港股异动 | 阅文集团(00772)涨超4% “谷子经济”高景气或延续 公司卡牌IP已贡献规模化收入

智通财经
29 Nov 2024

智通财经APP获悉,阅文集团(00772)盘中涨超4%,截至发稿,涨3.13%,报28.05港元,成交额6634.96万港元。

开源证券近日发布研报称,“谷子经济”高景气或延续,继续布局IP产业链游戏、电影、卡牌及周边。IP卡牌及周边重点推荐阅文集团等。信达证券指出,目前卡牌IP已贡献规模化收入,2024年上半年阅文集团版权运营收入同比增长75.7%至22.03亿元,其中IP卡牌的GMV合计约为1亿元。以标杆产品《庆余年》卡牌为例,共计推出包含308个卡面设计的高端收藏卡牌,影视卡牌在《庆余年》播出之前的GMV达2000万人民币,销量位居剧集类收藏卡牌历史第一。

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