智通财经APP获悉，阅文集团(00772)续跌超4%，截至发稿，跌4.35%，报25.3港元，成交额1.81亿港元。
消息面上，阅文集团近期发盈警，预期2024财年取得IFRS(国际财务报告准则)净亏损约人民币1.5亿元至人民币2.5亿元，而截至2023年12月31日止年度取得IFRS净利润为人民币8.04亿元，主要受2018年收购新丽传媒控股有限公司所产生的非现金商誉减值所致，估计金额约人民币10.5亿元至人民币11.5亿元。董事会预计2024财年非IFRS净利润约为人民币11亿元至人民币11.5亿元，与截至2023年12月31日止年度的人民币11.29亿元大致一致。
野村表示，下调阅文集团评级至“中性”，目标价由29.8港元下调至27港元。该行提及，集团2025财年盈利前景目前看来较为疲弱，故将2024至2025财年经调整盈利下调18%及16%，主要考虑到新丽传媒的利润贡献较低。花旗表示，阅文预期策略转向可能导致新项目开发周期延长及制作成本上升。虽然新丽传媒在内容制作上的优势未变，但因内容大片成功与否难以预测，未来前景仍不明朗。
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