里昂发表研究报告指,阅文集团的IP业务动能得到显著改善,随着产品设计及质量控制的提升,公司的IP商品业务逐渐成形,推出的SKU数量按年增加逾两倍。另一方面,剧集的IP需求仍然强劲。 该利将阅文集团今明两年的利润预测分别上调4%,评级由“持有”升至“跑赢大市”,目标价由28.5港元上调至34港元,以反映市场情绪改善,非新丽传媒IP业务的收入及利润存上升空间。
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