周五盘中,阅文集团(00772.HK)股价大涨5.06%,引发市场关注。分析人士认为,公司在IP衍生业务方面的强劲表现可能是推动股价上涨的主要因素。
根据阅文集团此前发布的财报显示,公司衍生品业务在2024年实现快速增长,全年商品交易总额(GMV)突破5亿元,其中卡牌业务GMV更是突破2亿元大关。这一成绩表明公司在IP变现方面取得了显著进展,为未来业绩增长奠定了坚实基础。
值得注意的是,阅文集团在2024年完成了对腾讯动漫的资产收购。这一战略性举措有望进一步加强双方在内容、产能及IP全产业链开发上的优势协同,为公司带来新的增长动力。市场普遍认为,阅文集团在IP运营和变现方面的持续努力,将有助于公司在竞争激烈的文娱行业中保持领先地位,这也可能是投资者看好公司前景、推动股价上涨的重要原因。
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