智通财经APP获悉，中国儒意(00136)尾盘涨超6%，截至发稿，涨5.09%，报2.89港元，成交额4.18亿港元。
国海证券发布研报称，中国儒意于2024-2025年先后收购字节旗下有爱互娱100%股权、腾讯旗下永航科技30%股权，快钱30%股权，并投资52Toys，获得《红警OL》、《QQ炫舞》等系列IP，多次收购助力公司强化游戏自研+发行能力，形成新增长极，并战略性布局IP衍生品、跨境支付、数字人民币等蓝海赛道。
天风证券研报指出，2025年电影行业呈稳步复苏态势，在此背景下优质电影龙头的竞争优势和市场份额有望进一步提升，叠加游戏项目有序推出贡献业绩弹性，南瓜电影流媒体实现影视渠道增量，以及AI影视降本增效。预计中国儒意2025-2026年收入分别为48.4/58.9亿元，同比增速分别为32%/22%，净利润分别为16.4/20.3亿元，维持“买入”评级。
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