大麦娱乐(1060.HK):正式更名大麦娱乐 线下娱乐+IP双轮驱动

中信建投证券
Jul 09, 2025

核心观点持续推荐公司,近期港股名称正式由阿里影业改为大麦娱乐,同时公司还有两项业务变化,代表在核心业务上更加清晰和聚焦:1)大麦:成为苏超南京苏州站的官方购票渠道标志大麦进入区域型体育赛事票务市场,扩大在男性用户中的知名度,与以女性为主的音乐演出市场形成互补。看好大麦的票务覆盖范围扩张,加强“买票上大麦”的用户心智,提升长期增长空间。音乐演出依然高景气,同时看好平台继续提升在本地演出、文旅演出、...

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