In 2024, Douyin e-commerce sales increased nearly 40% year-on-year, and the Industry Chain continues to show a thriving development trend.
According to reports, in 2024, Douyin e-commerce sold 15.4 billion orders, a year-on-year increase of 39%. A total of over 53 million live-streaming sales have facilitated Trade, with nearly 0.15 million items achieving sales over one million yuan in the live-streaming rooms. Liu Wenzheng from Minsheng Securities stated that the e-commerce Industry continues to develop and evolve; in a complex Operation environment, Douyin e-commerce still maintains a vigorous growth trend.
WeChat's mini store "Gifts" continues Tencent's e-commerce "ambition".
① The "Gift" feature of the Wechat Mini Program has sparked discussions on commercialization, leading to a surge in related companies' stock prices; ② Some analysts believe that the social fission function of gift-giving can create good word-of-mouth communication among users, further cultivating the habit of shopping in Wechat Mini Programs.
WeChat's small store "Gift Giving" is trending all over the internet, and many Institutions are Bullish on the gift economy.
① The "Tencent Recruitment" public account has published a recruitment notice for WeChat Mini Stores, specifically including positions such as Data Development Engineer and Backend Development Engineer. ② An analyst from Minsheng Securities stated that WeChat Mini Stores have begun a gray-scale test for "gift-giving," which could present investment opportunities arising from social裂变 trends.
Volcano Engine launches the Doubao visual understanding model! The leading stock has achieved two consecutive 20CM price increases. An overview of the list of A-share partners for ByteDance's two major engines.
① Volcano Engine released the Doubao visual understanding model. Brokerage Research Reports indicate that in the future, ByteDance may form a hardware product matrix centered around Doubao AI, while the huge volume engine plays a crucial role among various traffic distribution channels. ② A list of A-share listed companies collaborating with Volcano Engine and Huge Volume Engine has been compiled (see attached table).
The WeChat Mini Store has launched a gift-giving feature! The leading stock has risen for eight consecutive days, benefiting listed companies as they organize their actions.
① The WeChat small store has launched a gift-giving feature, Hunan Friendship & Apollo Commercial closed at eight consecutive gains on Friday, Hangzhou Raycloud Technology Co., Ltd and Greenwood Technology both had two consecutive limits, Guangdong Brandmax Marketing had a limit-up of 20%, Shenzhen Sea Star Technology, Beijing Yuanlong Yato Culture Dissemination, and Beijing Quanshi World Online Network Information all had two consecutive gains. ② Brokerage research reports organize the list of WeChat small store concept stocks (attached with stocks). Fu Er Jia interactive platform claims that the WeChat small store has opened a friend transfer function, Shifeng Cultural Development Institutions investigation claims that they have planned to layout WeChat small store.
The Byte Volcano Engine Developer Conference is about to begin, and the performance of domestic AI applications is expected to be rapidly released.
On December 19, the developer forum of the Volcanic Engine Winter FORCE Power Conference will be launched, focusing on the practices of the Volcanic Engine in the development, application, and implementation of large models. Northeast Securities' Wu Yuanheng believes that next year will be a significant year for domestic AI software and Hardware, driving rapid performance releases of related leading applications and Hardware companies.