智通财经APP获悉，阅文集团(00772)跌近5%，截至发稿，跌4.83%，报26.6港元，成交额2.77亿港元。
消息面上，阅文集团近日公布2024年业绩，收入约81.21亿元，同比增长15.8%；毛利约39.22亿元，同比增长16.3%；公司权益持有人应占亏损约2.09亿元，同比盈转亏，主要取得其他亏损净额9.7 亿元，为受到新丽传媒相关的商誉减值亏损影响；经调整归母净利润11.4 亿元，同比提升1%。瑞银指，基于去年业务逊预期，将2025及2026年经调整净利润预测分别下调10%和9%，目标价从39.4港元降至37.2港元，评级“买入”。
瑞银研报指出，阅文集团受去年下半年ARVR影视剧集项目营销开支高于预期的拖累，下半年non-GAAP净利润同比下跌17%，较瑞银及市场预期低37%及28%，但相信相信负面因素已大致体现在近期股价表现上。展望未来，瑞银预期阅文2025年ARVR影视剧项目储备可能比2024年少，电影市场竞争加剧，相信未来IP衍生品业务进展及市场关注度转至人工智能应用，将是阅文股价上扬的主要驱动力。
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