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Tencent rose HK $150 billion in two days, and many listed companies rubbed hot spots to provide serv

(original title: Ma Huateng wants to enlarge his move! Tencent has soared by 150 billion in two days, and the 'little partner' of a shares has also turned upside down!)

On the third anniversary of the applet, Tencent holdings raised its market value by more than HK $150 billion for two consecutive days.

Driven by this, the A-share wechat applet concept also ushered in a sharp rise. As of today's closing, the stock market value of the eight concepts totaled nearly 65 billion, an increase of more than 1.4 billion yuan compared with two trading days ago. Tencent Holdings has risen more than 20% in the one month period since the rising market was launched in early December last year.

Earlier this month, Tencent president Liu Chiping's reduction of holdings attracted attention. It is calculated that in the past five years, Liu Chi Ping's cash out amount has exceeded HK $2 billion, with an average monthly cash out of more than HK $30 million.

Tencent's market value increased by more than HK $150 billion for two consecutive days

On January 9, Tencent holdings opened high and closed up to HK $390, up 2.09%. This morning, Tencent holdings still opened high, with its share price at HK $399.2, the highest since April 2019, approaching the high of HK $399.4 in April last year. As of the close, Tencent shares rose 2.21% to HK $398.6 per share, with a total turnover of more than HK $10 billion and a total market value of HK $3.81 trillion.

Compared with the closing on January 8, Tencent rose 4.35% in two trading days, and its market value increased by HK $158.573 billion. Tencent has risen more than 20% in the one month period since it started the rising market in early December last year.

On the news side, at yesterday's wechat Pro open class, Zhang Xiaolong, founder of wechat and senior vice president of Tencent, said at the wechat annual conference that he would consider increasing the number of wechat friends. At present, the maximum number of wechat friends is set to 5000.

Corresponding to Zhang Xiaolong's plan is a set of amazing data: in 2019, the daily active users of small programs exceeded 300 million, creating a total transaction volume of more than 800 billion yuan, a year-on-year increase of 160%. Among the transaction volume of more than 800 billion, the e-commerce and retail industries showed explosive growth compared with 2018, which is undoubtedly a bright report card handed over by the applet for the third anniversary.

Wechat doesn't miss the hot 'live delivery'. In this wechat Pro open class, wechat applet participated in the annual tuyere - live delivery.

In 2020, the applet will soon launch the latest official applet live broadcast component to help applet e-commerce developers and businesses solve relevant needs. In addition, wechat will also add the ability of one object, one code and scanning affairs, which can make each commodity of the brand become a channel to obtain users, better precipitate users and continue operation through scanning.

Wechat applet concept soared

In addition to the sharp rise of Tencent holdings, the concept of wechat applet is also active in a shares.

Wind statistics show that from the opening on January 9 to the closing on January 10, Wande wechat applet index rose sharply in two trading days, with a cumulative increase of 2.62%.

In terms of the specific performance of the eight wechat applet concept stocks, after yesterday's sharp rise of 5.54% in McDonnell digital, it rose strongly in the morning, rising 16.1% in two trading days. According to public data, MEDA digital invested 170 million yuan in 2016 to obtain Liudu people and 15% equity. Liudu people and opened up social platforms such as QQ and wechat to help enterprises carry out social customer relationship management. The company's product EC wechat is the third-party management platform of wechat public platform to help enterprise users create and manage their own wechat public service number.

Xinyada rose 4.62% yesterday and continued to rise 0.09% today. Xinyada's branch craftsman launched 'wechat craftsman' products, deeply arranged wechat third-party business, and provided wechat based 'wechat website', 'wechat Mall', 'wechat photo album' and other businesses.

Boyan technology rose 5.09% in two trading days, while Zhengtong electronics rose 3.79%, recording an increase of 2.1% in two trading days, 23455. Lischen rose slightly by 0.55% in the two trading days. Beijing Zhixin interworking Technology Co., Ltd., a wholly-owned subsidiary of Shanghai Youwang Technology Co., Ltd., is one of the wechat applet audit qualification companies. The performance of the other two concept stocks - xinguodu and LianJian optoelectronics is weak.

In terms of market value, as of the closing on January 10, the stock market value of eight applet concepts of a shares totaled 64.458 billion, an increase of 1.412 billion yuan over January 8, and the value increase of four stock markets such as MEDA digital, 2345, xinyada and Boyan technology was higher.

In addition, Weimeng group, a Hong Kong listed company, once rose more than 12% in the session. As of the close, it rose 8.17% to HK $3.84, with a turnover of HK $171 million.

Statistics show that micro alliance, founded in April 2013, is one of the service providers behind wechat's "sweeping" object recognition function, and has deep cooperation with Tencent in the fields of smart retail, applet, social advertising and so on.

