异动解读 | 阅文集团盘中大涨5.05%，短剧产能提升及指数纳入提振股价

异动解读12-12

阅文集团(00772)今日盘中大涨5.05%，引发市场关注。

消息面上，阅文集团2025年短剧产能显著提升，累计产出超120部短剧，其中《好孕甜妻》《庶女以身入局》等多部作品成为爆款。此外，公司近期将推出《我真没想重生啊》《许你万丈光芒好》等热门IP改编短剧，进一步强化内容储备。

行业层面，华金证券指出，2025年中国微短剧市场规模预计达677.9亿元，同比增长34.4%。阅文集团作为IP储备龙头，有望持续受益于行业增长。同时，恒生港股通软件及半导体指数更名并纳入阅文集团，亦为股价提供支撑。

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