Xin Lang Cai Jing·2026-02-15 23:49Core Viewpoint - Hong Kong Technology Exploration (01137) reported a significant rebound in its e-commerce business performance for January 2026, following the typical seasonal slowdown in December 2025 [4]. Group 1: Business Performance - The average daily gross merchandise value (GMV) increased by 13.9% month-on-month to HKD 23.8 million in January 2026, compared to HKD 20.9 million in December 2025 [4]. - The total monthly GMV reached HKD 739 million in January 2026, up from HKD 649 million in December 2025 [4]. - The number of independent customers rose by 6.1% to 640,000 in January 2026, compared to 603,000 in December 2025 [4]. - The number of active independent devices remained stable at 1.563 million in January 2026, compared to 1.572 million in December 2025 [4]. Group 2: Factors Influencing Performance - The rebound in performance was primarily driven by post-holiday consumer demand, which was supported by a month-on-month decline of approximately 9.6% in local residents traveling abroad [4]. - The early consumption ahead of the Lunar New Year also contributed to the increase in order volume and customer activity [4]. Group 3: Order Metrics - The average daily order quantity for January 2026 was 50,900, reflecting an 11.4% month-on-month increase and a 13.9% year-on-year increase [4]. - The average order value was HKD 468, showing a 2.2% month-on-month increase but a 9.5% year-on-year decrease [4]. - The average daily GMV for January 2026 was HKD 23.8 million, representing a 13.9% month-on-month increase and a 3.0% year-on-year increase [4]. - The total monthly GMV for January 2026 was HKD 739 million, with a month-on-month increase of 13.9% and a year-on-year increase of 3.1% [4].