Core Viewpoint - Meitu Inc. (01357.HK) announced that it will hold a board meeting on March 27, 2026, to approve the annual results for the year ending December 31, 2025, and to consider the proposal for the final dividend distribution [1] Group 1 - The board meeting is scheduled for March 27, 2026 [1] - The meeting will focus on approving the annual performance for the fiscal year ending December 31, 2025 [1] - The company will also consider a proposal for the distribution of a final dividend [1]

(股份代號:1357) 董事會會議召開日期 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，並明確表示概不會就因本公告全部或任何部分內容而產生或因依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 （於開曼群島註冊成立的有限公司，並以「美圖之家」名稱於香港經營業務） 香港，2026 年 1 月 16 日 於本公告日期，本公司執行董事為吳澤源先生（亦稱為：吳欣鴻先生）；本公司非執行董事為陳家荣先生及洪 育鵬先生；本公司獨立非執行董事為周浩先生、賴曉凌先生及潘慧妍女士 。 美图公司（「本公司」，連同其子公司及合併聯屬實體，統稱「本集團」）董事會（「董事會」） 宣佈，本公司將於2026年3月27日（星期五）舉行董事會會議，藉以（其中包括）批准本集團 截至2025年12月31日止年度的全年業績及其發佈，以及考慮派發末期股息之建議。 承董事會命 美图公司 董事長 吳澤源 ...

Core Viewpoint - The AI concept stocks in Hong Kong experienced a significant surge, with Meitu's stock price rising by 11.73% to close at HKD 8.86 per share, resulting in a market capitalization exceeding HKD 40 billion [1][2]. Group 1: Company Performance - Meitu's productivity tools business is rapidly expanding, and the company is expected to see an increase in paid user rates driven by AI, leading to strong future profit growth [1][2]. - The completion of a USD 250 million convertible bond agreement with Alibaba was announced, with Meitu issuing convertible bonds to Alibaba as part of the agreement [1][2]. Group 2: Industry Outlook - Bank of America Securities released a report on January 9, expressing cautious optimism regarding the software demand outlook for 2026, driven by accelerated AI monetization and the trend of software import substitution across various vertical industries [1][2]. - Despite concerns about competition in large models, the report indicates that the demand for software will coexist with various industry needs [1][2].

Core Viewpoint - Meitu Inc. (1357.HK) stock price surged over 12%, reaching a peak of 8.89 HKD, with a total market capitalization exceeding 40 billion HKD, driven by the overall boom in AI concept stocks in the Hong Kong market [1] Group 1: Company Performance - Meitu's productivity tools business is rapidly expanding, and the company is expected to see a significant increase in its paid user rate driven by AI [1] - The stock price increase reflects a broader trend in the AI sector, with other AI-related companies also experiencing substantial gains [1] Group 2: Industry Outlook - The AI industry is currently in a phase of rapid expansion, with the recent IPOs of domestic AI large model companies expected to boost the overall market, including both model and application sectors [1] - Bank of America Securities expressed a cautiously optimistic outlook for software demand by 2026, highlighting the acceleration of AI monetization and the trend of software import substitution [1] - The report identified Meitu, along with Kingdee International and Kingsoft Office, as top picks in the Chinese software sector despite market concerns regarding competition among large models [1]

Group 1 - Meitu Company (01357) saw a nearly 13% increase in stock price, reaching HKD 8.93 with a trading volume of HKD 896 million [1] - On December 31, Meitu announced the issuance of USD 250 million convertible bonds to Alibaba, which, if fully converted, would give Alibaba a 6.82% stake in Meitu, making it the third-largest shareholder [1] - Morgan Stanley released a report indicating that this development is positive news, anticipating that the collaboration between Meitu and Alibaba will deepen, particularly in the e-commerce design sector, creating strong synergies [1] Group 2 - Open Source Securities announced a plan to establish a venture capital initiative worth millions to incentivize employee entrepreneurship, indicating a shift towards an AI-focused business model [1] - By the first half of 2025, Meitu is projected to have 15.4 million paying users, a year-on-year increase of 42.6%, with a low payment rate of 5.5%, suggesting significant room for improvement [1] - The adjusted net profit for Meitu in the first half of 2025 is expected to be RMB 470 million, reflecting a year-on-year growth of 71.3% [1]

Core Viewpoint - Meitu Inc. has issued $250 million convertible bonds to Alibaba, which, if fully converted, will make Alibaba the third-largest shareholder with a 6.82% stake, indicating a positive development for collaboration between Meitu and Alibaba, particularly in e-commerce design [2][5]. Group 1: Stock Performance - Meitu's stock price increased by 12.86%, reaching HKD 8.95, with a trading volume of HKD 941 million [2][5]. Group 2: Financial Developments - The issuance of convertible bonds is expected to deepen the partnership with Alibaba, creating strong synergies in the e-commerce design sector [2][5]. - Meitu anticipates having 15.4 million paying users by the first half of 2025, representing a year-on-year growth of 42.6%, with a low payment rate of 5.5%, indicating significant room for improvement [2][5]. - The adjusted net profit for the first half of 2025 is projected to be RMB 470 million, reflecting a year-on-year increase of 71.3% [2][5]. Group 3: Strategic Initiatives - Open Source Securities plans to establish a venture capital program worth RMB 10 million to encourage employee entrepreneurship, signaling a shift towards an AI-focused operational model [2][5].

