智通财经APP获悉,网易云音乐(09899)再涨超7%,截至发稿,涨4.92%,报177港元,成交额2.04亿港元。
消息面上,4月23日,网易云音乐宣布与领克汽车达成深度战略合作,吉利集团2025年车型领克900将预装网易云音乐全新6.0 APK,同时,网易云音乐将无缝接入领克车机。此外,网易云音乐2024年业绩显示,公司实现收入同比升1.1%至79.5亿元,经调整净利润为17亿元,同比升107.7%。
广发证券表示,音乐消费需求稳定,流媒体渠道是录制音乐市场增长的支柱,中国市场具备持续成长潜力;流媒体基于稳定音乐消费需求,长期具备对C端提价能力,收入保持可持续的健康增长的同时,通过经营杠杆提升,利润释放潜力或被低估。中金表示,网易云音乐是中国领先的在线音乐平台,拥有强互动、年轻化的音乐社区生态。
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