港股異動丨閲文集團(00772.HK)逆勢漲4.21% 有望受益於網絡文學行業集中度提升
格隆匯9月22日丨閲文集團(00772.HK)逆勢漲4.21%,報59.4港元,總市值603億港元。2019年,中國網絡文學市場規模達到195.1億元,同比增長27.1%,根據艾瑞諮詢預測,2019-2021年市場規模年複合增速達到20%。國聯證券發佈最新研報,預計公司2020-2022年歸母淨利潤分別為-26.87億、12.20億和17.29億,2021-2022年對應PE分別42x和30x。從單用户估值來看,公司的單用户估值為207元/MAU,與嗶哩嗶哩、騰訊音樂、Spotify等相比仍有提升空間。國聯證券認為數字閲讀行業空間較大,行業集中度有望逐步提升,給予推薦評級。

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