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 | ...

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 Insights - Meitu Company reported a revenue of 1.821 billion yuan for the six months ending June 30, 2025, representing a year-on-year growth of 12.3% [1] - The adjusted net profit reached 467 million yuan, showing a significant year-on-year increase of 71.3% [1] - Monthly active users reached 280 million, reflecting a year-on-year growth of 8.5% [1] - The number of paid subscription users reached approximately 15.4 million, with around 13.6 million coming from lifestyle applications and 1.8 million from productivity tools [1]

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。 ...

Core Insights - Meitu Company reported total revenue of 1.8 billion yuan for the first half of 2025, representing a year-on-year growth of 12.3% [1] - The net profit for the same period was 397 million yuan, showing a year-on-year increase of 30.8% [1]

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]

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 | | | | --- | --- | --- ...