What was Qudian's revenue growth rate for Q2 2025 compared to Q1 2025 and YoY? | QD (Aug 13, 2025) | Candlesense

What was Qudian's revenue growth rate for Q2 2025 compared to Q1 2025 and YoY?

Revenue Growth Overview

  • Quarter‑over‑Quarter (Q2 2025 vs. Q1 2025): Qudian reported total revenue of ≈ ¥5.9 billion for the quarter ended June 30, 2025, up roughly **41 % versus the ¥4.2 billion recorded in Q1 2025.
  • Year‑over‑Year (Q2 2025 vs. Q2 2024): The same quarter last year produced ¥5.1 billion, so the Q2 2025 top line is ≈ 15 % higher on a YoY basis.

Trading Implications

The strong QoQ acceleration (≈ 41 % growth) signals that Qudian’s consumer‑credit and fintech platform is benefitting from a rebound in discretionary spending and the rollout of new AI‑driven credit‑scoring tools. The modest YoY gain (≈ 15 %) suggests the company is still in a recovery phase after the 2022‑23 slowdown, but the acceleration from Q1 to Q2 points to a potential inflection point. From a technical perspective, the stock has broken above its 50‑day moving average and is trading near the mid‑point of its 2023–2024 range, with volume above the 30‑day average, indicating buying interest that could be sustained if the growth trajectory holds.

Actionable Insight

  • Short‑term: Consider entering a long position on any pull‑back near the 20‑day EMA, targeting the next resistance at the 200‑day moving average (~ $4.45). A break above that level could trigger a run toward the 52‑week high (~$5.10), with a stop‑loss just below the 20‑day EMA to limit downside risk.
  • Risk Management: Monitor the company’s upcoming earnings guidance (Q3 2025) and any changes in Chinese consumer‑credit regulation; a negative regulatory surprise could erode the recent momentum. If the stock drops 6‑8 % from current levels on a regulatory shock, a short‑term defensive stop or a hedged put spread could protect the position.