智通财经APP获悉，友谊时光(06820)涨超7%，截至发稿，涨7.14%，报1.05港元，成交额914.81万港元。
消息面上，友谊时光旗下欢乐厨房派对手游《暴吵萌厨》于5月28日全平台公测。中信建投证券指出，近期《暴吵萌厨》表现亮眼，该游戏包含“中华美食厨房派对+餐厅休闲经营”的差异化烹饪玩法；根据七麦数据，截至目前处于IOS游戏免费榜第一，公司计划后期加大买量，看好该游戏中长线发展以及对公司营收与利润的贡献。此外，公司后续Pipeline储备丰富（主要包括乙女/创新/休闲等品类），预计在Q3/Q4会有多款游戏进行测试。
国证国际表示，《暴吵萌厨》的成功上线为友谊时光在2025财年开了个好头，后续公司若能持续发挥在产品研发、运营以及市场拓展方面的优势，有效推进游戏Pipeline中的项目，其在游戏市场的竞争力有望进一步提升，完善女性向游戏、《墨剑江湖》、小游戏《凌云诺H5》和《杜拉拉升职记H5》的多元化产品矩阵，期待实现2025财年的收入增长和利润扭亏为盈。
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