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光大證券:騰訊(00700.HK)推企業微信新版本 或是未來大規模挖掘社交電商價值前奏
阿思達克 01-07 15:04

光大證券近日發表報告,就騰訊(00700.HK)旗下企業微信新版本發布會作點評,指微信是中國最成功C端(消費者端)-即時通訊產品,提高了11億用戶的信息流通效率,數字化時代,內地許多行業從增量市場向存量市場轉變,由資源驅動向信息驅增長轉變,信息流通與利用效率亟待提高,企業微信極有可能在此趨勢中起關鍵作用,而B端(企業端)企業市場有大量連接需求,相信企業微信空間廣闊。

該行指,企業微信已得到眾多企業用戶的使用與認可,企業用戶已被250萬真實企業採用,月活躍用戶達6,000萬人,企業微信覆蓋50+行業,80%國內500強已開企業微信,而企業微信擁有21,000+合作夥伴,每天有超過470萬個企業系統連接企業微信上高效運行。

光大證券指,企業微信3.0此次圍繞「人即服務」為核心設計,目的在於打造一套符合微信官方標準的自有流量運營模式,或是未來微信大規模挖掘社交電商價值的前奏。

該行表示,企業微信3.0的核心設計思路「人即服務」,其本質與直播電商相近,亦是實現線下導體的線上化,指企業微信3.0更新的重要意義在於,提供了微信官方提供的標準化的自有流量運營方法論和工具,包括了包括客戶聯繫、客戶群、客戶朋友圈在內的整套系,相較於微信體系內「群控」、「微商」等經營模式,企業微信的這套營運模式能規避被清理和封禁的風險,同時由於企業微信的官方認證性質,消費者的信任成本得以大幅降低,更利於關係建立和交易的促成。

該行指,企業微信3.0是騰訊產業互聯網的一塊重要拼圖,可見公司的ToB業務正在穩步推進,企業微信或將推動公司電商生態、企業服務生態快速發展,維持對其「買入」評級及目標價416元。

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