智通财经APP获悉，中国儒意(00136)反弹逾7%，截至发稿，涨7.11%，报2.41港元，成交额9349万港元。
消息面上，此前腾讯开年减持两家公司的消息引发市场担忧，中国儒意上一交易日一度跌超13%。据中国儒意2024年中报披露，腾讯控股通过其全资子公司Water Lily Investment Limited间接持股20.36%为公司的第二大股东。值得一提的是，近期，儒意景秀一款SLG游戏《龙石战争》开启限量付费删档测试。
华创证券此前研报指出，公司背靠腾讯，牵手万达，积极整合行业资源。目前公司拥有影视制作（儒意影业）+流媒体（南瓜电影）+游戏（景秀游戏）三大业务。该行指出，24年受供给周期影响承压，25年低基数下增长确定性较强。看好公司后续三大业务齐头并进，且与万达产生较大协同效应。
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