《大行》花旗微降阅文(00772.HK)目标价至37元 迎多个催化剂评级“买入”

阿斯达克财经
Mar 18

花旗发表研究报告指,阅文集团(00772.HK) 2025年调整后纯利按年降25%,主因是电视剧延期上映和电影蚀本导致旗下新丽传媒(NCM)业务表现令人失望,而非NCM业务基本符预期。展望今年,该行料阅文有多个驱动力推动纯利在低基数下增长,包括扩大短剧至逾200套(去年逾120套);AI生成剧集变现改善带来利润贡献;料新丽传媒今年6至8套剧集如期上映,可录3亿元人民币纯利,按年扭亏。花旗将集团今年...

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