Core Insights - Meitu Company reported a significant increase in revenue and profit for the first half of 2025, driven by breakthroughs in AI technology and a substantial rise in global paid subscription users [1] Financial Performance - The company achieved a revenue of 1.8 billion yuan, representing a year-on-year growth of 12.3% [1] - The net profit attributable to shareholders reached 397 million yuan, up 30.8% year-on-year [1] - Adjusted net profit attributable to shareholders was 467 million yuan, reflecting a remarkable growth of 71.3% [1] Business Segments - Revenue from imaging and design products amounted to 1.35 billion yuan, marking a year-on-year increase of 45.2%, accounting for 74.2% of total revenue [1] - As of June 2025, the number of paid subscription users reached 15.4 million, a growth of over 42% [1] - Monthly Active Users (MAU) reached 280 million, with a year-on-year growth of 8.5%, while international MAU reached 98 million, growing at 15.3% [1] Product Development - The company launched RoboNeo, a multi-modal AI assistant, which has already surpassed one million MAU and topped category charts in China, Vietnam, and Spain [2] - Future plans include integrating RoboNeo's core capabilities into other products to enhance vertical application scenarios [2] Strategic Partnerships - Meitu is collaborating with Alibaba in areas such as e-commerce, AI technology, and cloud computing [2] - The partnership aims to develop an "AI fitting" feature and enhance online shopping experiences by leveraging Meitu's AI capabilities and Alibaba's clothing resources [2] - The company is also utilizing Alibaba Cloud to meet increasing computational demands for RoboNeo, ensuring product stability [3]
上半年营收18亿元同比增长12.3％ 美图公司透露与阿里巴巴合作进展