阅文集团(00772)再涨超16%,截至发稿,涨15.02%,报43.04港元,成交额6.66亿港元。
消息面上,起点IP《凡人修仙传》改编的动画及真人电视剧暑期火爆。阅文集团宣布,与腾讯旗下旗舰游戏王者荣耀达成“国创内容战略合作计划”,双方将探索在国创内容领域的合作可能,由集团旗下阅文好物出品联动专属周边产品目前已在官方旗舰店及王者荣耀官方商城陆续开放预售。
此外,阅文集团上半年营收31.91亿元,同比下降23.9%;归母净利润8.50亿元,同比上升68.50%。花旗发布研报称,阅文集团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,令非新丽传媒业务利润增长较预期强劲。展望下半年,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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