周一盘中，网易云音乐（09899）股价大涨5.09%，引发市场关注。这一涨势或与广发证券最新发布的研报有关，该报告对中国音乐流媒体市场前景持积极态度。
广发证券在报告中指出，中国音乐消费市场具有长期成长性。数据显示，2024年中国录制音乐市场规模达16亿美元，同比增长9.6%，占全球市场份额5%。研报特别提到网易云音乐作为建议关注的标的，认为其在量价双轮驱动下增长持续性强。
报告还强调，国内音乐流媒体平台相较全球同业具有格局更为整合的优势。网易云音乐通过塑造自制体系构建差异化内容供给，降低对头部唱片的依赖度。广发证券认为，长期自制占比提升、用户提价等因素对经营杠杆带来的空间仍未被充分关注，基于稳定的利润增长，网易云音乐未来也有望逐步加大股东回馈。这些积极因素可能是推动投资者信心，进而带动股价上涨的原因。
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