Research · Aug 25, 2026
Used Smartphone Resale Gains From Memory-Driven Price Hikes
ATRenew and JD.com told Q2 2026 calls that memory-driven phone price hikes slowed new-device revenue while lifting used handsets; refurbished revenue rose 87.8%.
RERE
ATRenew Inc.
NYSE · Consumer Cyclical · Specialty Retail · CN
$4.18
+0.00%Research · Aug 25, 2026
Chinese Express Delivery Squeezed by Below-Cost Pricing Ban
ZTO, FlashEX and ATRenew told Q2 2026 calls that below-cost price competition is now a violation; ZTO cut 2026 parcel volume growth to 6-10% from 10-13%.