赤子城科技入通第三个交易涨超17%,“AI+出海泛娱乐”龙头公司体现稀缺性

金融界
Mar 11

3月11日,赤子城科技入通第三个交易日,早盘涨超17%,触及11.55港元,截至发稿成交额逼近3亿港元,成交量超2680万股,总市值近160亿港元。

3月9日(周一),赤子城科技正式纳入沪深两市港股通,首日开盘即上涨9.67%,成交2.65亿港元;第三个交易日早盘继续走高,截至发稿上涨14.2%。亮眼业绩与AI应用概念共同支撑股价上扬,公司此前披露2025年盈利预告,预计总收入约67.6亿~70亿元,同比增长超32%;归母净利润约9.0亿~9.4亿元,同比大增超87%。

作为“AI+社交娱乐”出海龙头公司,公司持续深化AI技术赋能业务,不断拓宽全球业务版图,成为内地投资分享全球社交娱乐红利的稀缺标的。目前,赤子城科技PE估值约12倍,2025预估ROE约40%,估值仍处低位区间。

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