阅文集团(00772)逆市涨5.37% 多机构指公司上半年业绩胜预期

金吾财讯

Sep 04

金吾财讯 | 阅文集团(00772)逆市走强，截至发稿，涨5.37%，报41.62港元，成交额3.57亿港元。消息面上，海通国际证券认为：阅文集团在2025年上半年的业绩超出了市场预期，收入同比下降24%至32亿元人民币，其中在线阅读和IP业务分别超出预期1.5%和1.4%。调整后的净利润率同比下滑1个百分点至15.9%。公司在IP行业抓住了增长机会，成为电视剧IP的最大提供商，6部在线观看量最高的剧集改编自阅文集团的IP。IP衍生品业务发展迅速，上半年GMV达到4.8亿元人民币，同比增长3-4倍。短剧业务也在稳步推进，已发布2000个IP用于剧集改编，300个IP用于行业合作。天风证券认为：阅文集团在2025年上半年财务表现超预期，总收入达到31.9亿，毛利率为50.5%，经营利润8.8亿元，Non-IFRS归母净利润5.1亿元。在线业务收入增长2.3%，IP运营及其他收入下降46.4%。在线阅读平台新增作家和作品数量显著，用户社区活跃度提升。IP可视化领域，影视、动画、漫画和短剧均表现强劲，尤其是短剧领域流水显著提升。IP商品化和变现方面，衍生品业务GMV达4.8亿，游戏领域《斗罗大陆猎魂世界》上线反响热烈。AI技术在创作、翻译和多元内容形态中应用广泛，推动IP全球化和多媒体转化。

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Many institutions pointed out that the company's performance in the first half of the year exceeded expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00772":1},"content_text":"金吾财讯 | 阅文集团(00772)逆市走强，截至发稿，涨5.37%，报41.62港元，成交额3.57亿港元。消息面上，海通国际证券认为：阅文集团在2025年上半年的业绩超出了市场预期，收入同比下降24%至32亿元人民币，其中在线阅读和IP业务分别超出预期1.5%和1.4%。调整后的净利润率同比下滑1个百分点至15.9%。公司在IP行业抓住了增长机会，成为电视剧IP的最大提供商，6部在线观看量最高的剧集改编自阅文集团的IP。IP衍生品业务发展迅速，上半年GMV达到4.8亿元人民币，同比增长3-4倍。短剧业务也在稳步推进，已发布2000个IP用于剧集改编，300个IP用于行业合作。天风证券认为：阅文集团在2025年上半年财务表现超预期，总收入达到31.9亿，毛利率为50.5%，经营利润8.8亿元，Non-IFRS归母净利润5.1亿元。在线业务收入增长2.3%，IP运营及其他收入下降46.4%。在线阅读平台新增作家和作品数量显著，用户社区活跃度提升。IP可视化领域，影视、动画、漫画和短剧均表现强劲，尤其是短剧领域流水显著提升。IP商品化和变现方面，衍生品业务GMV达4.8亿，游戏领域《斗罗大陆猎魂世界》上线反响热烈。AI技术在创作、翻译和多元内容形态中应用广泛，推动IP全球化和多媒体转化。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}