騰訊(00700.HK):看好小程序發展 健康服務分拆上市言之尚早
騰訊(00700.HK)今日舉行股東週年大會,總裁劉熾平指公司很看好小程序的發展,認為屬立足長線、不斷發展的基礎服務,小程序令很多服務可以簡單方式、跨平台於社交網絡上提供,同時可借助社交網絡加快傳播,配合微信支付亦能創造商業模式予開發者。他認為小程序自推出以來獲很多開發商、商家的支持,無論是小程序數目、每日用戶量都不斷增加,尤其是在疫情期間,各行各業都希望透過數字化獲取用戶,同時有很多公共服務亦可透過小程序開發數字化解決方案。
有股東關注公司在健康碼方面的發展,劉熾平指出健康碼本身是中國政府推出的服務,讓市民將疫情相關資料放在健康碼內,出入時可更快知道有否到過高危地方或其檢疫資料等,而健康服務則是另一範疇,包括是網上問診及提供醫療訊息等,相信將是在疫情後大家關注、接受的領域,而國家亦會有相應政策。
他又指,市面上有很多不同公司提供類似服務,認為市場很大不會一家獨大,而公司在醫療服務上亦投入了很久,同時亦會與各大醫院合作,也會配合小程序等建立生態,相信其核心競爭力,隨著科技化,相關業務將有機遇。至於會否考慮分拆健康業務上市,他僅指現時希望建立平台服務好用戶,之後再想變現方式,至於會否上市實在太遠。
被問及公司最近推「小鵝拼拼」在電商上有何發展策略,劉熾平指「小鵝拼拼」只是試驗項目,而首席戰略官James Mitchell則指,公司了解到現時內地有兩成零售已移至線上,是全球其中一個電商滲透率最高的市場,而隨著消費者轉變亦需要不同的解決方案。他指公司其中一個策略是助線下零售商透過小程序轉向線上,而旗下亦有工具可助相關轉接,例如是微信支付就能令電商更獲廣泛接納,而公司的解決方案亦可助企業轉向線上及全渠道銷售。(el/k) ~
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