智通财经APP获悉，网易云音乐(09899)涨超6%，截至发稿，涨6.46%，报166.5港元，成交额1.62亿港元。
中金研报指出，网易云音乐是中国领先的在线音乐平台，拥有强互动、年轻化的音乐社区生态。该行认为随着竞争格局改善、用户付费意愿提高和价值链重塑，在线音乐行业已进入良性增长阶段。网易云音乐通过社区生态和分发机制打造差异化体验，并通过版权回归计划和独立音乐人生态补齐内容差距，商业化变现效率加速提升，有望带动业绩持续增长。
网易云音乐2024年实现收入同比升1.1%至79.5亿元，经调整净利润为17亿元，同比升107.7%。华泰证券此前发布研报称，公司利润大幅超出预期，规模效应下经营杠杆持续释放。该行表示，公司专注于打造全面且差异化的内容生态，核心在线音乐服务变现能力稳健提升，利润率有望持续改善。里昂认为集团的长期主题稳健，料未来3至5年的核心EBIT年复合增长率将达17至19%，上调2025至27年的经调整净利润预测7至19%。
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