Core Viewpoint - Meitu Company (01357) has seen a significant stock increase of nearly 13%, currently trading at HKD 8.93 with a transaction volume of HKD 896 million, following the announcement of a USD 250 million convertible bond issuance to Alibaba [1] Group 1: Financial Developments - On December 31, Meitu announced the issuance of USD 250 million convertible bonds to Alibaba [1] - If all convertible bonds are converted, Alibaba will hold 6.82% of Meitu's shares, becoming its third-largest shareholder [1] - Meitu is projected to have 15.4 million paying users by mid-2025, representing a year-on-year growth of 42.6%, with a current payment rate of only 5.5%, indicating significant room for improvement [1] Group 2: Profitability Outlook - Adjusted net profit for Meitu is expected to reach RMB 470 million by mid-2025, reflecting a year-on-year increase of 71.3% [1] Group 3: Strategic Partnerships - Morgan Stanley views the partnership with Alibaba as a positive development, anticipating deeper collaboration, particularly in the e-commerce design sector, which could yield strong synergies [1] - Open Source Securities has announced a plan to establish a RMB 10 million venture capital initiative to incentivize employee entrepreneurship, indicating a shift towards an AI-focused operational model [1]

智通财经APP获悉，美图公司(01357)午后涨超6%，截至发稿，涨5.53%，报7.83港元，成交额3.79亿港 元。 消息面上，12月31日，美图宣布已向阿里巴巴发行2.5亿美元可转债。大摩发布研报称，若所有可换股 债券悉数转换，阿里巴巴将持有美图6.82%的股份，成为其第三大股东。该行认为此次进展为正面消 息，预期美图与阿里巴巴的合作将进一步深化，尤其在电子商务设计领域可产生强大的协同效应。 值得注意的是，美图公司CEO吴欣鸿此前透露，美图正重回创业团队模式，打造AI创新工作室进行内 部"赛马"，以半年为期开展产品创新，还给予1000万元"风投"。吴欣鸿认为未来最激烈的竞争可能来自 新锐创业团队，因此需要以创业公司的效率为标准进行对标。 ...

Core Viewpoint - Meitu Inc. has issued $250 million in convertible bonds to Alibaba, which will result in Alibaba holding 6.82% of Meitu's shares, making it the third-largest shareholder [1] Group 1: Stock Performance - Meitu's stock rose over 6% in the afternoon, with a current increase of 5.53%, trading at HKD 7.83, and a transaction volume of HKD 379 million [1] Group 2: Strategic Developments - The issuance of convertible bonds is viewed positively by Morgan Stanley, anticipating that the collaboration between Meitu and Alibaba will deepen, particularly in the e-commerce design sector, creating strong synergies [1] - Meitu's CEO, Wu Xinhong, announced a return to a startup team model, establishing an AI innovation studio for internal competition, with a focus on product innovation over a six-month period and a venture capital allocation of HKD 10 million [1] - Wu Xinhong emphasized that future competition may come from emerging startup teams, necessitating a benchmark against the efficiency of startup companies [1]

Core Viewpoint - Northern Long Dragon plans to acquire 51% of Shenyang Shunyi Technology Co., Ltd. for cash, which will make Shunyi Technology a subsidiary of Northern Long Dragon, enhancing its business scale and profitability [2][9]. Group 1: Transaction Details - The transaction is expected to constitute a major asset restructuring, and Northern Long Dragon's stock will not be suspended during this process [2][5]. - The specific terms and methods of the transaction are still under negotiation, and it does not involve issuing shares or constitute a related party transaction [5]. - Shunyi Technology, established in 2012, focuses on intelligent control technology and is recognized as a national high-tech enterprise [5][6]. Group 2: Financial Performance - Shunyi Technology's revenue for 2023, 2024, and the first quarter of 2025 was 284 million, 225 million, and 2.84 million respectively, with net profits of 27.72 million, 54.88 million, and a loss of 1.18 million [6][7]. - The company's financial data shows significant seasonal fluctuations due to its operations in the defense technology sector [6]. Group 3: Shareholding Structure - Li Yingshun is the largest shareholder of Shunyi Technology, holding 54.34% of the shares, while the second-largest shareholder is Zhongbing Guodiao (Xiamen) Equity Investment Fund with 15.71% [8]. - The shareholding structure indicates a concentrated ownership, which may influence decision-making processes within the company [8]. Group 4: Future Prospects - Shunyi Technology is preparing for an initial public offering (IPO) with the guidance of Changjiang Securities, which could further enhance its market presence [9]. - The acquisition is expected to improve Northern Long Dragon's risk resistance and overall asset quality, thereby strengthening its core competitiveness [9].