智通财经APP获悉，中国儒意(00136)一度跌超13%，截至发稿，跌10.4%，报2.24港元，成交额3.04亿港元。
消息面上，腾讯开年减持两家公司的消息引发市场担忧，腾讯概念股今日应声下挫。中泰国际策略分析师表示，腾讯此举可能是为了聚焦主营业务。他认为，2025年，腾讯可能会持续加码科技创新，助推AI大模型应用加速升级。“腾讯的其他版图，如广告、游戏、金融等，都与消费相关。随着腾讯不断投入战略性新兴产业，其公司估值也会逐步提升。”据中国儒意2024年中报披露，腾讯控股通过其全资子公司Water Lily Investment Limited间接持股20.36%为公司的第二大股东。
华创证券此前研报指出，公司背靠腾讯，牵手万达，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。该行指出，24年受供给周期影响承压，25年低基数下增长确定性较强。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。
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