Core Insights - Meitu's total revenue for the first half of 2025 reached 1.8 billion yuan, marking a year-on-year increase of 12.3% [1] - Adjusted net profit attributable to equity holders of the parent company was 467 million yuan, reflecting a significant year-on-year growth of 71.3% [1] - The company's image and design product business saw a robust growth of 45.2%, generating 1.35 billion yuan, which accounted for 74.2% of total revenue [1] - Meitu's global monthly active users reached 280 million, an increase of 8.5% year-on-year, with users outside mainland China accounting for 98 million, up 15.3% [1] Revenue and Profitability - The strong revenue growth is attributed to the record high of 15.4 million paid subscription users [1] - The company's localization strategy has shown initial success, particularly in overseas markets where productivity tool MAUs grew by over 90% year-on-year [1] Globalization Strategy - Meitu's globalization efforts have made significant progress, with the company emphasizing the potential of the global productivity market [1] - The company has been expanding its product offerings in overseas markets, including the launch of design tools and RoboNeo, which has gained popularity globally [5] AI and Product Innovation - The introduction of AI features has driven significant user engagement, with various apps achieving top rankings in multiple countries [2] - The AI-driven transformation is seen as a catalyst for the second wave of growth, enhancing user experience and commercializing the product offerings [7] Market Trends - The demand for productivity tools in overseas markets is described as rigid, with a strong willingness to pay, indicating a favorable environment for Meitu's expansion [5] - Analysts suggest that the combination of mature markets in Europe and North America, along with the rise of Southeast Asia, presents new opportunities for Meitu's global strategy [6]

Financial Performance - Meitu Company (01357.HK) reported a revenue increase of 12.3% year-on-year to RMB 1.8 billion for the six months ending June 30, 2025 [1] - Net profit attributable to equity holders increased by 30.8% year-on-year to RMB 397 million, while adjusted net profit rose by 71.3% to RMB 467 million [1] - Gross profit reached RMB 1.3396 billion, up 27.3% from RMB 1.0526 billion in the same period last year, with a gross margin improvement from 64.9% to 73.6% [1] User Growth - Monthly Active Users (MAU) reached 280 million, reflecting an 8.5% year-on-year growth, which is an improvement from the 6.7% growth recorded in December 2024 [2] - The number of paid subscription users reached approximately 15.4 million, with 13.6 million from lifestyle applications and 1.8 million from productivity tools [2] Product Development - The company launched RoboNeo, an advanced generative AI design assistant, aimed at automating intelligent design to help users create high-quality visual content [2] - The product matrix showed strong growth, with MAU outside mainland China increasing by 15.3% to 98 million, and productivity tools MAU outside mainland China achieving over 90% year-on-year growth [2] Future Outlook - The company plans to continue investing in AI research, particularly in vertical models, to drive product innovation and business growth [2] - The belief is that AI technology will lower the barriers to creative expression, empowering a broader user base [2]

Summary of Meitu Company Conference Call Company Overview - **Company**: Meitu Company - **Industry**: AI-driven image and design applications Key Financial Metrics - **Revenue**: 1H 2025 revenue reached RMB 1.82 billion, a year-on-year increase of 12.3% [2] - **Image and Design Products Revenue**: RMB 1.35 billion, up 45.2% year-on-year, driven by subscription user growth [2][6] - **Total Gross Profit**: RMB 1.34 billion, a 27.3% increase year-on-year, with a gross margin of 73.6%, up 8.7 percentage points [2][7] - **Adjusted Net Profit**: RMB 470 million, a 71.3% increase year-on-year [2][7] - **Subscription Users**: 15.4 million, a 42% increase year-on-year, with a subscription penetration rate of 5.5% [2][6] AI Technology and Product Development - **AI Assistant**: Launched Rob Neo, a multi-modal AI assistant that integrates computer vision, natural language processing, and generative AI, achieving over 1 million monthly active users [2][3] - **AI Features**: Rob Neo can generate high-quality images or videos based on text input and provides aesthetic evaluations and optimization suggestions [3] - **Integration with Alibaba**: Collaborating with Alibaba on large models, e-commerce, and cloud services, including AI fitting features [2][5] Market Performance - **International Revenue Growth**: Overseas market revenue grew by 35.9%, accounting for 36.6% of total revenue [2][6] - **Productivity Tools**: The MAU of the overseas productivity tool Feemake has surpassed that of the Chinese market, indicating effective globalization strategy [2] Strategic Focus and Future Plans - **Focus Areas**: Continued emphasis on productivity and globalization strategies, with plans to integrate Rob Neo's capabilities into other products [4][8] - **Investment in AI**: Ongoing investment in AI technology to enhance user experience and drive business growth [8] - **Product Development Strategy**: Utilizing a model container strategy to integrate various models for improved product performance [4][31] Financial Management and Cost Structure - **Sales and R&D Expenses**: Sales expenses increased by 43.1% to RMB 290 million, while R&D expenses rose by 6.1% to RMB 450 million [7] - **Profitability Strategy**: Shifted focus from diversified investments to core image and design products since 2019, enhancing profitability [25][26] Competitive Landscape - **Market Positioning**: Positioned as an AI application company focusing on image and design, with a strong emphasis on aesthetic insights and engineering capabilities [23][29] - **Global Market Understanding**: Acknowledgment of the need for deeper cultural understanding in global markets, particularly in Europe and the U.S. [29] User Engagement and Growth Strategies - **User Acquisition**: Focus on product-driven user acquisition and leveraging social media for organic growth [33] - **Future Product Innovations**: Plans to explore new payment models and enhance existing products to meet diverse user needs [26][30] Conclusion - **Long-term Vision**: Meitu aims to establish itself as a leading AI application company, continuously enhancing product capabilities and user engagement while expanding its global footprint [23][34]

本文源自：金融界AI电报 美图公司(01357.HK)公布，将于2025年9月26日派发中期股息每股4.5港仙。 ...

