野村发表研究报告指，中国儒意(00136.HK) 上半年收入按年增长20%至22亿元人民币，主要是受到内容销售和线上游戏所推动。由于公司在销售、一般及行政费用上的投入增加，加上其金融资产公允价值波动，公司经调整盈利为8.15亿元人民币，按年下降5%。
对于2025财年全年预测，野村预计中国儒意的收入将保持40%的稳健增长，达51亿元人民币，料盈利按年增42%至17.5亿元人民币。该行对集团在中国内容制作业务中的可持续领导地位持积极态度，相信在更全面的IP文化模式中，其在新兴游戏及线上串流业务的多元化投资应可成为其新的长期增长动力。
该行重申予集团“买入”评级，目标价由2.8元上调至3.5元。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-26 16:25。)
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