港股异动 | 阿里影业再涨12%，过去三周累涨125%，机构看好暑期档票房热度延续
本周一（6月9日）港股盘初， 阿里影业 再涨超12%，截至发稿报1.07港元，过去三周累涨125%：
中泰证券发布研报称，据拓普数据，2025年端午档总票房(含服务费)4.60亿元，同比增加19.86%，观影人次1175.4万，同比增加22.07%，总场次131.0万，同比减少4.20%，平均票价39.1元，同比下降1.81%。
该行认为，电影市场明显热度回升；2024年暑期档票房为116.41亿元，基数较低，今年有望实现明显的同比改善。今年暑期在优质影片丰富供给背景下，电影暑期档有望实现不俗表现。
中金发布研报称，阿里影业建议将公司名称改为大麦娱乐，并于业绩公告提出内容领先、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。
该行认为，公司希望建立综合娱乐平台，发展多元化业务方向。该行认为，市场看重集团在演出产业领先地位基础上，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。展望未来，公司可望更加聚焦主业，经营效率或持续改善。
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