Continuously benefiting from Tencent's ecosystem

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Weimob (02013.HK) maintains its steady development advantages

In the process of reshaping the e-commerce consumption ecosystem during the 2025 New Year's Shopping Season, major Internet giants have joined the competition. Taobao has fully integrated the "gift giving" function, Oriental Selection has integrated gift giving and lottery gameplay, and WeChat and Douyin are also constantly exploring new consumption scenarios.

In this fierce competition, WeMall has become a key force in the transformation of the e-commerce ecosystem by virtue of its in-depth cooperation with WeChat Stores and the technical and experience advantages accumulated in the field of retail digitalization.

Recently, at the Tencent Group Annual Meeting, Tencent Chairman and CEO Ma Huateng reviewed Tencent’s business development over the past year and focused on WeChat’s ideas for doing e-commerce. He said line data that WeChat needs to spend a long time to serve as a connector for the e-commerce ecosystem, unleash the power of social networking, focus on taking its time and producing fine work, and create high-quality products. Ma Huateng also mentioned that the "send gift" function of WeChat stores should not be over-hyped, but should focus on whether it can produce high-quality products.

Obviously, Ma Huateng's speech further clarified the strategic position and development direction of WeChat Stores in Tencent's e-commerce ecosystem. This provides clear guidance and greater room for development for partners such as WeMall. As an important service provider of WeChat Stores, it is not difficult to expect that WeMall will continue to leverage its advantages in technology and operations to help merchants achieve business growth in the WeChat e-commerce ecosystem.

It is worth mentioning that on January 14, WeMall’s Hong Kong stocks saw a sharp rise, rising by more than 30% on the day and finally closing up about 27%, which shows the market’s confidence in the company’s development.

1. Continue to build a mutually beneficial business relationship and expand the breadth and depth of cooperation
Tencent’s previous move to reduce its stake in WeMall attracted widespread attention from the capital market in the short term, and WeMall’s stock price also fluctuated accordingly. However, this fluctuation is obviously just a reaction to short-term market sentiment and cannot represent WeMall’s true value and development trend.