[Brokerage Focus] GTJA indicates that WeChat is expected to become a new entry point for e-commerce platforms.

Jingu Financial News · Dec 24 09:07

Jinwu Financial News | Guotai Junan said that WeChat e-commerce relies on a huge social network to accelerate development and is expected to become a new entry point for e-commerce platforms in the future. Tencent (00700) is making frequent moves in terms of e-commerce layout. In August 2024, Tencent upgraded the video store into a WeChat store. Store and product information can be distributed within multiple WeChat scenarios such as public accounts, video accounts, applets, and search, and integrated into a unified WeChat e-commerce service. Combined with this gift-delivery function, the bank believes that WeChat uses private relationships with a huge user base to divert WeChat stores and expand the basic WeChat e-commerce market. In the short term, it will help to quickly boost WeChat's e-commerce GMV. In the long run, WeChat is expected to become a new entry point for e-commerce platforms. The Tencent ecosystem complements an important part, focusing on AI social investment opportunities. WeChat evolved from traffic logic to ecological logic. Mini programs, video accounts, search, and e-commerce have perfected WeChat's ecological foundation, starting from social needs (private domain) to real demand scenarios (public domain), establishing lifestyle connections for users and creating a global ecological infrastructure. Human value interaction will be built on AI social networks.

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

【券商聚焦】国泰君安指微信有望成为电商平台的新入口

[Brokerage Focus] GTJA indicates that WeChat is expected to become a new entry point for e-commerce platforms.

Risk Disclaimer

Statement