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港股異動丨中國有贊漲近6% 受益於去中心化電商的蓬勃發展
格隆匯 04-28 13:58
格隆匯4月28日丨中國有贊(08083.HK)漲近6%,報0.71港元,總市值118.6億港元。東興證券研報稱,公司業績受益於去中心化電商的蓬勃發展。2019年下半年起,公司服務商家的GMV顯示出加速增長的趨勢。2019H1,GMV增速為50%;2019Q3,GMV增速接近90%;2019Q4,GMV增速已經達到165%。有贊是去中心化電商背後的“賣水者”。目前,有贊已經接入了微信、快手、一直播、映客等越來越多的流量平台。未來,有望接入更多的流量平台,充分受益於整個去中心化電商的發展。給予公司目標價為1.1港元。維持“強烈推薦”評級。光大證券研報稱,疫情在國內外的蔓延使得更多品牌商加強了線上化運營的資源投入,同時在微信、快手等平台上的私域流量運營也成為了各大品牌商日益重視的課題,有贊在上述趨勢下有望成為最為受益的標的之一。
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