After more than five years of development from the original wechat third-party developer, Weimeng has become China's leading provider of cloud business and marketing solutions for small and medium-sized enterprises. At the same time, it is also China's leading provider of precision marketing services for small and medium-sized enterprises on Tencent's social network service platform.

Several listed companies rub hot spots

The acceleration of small program commercial realization process is bound to bring more business opportunities to wechat service providers. Today, a number of listed companies announced that they would provide service support for wechat live broadcast.

On January 10, when answering investors' questions on the panorama interactive platform on Friday, Chuling information introduced that the enterprise wechat (wechat products) cooperated by its subsidiary bokos and Tencent has a live broadcast business for enterprises, which is suitable for internal applications. In terms of live broadcast analysis of operators, the subsidiary shidako has a unified video big data analysis platform, which can provide visual ranking statistics for operators.

Chuling information also said that the company has not been involved in the video business in the wechat applet, and its subsidiary shidako has pre research and pilot on the wechat applet and TV screen advertising business. The company will pay attention to the deployment of wechat in video and actively conduct pre research, but the company will focus on the enterprise market.

Today, silk road vision said on the interactive platform that the company's Ruiyun technology has the live broadcasting technology of wechat applet.

According to the public information, there are the following companies in the applet concept unit:

Tianhong Co., Ltd. cooperates with enterprise wechat and wechat payment to jointly cultivate the private traffic of smart retail scene.

Shanghai Weimeng, a subsidiary of JINZI ham, is the largest third-party wechat service provider in China. It mainly provides integrated solutions for development, operation, training and promotion for enterprises with wechat marketing needs. The service scenarios cover o2o, socialized customer relationship management, mobile e-commerce, light application and other fields.

The organization is optimistic about live broadcasting and carrying goods

Many securities companies are optimistic about the live delivery field that small programs will participate in.

Huachuang Securities pointed out that at present, the monthly life of wechat is close to 1.2 billion. If wechat and live broadcasting with goods are superimposed, its market energy is self-evident. On how to improve the shopping experience of small programs, wechat said it would provide the following functions: providing live components to make it easier to sell goods live; One thing, one yard, turns commodities into channels and provides red envelope interaction; Know things so that you can shop.

Tiktok said that for the recent hot Internet red industry, it is believed that the platform that can benefit more is the platform that can bring more volume, such as jitter, Kwai, mango, etc., and the company with the scale of operation (scale operation) can produce scale effect.

Industrial Securities believes that it is optimistic about the commercialization potential of UGC ecology, especially the realization of e-commerce, of which the platform has the most investment value. At the same time, during the industrial dividend period, companies related to the upstream and downstream industrial chain, such as e-commerce / advertising service providers, and MCN institutions that can incubate and retain first-line online celebrities, have great investment value. Focus on Mango hypermedia, Saturday, St Huiqiu, Zhongguang natural selection, gravity media, and U.S. stocks such as Han.

Liu Chiping, President of Tencent, cashed out HK $2 billion in five years

Tencent's share price has performed strongly in recent months, and the reduction of its president Liu Chiping has attracted attention.

According to the latest announcement of the Hong Kong stock exchange, Liu Chiping, President of Tencent holdings, recently sold 500000 Tencent shares, with a cash amount of about HK $192.1 million. This is the first time since the end of March 2018 that Liu Chiping has reduced his holdings of the company's shares.

After the reduction, Liu Chiping still holds 0.55% of Tencent holdings, or 52.19 million shares, with a market value of HK $20.354 billion at Thursday's closing price. According to the announcement, Liu Chiping's accumulated cash out market value has exceeded HK $2 billion since 2015.

According to previous Announcements:

Liu Chiping sold Tencent holdings worth HK $666 million in 2015;

Cash out of HK $559 million in 2016;

In September 2017, Liu Chiping reduced 600000 shares and cashed out HK $207 million at an average price of HK $346 / share;

On March 27, 2018, Liu Chiping reduced his holdings of 1 million shares at an average price of HK $434.36/share, with a cash amount of about HK $434 million;

Coupled with the cash out of HK $192 million, Liu Chiping's cash out amount has exceeded HK $2 billion in recent five years, with an average monthly cash out of more than HK $30 million.

Liu Chiping was once known as the 'working Emperor' for his ultra-high annual salary. According to the 2018 annual report of Tencent holdings, its annual salary has soared from RMB 237 million in 2017 to RMB 313 million (including equity remuneration), with an average monthly salary of about RMB 26.08 million; In the same year, Ma Huateng's salary decreased from 45.74 million yuan in the previous year to 38.84 million yuan.