Core Viewpoint - Meitu Inc. (01357) saw a stock price increase of over 6%, reaching HKD 8.75 with a trading volume of HKD 150 million, driven by strong revenue growth in its apps [1] Revenue Performance - In September, the combined revenue of Meitu's apps (Meitu Xiuxiu, Meiyan Camera, and Wink) grew by 38% year-on-year and 1% quarter-on-quarter [1] - Overseas revenue experienced significant growth, with a year-on-year increase of 56% and a quarter-on-quarter increase of 9% [1] - Domestic revenue also showed strong performance, with a year-on-year growth of 29% [1] - For the third quarter, the total revenue from Meitu's apps increased by 39% year-on-year and 2% quarter-on-quarter [1] - Overseas revenue for the third quarter grew by 45% year-on-year and 14% quarter-on-quarter [1] - Domestic revenue for the third quarter increased by 37% year-on-year [1] Strategic Initiatives - Citic Securities noted that Meitu has historically launched festive-themed AI entertainment features in its apps around holidays, which could drive user engagement [1] - With globalization becoming a key strategy for the company, the upcoming holiday season (Halloween, Thanksgiving, Christmas, and New Year) presents an opportunity for Meitu to introduce festive AI features, potentially boosting traffic [1]
港股异动 | 美图公司(01357)涨超6% 9月三大核心APP收入同比创新高 海外节日旺季迎催化