Major institutions' ratings | Daiwa: It is expected that POP MART, Proya Cosmetics, and Three Squirrels Inc. will benefit from the new gifting feature added to WeChat.

On December 20th, Glonghui reported that Daiwa's research indicated that the new gift-giving feature testing on WeChat would help to enhance short-term demand, benefiting categories such as cosmetics, toys, snacks, and health food products. The firm believes that this new feature's positive impact on WeChat could have a significant effect on certain consumer brands during the upcoming Lunar New Year holiday, as it creates new consumption scenarios for young consumers, likely benefiting POP MART, Proya Cosmetics, and Three Squirrels Inc. The firm noted that the total transaction volume of commodities in WeChat stores remains relatively small, but with product upgrades and increased traffic distribution expected in mid-2024, this area seems to be emerging.

Gelonghui FinanceDec 20 15:43 · Ratings

Express News | GTJA: The "Gift" feature of WeChat's small shop opens up new scenarios, and snack and beauty stocks are expected to benefit.

BreakingsDec 20 08:25

The 2025 JD.com New Year's Goods Festival is "different": collaborating with Wuliangye Yibin, Three Squirrels Inc. and other top 100 brands to launch 200 explosive products and gift boxes.

On December 19 at 8 PM, the 2025 JD.com Supermarket New Year Goods Festival officially launched. This year's festival focuses on differentiated experiences, partnering with renowned brands like Wuliangye Yibin, Yihai Kerry Arawana Holdings, Gujing, Sichuan Swellfun, Three Squirrels Inc., Liby, Huggies, Friso, and Golden Crown to offer a selection of 100 popular items and high-quality New Year gift boxes across various categories including alcoholic beverages, grains and oils, snacks, beverages, home cleaning, fresh produce, and maternity and baby products, making it easier for consumers to purchase New Year goods in one place. Consumers can go to the JD.com APP, search for "Supermarket 2025" to access the venue for New Year goods, and enjoy a buy one get one free promotion for many good New Year products, with some gift boxes available for any two pieces at 69 yuan.

China InvestorsDec 19 15:57

Express News | More than 800 companies have implemented dividends this year. Which A-share "New Year red envelope" is the most generous?

BreakingsDec 17 21:09

Ping An Securities: In 2025, focus on four main lines of consumer goods: cyclical trends, high prosperity, cyclical turning points, and cost dividends.

From a medium to long-term perspective, as the macroeconomy improves, the residents' pursuit of a better life will continue to drive the Consumer market towards continuous upgrading, and the mass goods Sector is expected to accelerate development.

Zhitong FinanceDec 16 15:56

Express News | 234 "gold stocks" reflect the brokerage's layout strategy as they actively welcome the year-end transition market.

BreakingsDec 4 04:40