ATRenew, as the only voice from China, was a panelist in a high-level dialogue on the infrastructure requirements for scaling the global circular economy at Circular Markets London on February 4, 2026. Organized by CCS Insight, a global analyst company providing valuable insights and analysis to navigate the complex technology landscape, the event brought together telecom and circular economy industry leaders for focused discussions on global circularity practices and outlook. At the panel themed "The Economics of Refurbishment", Jeremy Ji, ATRenew's Head of Corporate Strategy and International Business, noted that China's open market structure and growing trade-in participation are viewed as essential to becoming a new pole in the global circular market.

On February 27th, ATRenew held its annual all-hands meeting following Chinese New Year holiday. Kerry Xuefeng Chen, founder and CEO, delivered a keynote speech, reviewing the Company's strategic planning and business assumptions at the beginning of 2025. He affirmed ATRenew's success in seizing opportunities that rose from China's promotion of consumer goods trade-in and firmly implementing the B2C retail strategy in 2025. Kerry also clarified the expectations for 2026 to continue developing the recycling sector, strengthen retail, and enhance brand awareness. Furthermore, the meeting awarded teams and individuals who achieved outstanding results.

On February 23, AHS Recycle, as a representative of the new service industry format, had its stores and automated operation centers featured in a special live broadcast by CCTV's "The First Month of the New Year" program. As the recycling business was provided uninterrupted throughout the holiday, consumers had a robust demand for recycling, with mobile phones, smartwatches, and smart earphones ranking the top among recycling transactions during the period.

International Data Corporation ("IDC") released 2025 China tablet market report. In terms of market structure, the consumer market benefited from device upgrades and government subsidies, resulting in a 14.4% year-on-year increase in shipments. Mainstream price segments saw a price increase of RMB500 due to device upgrades and manufacturers' active expansion into mid-to-high-end product lines. The commercial market faced some pressure due to relatively fixed application scenarios for tablets in certain industries and the lack of new demand, leading to a 1.6% year-on-year decrease in shipments. In 2025, Huawei, Apple, and Xiaomi remained the top three manufacturers in China, with market shares of 29.2%, 24.5%, and 13.1%, respectively.