Haitong: WeChat mini store launches "gift-giving" feature, e-commerce and marketing SAAS + AI boost commercial value growth.

Haitong released a research report stating that WeChat Mini Program has become an important closed loop in the WeChat e-commerce ecosystem, carrying Tencent's e-commerce strategy, and integrating multiple traffic sources within the WeChat ecosystem. In the future, the digitization and intelligence of e-commerce operations will become more important, and the combination of SaaS+AI in areas such as refined brand operation, customer insights, and content marketing has huge potential. AI technology and its applications are rapidly developing and iterating, and are expected to play a significant role in boosting sales growth in the business field. Key points from Haitong: - WeChat has launched the "Send Gifts" feature, simplifying the gift-giving process and opening up new growth channels for businesses. - WeChat Mini Program is upgrading its e-commerce strategy, integrating various traffic sources within the WeChat ecosystem. - E-commerce SaaS and AI technology have rich application scenarios and growth potential. In recent years, the booming development of e-commerce has injected vitality into the supporting service industry of e-commerce SaaS. E-commerce SaaS can serve the entire business scenario and chain, including product and store management, customer service, data application, and marketing, to meet the diverse needs of businesses and help them achieve digital operation goals. The downstream of e-commerce SaaS includes numerous e-commerce platforms and businesses, with different requirements based on their sizes, forming a pyramid-like structure. In addition, AI technology and its application forms are rapidly evolving, and are expected to play a significant role in boosting sales growth in the business field. Investment recommendations: It is recommended to pay attention to Hangzhou Raycloud Technology Co.,Ltd (688365.SH), MARKETINGFORCE (02556), WEIMOB INC (02313), YOUZAN (08083). Risk warning: Downstream demand falls below expectations; AI technology applications fall below expectations; Market competition intensifies.