智通财经APP讯，美图公司(01357)公布，将于2025年9月26日派发中期股息每股4.5港仙。 ...

| 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 | | | --- | --- | | 本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | 股票發行人現金股息公告 | | | 發行人名稱 | 美图公司 | | 股份代號 | 01357 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 截至二零二五年六月三十日止六個月之中期股息 | | | 公告日期 | 2025年8月18日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.045 HKD | | 股東批准日期 | 2025年9月10日 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.045 HKD | | 匯率 | 1 HKD : 1 HKD | ...

转自：北京日报客户端 8月18日，美图公司披露2025上半年财报，总收入18亿元，同比增长12.3％，经调整后归属于母公司权 益持有人净利润4.67亿元，同比增长71.3％。其中总收入与净利润的增长主要得益于AI应用取得突破， 全球付费订阅用户数量提升，以订阅为主的影像与设计产品业务收入快速增长。 财报数据显示，上半年该公司18亿元的总收入包括几项：影像与设计产品业务收入13.5亿元，同比增长 45.2％；广告业务收入4.3亿元，同比增长5％；美业解决方案业务收入3010万元；其他业务收入620万 元。其中影像与设计产品业务收入占总收入的74.2％，是美图公司最大的收入来源。这部分收入增长， 归因于付费订阅用户数的提升。截至2025年6月30日，美图付费订阅用户数达约1540万，创历史新高， 同比增长超42％。 在其所有的付费用户中，约1360万付费订阅用户来自生活场景应用。作为生活场景应用中的核心产品， 上半年美图秀秀、美颜相机持续位居中国图片美化赛道和拍照摄影赛道用户规模第一名，Wink在全球 市场实现月活跃用户和付费订阅用户的高速增长。 中国AI出海大潮下，作为美图核心战略之一的"全球化"也取得显著进展 ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責 ， 對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明 ， 並 明 確 表 示 ， 概 不 對 因 本 公 告 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任 。 Meitu,Inc. 美图公司 (於開曼群島註册成立的有限公司，並以「美圖之家」名稱於香港經營業務) (股份代號: 1357) | | 董事委員會 | | | | | --- | --- | --- | --- | --- | | 董事 | | 審計委員會 | 提名委員會 | 薪酬委員會 | | 執行董事 | | | | | | 吳澤源先生(主席) | | — | C | — | | （亦稱為：吳欣鴻先生） | | | | | | 非執行董事 | | | | | | 陳家荣先生 | | — | — | — | | 洪育鵬先生 | | M | — | — | | 獨立非執行董事 | | | | | | 周浩先生 ...

8月18日盘后，港股美图公司披露2025年上半年业绩，与往年相比，报告期内，美图的营收增速出现较为明显的放缓。 财报数据显示，今年上半年，美图再度实现营利双增，公司实现营业收入18.21亿元，较上年同期增长12.3%；净利润达3.97亿元，同比增幅为30.8%；经 调整净利润4.67亿元，同比增长71.3％。 | | | 截至6月30日止六個月 | | | | --- | --- | --- | --- | --- | | | 2025年 | | 2024年 | | | | 金和 | 佔總收入 | 金額 | 佔總收入 | | | 人民幣千元 | 百分比 人民幣千元 | | 百分比 | | 影像與設計產品 | 1,351,353 | 74.2% | 930,573 | 57.4% | | 廣告 | 433,549 | 23.8% | 412,914 | 25.5% | | 美業解決方案 | 30,065 | 1.7% | 270.574 | 16.7% | | 其他 | 6,221 | 0.3% | 7.098 | 0.4% | | 위원 글 | 1,821,188 | 100.0% | 1,621,159 | ...

AI技术正持续助力美图公司升级全线产品力、提升用户体验和付费订阅收入。 其中，1360万付费订阅用户来自生活场景应用。作为生活场景应用中的核心产品，2025年上半年，美图 秀秀、美颜相机连续19个半年周期夺得中国图片美化赛道和拍照摄影赛道用户规模第一名，Wink在中 国内地以及全球市场实现月活跃用户和付费订阅用户的高速增长。以美图设计室、开拍为代表的生产力 工具，亦在全球范围内加速增长，付费订阅用户数达180万。 从付费渗透率看，美图的订阅商业模式增速强劲。2025年上半年，美图产品的付费订阅渗透率达 5.5%，印证了AI功能对用户黏性的显著提升。 行业人士分析称，美图付费订阅商业模式跑通，缘于对核心优势的精准把握，形成竞争壁垒。 二是高频AI功能构筑了动态护城河。2022年至今，美图秀秀、美颜相机、Wink等核心产品完成数十次 AI功能更新，从文生图到图生视频持续响应用户需求变化。这种敏捷性使其在AI影像赛道始终保持领 先：当竞品还在打磨基础修图功能时，美图已形成差异化优势。 一是垂直场景的深度渗透。不同于通用大模型的"广而不精"，美图深耕熟悉的影像领域与AI技术深度融 合。例如，其AI修图功能能精准识别不 ...