腾讯(00700.HK):看好小程序发展 健康服务分拆上市言之尚早
腾讯(00700.HK)今日举行股东周年大会,总裁刘炽平指公司很看好小程序的发展,认为属立足长线、不断发展的基础服务,小程序令很多服务可以简单方式、跨平台於社交网络上提供,同时可借助社交网络加快传播,配合微信支付亦能创造商业模式予开发者。他认为小程序自推出以来获很多开发商、商家的支持,无论是小程序数目、每日用户量都不断增加,尤其是在疫情期间,各行各业都希望透过数字化获取用户,同时有很多公共服务亦可透过小程序开发数字化解决方案。
有股东关注公司在健康码方面的发展,刘炽平指出健康码本身是中国政府推出的服务,让市民将疫情相关资料放在健康码内,出入时可更快知道有否到过高危地方或其检疫资料等,而健康服务则是另一范畴,包括是网上问诊及提供医疗讯息等,相信将是在疫情後大家关注、接受的领域,而国家亦会有相应政策。
他又指,市面上有很多不同公司提供类似服务,认为市场很大不会一家独大,而公司在医疗服务上亦投入了很久,同时亦会与各大医院合作,也会配合小程序等建立生态,相信其核心竞争力,随着科技化,相关业务将有机遇。至於会否考虑分拆健康业务上市,他仅指现时希望建立平台服务好用户,之後再想变现方式,至於会否上市实在太远。
被问及公司最近推「小鹅拼拼」在电商上有何发展策略,刘炽平指「小鹅拼拼」只是试验项目,而首席战略官James Mitchell则指,公司了解到现时内地有两成零售已移至线上,是全球其中一个电商渗透率最高的市场,而随着消费者转变亦需要不同的解决方案。他指公司其中一个策略是助线下零售商透过小程序转向线上,而旗下亦有工具可助相关转接,例如是微信支付就能令电商更获广泛接纳,而公司的解决方案亦可助企业转向线上及全渠道销售。(el/k) ~
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