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

GTJA stated that the WeChat Mini Store has launched a "gift-giving" feature, creating a new traffic channel for WeChat e-commerce. Snack and beauty product categories with gift attributes, as well as the Operation Sector that is highly sensitive to new channels, are expected to benefit. GTJA Analysts including Zhi Meng pointed out in their report that the launch of the gift function coincides with the upcoming Christmas, New Year, and Spring Festival holidays. The gift function is expected to rapidly induce user demand for holiday gifting, directing traffic to the WeChat Mini Store and fostering shopping habits within WeChat. This feature has the potential to help the WeChat e-commerce system open new traffic outlets and aid user conversion, while also providing new channel opportunities for consumer goods companies. It is recommended to increase.

Gelonghui FinanceDec 19 19:31 ET

Ping An Securities: In 2025, focus on four main lines of consumer goods: cyclical trends, high prosperity, cyclical turning points, and cost dividends.

From a medium to long-term perspective, as the macroeconomy improves, the residents' pursuit of a better life will continue to drive the Consumer market towards continuous upgrading, and the mass goods Sector is expected to accelerate development.

Zhitong FinanceDec 16 02:56 ET

Fangzheng Securities: The selection model for supermarkets is rapidly developing. Attention is drawn to the supply chain of high-quality leaders in the CSI SWS Food & Beverage index.

Currently, online traffic growth is slowing down, while offline channels are regaining some customer flow. Among these, the share of traditional key account large supermarkets is rapidly shrinking, whereas specialty selection model supermarkets are beginning to thrive.

Zhitong FinanceDec 15 21:26 ET

Does YanKer Shop FoodLtd (SZSE:002847) Deserve A Spot On Your Watchlist?

Simply Wall StDec 15 21:13 ET

YanKer Shop FoodLtd's (SZSE:002847) Five-year Earnings Growth Trails the Impressive Shareholder Returns

Simply Wall StDec 2 17:04 ET

Here's Why YanKer Shop FoodLtd (SZSE:002847) Can Manage Its Debt Responsibly

Simply Wall StNov 17 22:19 ET