新京报贝壳财经讯 8月18日，美图公司公告，截至2025年6月30日止六个月，收入18.21亿元，同比增长 12.3%。经调整净利润4.67亿元，同比增长71.3%。月活跃用户达2.8亿，同比增长8.5%。付费订阅用户 数达约1540万，其中约1360万来自生活场景应用及180万来自生产力工具。 ...

北京商报讯（记者 魏蔚）8月18日，根据美图发布的2025年上半年财报，公司实现营收18亿元，同比增 长12.3%，经调整净利润4.67亿元，同比增长71.3％。美图公司表示，总营收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营收快速增长。 根据财报，美图公司影像与设计产品2025年上半年营收额13.51亿元，同比增长45.2％，占总营收的 74.2％；广告营收4.34亿元，同比增长5%；美业解决方案营收3006.5万元，同比减少88.9%；其他营收 622.1万元。 ...

截至2025年6月，月活跃用户（MAU）达到2.80亿，同比增长8.5%。付费订阅用户总数约为1540万，其 中生活场景应用占1360万，生产力工具占180万。 美图公司公布截至2025年6月30日的上半年业绩。公司收入同比增长12.3%至人民币18亿元，归母净利 润同比增长30.8%至人民币3.97亿元，经调整归母净利润同比增长71.3%至人民币4.67亿元。董事会建议 派发每股0.045港元中期股息。 同期，公司毛利增长27.3%至人民币13.4亿元，毛利率由64.9%提升至73.6%，主要得益于高毛利率的影 像与设计产品业务占比提升。 全球化方面，中国内地以外市场MAU同比增长15.3%至9800万，其中生产力工具业务MAU实现超过 90%的同比增长。 展望未来，美图公司将持续加大AI研发投入，特别是在垂直模型领域，以推动产品创新和业务增长， 并认为AI技术将降低创意表达的门槛。 生产力业务表现强劲，MAU和付费订阅用户数均实现高增长。公司于2025年7月推出了AI设计助手 RoboNeo，旨在通过生成式AI自动化设计流程，提升视觉内容创作效率。 ...

美图公司披露财报，2025年上半年总收入18亿元，同比增长12.3％；净利润3.97亿元，同比增长 30.8%。 ...

Financial Data and Key Metrics Changes - The total revenue for the first half of 2025 reached RMB 1,820,000,000, representing a year-on-year growth of 12.3% [3][12] - The overall gross profit increased by 27.3%, with adjusted net profit attributable to owners reaching RMB 470,000,000, a year-on-year increase of 71.3% [3][20] - Operating expenses grew by 43.1% to RMB 290,000,000, while administrative expenses increased by 23.2% to approximately RMB 220,000,000 [17][20] Business Line Data and Key Metrics Changes - The photo, video, and design (PVD) products segment grew by 45.2% year-on-year to RMB 1,350,000,000, making it the largest revenue contributor [3][12] - The number of paying subscribers for leisure products increased by 42% year-on-year, reaching 15,400,000 [12] - The productivity tools segment saw a 69% year-on-year increase in paying subscribers, with KAIPEI achieving a remarkable 330% growth [14] Market Data and Key Metrics Changes - Monthly Active Users (MAU) grew by 8.5% to 280,000,000, with users outside Mainland China reaching 98,000,000, growing at 15.3% [4][16] - Revenue from outside Mainland China grew by 35.9%, accounting for 36.6% of total revenue, indicating progress in globalization initiatives [16] Company Strategy and Development Direction - The company aims to focus on productivity and globalization while embracing AI technology to enhance user experiences and accelerate growth [21] - Strategic collaboration with Alibaba is expected to enhance product capabilities, particularly in e-commerce and cloud services [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the advertising segment and emphasized the importance of core PVD products [15][21] - The collaboration with Alibaba is meeting expectations, although significant outcomes may take time to materialize [26][27] Other Important Information - The company plans to maintain a consistent dividend ratio, now distributing dividends semi-annually instead of annually [21] - The AI agent Roboneo surpassed 1,000,000 MAUs shortly after launch, indicating strong initial user engagement [8][40] Q&A Session Summary Question: What strategies are planned for the second half and adjustments for the whole year? - Management highlighted the importance of core products and the need to invest in leisure products while not fully transitioning to productivity tools [25] Question: What is the update on collaboration with Alibaba? - The collaboration is progressing positively, with ongoing efforts to build trust and find synergies [26][27] Question: How does the company define competition with generative AI companies? - The company focuses on leveraging its strengths and integrating various models to enhance product offerings [32][33] Question: What are the plans for productivity tools outside Mainland China? - The company aims to target specific verticals with productivity tools, adapting to regional needs [48][50] Question: How does the company plan to budget for R&D? - The marketing budget remains fixed at around 16% of PVD products, with a focus on optimizing resources for talent and smaller model training [35][37] Question: What is the business progress of Roboneo? - Roboneo has gained over 1,000,000 MAUs, with plans for a complete subscription model to be launched soon [40] Question: How does the company view its market value and future growth? - The company emphasizes product quality and user growth as the primary drivers of market value, rather than focusing on stock price [58]

