Group 1 - Meitu Company (01357) saw a morning surge of over 7%, currently trading at 11.33 HKD with a transaction volume of 1 billion HKD [1] - MSCI announced that Meitu will be included in the MSCI China Index, effective after market close today [1] - For the first half of the year, Meitu reported revenue of 1.821 billion RMB, a year-on-year increase of 12.34%, and a net profit attributable to shareholders of 397 million RMB, up 30.84% year-on-year [1] Group 2 - Morgan Stanley's report indicates that Meitu aims to increase its total paid user ratio to 8-10% by 2025-2028, suggesting a potential doubling of subscription revenue compared to 4.7% in 2024 [1] - The company is also rebuilding its overseas lifestyle product line to target the US and EU markets, with a current paid user ratio of about 50% in the US market [1] - Morgan Stanley maintains a positive outlook on Meitu's long-term growth potential, citing a clear development path, focused strategic positioning, and the use of generative AI, raising the target price from 14.4 HKD to 15.7 HKD, reflecting an 11% upward adjustment in the 2025 net profit guidance [1]
港股异动 早盘涨超7% 今日盘后正式进入MSCI中国指数 大摩看好公司长期增长潜力