天风证券指出，美凯龙与战略投资方阿里巴巴共同探索家居新零售领域的布局，率先推行家居消费新零售模式。公司对全国范围内的商场进行数字化升级，建立线上“天猫同城站”，并自建新零售线上产品运营及服务能力。同时，公司从选品、数字化上翻、流量承接等多方面，扶持传统经销商使其具备线上运营的能力，从而及时有效地将线上流量精准转化至线下商场体验并促成交易，赋能商户的同时也为消费者带来更好的家居购物体验。Red Star Macalline (01528) rose more than 22% intraday, as of the time of publication, up 9.97%, at HKD 3.64, with a turnover of 0.187 billion Hong Kong dollars.
According to the Wisdom Finance APP, Red Star Macalline (01528) rose more than 22% intraday, up 9.97% as of the time of publication, at HKD 3.64, with a turnover of 0.187 billion Hong Kong dollars.
Huaxi Securities pointed out that Red Star Macalline actively responded to the national call, and from October 13 to November 11, during the period of nearly 20 provinces and cities, 223 shopping malls fully connected to the government platform, promoting a large-scale 'old-for-new' for home appliances and home furnishings. Shanghai, where the policy was introduced early, has already shown initial effects. According to Guandian Net, during the National Day golden period, the company's 8 shopping malls sold 0.143 billion yuan from October 1st to 7th, a year-on-year increase of 112%. The effective store visits were 0.0162 million, a year-on-year increase of 24%, achieving double growth in customer flow and sales. With the gradual improvement of the scope of national subsidies, the home renovation demand in Q4 is expected to be further catalyzed.
Tianfeng Securities pointed out that Red Star Macalline and its strategic investment partner Alibaba are jointly exploring the layout of the home new retail field, taking the lead in implementing a new retail model for home consumption. The company is digitally upgrading malls nationwide, establishing an online 'Tmall Local Station,' and developing its own new retail online product operation and service capabilities. At the same time, the company supports traditional dealers in various aspects such as product selection, digital transformation, and traffic acquisition, enabling them to have online operation capabilities, thereby timely and effectively converting online traffic accurately to offline mall experiences and promoting transactions. Empowering merchants while providing consumers with a better home shopping experience.
