金吾财讯 | 中信建投表示，近期港股名称正式由阿里影业改为大麦娱乐(01060)，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、体育赛事等领域的市占率。 2）IP：锦鲤拿趣品牌调整不影响公司C端衍生业务开展。且从阿里鱼近况看，三里鸥、Chiikawa等IP授权和营销活动增加，看好业绩增量贡献。阿里鱼的全链路IP运营能力，有望为公司后续签约更多优质IP打下基础。 该机构预计2026-2028财年公司归母净利润9.46/11.41/13.43亿元，同比增长160.18%/20.64%/17.65%，2025年7月7日收盘价对应PE为25.89/21.46/18.24x，维持“买入”评级。
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.