周四盘中，阅文集团（00772）股价大涨6.68%，引发市场关注。截至14:21，该股报价41.8港元，成交额近5亿港元。
消息面上，阅文集团近期公布的2025年上半年业绩表现亮眼，超出市场预期。公司实现营收31.91亿元，归母净利润8.50亿元，同比大幅上升68.50%。多家机构对阅文集团的业绩表示认可。花旗指出，公司上半年业绩略胜预期，主要受惠于授权业务增长、短剧表现稳健及IP商品化进展。天风证券则强调，阅文集团在影视、动画、漫画和短剧等多个领域均有出色表现，展现了稳定打造商业爆款的能力。
值得注意的是，阅文集团在IP变现方面取得显著进展。公司与王者荣耀启动了"国创内容战略合作计划"，实现了周边和皮肤同步上线。此外，公司IP衍生品业务发展迅速，上半年GMV达到4.8亿元人民币，同比增长3-4倍。在游戏领域，《斗罗大陆猎魂世界》上线反响热烈。分析师认为，阅文集团凭借丰富的IP储备和多元化的商业模式，有望在长期内构筑竞争壁垒，并稳步提升盈利能力。
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