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GTJA's Consumer investment outlook for January 2025: The peak season is approaching, and improvement is expected.
It is expected that the consumption data in January will significantly improve due to a low base and the impact of the Chinese New Year being staggered. New channels and new categories resonate, accelerating innovation in Consumer.
Three Squirrels Inc. (SZSE:300783) Stock Rockets 32% As Investors Are Less Pessimistic Than Expected
China International Capital Corporation: Review and Outlook on the Development of Snack Wholesale Channels
Maintain the profit forecasts and ratings for individual stocks in the Leisure snack Industry.
WeChat Mini Store "Gift Giving" gray test! Driving Tencent Related stocks, Three Squirrels Inc. daily trading volume increased by over 500% compared to the previous day.
① In response to WeChat's plan to fully open the "gift-giving" feature of WeChat Mini Store before the Spring Festival, Tencent stated that the "gift-giving" feature is currently being gradually rolled out, based on actual experience. ② Some WeChat ecosystem analysts pointed out that the current WeChat Mini Store faces two major challenges: first, there is a lack of user habit in shopping at WeChat Mini Store, which requires gradually cultivating users' consumer awareness; second, the supply of high-quality products and brands is relatively scarce.
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.
Is Three Squirrels (SZSE:300783) Using Too Much Debt?
Some Investors May Be Worried About Three Squirrels' (SZSE:300783) Returns On Capital
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