消息方面，根据港交所股权披露系统显示，腾讯已将微盟集团的持股比例已从8.39%大幅降至2.94%。 财联社1月10日电，截至发稿，微盟集团(02013.HK)跌22.01%、有赞(08083.HK)跌11.83%、东方甄选 (01797.HK)跌4.56%。 ...

财联社1月9日电，港交所文件显示，腾讯控股在微盟集团的持股比例从8.39%降至2.94%；在优必选的 持股比例从8.05%减少至2.08%。 值得注意的是，腾讯控股此次连续减持微盟集团和优必选，共套现16.7亿港元。 对此，记者以投资者身份致电微盟集团，相关人士回应称，股东腾讯减持一事，对公司业务层面没有什 么影响，这应该是股东出于自身投资考量做出的决策，且其减持行为并非只针对公司一家。 今日晚间，微盟集团亦发布公告称，公司和腾讯将继续保持互惠共赢的商业合作关系。 公司将继续作为微信小店、小程序和腾讯广告的服务商，为商家在腾讯生态内提供高质量的SaaS产品和 精准营销服务，促进商家业务增长。 截至发稿，优必选方面尚未发布相关公告。 (21世纪经济报道) ...

Core Viewpoint - Weimob Group has launched the "Weimob X WeChat Store" series of solutions aimed at helping merchants achieve efficient integration and business growth within the WeChat Store ecosystem [1] Group 1 - The launch includes five integrated solutions designed to enhance operational efficiency and business capabilities for merchants [1] - The solutions focus on integrated operations, intelligent efficiency improvements, organizational node management, and a WeChat Store CRM membership operation system [1] - The overall goal is to significantly boost the operational efficiency and business growth of merchants based on the WeChat Store ecosystem [1]

Investment Rating - The report assigns a "Buy" rating to the company with a target price of HKD 3.86, representing an expected upside of 28.5% from the current price of HKD 3.00 [1][4][11]. Core Insights - The "Gift" feature in WeChat is expected to enhance the e-commerce ecosystem, driving demand for merchant services. This feature is currently in the exploratory phase and is anticipated to evolve, especially during major holidays, potentially replicating the success of the "WeChat Red Packet" phenomenon [3][4][8]. - The company is projected to see a continuous reduction in losses, benefiting from the growth of the WeChat ecosystem. With the completion of the WeChat mini-store integration expected in the first half of 2025, the company is well-positioned to capitalize on the burgeoning demand for SaaS and operational services in the WeChat e-commerce space [4][10]. Financial Summary - The company’s revenue projections for 2024-2026 are estimated at RMB 18.1 billion, RMB 21.0 billion, and RMB 25.1 billion, respectively, with year-on-year growth rates of -18.6%, 15.6%, and 19.7% [5][10]. - Net profit forecasts for the same period are expected to be -RMB 6.7 billion, -RMB 3.5 billion, and -RMB 1.2 billion, indicating a trend of decreasing losses as the company continues to optimize costs and enhance operational efficiency [5][10].

Group 1 - Weimob Group has seen a significant increase in trading activity, with a transaction amount of 2.476 billion HKD through the Hong Kong Stock Connect on January 2 [1] - The net buying amount for Weimob Group reached 293 million HKD, marking a continuous net buying streak for 8 days [1][2] - Cumulatively, the net buying amount over this period has reached 2.299 billion HKD, with the stock price increasing by 119.21% [1][2] Group 2 - On January 2, the total trading volume for active stocks under the Hong Kong Stock Connect was 31.607 billion HKD, with a net buying amount of 1.945 billion HKD [3]

