美图CFO颜劲良解读2025上半年财报：AI应用取得突破，全球付费订阅用户数达1540万

Core Insights - Meitu Company reported a total revenue of 1.8 billion yuan for the first half of 2025, representing a year-on-year growth of 12.3% [2] - The adjusted net profit attributable to equity holders reached 467 million yuan, marking a significant year-on-year increase of 71.3% [2] Revenue and Profit Growth - The growth in total revenue and net profit is primarily attributed to breakthroughs in AI applications and an increase in global paid subscription users, leading to rapid revenue growth in subscription-based imaging and design products [2] - Revenue from the imaging and design products business reached 1.35 billion yuan, showing a year-on-year growth of 45.2%, accounting for 74.2% of total revenue [2] User Metrics - As of June 30, 2025, the number of paid subscription users reached approximately 15.4 million, a historical high with a year-on-year growth of over 42%, and the paid subscription penetration rate stood at 5.5% [2] - The global monthly active user count reached 280 million, reflecting a year-on-year increase of 8.5% [2] Strategic Outlook - The continuous expansion of the global monthly active user base, particularly in international markets, reinforces the company's commitment to executing productivity and globalization strategies to meet diverse user needs and create world-class products [2]