Financial Data and Key Metrics Changes - In the first half of 2025, total revenue reached RMB 1,820 million, a year-on-year growth of 12.3% [3] - The overall gross profit increased by 27.3%, with adjusted net profit attributable to owners reaching RMB 470 million, a year-on-year increase of 71.3% [3][20] - Operating expenses grew by 43.1% to RMB 290 million, while administrative expenses increased by 23.2% to approximately RMB 220 million [17][20] Business Line Data and Key Metrics Changes - The photo, video, and design (PVD) products segment grew 45.2% year-on-year to RMB 1,350 million, making it the largest revenue contributor [3][12] - The number of paying subscribers for leisure products increased by 39% year-on-year, reaching 15.4 million [12] - Productivity tools saw a 69% year-on-year increase in paying subscribers, with KAIPEI achieving 330% year-on-year growth [14] Market Data and Key Metrics Changes - Monthly Active Users (MAU) grew by 8.5% to 280 million, with users outside Mainland China reaching 98 million, growing at 15.3% [4] - Revenue from outside Mainland China grew by 35.9%, accounting for 36.6% of total revenue [16] Company Strategy and Development Direction - The company aims to focus on productivity and globalization while embracing AI technology to enhance user experiences [21] - Strategic collaboration with Alibaba is expected to enhance product capabilities and improve training frameworks [9][21] - The company plans to integrate AI features into existing products to empower vertical use cases [8] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the advertising segment and emphasized the importance of focusing on core PVD products [15][21] - The collaboration with Alibaba is progressing positively, although immediate large profit increases are not expected [26] - The company aims to maintain a competitive edge by leveraging its strong market channel advantage and focusing on user pain points [64][66] Other Important Information - The company plans to maintain its dividend policy, distributing dividends twice a year while keeping the same ratio [21] - AI technologies are seen as a key driver for user interaction and monetization, with new features enhancing user willingness to pay [5][20] Q&A Session Summary Question: What strategies are planned for the second half regarding products for leisure? - Management indicated that products for leisure are foundational for user acquisition and will continue to invest in them while not fully transitioning to productivity tools [24][25] Question: What is the update on the collaboration with Alibaba? - The collaboration is meeting expectations, but significant outcomes will take time as both teams build trust [26][27] Question: How does the company plan to handle competition from generative AI companies? - The company focuses on leveraging its strengths and collaborating with various AI companies to enhance its product offerings [32][33] Question: What are the plans for productivity tools outside Mainland China? - The company aims to focus on targeted, vertical scenarios for productivity tools outside Mainland China, adapting to regional needs [48][50] Question: How does the company view its market value and future growth? - The company does not focus on market value but emphasizes building world-class products to drive growth [58] Question: What is the approach to R&D budgeting? - The marketing budget remains around 16% of PVD products, with a focus on optimizing resources for different markets [35][37]

新浪科技讯 8月18日下午消息，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 整净利润4.67亿元，同比增长71.3%。 美图公司表示，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。 2025上半年，美图公司影像与设计产品收入13.5亿元，同比增长45.2%，占总收入的74.2%，是美图公司 最大的收入来源。 责任编辑：刘万里 SF014 ...

在用户数据方面，美图的 MAU（月活跃用户）和付费订阅用户数均实现强劲增长。截至 2025 年 6 月， MAU 总数达到 2.80 亿，其中中国内地以外市场 MAU 同比增长 15.3% 至 9800 万。付费订阅用户总数同比 增长超 42.0% 至约 1540 万，其中 180 万来自生产力工具。 IT之家从财报获悉，美图称 AI 是公司实现战略目标的关键推动力，帮助公司降低创意设计的门槛并重塑工 作流。美图为广大用户群体，不管是普通用户还是专业设计师，构建了覆盖图像、视频及设计领域的 AI 工 具矩阵。例如 AI 设计助手 RoboNeo，作为智能创意伙伴，帮助用户更便捷并高效地产出优质影像内容。 IT之家 8 月 18 日消息，美图公司今日披露 2025 上半年财报：截至 2025 年 6 月 30 日止六个月，本公司的收 入同比增长 12.3% 至人民币 18 亿元，归属母公司权益持有人净利润同比增长 30.8% 至人民币 3.97 亿元，经 调整归属母公司权益持有人净利润同比增长 71.3% 至人民币 4.67 亿元。 | | 截至6月30日止六個月 | | | | --- | --- | --- ...

人民财讯8月18日电，8月18日盘后，美图公司披露2025上半年财报：总收入18亿元，同比增长12.3％； 经调整净利润4.67亿元，同比增长71.3％。截至2025年6月30日，美图付费订阅用户数达约1540万，同比 增长超42％。付费渗透率达5.5％。全球月活跃用户数达2.8亿，同比增长8.5％。 ...

美图公司(01357.HK)发布截至2025年6月30日止六个月中期业绩，收入18.21亿元(人民币，下同)，同比 增加12.34%;毛利13.4亿元，同比增加27.26%;股东应占溢利3.97亿元，同比增加30.84%;每股基本盈利 0.09元;拟派发中期股息每股普通股0.045港元。 本文源自：金融界AI电报 ...