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港股異動 | 閲文集團三日累漲超26% 業績符預期 《人世間》等爆款頻出
格隆匯 03-24 11:27
格隆匯3月24日丨閲文集團(0772.HK)盤中漲6.49%,報36.1港元,總市值369億港元;股票近三日持續拉昇,累漲26.66%。閲文集團22日發佈公吿,截至2021年年底,公司收入86.68億元人民幣,同比增長1.7%;毛利46億元,同比增長8.6%;公司擁有人應占溢利18.47億元;非國際財務報吿準則公司權益持有人應占盈利12.3億元,同比增長34.1%。在用户側,2021年公司在線業務的MAU達到2.486億,創下歷史新高。中信證券發研報指,閲文集團閲讀業務穩健發展,旗下版權業務多點開花,打造《贅婿》、《雪中悍刀行》等多部熱門內容,2022 年以來,《這個殺手不太冷靜》、《人世間》等影視作品迎來開門紅,此外公司積極佈局動漫內容改編及衍生商品開發,IP開發業務有望持續進化;該行看好閲文集團成長為IP產業龍頭公司的潛力與空間,維持“買入”評級。中金髮研報指,閲文集團2021年業績符合該行預期,其中毛利率結構性因素提升明顯,經營費用率有所提升;公司在線業務實現收入和用户雙增長,且隨着IP三級“升維”持續推進,版權運營業務持續深化並具有長期價值空間;該行予其“跑贏大市”評級。

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