华创证券也表示，公司25年修复确定性较强，淘票票市占率稳定，储备《抓特务》《东极岛》《无名之 辈2》等头部单片待释放，有望贡献增量弹性。现场演出：持续增长，加速向上游去。预计25年现场演 出大盘仍能保持增长，大麦一级市场演出票务市占率领先，持续受益增长；此外，内容布局加速，大麦 有用户大数据优势，看好后续空间。IP 衍生：阿里鱼自16年来积累了包括三丽鸥、宝可梦、环球、吉 伊卡哇等在内的数百个优质IP，将在未来继续加大以电商为主的渠道建设，通过类目运营把握货物品类 趋势，并孵化C端品牌，看好阿里鱼渠道建设带动收入放量，及C端品牌孵化进展。 智通财经APP获悉，阿里影业(01060)大涨超17%，自5月20日至今累涨近1.4倍。截至发稿，涨17.89%， 报1.12港元，成交额6.13亿港元。 消息面上，中金研报指出，阿里影业建议将公司名称改为大麦娱乐，并于业绩公告提出内容领先、用户 增长、强化商业衍生能力及积极布局海外四个未来重要策略方向。该行认为，公司希望建立综合娱乐平 台，发展多元化业务方向。大麦：从季节性来看，5 月至10 月为行业旺季，根据中国演出行业协会， 2025 年五一假期5000人以上大型营业 ...

Group 1 - Alibaba Pictures Group is rebranding to "Damai Entertainment Holdings Limited" and aims to enhance its brand recognition in the entertainment ecosystem, particularly in the offline entertainment market [3] - The company reported a revenue of 6.702 billion RMB for the fiscal year ending March 31, 2025, representing a 33% year-over-year increase, with a net profit of 364 million RMB, up 28% [3] - Adjusted EBITA reached 809 million RMB, marking a 61% increase and achieving profitability for five consecutive years [3] Group 2 - Damai, as a leading ticketing platform, has established a strong brand presence in the live entertainment market, offering diverse products to meet the growing demand for live experiences [4] - The company is expanding internationally with a ticketing system capable of handling nearly one million concurrent users, maintaining its leading position in the ticketing market [4] - Revenue from the Damai segment surged to approximately 2.057 billion RMB, a 236% increase compared to the previous fiscal year [4]