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国泰君安:微信“送礼”功能催化电商进展,有望带来消费新机

  • Author:Xiao Liu
  • Release time:2024-12-23

国泰君安指出,微信小店送礼上线正值圣诞、元旦、春节等节日临近,有望借助节日送礼需求快速裂变,将用户流量导至微信小店、培养微信购物习惯。同时。微信小店的购买便利性有望助力其进一步拓展部分非公域电商用户,加大电商人群覆盖广度,为消费品牌带来新渠道机会,预计品牌端也将积极推出对应送礼场景的产品组合以捕捉新兴渠道机会。2024下半年微信电商生态持续演进,微信小店有望与微信多元化内容生态形成闭环,搅动电商格局。考虑到双旦及年货节送礼场景,具备礼品、社交属性的情感新消费品类如零食、美妆个护等有望优先受益于微信小店的“送礼”功能。此外,电商代运营商对新渠道、新流量的崛起较为敏感,同样有望受益。

特别声明:文章转载于每日经济新闻



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