智通财经APP获悉，中国儒意(00136)涨超3%，截至发稿，涨3.52%，报2.65港元，成交额1.1亿港元。
东吴证券发布研报称，公司在制作和投资影视内容方面具有较强的业务壁垒，这一壁垒来自公司在过去十多年里的积累。从图书IP到电视剧制作再到电影出品，公司一步一个脚印，既延续了对于IP和影视爆款潜力的眼光，也将打造精品内容的能力逐步拓宽。这一能力得到了历年来的电视剧热度数据和电影票房数据验证。
该行续指，在游戏业务方面，公司与腾讯的合作为公司提供了坚实的基础，同时公司也在不断探索新的业务模式和市场机会，在游戏业务上展现出了强劲的增长势头和丰富的产品pipeline。2023年起公司游戏业务快速增长，2024H1线上游戏业务收入同比增长1891.5%。该行预计中国儒意2024-2026年总收入分别为57/70/82亿元，收入增长源于新影视剧、游戏上线及线上流媒体业务发展。
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.