* 中国电商巨头阿里巴巴9988.HK旗下经营电影投资制作、电影在线购票平台与IP授权代理业务的大麦娱乐1060.HK周一早盘一度升2.5%,早市收高0.9%。
* 花旗在报告中表示,三丽鸥8136.T对中国授权业务的正面评论以及稳健增长,对大麦娱乐具正面传导作用。估计在2025财年,三丽鸥可能贡献了大麦娱乐IP转授权收入的60%以上。三丽鸥指出,在中国市场,Hello Kitty、库洛米等IP(知名形象/内容资产)的人气持续上升,带动授权业务表现。
* 大麦娱乐旗下的IP授权代理平台--阿里鱼会从上游版权方购买IP,再转而授权给下游商家,并收取授权金。自2023年1月1日起至2027年12月31日,阿里鱼拥有三丽鸥旗下多个人气角色在中国内地制造及销售商品的独家授权。
* 大麦娱乐今年迄今暴涨150.5%,同期恒生指数.HSI大幅上扬24.2%。(完)
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(发稿 徐凯文;审校 吴云凌)
((kaiwen.xu@thomsonreuters.com))
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