二手消费电子产品交易与服务平台运营商，核心业务覆盖数码产品回收、质检、翻新及售卖，运营有爱回收等知名品牌，服务覆盖个人消费者及企业客户，市场遍及国内及部分东南亚地区。
AXTI vs RERE — 直观对比
营收规模更大
RERE
是对方的1.6倍
$26.9M
损益表 — Q1 FY2026 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $26.9M | $43.2M |
| 净利润 | — | $7.3M |
| 毛利率 | 29.6% | — |
| 营业利润率 | 64.5% | — |
| 净利率 | — | 16.9% |
| 营收同比 | 39.1% | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AXTIRERE
| Q1 26 | $26.9M | — | ||
| Q4 25 | $23.0M | — | ||
| Q3 25 | $28.0M | — | ||
| Q2 25 | $18.0M | — | ||
| Q1 25 | $19.4M | — | ||
| Q4 24 | $25.1M | — | ||
| Q3 24 | $23.6M | — | ||
| Q2 24 | $27.9M | — |
净利润AXTIRERE
| Q1 26 | — | — | ||
| Q4 25 | $-3.5M | — | ||
| Q3 25 | $-1.9M | — | ||
| Q2 25 | $-7.0M | — | ||
| Q1 25 | $-8.8M | — | ||
| Q4 24 | $-5.1M | — | ||
| Q3 24 | $-2.9M | — | ||
| Q2 24 | $-1.5M | — |
毛利率AXTIRERE
| Q1 26 | 29.6% | — | ||
| Q4 25 | 20.9% | — | ||
| Q3 25 | 22.3% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | -6.4% | — | ||
| Q4 24 | 17.6% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 27.4% | — |
营业利润率AXTIRERE
| Q1 26 | 64.5% | — | ||
| Q4 25 | -16.6% | — | ||
| Q3 25 | -4.0% | — | ||
| Q2 25 | -37.5% | — | ||
| Q1 25 | -53.1% | — | ||
| Q4 24 | -24.6% | — | ||
| Q3 24 | -14.4% | — | ||
| Q2 24 | -6.8% | — |
净利率AXTIRERE
| Q1 26 | — | — | ||
| Q4 25 | -15.4% | — | ||
| Q3 25 | -6.8% | — | ||
| Q2 25 | -39.0% | — | ||
| Q1 25 | -45.5% | — | ||
| Q4 24 | -20.3% | — | ||
| Q3 24 | -12.4% | — | ||
| Q2 24 | -5.4% | — |
每股收益（稀释后）AXTIRERE
| Q1 26 | — | — | ||
| Q4 25 | $-0.09 | — | ||
| Q3 25 | $-0.04 | — | ||
| Q2 25 | $-0.16 | — | ||
| Q1 25 | $-0.20 | — | ||
| Q4 24 | $-0.11 | — | ||
| Q3 24 | $-0.07 | — | ||
| Q2 24 | $-0.04 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $107.1M | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $298.4M | $557.1M |
| 总资产 | $444.6M | $722.9M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AXTIRERE
| Q1 26 | $107.1M | — | ||
| Q4 25 | $120.3M | — | ||
| Q3 25 | $23.1M | — | ||
| Q2 25 | $27.0M | — | ||
| Q1 25 | $31.6M | — | ||
| Q4 24 | $22.8M | — | ||
| Q3 24 | $24.9M | — | ||
| Q2 24 | $29.5M | — |
股东权益AXTIRERE
| Q1 26 | $298.4M | — | ||
| Q4 25 | $273.3M | — | ||
| Q3 25 | $179.1M | — | ||
| Q2 25 | $179.7M | — | ||
| Q1 25 | $185.0M | — | ||
| Q4 24 | $192.8M | — | ||
| Q3 24 | $200.7M | — | ||
| Q2 24 | $199.7M | — |
总资产AXTIRERE
| Q1 26 | $444.6M | — | ||
| Q4 25 | $433.8M | — | ||
| Q3 25 | $334.0M | — | ||
| Q2 25 | $329.0M | — | ||
| Q1 25 | $333.5M | — | ||
| Q4 24 | $339.3M | — | ||
| Q3 24 | $355.6M | — | ||
| Q2 24 | $349.4M | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
