保利文化(03636.HK)2022年度業績：收入26.17億元、毛利率升至33.8%
格隆匯4月4日丨保利文化(03636.HK)披露2022年全年業績，實現收入26.17億元(人民幣，下同)，毛利8.85億元，毛利率由上一年度的32.0%增加至2022年度的33.8%；經營虧損6738.3萬元。
收入減少主要歸因於COVID-19疫情反覆，對集團的營運及財務狀況的影響加劇。藝術品經營及藝術品徵集受國內外旅遊限制影響，導致北京保利拍賣的2022年秋季大拍推遲至2023年2月。集團暫停受COVID-19疫情影響嚴重地區的所有演出及影院業務。
總體來看，我國經濟長期向好的基本面沒有變、高質量發展大勢沒有變，文化市場總體運行有望企穩回升。我們認為：第一，消費復甦，文化市場有望修復回暖。長期疫情反覆給行業供需兩端帶來較大沖擊，文化市場的產業鏈供應鏈安全受損。但在「構建以國內大循環為主體，國內國際雙循環相互促進的新發展格局」下，文化消費作為服務消費及新型消費，是擴大內需的重要一環，政策利好有望迎來產業回升、修復市場信心與業績。
第二，守正為本，精品內容創作仍是剛需。新時代文化產業發展和藝術創作堅持以人民為中心的創作導向，堅持守正創新、堅守中華文化立場。內容供給端仍需以創作為核心任務，以精品為立身之本，推動社會效益與經濟效益相統一。
第三，創新驅動，科技促產業高質量發展。落實國家文化數字化戰略和科技強國戰略，促進傳統文化業務數字化轉型，已成為提升文化產業發展的核心動能。第四，以文塑旅、以旅彰文，文旅融合上新台階。文旅深度融合滿足受眾消費年輕化趨勢，有助於優勢互補、文旅消費擴容提質，共創高品質文化生活。第五，以文為器、產業聯動，打造地方建設「新引擎」。基於地方特色的文化資源，聯動打造新型公共文化業態與特色消費聚集區，重振城鎮文脈。
2023年保利文化將做好市場和競爭對手分析，時刻關注國內文化消費市場復甦情況、海內外文化交流恢復情況及國家相關政策，做好市場快速復甦與緩慢復甦兩種態勢下的工作預案，確保謀劃在先，抓住機遇，以目標為導向，落實全年各項經營管理工作。
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