“巨頭級”玩家來了！恆騰(00136.HK)完成收購儒意影業
1月20日，恆騰網絡(00136.HK)發佈公吿，已完成全資收購儒意影業，儒意影業正式成為恆騰網絡的全資附屬公司。當日，公司股價大漲25.56%。
近年來，流媒體迅速崛起，成為大眾觀賞影像的主要平台之一，發展潛力巨大，諸如阿里、騰訊、字節等巨頭均有佈局。因而，恆大在此時進軍該領域可謂恰逢其時。
之所以入主儒意影業搶灘流媒體市場，在於恆大看好後者已展現出的強大競爭力。據悉，儒意影業是極少數兼具電影及電視劇製片能力的影視行業龍頭，並擁有國內首家會員訂閲制視頻平台“南瓜電影”。
在業內看來，儒意影業這一集“優質內容+傳播平台”於一體的模式，為恆大築起了牢固的護城河。
在內容製作方面，儒意影業先後製作了電視劇《北平無戰事》、《琅琊榜》、《羋月傳》、《老酒館》等，電影《致我們終將逝去的青春》、《縫紉機樂隊》、《動物世界》、《決戰中途島》等超100部精品影視作品。去年年末上映的電影《送你一朵小紅花》連續15天獲得單日票房冠軍，成為中國影史“十億票房俱樂部”的一員。緊接着，由大鵬導演的電影《吉祥如意》、由賈玲、沈騰、張小斐主演的電影《你好，李煥英》近期將於院線上映，強勢登陸春節檔。
在視頻平台打造方面，南瓜電影已成為當前國內最火的視頻應用，旨在打造“中國版Netflix”。去年四季度，南瓜電影的新增裝機量及新增用户均環比大增超100%，目前裝機量超1.2億台/次，擁有3500萬註冊用户，已成為國內最大的會員訂閲制視頻平台。
業內人士稱，此番恆騰網絡完成收購後，依託恆大與騰訊兩大股東龐大的用户資源與雄厚的資本實力，以及儒意影業強大的影視製作能力，南瓜電影有望呈爆發式增長，成為中國版Netflix的目標指日可待。相較於Netflix超1.7萬億港元的市值，目前恆騰網絡市值僅274億，無疑給投資者帶來巨大想象空間。
值得一提的是，恆騰網絡“10合1”並股已於今日正式生效，並已啟用臨時代碼02982.HK，大陸投資者可通過深股通買入。
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