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港股异动 | 力天影业(09958)盘中涨超60% 长视频平台生态更加健康 公司聚焦电视剧发行业务

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力天影业(09958)盘中涨超60%,截至发稿,涨38%,报2.76港元,成交额126.7万港元。

兴业证券指出,长视频平台当前用户使用时长已基本达到稳态,赛道竞争趋缓、生态更加健康。电视剧制作公司在供给侧出清、平台采购预算增长及AI赋能的背景下,盈利有望持续改善。短剧兴起,付费模式多元,变现逻辑已得到验证,多家公司展开布局,未来有望持续扩充内容矩阵。

力天影业此前发布的2023年度业绩显示,公司全年实现收益约人民币1.13亿元,同比增加390.7%;股东应占亏损人民币1.55亿元,同比收窄47.4%。该行指出,收益大幅增加主要由于自制电视剧发行及播映权许可所得收益增加约人民币6150万元,及买断电视剧发行及播映权许可所得收益增加约人民币2110万元。

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