Daihang (Daiwa) expects that POP MART (09992.HK) and others will benefit from WeChat's newly added gifting feature.

According to the research report by Daiwa, the new gift-sending feature on WeChat is expected to boost short-term demand, benefiting categories such as Cosmetic, toys, snacks, and health food. The firm believes that this new feature could have a significant impact on certain Consumer brands during the upcoming Lunar New Year holiday, as it creates new consumption scenarios for young Consumers, likely benefiting POP MART (09992.HK), Proya Cosmetics (603605.SH), and Three Squirrels (300783.SZ). The firm also noted that while the total transaction amount of commodities in WeChat shops remains relatively small, it is expected to grow as we move into 2024.

AASTOCKSDec 20 14:54

China's Online Beauty Sales Drops 33% in November, Jefferies Says

MT NewswiresDec 17 17:59

Proya Cosmetics to Win Market Share in China While Rivals Struggle -- Market Talk

WSJDec 17 03:00

Major bank rating丨Zhuhai International: Next year, emotional value-based consumption will continue to lead the market. Maintain a "Buy" rating on China Resources Beer.

On December 12, Gelonghui reported that Zhongyin International released a report indicating that the consumption trends this year have further emerged under the new cycle. Retail formats are undergoing multiple challenges such as a slowdown in the premium pyramid structure, deep internal adjustments within enterprises, and reduced operational leverage. The report stated that next year, emotional value consumption will continue to lead the market. In the food and beverage Industry, high-quality, well-regarded health products are expected to maintain leadership. As the pace of product upgrades slows down, the Industry will refocus on actual Consumer needs. Regarding beer, companies plan to expand mid-range price products to meet broader popular demand. Lower-priced CHINA RES BEER is leveraging Heineken NV Sponsored ADR for distribution.

Gelonghui FinanceDec 12 09:56 · Ratings

Wei Yinghui, a partner at Meiwan, stated that live e-commerce is both an amplifier and an incubator.

Sina technology news, the afternoon of December 5th, during the november 11 shopping festival, Li Jiaqi's live broadcast room shelves nearly 1,700 brands with over 4,000 product links, with chinese products accounting for over 60%. Recently, Wei Yinghui, partner and vice president of Meiwrist, publicly stated, "The rise of chinese products in the entire value chain is accelerating, passing the baton to more segmented areas and emerging brands." He mentioned that live e-commerce is an amplifier, helping new products and brands be seen and trusted, promoting mutual understanding and communication between supply and demand. At the same time, live e-commerce is also an incubator, exploring new and innovative brand partners based on consumer demand, expanding product categories, and promoting the production of emerging categories.

Sina technologyDec 5 14:04

Sinolink: In 2025, competition in beauty, medical aesthetics, and gold jewelry may continue to be intense. The popularity of trendy products is expected to continue with the resonance of supply and demand sentiment.

Beauty, medical aesthetics, gold jewelry and other optional consumer sectors have seen a weakening business climate, intensified internal competition, with emotional consumption leading the market and the trendy market continuing to expand.

Zhitong FinanceNov 27 10:11