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从影像美学到生产力工具 美图公司探索AI增长新曲线
01357MEITU(01357) 每日经济新闻·2025-03-26 14:14

Core Insights - The article discusses how Meitu, a company focused on image technology, is leveraging AI to explore new growth opportunities in productivity tools, particularly in commercial design and video creation [1][2][3]. Group 1: AI and Productivity Tools - The "AI+" policy is driving the development of AI productivity tools, which are becoming a crucial part of the digital economy [2][5]. - Meitu is expanding its AI applications from image aesthetics to productivity tools, including commercial design and video production, creating a new growth curve [1][3]. - The company has launched the Meitu Design Studio, an AI-driven online design tool that helps users generate high-quality visual content efficiently [3]. Group 2: Business Growth and User Engagement - In 2024, Meitu's productivity tools saw significant growth, with the Meitu Design Studio reaching 1.13 million subscription users and generating over 200 million yuan in revenue, doubling year-on-year [1]. - The "Kaipai" video creation tool achieved over 1 million monthly active users within a year, becoming the leading product in the Chinese market for video production [4]. Group 3: Global Expansion and Market Strategy - Meitu is accelerating its international expansion, with a 22% year-on-year increase in monthly active users outside mainland China, reaching 94.51 million [6]. - The company employs a "Product-Led Growth + Social Media Amplification" strategy to effectively reach target users in overseas markets [6]. - The willingness to pay for productivity tools is stronger in international markets, providing Meitu with greater growth potential in commercial design and video creation [6]. Group 4: Future Outlook - Analysts predict that Meitu will benefit from AI-driven growth, with expected revenues of 4.2 billion yuan, 5 billion yuan, and 5.9 billion yuan for the years 2025 to 2027 [7]. - The ongoing evolution of AI technology and continuous policy support are expected to create new development opportunities for Meitu, positioning it as a significant player in the global AI productivity tools market [7].