阅文集团(00772)涨超3%，截至发稿，涨3.66%，报28.3港元，成交额1.46亿港元。

消息面上，阅文集团公布2024年业绩，收入约81.21亿元，同比增长15.8%；毛利约39.22亿元，同比增长16.3%；公司权益持有人应占亏损约2.09亿元，同比盈转亏；非国际财务报告准则公司权益持有人应占盈利约11.42亿元，同比增长1%。花旗认为，阅文集团去年财报略胜于预期，收入同比增长16%，分别较该行及市场预期高出4%及5%。集团计划进一步扩大商品类别，着重提升商品业务的整体GMV和利润增长。

交银国际指出，2024下半年收入39亿元（人民币，下同），同比+5%，超市场预期8%，主要因付费阅读用户增长（同比+9%）带动在线业务收入超预期，阅文核心IP运营收入同比+20%，其中IP衍生品已搭建线上线下渠道能力，2024年GMV超5亿元，短剧布局推进，2024年上线超100部作品。经调整净利润4.4亿元（同比-17%），与此前发布的盈警预告一致。该行预计AI技术迭代将持续助力公司降本提效、加速可视化改编，关注短剧、衍生品等业务增量贡献释放。

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