每經AI快(kuai)訊，廣發證券研報稱(cheng)，根據微(wei)信(xin)小(xiao)店(dian)(dian)官方公(gong)(gong)眾號12月(yue)17日公(gong)(gong)告，微(wei)信(xin)小(xiao)店(dian)(dian)正式開啟“送禮物(wu)(wu)”功(gong)能的灰度(du)測(ce)試。目前除珠(zhu)寶、教育(yu)培訓這兩大(da)類目的商(shang)品外，其他(ta)類目的微(wei)信(xin)小(xiao)店(dian)(dian)，只要原價不超過1萬(wan)元的商(shang)品，都(dou)將默認支持“送禮物(wu)(wu)”功(gong)能。從過去十多年(nian)看，很(hen)多服(fu)(fu)裝家(jia)(jia)紡龍頭公(gong)(gong)司(si)依托渠道變革成功(gong)實現(xian)業績(ji)(ji)快(kuai)速增(zeng)長(chang)(chang)甚(shen)至翻身逆襲。上(shang)市(shi)公(gong)(gong)司(si)線(xian)(xian)上(shang)收入占比較高(gao)，微(wei)信(xin)小(xiao)店(dian)(dian)未來有(you)(you)(you)望(wang)給服(fu)(fu)裝家(jia)(jia)紡行(xing)業帶來新的業績(ji)(ji)增(zeng)長(chang)(chang)點(dian)。從2024年(nian)前三季度(du)看，有(you)(you)(you)披露線(xian)(xian)上(shang)收入的服(fu)(fu)裝家(jia)(jia)紡上(shang)市(shi)公(gong)(gong)司(si)中(zhong)，過半(ban)數公(gong)(gong)司(si)線(xian)(xian)上(shang)收入有(you)(you)(you)所下滑，且從2024年(nian)中(zhong)報看，退貨率大(da)幅提升，如果未來微(wei)信(xin)小(xiao)店(dian)(dian)通過社(she)交+送禮物(wu)(wu)破局實現(xian)快(kuai)速增(zeng)長(chang)(chang)，將有(you)(you)(you)望(wang)給服(fu)(fu)裝家(jia)(jia)紡行(xing)業帶來新的業績(ji)(ji)增(zeng)長(chang)(chang)點(dian)。