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国泰君安:微信“蓝包”扩大测试范围、推出激励计划,有望迎旺季催化

GTJA: WeChat's "Blue Envelope" expands its testing scope and launches an incentive plan, expected to catalyze the peak season.

Breakings ·  Jan 6 07:34

GTJA's Research Reports indicate that the WeChat "blue envelope" feature is gradually expanding its testing scope, likely accelerating its growth. WeChat's small shop has launched a private domain incentive plan to encourage merchants to promote their shops in multiple scenarios. Categories with strong gifting attributes and affordable average transaction prices are expected to benefit first. Considering that WeChat's gifting feature currently focuses more on conveying sentiment, it is expected that the initial average transaction price will be low, and with the upcoming Lunar New Year festival and Valentine's Day in January and February, emotional new consumer categories with gifting and social attributes, such as coffee, snacks, and beauty personal care products, are expected to be the first to benefit from WeChat small shop's "gifting" feature.

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