核心观点 ·游戏收入及毛利率提升亮眼,TapTap延续高增长,维持“买入”评级公司2024年实现营业收入50.12亿元(同比+48%),归母净利润8.12亿元(扭亏为盈,2023年为-0.83亿元)。公司业绩增长主要系自研游戏《出发吧麦芬》《心动小镇》《铃兰之剑》等表现良好,带动游戏业务收入及毛利率提升,以及TapTap用户增长驱动收入及利润提升所致。2024年游戏业务收入34.34亿元(同比+...
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