智通财经APP获悉，阿里影业(01060)涨近6%，截至发稿，涨4.23%，报0.74港元，成交额3430.43万港元。
消息面上，5月21日，阿里影业发布公告称，拟将公司中文第二名称由阿里巴巴影业集团有限公司更改为大麦娱乐控股有限公司。董事会认为，建议更改公司名称将有利于公司进一步在全娱乐生态，特别是线下娱乐市场提升其品牌的市场知名度及重塑品牌策略，同时为公司提供更相关及独特的企业形象和身份；有利于集团的未来多元化业务发展。
花旗发布研报称，阿里影业2025财年业绩会议最大的启示是公司明确展示了未来2至3年电影投资的纪律性，在2026财年整体员工保持稳定的情况下，主动将人力资源分配到大麦/IP商品销售，以实现利润增长。报告指，阿里影业旗下大麦2025财年稳健增长，提醒投资者线下娱乐市场的坚韧和公司稳固的市场支配地位；尽管2025财年的增长强于预期，该行认为其IP商品潜力尚未完全释放，“Chiikawa”和“蜡笔小新”将在2026财年带来新贡献。目标价由0.75港元上调至0.92港元，重申“买入”。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.