《大行報告》大摩:內地加強網絡文學出版管理 料對閱文(00772.HK)影響正面
就中國國家新聞出版署印發《關於進一步加強網絡文學出版管理的通知》要求,網絡文學出版單位要嚴格落實平台主體責任,建立健全網絡文學內容審核機制,強化內容把關職責,支持優質創新內容,控制總量、優化結構、提高質量,確保內容導向正確、格調健康向上,堅決抵制模式化、同質化傾向。摩根士丹利發表告表示,認為相關措施對閱文集團(00772.HK)影響中性或略為正面,因公司早已實行實名制註冊及編輯責任制度。
該行指,閱文集團去年展開智能風險管理系統,以加強對非法內容的管控,並為國家新聞出版署今次的通知要求,主要針對近年急增的較低質素內容。
大摩認為,上述措施或對閱文集團影響正面,因公司早已構建了高質素的線上平台,公司去年旗下45個文學作品及27名作者獲中國政府官方讚賞及認可。而大摩予閱文「與大市同步」評級及目標價45元。(wl/k)
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