中证报中证网讯（记者 黄一灵）8月18日晚，在美图公司2025年中期业绩发布会上，美图公司创始人、 董事长兼首席执行官吴欣鸿透露了美图公司与阿里巴巴在相关领域的具体合作方向。今年5月，美图公 司发布公告，宣布与阿里巴巴网络中国有限公司(阿里巴巴间接全资子公司)或其指定的关联方在电商、 AI技术、云端算力等领域拟展开战略合作。 吴欣鸿表示："AI不仅能帮助我们提升产品力和变现能力，更能为用户带来全新的交互体验。交互体验 的变革是科技浪潮的源头，比如智能手机的兴起，就是源于从按钮到触摸屏的交互升级。随着各种AI 的技术逐步成熟，我们认为改变影像领域交互的时机已经到来。" 数据显示，上半年，美图公司实现总收入18亿元，同比增长12.3％，其中影像与设计产品业务上半年收 入同比增长45.2％至13.5亿元；实现归母净利润3.97亿元，同比增长30.8%；实现经调整归母净利润4.67 亿元，同比增长71.3％。美图公司介绍，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。截至2025年6月30日，美图公司 全球月活跃用户数达到2.8亿，同比增长8. ...

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 ...

Core Viewpoint - Meitu's revenue growth has significantly slowed in the first half of 2025 compared to previous years, despite still achieving double-digit growth in both revenue and net profit [2][3]. Financial Performance - In the first half of 2025, Meitu reported a revenue of 1.82 billion RMB, a year-on-year increase of 12.3%, and a net profit of 397 million RMB, reflecting a 30.8% growth [3][5]. - Adjusted net profit reached 467 million RMB, marking a substantial increase of 71.3% compared to the previous year [3]. Revenue Breakdown - The revenue from imaging and design products was 1.35 billion RMB, showing a significant increase of 45.2% year-on-year, while advertising revenue grew by 5% to 433 million RMB [3][4]. - Revenue from beauty industry solutions plummeted by 88.9% to 30 million RMB, and other revenues decreased by 12.4% to 6 million RMB [3][4]. Business Focus and Strategy - Meitu has shifted its focus towards core imaging and design products, which accounted for 74.2% of total revenue in the first half of 2025, up from 57.4% in the previous year [4][5]. - The company has reduced its non-core business activities, particularly in the beauty industry solutions segment, which saw a significant decline in revenue [4][6]. User Engagement and Growth - As of June 30, 2025, Meitu's global monthly active users reached 280 million, an increase of 8.5% year-on-year, with paid subscription users growing over 42% to 15.4 million [6]. - The paid user penetration rate stands at 5.5%, contributing to the overall revenue growth [6]. Profitability Metrics - Meitu's gross profit for the first half of 2025 was 1.34 billion RMB, a year-on-year increase of 27.3%, with the gross margin rising from 64.9% to 73.6% [6].