Group 1 - The core viewpoint is that Weimob Group is expected to benefit from the integration of mini-programs into WeChat's e-commerce ecosystem as a leading service provider in Tencent's ecosystem [1][2] Group 2 - The company is actively reducing its small client base and unprofitable businesses, while its advertising revenue continues to grow [2] - Changes in platform rebate rules have led to a decline in rebate rates, but the company is still expected to benefit from the gradual improvement of the WeChat transaction ecosystem [2] - The revenue forecasts for the company are set at 1.81 billion yuan, 2.11 billion yuan, and 2.39 billion yuan for 2024, 2025, and 2026 respectively, with year-on-year growth rates of -18.9%, 17.1%, and 13.0% [2] - The company aims to reduce costs and improve efficiency in 2024, with a potential turnaround to profitability in 2025 [2]

Group 1 - The core point of the news is that Weimob Group has seen continuous net buying from southbound funds for four consecutive days, with a total net buying amount of HKD 1.336 billion and a stock price increase of 115.23% [1][2] - On December 24, the total trading volume of active stocks in the Hong Kong Stock Connect was HKD 15.969 billion, with a net buying amount of HKD 2.056 billion [1] - Weimob Group's trading volume through the Hong Kong Stock Connect on December 24 was HKD 2.795 billion, with a net buying amount of HKD 174 million [2]

Investment Rating - The report upgrades the investment rating of the company to "Buy" [2][17]. Core Insights - The WeChat e-commerce ecosystem is gradually improving, and leading service providers are expected to benefit first. The company is positioned as a key service provider within the Tencent ecosystem, which is likely to enhance its growth prospects [17]. - The introduction of the "Gift" feature in WeChat stores is anticipated to increase the diversity of brands and products available on the supply side, potentially attracting more merchants to the platform [3][18]. - The company has taken the lead in integrating mini-programs with WeChat stores, which is expected to drive merchant onboarding and boost Gross Merchandise Volume (GMV) [4][18]. Financial Projections - Revenue projections for the company from 2024 to 2026 are set at 1.81 billion, 2.11 billion, and 2.39 billion CNY, respectively, with year-over-year growth rates of -18.9%, 17.1%, and 13.0% [5]. - Adjusted net profit forecasts for the same period are -0.5 million, 1.3 million, and 3.0 million CNY, with corresponding adjusted diluted EPS of -0.02, 0.05, and 0.11 CNY [5]. - The company is expected to achieve a turnaround to profitability in 2025, following cost reduction and efficiency improvement measures [17]. Market Position - The current stock price is 2.48 HKD, with a price-to-sales ratio projected at 4.3, 3.7, and 3.3 for the years 2024 to 2026 [17][22]. - The company has a total market capitalization of 8.328 billion HKD and a three-month turnover rate of 258.57% [22].

因圣诞节假期，港股市场今日是半日市。截至收盘，恒生指数涨1.20%，报收20121.91点；科技指数涨 1.23%，报收4512.50点；国企指数涨1.34%，报收7310.49点。 今日市场 航运股延续涨势 象兴国际涨超14% 消息方面， 国务院国资委近日印发了《关于改进和加强中央企业控股上市公司市值管理工作的若干意 见》。其中提出，中央企业和控股上市公司要将股票回购增持作为一项长期性基础性工作，建立常态化 股票回购增持机制。高度重视控股上市公司破净问题，将解决长期破净问题纳入年度重点工作。 保险股中，中国财险(02328.HK)、中国太保(02601.HK)、友邦保险(01299.HK)分别上涨3.33%、2.25%、 2.07%。 消息方面，微信日前公告称，启动"送礼物"功能的灰度测试。用户可以自己付钱在微信小店购买珠宝首 饰、教育培训类目之外且不高于1万元的商品用于赠送微信好友，礼物送出24小时内领取有效。 【海昌海洋公园涨近11% 近一个月涨近50%】 小米集团-W(01810.HK)涨18.38%，报收32.65港元。12月23日，小米汽车宣布，小米SU7 1.4.5 OTA已开 始推送，共13项 ...

港股腾讯概念股走强 微盟集团涨16% 财联社12月24日电，截至发稿，微盟集团(02013.HK)涨16.13%、 有赞(08083.HK)涨7.25%、东方甄选(01797.HK)涨4.85%。 ...