【报告导读】1.IP 矩阵日益完善。2.渠道建设持续深化,国内下沉与国际扩张同步提速。3.市场推广与品牌活动助力品牌提升。4.规模效应亟待显现。核心观点事件:公司发布2025年半年报,25H1公司实现营业收入13.38亿元,同比增长27.9%;归母净利润为2.97亿元,24H1归母净利润为-2.58亿元,实现扭亏为盈。IP 矩阵日益完善。报告期内,奥特曼、变形金刚等核心IP稳定发力,通过产品系列...
Source Link【报告导读】1.IP 矩阵日益完善。2.渠道建设持续深化,国内下沉与国际扩张同步提速。3.市场推广与品牌活动助力品牌提升。4.规模效应亟待显现。核心观点事件:公司发布2025年半年报,25H1公司实现营业收入13.38亿元,同比增长27.9%;归母净利润为2.97亿元,24H1归母净利润为-2.58亿元,实现扭亏为盈。IP 矩阵日益完善。报告期内,奥特曼、变形金刚等核心IP稳定发力,通过产品系列...
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