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珐博进（KYNB）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珐博进的1.7倍（$43.2M vs $25.4M），万物新生净利率更高（16.9% vs -129.8%，领先146.7%）
珐博进是一家生物制药企业，专注于纤维化疾病、贫血、肿瘤领域创新疗法的研发与商业化，核心产品罗沙司他已在中国、日本等多个市场获批上市，为患者提供全新治疗选择。
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。
KYNB vs RERE — 直观对比
营收规模更大
RERE
是对方的1.7倍
$25.4M
净利率更高
RERE
高出146.7%
-129.8%
损益表 — Q1 FY2024 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $25.4M | $43.2M |
| 净利润 | $-32.9M | $7.3M |
| 毛利率 | 15.9% | — |
| 营业利润率 | -193.9% | — |
| 净利率 | -129.8% | 16.9% |
| 营收同比 | -29.9% | — |
| 净利润同比 | 57.1% | — |
| 每股收益（稀释后） | $-0.33 | — |
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KYNBRERE
| Q1 24 | $25.4M | — | ||
| Q4 23 | $-73.8M | — | ||
| Q3 23 | $40.1M | — | ||
| Q2 23 | $44.3M | — | ||
| Q1 23 | $36.2M | $43.2M | ||
| Q4 22 | $34.4M | — | ||
| Q3 22 | $15.7M | — | ||
| Q2 22 | $29.8M | — |
净利润KYNBRERE
| Q1 24 | $-32.9M | — | ||
| Q4 23 | $-56.2M | — | ||
| Q3 23 | $-63.6M | — | ||
| Q2 23 | $-87.7M | — | ||
| Q1 23 | $-76.7M | $7.3M | ||
| Q4 22 | $-66.2M | — | ||
| Q3 22 | $-91.7M | — | ||
| Q2 22 | $-72.6M | — |
毛利率KYNBRERE
| Q1 24 | 15.9% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | 89.4% | — | ||
| Q2 23 | 87.1% | — | ||
| Q1 23 | 90.3% | — | ||
| Q4 22 | 85.7% | — | ||
| Q3 22 | 72.6% | — | ||
| Q2 22 | 77.2% | — |
营业利润率KYNBRERE
| Q1 24 | -193.9% | — | ||
| Q4 23 | 128.8% | — | ||
| Q3 23 | -158.2% | — | ||
| Q2 23 | -198.7% | — | ||
| Q1 23 | -210.4% | — | ||
| Q4 22 | -192.5% | — | ||
| Q3 22 | -595.2% | — | ||
| Q2 22 | -262.4% | — |
净利率KYNBRERE
| Q1 24 | -129.8% | — | ||
| Q4 23 | 76.2% | — | ||
| Q3 23 | -158.5% | — | ||
| Q2 23 | -197.8% | — | ||
| Q1 23 | -212.1% | 16.9% | ||
| Q4 22 | -192.6% | — | ||
| Q3 22 | -582.5% | — | ||
| Q2 22 | -243.7% | — |
每股收益（稀释后）KYNBRERE
| Q1 24 | $-0.33 | — | ||
| Q4 23 | $-0.56 | — | ||
| Q3 23 | $-0.65 | — | ||
| Q2 23 | $-0.90 | — | ||
| Q1 23 | $-0.81 | — | ||
| Q4 22 | $-0.70 | — | ||
| Q3 22 | $-0.98 | — | ||
| Q2 22 | $-0.78 | — |
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 | $177.6M | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-228.1M | $557.1M |
| 总资产 | $365.9M | $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KYNBRERE
| Q1 24 | $177.6M | — | ||
| Q4 23 | $203.5M | — | ||
| Q3 23 | $251.3M | — | ||
| Q2 23 | $335.7M | — | ||
| Q1 23 | $355.9M | $228.0M | ||
| Q4 22 | $422.0M | — | ||
| Q3 22 | $408.5M | — | ||
| Q2 22 | $438.1M | — |
股东权益KYNBRERE
| Q1 24 | $-228.1M | — | ||
| Q4 23 | $-204.2M | — | ||
| Q3 23 | $-157.2M | — | ||
| Q2 23 | $-102.3M | — | ||
| Q1 23 | $-48.9M | $557.1M | ||
| Q4 22 | $-21.4M | — | ||
| Q3 22 | $26.3M | — | ||
| Q2 22 | $103.8M | — |
总资产KYNBRERE
| Q1 24 | $365.9M | — | ||
| Q4 23 | $423.5M | — | ||
| Q3 23 | $460.4M | — | ||
| Q2 23 | $515.1M | — | ||
| Q1 23 | $538.5M | $722.9M | ||
| Q4 22 | $610.1M | — | ||
| Q3 22 | $608.8M | — | ||
| Q2 22 | $686.8M | — |
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 | $-59.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-59.3M | — |
| 自由现金流率自由现金流/营收 | -233.9% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 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 | $-274.7M | — |
8季度趋势，按日历期对齐
经营现金流KYNBRERE
| Q1 24 | $-59.3M | — | ||
| Q4 23 | $-18.3M | — | ||
| Q3 23 | $-84.5M | — | ||
| Q2 23 | $-110.6M | — | ||
| Q1 23 | $-101.6M | — | ||
| Q4 22 | $-52.5M | — | ||
| Q3 22 | $-51.9M | — | ||
| Q2 22 | $-33.1M | — |
自由现金流KYNBRERE
| Q1 24 | $-59.3M | — | ||
| Q4 23 | $-18.6M | — | ||
| Q3 23 | $-85.2M | — | ||
| Q2 23 | $-111.6M | — | ||
| Q1 23 | $-102.2M | — | ||
| Q4 22 | $-52.8M | — | ||
| Q3 22 | $-52.7M | — | ||
| Q2 22 | $-34.0M | — |
自由现金流率KYNBRERE
| Q1 24 | -233.9% | — | ||
| Q4 23 | 25.2% | — | ||
| Q3 23 | -212.3% | — | ||
| Q2 23 | -251.7% | — | ||
| Q1 23 | -282.6% | — | ||
| Q4 22 | -153.8% | — | ||
| Q3 22 | -335.2% | — | ||
| Q2 22 | -114.0% | — |
资本支出强度KYNBRERE
| Q1 24 | 0.1% | — | ||
| Q4 23 | -0.3% | — | ||
| Q3 23 | 1.7% | — | ||
| Q2 23 | 2.2% | — | ||
| Q1 23 | 1.6% | — | ||
| Q4 22 | 1.0% | — | ||
| Q3 22 | 5.5% | — | ||
| Q2 22 | 3.0% | — |
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
KYNB
| Drug Product Revenue | $24.5M | 97% |
| Other | $878.0K | 3% |
RERE
暂无分部数据
