阿里影业(1060.HK):IP衍生持续扩张 电影和演出业务景气向好

中信建投证券
14 Feb

核心观点看好公司IP 衍生业务规模扩张。旗下阿里鱼作为国内头部I P授权和运营平台,结合阿里巴巴集团的全业务线的综合服务能力,可以持续获得海外内头部IP 的运营权,丰富IP 储备。在三里鸥、宝可梦、蜡笔小新等经典IP 作为业务基石的前提下,通过签约诸如《黑神话》、Chiikawa 等海内外新IP,为公司带来业绩增量,持续巩固公司的全球领先授权代理商的地位。核心电影业务有望受益市场回暖。2025 年...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10