智通财经网·2026-01-12 03:46Group 1 - Meitu Company (01357) saw a nearly 13% increase in stock price, reaching HKD 8.93 with a trading volume of HKD 896 million [1] - On December 31, Meitu announced the issuance of USD 250 million convertible bonds to Alibaba, which, if fully converted, would give Alibaba a 6.82% stake in Meitu, making it the third-largest shareholder [1] - Morgan Stanley released a report indicating that this development is positive news, anticipating that the collaboration between Meitu and Alibaba will deepen, particularly in the e-commerce design sector, creating strong synergies [1] Group 2 - Open Source Securities announced a plan to establish a venture capital initiative worth millions to incentivize employee entrepreneurship, indicating a shift towards an AI-focused business model [1] - By the first half of 2025, Meitu is projected to have 15.4 million paying users, a year-on-year increase of 42.6%, with a low payment rate of 5.5%, suggesting significant room for improvement [1] - The adjusted net profit for Meitu in the first half of 2025 is expected to be RMB 470 million, reflecting a year-on-year growth of 71.3% [1]