“微信送礼”带动概念股飙涨多家公司称在观望也有公司已布局

澎湃新闻12-20 20:54

微信送礼的火爆，带动了概念股崛起。　　12月20日，“微信小店”概念股开盘走高，截至收盘，微盟集团（02013.HK）涨超25%，元隆雅图（002878）、友阿股份（002277）、青木科技（301110）、实益达（002137）、光云科技（688365）、天地在线（002995）等涨停，凯淳股份（301001）涨超3%。　　概念股的火热源于微信的新功能：近日微信小店开始灰色测试“送礼物”功能。除...

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already laid out","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"02013":1,"01797":1,"HTCD.SI":0.6},"content_text":"微信送礼的火爆，带动了概念股崛起。　　12月20日，“微信小店”概念股开盘走高，截至收盘，微盟集团（02013.HK）涨超25%，元隆雅图（002878）、友阿股份（002277）、青木科技（301110）、实益达（002137）、光云科技（688365）、天地在线（002995）等涨停，凯淳股份（301001）涨超3%。　　概念股的火热源于微信的新功能：近日微信小店开始灰色测试“送礼物”功能。除珠宝、教育培训类目，且商品款式原价不得高于1万元的商品将默认支持“送礼物”功能。　　当天，澎湃新闻记者以投资者身份，致电了多家关联企业，不过，多数企业对相关概念表态较为谨慎。　　天地在线证券部工作人员向澎湃新闻记者表示，公司主要业务不是微店，而是帮助客户在腾讯的微信体系中提供相关广告生态和电商服务，对于微信新增的送礼物功能，可以帮助商家激活消费需求，从长期来看对于股价是利好趋势。　　凯淳股份证券部工作人员则回应，目前“微信小店”概念还比较新，仍处于观望阶段，暂未了解未来有哪些相关布局。公开资料显示，天地在线和凯淳股份均为网络营销服务运营提供方。　　在互动平台上，有不少投资者在提问相关问题，但目前相关回应并不多，其中敷尔佳（301371）在互动平台表示，公司微信小店已开通好友转送功能。春雪食品(605567)表示，通过微信小程序搜索“春雪食品商城”可通过微信购买公司产品。　　全聚德（002186）表示，公司目前入驻视频号小店，并在微信商城开设了全记货铺，未入驻微信小店，暂未开启送礼功能。后续我们会根据顾客需求和业务场景决定推出相应的功能。　　实丰文化（002862）表示，公司很看好微信这种社交电商的变现模式，保持关注和学习最前沿的市场动态，“微信小店送礼物”和公司业务、产品非常契合，公司已经计划布局微信小店。　　微信小店的概念火热，还带动了东方甄选（01797.HK）。近日，东方甄选公众号发布称，微信店铺已上线“送礼物”的新功能，截至20日收盘，东方甄选涨超15%。　　券商方面，多家机构称看好后续前景。国泰君安研报指出，微信小店上线“送礼”功能，为微信电商纳入新流量端口，具备礼品属性的零食、美妆品类以及对新渠道敏感度较高的代运营板块有望受益。微信小店上线送礼功能正值圣诞、元旦、春节等节日临近，送礼功能有望借助节日送礼需求快速裂变，将用户流量导流至微信小店、培养微信购物习惯。送礼功能有望助力微信电商体系打开新流量入口、助力用户转化，同时为消费品公司打开新渠道窗口。　　方正证券提到，送礼线上化有望引发送礼潮流，短期看利好年货节旺季销售。从用户体验来看，送礼物与微信红包体验类似，2015年微信首次推出微信红包，实现红包的线上化，极大满足社交需求，微信红包习惯逐渐深入人心。传统线下拜访送礼耗时耗力，传统邮寄送礼方式需要询问地址、下单等，比较繁琐且存在接收方不清楚物流信息等，送礼方订单太多难以管理等痛点。此次“送礼物”社交功能的线上化，叠加元旦、春节来临，有望引发线上送礼的潮流，提升年货节需求。长期看零食线上送礼有望日常化替代部分微信红包功能，成为日常和节假日的新社交习惯，关注新一轮渠道变革机遇。　　据中信证券披露，近期节假日密集，“送礼物”的强烈社交需求有望加速微信电商发展。三季度微信MAU达到13.82亿人，庞大的用户基础是微信电商发展的重要基本盘，“送礼物”则是用户的基本社交需求。　　中信证券认为，12月下旬后，节日将密集到来，“送礼物”的社交需求或将集中释放，亦有望吸引商家加速入驻微信小店，加强品牌曝光，会员私域流量运营等。“送礼物”是社交与电商深度融合的产物，商品精准触达消费者且具有裂变效应，从而提升销售额、复购率及转化率。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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“微信送礼”带动概念股飙涨 多家公司称在观望也有公司已布局

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“微信送礼”带动概念股飙涨多家公司称在观望也有公司已布局