Hong Kong stock concept tracking | WeChat Mini Store "Gift" function test WeChat e-commerce is expected to usher in significant catalysis (with concept stocks)

On December 18th, the WeChat team announced that they had started a grayscale test of the "send gifts" feature on WeChat Mini Shops. The stable growth of WeChat users and video content creators has provided a solid foundation for the integration of ecosystems to support WeChat Mini Shops. Following the success of using social media to promote WeChat Pay through red envelopes in the past, the new "send gifts" feature on WeChat Mini Shops reconnects social media with e-commerce, leading industry experts to believe that this could be considered as WeChat Red Envelope 2.0. The testing of the "send gifts" feature on WeChat Mini Shops is expected to boost the development of WeChat e-commerce through social media promotion. As e-commerce continues to evolve, platforms are actively adjusting their strategies based on their unique characteristics. Hua Jin Securities research report pointed out that by 2024, e-commerce platforms will continue to optimize their rules and strategic positioning. Each platform is adjusting its strategy to prioritize differentiation: Taobao focuses on GMV growth, JD.com is intensifying its low-price strategy, Pinduoduo is sticking to its low-price strategy, and Douyin is prioritizing GMV growth while returning to the essence of content-based e-commerce. WeChat itself possesses the characteristics of social e-commerce, content e-commerce, and private domain e-commerce. The introduction of new features on WeChat Mini Shops is based on its social nature and, when combined with video content creators, creates a traffic loop that continues to attract external traffic, potentially promoting the formation of a complete and closed-loop e-commerce ecosystem on WeChat. Tianfeng believes that the new "send gifts" feature on WeChat Mini Shops will significantly accelerate the onboarding of businesses and the cultivation of consumer habits. This optimistic scenario may replicate the story of how WeChat Red Envelopes changed the payment landscape. As the end of December draws near, with various holidays approaching, WeChat e-commerce is expected to experience significant growth. Benefiting Hong Kong stocks from WeChat Mini Shops: WEIMOB INC (02013): In the short term, the SaaS business continues to focus on large clients, optimizing and adjusting loss-making businesses. The advertising business benefits from the growth in revenue from video content creators, Douyin, Xiaohongshu, and other new channels, with a focus on the impact of changes in advertising platform rebate rules on revenue. In the medium to long term, the focus will be on accelerating the commercialization of large clients, as well as the potential contribution of AI and international expansion. In late October of this year, at the first "Technology Open Day and AI Product Launch Conference" of WEIMOB INC (02013), Weimob successfully created a matrix of 15 AIAgents, covering 58 business scenarios from store construction to private domain operations, and had already launched three major intelligent solutions: Weimob WAI, WAIPro, and WIME. At the same time, Weimob WAIPro marketing edition has helped Weimob achieve an average operation efficiency improvement of 20% to 30% across multiple scenarios.