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国泰君安:微信小店“送礼”功能打开新场景 零食美妆股有望受益

GTJA: The "Gift" feature of WeChat's small shop opens up new scenarios, and snack and beauty stocks are expected to benefit.

Gelonghui Finance ·  Dec 19 19:31

GTJA stated that the launch of the "gift" function in WeChat Mini Store introduces a new traffic port for WeChat e-commerce. Snack and Cosmetic products with gift attributes, as well as the Operation Sector that is sensitive to new channels, are expected to benefit. GTJA Analysts, including Zi Meng, pointed out in the report that the timing of the gift function's launch coincides with the approaching holidays of Christmas, New Year's Day, and Spring Festival. The gift function is expected to rapidly expand due to the demand for holiday gifting, directing user traffic to WeChat Mini Store and fostering a shopping habit on WeChat. The gift function is expected to help open new traffic entrances for the WeChat e-commerce system and assist in user conversion while providing new channel opportunities for Consumer companies. It is recommended to increase Shareholding in the snack sector with Three Squirrels Inc. and Yanker Shop Food, as well as in Cosmetic stocks like Guangzhou Ruoyuchen Technology and Runben Shares. Beneficial symbols also include Qingmu Technology and Hangzhou Onechance Tech Corp.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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