FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 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) 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01357 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 6,000,000,000 | USD | 0.00001 | USD | | 60,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | | | 本月底結存 | | | 6,000,000,000 | USD | 0.00001 | USD | | 6 ...

Core Viewpoint - Meitu Inc. has completed the issuance of a $250 million convertible bond to Alibaba, marking a significant step in their strategic partnership focused on e-commerce, large models, and cloud computing [1] Group 1: Convertible Bond Details - The convertible bond has a principal amount of $250 million, with Alibaba able to convert it into Meitu shares at a price of HKD 6 per share [1] - The bond issuance was finalized on December 31, 2025, following an announcement made in May 2025 regarding the investment [1] Group 2: Strategic Cooperation - Meitu and Alibaba have signed a business cooperation agreement on December 30, 2025, to further their collaboration [1] - The partnership will focus on various sectors including e-commerce, large models, and cloud computing [1] Group 3: Use of Proceeds - Meitu plans to use the net proceeds from the bond issuance for general business purposes [1]

Group 1 - Meitu Company (01357) shares rose over 4%, currently up 4.71% at HKD 7.33, with a trading volume of HKD 55.43 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 views this development positively, anticipating that the collaboration between Meitu and Alibaba will deepen, particularly generating strong synergies in the e-commerce design sector [1] Group 2 - The China Securities Regulatory Commission reported that Suiyuan Technology, one of China's leading GPU companies, has completed its IPO counseling, marking a significant step in its listing process [1] - Tencent is the largest shareholder of Suiyuan Technology and has participated in multiple rounds of financing for the company [1] - Meitu is the fourteenth largest shareholder of Suiyuan Technology, while the National Fund Phase II is the fifth largest shareholder [1]

Group 1 - The stock price of Meitu Company in Hong Kong increased by over 5%, reaching 7.36 HKD [1] - The trading volume for Meitu Company was 63.4 million HKD [1]

Core Viewpoint - Meitu Company (01357) has issued $250 million convertible bonds to Alibaba, which, if fully converted, will result in Alibaba holding 6.82% of Meitu's shares, making it the third-largest shareholder [1][5]. Group 1: Meitu Company - Meitu's stock price increased by 5.14%, currently trading at HKD 7.36, with a trading volume of HKD 64.89 million [1][5]. - Morgan Stanley released a report indicating that the collaboration between Meitu and Alibaba is expected to deepen, particularly in the e-commerce design sector, creating strong synergies [1][5]. Group 2: Industry Context - The China Securities Regulatory Commission announced that Suiyuan Technology, one of the domestic GPU "four dragons," has completed its IPO counseling, marking a significant step in its listing process [1][5]. - Tencent is the largest shareholder of Suiyuan Technology and has participated in multiple rounds of financing for the company [1][5]. - Meitu is the fourteenth largest shareholder of Suiyuan Technology, while the National Fund Phase II is the fifth largest shareholder [1][5].

Group 1 - Meitu Company (01357) shares increased by over 4%, currently at HKD 7.33 with a trading volume of HKD 55.43 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 generating strong synergies in the e-commerce design sector [1] Group 2 - The China Securities Regulatory Commission reported that Suiyuan Technology, one of China's leading GPU companies, has completed its IPO counseling work, marking a significant step in its listing process [1] - Tencent is the largest shareholder of Suiyuan Technology and has participated in multiple rounds of financing for the company [1] - Meitu holds a 14th position as a shareholder in Suiyuan Technology, while the National Integrated Circuit Industry Investment Fund II is the fifth-largest shareholder [1]

Group 1 - Meitu Company (01357) shares rose over 4%, currently up 4.71% at HKD 7.33, with a trading volume of HKD 55.43 million [1] - On December 31, Meitu announced the issuance of USD 250 million convertible bonds to Alibaba [1] - Morgan Stanley's report indicates that if all convertible bonds are converted, Alibaba will hold 6.82% of Meitu's shares, becoming its third-largest shareholder [1] - The report views this development as positive, anticipating that the collaboration between Meitu and Alibaba will deepen, particularly in the e-commerce design sector, creating strong synergies [1] Group 2 - The China Securities Regulatory Commission's official website indicates that Suiyuan Technology, one of China's four major GPU manufacturers, has completed its IPO counseling work, marking the next stage in its listing process [1] - Public information shows that Tencent is the largest shareholder of Suiyuan Technology and has participated in multiple rounds of financing [1] - Zhao Lidong and Zhang Yalin are the second-largest shareholders of Suiyuan Technology, while the National Fund II is the fifth-largest shareholder, and Meitu is the fourteenth-largest shareholder [1]

摩根士丹利发布研报称，美图公司(01357)日前公布，已完成向阿里巴巴-W(09988)发行总值2.5亿美元的 可换股债券。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 行认为是次进展为正面消息，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；现予美图目标价15.7港元及"增持"评级。 ...

Group 1 - Morgan Stanley reported that Meitu Inc. has completed the issuance of convertible bonds worth $250 million to Alibaba Group [1] - If all convertible bonds are converted, Alibaba will hold 6.82% of Meitu's shares, becoming its third-largest shareholder [1] - The report views this development as positive news, anticipating that the collaboration between Meitu and Alibaba will deepen, particularly generating strong synergies in the e-commerce design sector [1] Group 2 - Morgan Stanley has set a target price of HKD 15.7 for Meitu and assigned an "Overweight" rating [1]

美图公司(01357)发布公告，于2026年1月1日，公司根据股份奖励计划向以下承授人授出合共24.98万股 股份奖励，即24.98万股股份，占截至本公告日期已发行股份总数约0.01%，惟须待承授人接纳。 ...