智通财经APP获悉，中国儒意(00136)再涨超4%，截至发稿，涨4.55%，报2.3港元，成交额7548.94万港元。
华创证券发布研报称，中国儒意背靠腾讯(第二大股东)，牵手万达(儒意为万达电影新控股股东)，积极整合行业资源。目前公司拥有影视制作(儒意影业)+流媒体(南瓜电影)+游戏(景秀游戏)三大业务。该行认为，25年电影有望进入新一轮产品周期，看好行业修复。看好公司后续三大业务齐头并进，且与万达产生较大协同效应。
报告指出，公司牵手万达，后续有望加强产业链协同。在内容合作上，万达电影曾孵化出“唐探”、“误杀”等经典IP系列电影，后续有望资源共享、共同开发出更多优质影片。而渠道合作方面，儒意拥有内容制作优势，万达则拥有院线渠道及影片发行优势，双方合作有望加强产业链话语权。此外，双方亦可在IP(时光网)、AI 等领域加强协同。公司内容储备丰富，期待25年进入新一轮释放周期。
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