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indie Semiconductor, Inc.（INDI）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
indie Semiconductor, Inc.的季度营收约是万物新生的1.3倍（$58.0M vs $43.2M），万物新生净利率更高（16.9% vs -53.8%，领先70.7%）
indie Semiconductor是一家无晶圆厂半导体企业，专注于设计高性能混合信号及嵌入式片上系统解决方案，核心面向汽车领域，产品覆盖高级驾驶辅助、车载信息娱乐、车联网及电动汽车场景，服务全球汽车整车厂商及一级供应商。
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。
INDI vs RERE — 直观对比
营收规模更大
INDI
是对方的1.3倍
$43.2M
净利率更高
RERE
高出70.7%
-53.8%
损益表 — Q4 FY2025 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $58.0M | $43.2M |
| 净利润 | $-31.2M | $7.3M |
| 毛利率 | 37.3% | — |
| 营业利润率 | -58.5% | — |
| 净利率 | -53.8% | 16.9% |
| 营收同比 | -0.0% | — |
| 净利润同比 | 9.1% | — |
| 每股收益（稀释后） | $-0.16 | — |
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INDIRERE
| Q4 25 | $58.0M | — | ||
| Q3 25 | $53.7M | — | ||
| Q2 25 | $51.6M | — | ||
| Q1 25 | $54.1M | — | ||
| Q4 24 | $58.0M | — | ||
| Q3 24 | $54.0M | — | ||
| Q2 24 | $52.4M | — | ||
| Q1 24 | $52.4M | — |
净利润INDIRERE
| Q4 25 | $-31.2M | — | ||
| Q3 25 | $-38.3M | — | ||
| Q2 25 | $-39.0M | — | ||
| Q1 25 | $-34.5M | — | ||
| Q4 24 | $-34.4M | — | ||
| Q3 24 | $-49.7M | — | ||
| Q2 24 | $-19.2M | — | ||
| Q1 24 | $-31.2M | — |
毛利率INDIRERE
| Q4 25 | 37.3% | — | ||
| Q3 25 | 40.1% | — | ||
| Q2 25 | 40.6% | — | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | 42.6% | — | ||
| Q3 24 | 39.3% | — | ||
| Q2 24 | 42.2% | — | ||
| Q1 24 | 42.5% | — |
营业利润率INDIRERE
| Q4 25 | -58.5% | — | ||
| Q3 25 | -71.4% | — | ||
| Q2 25 | -83.3% | — | ||
| Q1 25 | -72.0% | — | ||
| Q4 24 | -58.4% | — | ||
| Q3 24 | -92.5% | — | ||
| Q2 24 | -70.0% | — | ||
| Q1 24 | -94.8% | — |
净利率INDIRERE
| Q4 25 | -53.8% | — | ||
| Q3 25 | -71.3% | — | ||
| Q2 25 | -75.6% | — | ||
| Q1 25 | -63.9% | — | ||
| Q4 24 | -59.2% | — | ||
| Q3 24 | -92.1% | — | ||
| Q2 24 | -36.6% | — | ||
| Q1 24 | -59.6% | — |
每股收益（稀释后）INDIRERE
| Q4 25 | $-0.16 | — | ||
| Q3 25 | $-0.19 | — | ||
| Q2 25 | $-0.20 | — | ||
| Q1 25 | $-0.18 | — | ||
| Q4 24 | $-0.18 | — | ||
| Q3 24 | $-0.28 | — | ||
| Q2 24 | $-0.11 | — | ||
| Q1 24 | $-0.19 | — |
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 | $145.5M | $228.0M |
| 总债务越低越好 | $353.4M | — |
| 股东权益账面价值 | $358.0M | $557.1M |
| 总资产 | $840.8M | $722.9M |
| 负债/权益比越低杠杆越低 | 0.99× | — |
8季度趋势，按日历期对齐
现金及短期投资INDIRERE
| Q4 25 | $145.5M | — | ||
| Q3 25 | $160.9M | — | ||
| Q2 25 | $192.6M | — | ||
| Q1 25 | $236.6M | — | ||
| Q4 24 | $274.2M | — | ||
| Q3 24 | $96.9M | — | ||
| Q2 24 | $112.3M | — | ||
| Q1 24 | $138.2M | — |
总债务INDIRERE
| Q4 25 | $353.4M | — | ||
| Q3 25 | $353.5M | — | ||
| Q2 25 | $352.5M | — | ||
| Q1 25 | $379.0M | — | ||
| Q4 24 | $381.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益INDIRERE
| Q4 25 | $358.0M | — | ||
| Q3 25 | $369.2M | — | ||
| Q2 25 | $390.4M | — | ||
| Q1 25 | $405.6M | — | ||
| Q4 24 | $417.9M | — | ||
| Q3 24 | $458.6M | — | ||
| Q2 24 | $470.7M | — | ||
| Q1 24 | $432.9M | — |
总资产INDIRERE
| Q4 25 | $840.8M | — | ||
| Q3 25 | $855.1M | — | ||
| Q2 25 | $867.6M | — | ||
| Q1 25 | $909.0M | — | ||
| Q4 24 | $941.4M | — | ||
| Q3 24 | $797.5M | — | ||
| Q2 24 | $797.3M | — | ||
| Q1 24 | $803.6M | — |
负债/权益比INDIRERE
| Q4 25 | 0.99× | — | ||
| Q3 25 | 0.96× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.93× | — | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-14.4M | — |
| 自由现金流经营现金流 - 资本支出 | $-16.1M | — |
| 自由现金流率自由现金流/营收 | -27.8% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-71.4M | — |
8季度趋势，按日历期对齐
经营现金流INDIRERE
| Q4 25 | $-14.4M | — | ||
| Q3 25 | $-6.2M | — | ||
| Q2 25 | $-7.6M | — | ||
| Q1 25 | $-29.0M | — | ||
| Q4 24 | $-6.7M | — | ||
| Q3 24 | $-22.8M | — | ||
| Q2 24 | $-19.7M | — | ||
| Q1 24 | $-9.3M | — |
自由现金流INDIRERE
| Q4 25 | $-16.1M | — | ||
| Q3 25 | $-10.3M | — | ||
| Q2 25 | $-13.6M | — | ||
| Q1 25 | $-31.4M | — | ||
| Q4 24 | $-8.6M | — | ||
| Q3 24 | $-29.3M | — | ||
| Q2 24 | $-23.4M | — | ||
| Q1 24 | $-11.7M | — |
自由现金流率INDIRERE
| Q4 25 | -27.8% | — | ||
| Q3 25 | -19.2% | — | ||
| Q2 25 | -26.4% | — | ||
| Q1 25 | -58.0% | — | ||
| Q4 24 | -14.8% | — | ||
| Q3 24 | -54.3% | — | ||
| Q2 24 | -44.7% | — | ||
| Q1 24 | -22.3% | — |
资本支出强度INDIRERE
| Q4 25 | 3.0% | — | ||
| Q3 25 | 7.8% | — | ||
| Q2 25 | 11.6% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 12.1% | — | ||
| Q2 24 | 7.0% | — | ||
| Q1 24 | 4.4% | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
INDI
| Products | $55.7M | 96% |
| Services | $2.3M | 4% |
RERE
暂无分部数据
