国金证券:从微信小店看电商变革路径与分析

国金证券研究
31 Mar

基本结论一、微信小店有望开拓“社交”电商新模式 腾讯通过微信小店探索的"社交+”电商模式,正在重构传统电商的流量逻辑。微信小店的核心突破在于将社交与消费场景深度融合:送礼物功能将送礼需求从传统社交互动转化为电商交易,同时通过微信生态内的“公私域联动”,形成流量高效复用。微信具备全域流量整合能力:微信小店以统一商品ID整合公众号、视频号直播、朋友圈广告等多入口流量,通过“公域导私域,私域反哺公域”的...

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