智通财经APP获悉，阿里影业(01060)盘中涨超5%，截至发稿，涨3.03%，报0.51港元，成交额2859.87万港元。
消息面上，据灯塔专业版数据，2024年全国电影市场票房426.22亿元，同比减少22.13%；观影人次10.13亿，同比减少22.02%。中原证券表示，短期关注2025年春节档的表现。春节档内影片的整体品质处于全年较高的水平，叠加多地的观影补贴能够覆盖春节档，有助于进一步刺激观众流入影院，释放电影消费潜力。春节档票房如果有超预期表现有望推动影视板块的业绩修复以及估值回升。
光大证券指出，布鲁可上市受追捧，表明市场对拼搭角色类玩具赛道的看好；布鲁可与阿里影业旗下阿里鱼存在IP版权相关合作关系，阿里鱼有望受益于布鲁可等公司IP版图拓展以及相关授权IP商品销售额的增长。该行指出，鉴于IP衍生品市场景气度较高，阿里鱼作为头部IP授权平台高度受益于下游IP拓展，叠加布鲁可上市催化，有望进一步提振公司估值。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.