阿里影业（01060）今日盘中大涨5.32%，引发市场关注。股价上涨主要受到端午档票房表现强劲以及对即将到来的暑期档电影市场预期乐观等因素推动。
据拓普数据显示，2025年端午档总票房（含服务费）达4.60亿元，同比增长19.86%，观影人次1175.4万，同比增加22.07%。这一数据表明电影市场热度明显回升，为阿里影业等影视相关公司带来利好。中泰证券在研报中指出，今年暑期档在优质影片丰富供给背景下，有望实现不俗表现，预计将明显改善去年116.41亿元的票房基数。
此外，中金公司发布的研报对阿里影业未来发展前景持积极态度。报告指出，阿里影业计划更名为大麦娱乐，并提出了内容领先、用户增长、强化商业衍生能力及积极布局海外四个未来重要策略方向。分析师认为，公司正在建立综合娱乐平台，发展多元化业务方向。市场看重公司在演出产业的领先地位，以及基于To C业务属性的长期现金流稳健性，加上IP衍生业务的发展弹性。预计未来公司将更加聚焦主业，经营效率有望持续改善。
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