频频减持美图！蔡文胜套现超11亿元

Core Viewpoint - Meitu has emerged as a "star company" in the Hong Kong stock market this year, with a market capitalization increase of nearly HKD 38.5 billion, entering the HKD 50 billion market cap club [2][3] Group 1: Shareholder Actions - Former chairman Cai Wensheng reduced his stake in Meitu, cashing out over RMB 1.1 billion this year, bringing his ownership down to 11.94% [2][9][10] - Cai Wensheng has shifted focus to the Web3 sector after resigning as chairman in 2023 [2][11] Group 2: Financial Performance - Meitu's adjusted net profit for the first half of 2023 is expected to grow by 65% to 72% year-on-year, driven by a rise in paid subscription users for its core "image and design products" [4] - For the full year 2024, Meitu reported revenue of RMB 3.341 billion, a year-on-year increase of 23.9%, with the image and design products segment growing by 57.1% [7][8] Group 3: Strategic Partnerships - Meitu partnered with Alibaba, which conditionally agreed to subscribe to USD 250 million in convertible bonds, potentially acquiring up to 6.85% of Meitu's shares [4] - The partnership includes a commitment for Meitu to purchase cloud services worth RMB 560 million from Alibaba over three years [4] Group 4: Market Performance - Following the announcement of the partnership with Alibaba, Meitu's stock price surged approximately 19% on the first trading day [5] - As of August 8, 2023, Meitu's stock price was HKD 11.19 per share, with a total market capitalization of HKD 51.1 billion [5]