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RERE.US Corporate Blog – December 2025
Below is a summary of the recent business development of the Company and the industry headlines in December 2025. Regarding the operational metrics, please refer to the Company's quarterly earnings release and its filings with the U.S. SEC.
Key highlights
In December, AHS Recycle saw a net increase of four self-operated standard stores. The net addition of franchised standard stores reached 17, enhancing store coverage in provinces such as Zhejiang, Jiangsu, Guizhou, Henan, and Sichuan. The proportion of offline fulfillment for trade-in services was further increased, ensuring the best-in-class face-to-face fulfillment user experience jointly built by AHS Recycle's physical stores and its nationwide to-door teams.
Industry news
Technical requirements for data erasure in electronic products released as mandatory national standard
The mandatory national standard "Information Security Technology - Technical Requirements for Data Erasure in Electronic Products" was approved and issued in December 2025 and will officially take effect on January 1, 2027. The standard applies to electronic products with non-volatile storage media produced or sold domestically. Manufacturers must provide built-in data erasure functions for users. For operators engaged in the recycling of second-hand electronic products, they must proactively remind users to perform data erasure before recycling. Accessing or retaining user data without consent is strictly prohibited. Operators must use functions or tools that comply with the technical requirements for data erasure. Before resale, the effectiveness of data erasure must be verified. Products with user data not erased are prohibited from being resold or transported out of the country. The main drafting units of the standard include the China Electronics Standardization Institute, the Institute of Information Engineering of the Chinese Academy of Sciences, ATRenew, among others.
NDRC allocates first batch of ultra-long-term treasury bonds in 2026 in advance to support consumer goods trade-in program
In December, to optimize the implementation of China's equipment upgrade and consumer goods trade-in policies, the National Development and Reform Commission (NDRC), together with the Ministry of Finance, has allocated in advance the first batch of 62.5 billion yuan in ultra-long-term special treasury bonds for 2026 to support the consumer goods trade-in program. Individual consumers purchasing any of the four product categories—mobile phones, tablets, smartwatches/bands, and smart glasses (with a single-item selling price up to 6,000 yuan)—will receive a subsidy equivalent to 15% of the product's selling price. Each consumer is eligible for one subsidized item per product category, with a maximum subsidy of 500 yuan per item.