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《大行报告》花旗:腾讯高管进入阅文(00772.HK)管理层 料可为内容争取更佳货币化机会
阿思达克 04-28 11:09
阅文集团(00772.HK)管理层作出变动,腾讯(00700.HK)副总裁、腾讯影业首席执行官程武出任阅文首席执行官及执行董事,腾讯平台与内容事业群副总裁侯晓楠将出任阅文总裁和执行董事,均为期三年;公司执行董事、联席首席执行官吴文辉,调任为非执行董事、董事会副主席;执行董事兼联席首席执行官梁晓东辞任。花旗发表报告表示,阅文集团新管理层均有腾讯公司管理人员,相信可加强阅文知识版权业务领域、巩固其基本面、加快知识版权业务发展,同时提升阅文与腾讯之关产品及服务连系,特别在提升业务模式上,包括新科技及工业互联网。

该行认为,腾讯管理层直接加入阅文集团管理层,相信可更好的管控阅文总体的文学作品,为相关内容争取更佳的货币化变现机会,包括腾讯透过数据内容进行交叉销售/宣传,藉微信小程序等。据阅文集团新首席执行官评论,该行估计阅文未来将会进一步扩大免费阅读业务。

花旗表示,维持对阅文「中性」投资评级及目标价31元。

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