智通财经APP获悉，大麦娱乐(01060)涨超5%，截至发稿，涨5.36%，报0.59港元，成交额8745.93万港元。
消息面上，中信建投研报指出，2026年五一和暑期将至，电影市场有望逐步恢复。五一档供给同比大增，共14部电影上映，大幅高于去年9部和往年平均水平，仅次于2023年的18部。从主要电影看，猫眼、大麦、光线和儒意等头部公司都有出品和主发电影上映，此外还有一部好莱坞进口片。该行认为，对比2025年五一档的电影小年和票房低基数，今年五一票房有望实现同增。
高盛发布研报称，大麦娱乐将于5月下旬公布业绩，市场焦点集中于其票务业务势头、IP商品化潜力，以及新投资带来的利润压力。该行预计公司2026至2027财年核心业务(IP及票务收入)与利润将各录得25%的稳健增长，同时电影业务亏损将收窄，利润率保持稳定。该行认为，公司在现场娱乐领域的领先地位稳固，演唱会及IP商品化业务具韧性，较少受到AI对线上娱乐冲击的影响。
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