异动解读 | 阿里影业拟更名"大麦娱乐"并获中金看好,股价盘中大涨6.56%

异动解读
May 21, 2025

阿里影业(01060)今日盘中大涨6.56%,引发市场关注。该公司近期公布了一系列利好消息,包括拟更改公司名称、财报表现亮眼以及获得券商积极评级。

阿里影业宣布建议将公司英文名称更改为"Damai Entertainment Holdings Limited",中文名称更改为"大麦娱乐控股有限公司"。公司表示,此举旨在提升品牌在全娱乐生态,特别是线下娱乐市场的知名度,并为公司未来的多元化业务发展奠定基础。与此同时,公司公布的2025财年业绩显示,收入同比增长33.1%至67.02亿元人民币,净利润同比增长27.7%至3.64亿元,基本符合市场预期。

中金公司发布研报,维持阿里影业"跑赢大市"评级,并将目标价上调32.1%至0.7港元。分析师认为,公司IP衍生业务发展好于预期,上调了2026财年Non-IFRS净利润预测。此外,公司明确了内容领先、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战略方向,市场对公司在演出行业的领先地位以及IP衍生业务的发展前景持乐观态度。

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