智通财经APP获悉，大麦娱乐(01060)再涨超6%，截至发稿，涨7.08%，报1.21港元，成交额2.32亿港元。
消息面上，三丽鸥发布2026财年一季度业绩。中国区实现收入3.76亿元人民币，同比增长120%，其中授权业务收入2.51亿元，同比增长158%。中信建投指出，阿里鱼与三丽鸥的合作都为双方业绩增长带来积极作用。三丽鸥中国区授权业务收入和大麦娱乐IP授权业务收入都在2025财年迎来爆发式增长；根据测算，2025财年阿里鱼超过50%的收入来自三丽鸥。
该行表示，从阿里鱼与三丽鸥的合作看，线上线下活动稳步推进，嗨翻节、超品日都顺利举办了第二届。从业绩看，三丽鸥中国区财报的强劲表现，以及其在公告中重点提及中国对业绩增长的显著贡献，都表明双方已建立稳固且良好的合作关系，未来合作也将以长线运营、稳健发展为基础。此外阿里鱼为三丽鸥策划的营销活动，为Chiikawa、蜡笔小新、环球影城等其他合作IP在国内的发展和运营提供经验，有望成为公司IP授权业务强劲增长的基础，同时也为公司也有望签约更多新IP。
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.