25H1 业绩前瞻:1)我们预计1H25 公司实现总收入24.8 亿元人民币,同比上升14.3%,主要系《哪咤之魔童闹海》带动中国电影市场票房回暖,以及公司自制影片数量增加影响。2)我们预计1H25 公司实现归母净利润1.7 亿元,同比下降41.9%,主要系公司自制影片亏损,以及演出业务投入加大所致。我们预计25H1 公司在线娱乐票务收入为11.9 亿元,同比提升13.4%。1)电影票务方面:根据...
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