《大行》花旗升阅文集团(00772.HK)目标价至38元 中期业绩略胜预期

阿斯达克财经
Aug 13, 2025

花旗发表研究报告指,阅文集团(00772.HK) 上半年业绩略胜于预期,主要受惠于授权业务增长、短剧表现稳健及IP商品化进展,令非新丽传媒(NCM)业务利润增长较预期强劲,而NCM业务则因缺乏重大内容发布而录得亏损。踏入下半年,花旗预计阅文集团的IP商品化将继续取得进展;受惠于独特IP及与作者合作,短剧增长势头将会持续;如果NCM按计划发行内容,预期NCM业务今年的盈利贡献为2.43亿元人民币。...

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