当AI遇上股市，工具的选择从未如此重要。在信息过载的投资世界，能够将数据转化为收益的工具，才是真正站在了 进化前沿。 强大的财务指标对比：可以轻松对比多家公司的市盈率（PE）、市净率（PB）、净资产收益率（ROE）等核心财务指 标，基本面分析一目了然。 在瞬息万变的股市中，信息就是财富，工具即是利器。对于广大股民而言，"炒股用什么APP？"是一个至关重要的问 题。市面上炒股软件琳琅满目，同花顺、东方财富、大智慧等各具特色。但在众多选择中，新浪财经APP凭借其独特 的媒体基因和综合实力，成为了一个不可或缺的"信息中枢"和决策辅助工具。 选择新浪财经APP，绝不仅仅是下载一个软件，更是选择了一套高效的投资信息解决方案。以下是您应该选择它的五 大核心理由： 理由一：海量、快速、权威的财经资讯"聚合器" 新浪网作为中国领先的互联网媒体，其财经频道本身就是行业标杆。新浪财经APP继承了这一核心优势，堪称7x24小 时不间断的财经信息"瀑布流"。 全球覆盖：从A股、港股、美股到外汇、期货、基金，全球主要市场的动态第一时间推送。 权威来源：汇聚了新华社、中新网、上海证券报等上百家权威媒体的内容，同时拥有自家专业采编团队的一 ...

华泰证券发表研报指，美图上半年收入18.2亿元，按年增长12.3%，核心主业影像与设计产品收入13.5 亿元，按年增长45.2%，符合预期。经调整净利润为4.7亿元，超预期10%，达到业绩预告上限。核心驱 动付费用户数达1540万，按年增长42%，付费渗透率达5.5%。该行看好美图的长期前景，目标价由7.48 港元上调至12.83港元，评级"买入"。 ...

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Insights - The company achieved a revenue of 1.82 billion RMB in 25H1, representing a year-on-year growth of 12.3%, which was below market expectations due to a significant contraction in beauty industry solutions [1] - Gross profit reached 1.34 billion RMB, up 27.3%, with a gross margin increase of 8.7 percentage points to 73.6%, driven by a higher proportion of revenue from high-margin imaging and design products [1] - Adjusted net profit attributable to the parent company was 467 million RMB, reflecting a year-on-year increase of 71.3%, aligning with the upper end of the company's mid-term performance guidance [1] Revenue Breakdown - Imaging and design products generated 1.35 billion RMB in revenue, a 45.2% increase year-on-year, primarily driven by the growth in paid subscription users [2] - The total monthly active users (MAU) reached 280 million as of June 2025, with a year-on-year growth of 8.5%, including 182 million in the domestic market (up 5.2%) and 98 million in overseas markets (up 15.3%) [2] - Paid subscription users totaled 15.4 million, a 42% increase year-on-year, with a penetration rate of 5.5% [2] - Advertising revenue grew by 5% to 430 million RMB, while beauty industry solutions revenue declined by 88.9% to 30.1 million RMB due to the company's strategic contraction in low-margin business [2] Cost Management - Sales expenses increased by 43.1% to 293 million RMB, mainly directed towards overseas lifestyle products and domestic productivity and lifestyle product promotions [3] - R&D expenses slightly increased by 6.1% to 451 million RMB, focusing on a "model container" strategy [3] - Management expenses rose by 23.2% to 219 million RMB, attributed to increased equity incentive costs [3] Strategic Partnerships - The company is focusing on the commercialization of RoboNeo and collaboration with Alibaba, which includes optimizing product effects based on foundational models and launching AI fitting features [4] - RoboNeo, launched on July 14, quickly surpassed one million MAU without direct traffic from other Meitu products, with a complete subscription and purchase mechanism expected to launch by late August or early September [4] Profit Forecast - The adjusted net profit forecasts for 2025-2027 have been revised upwards to 960 million, 1.24 billion, and 1.52 billion RMB, respectively, reflecting increases of 13%, 9%, and 7% from previous estimates [4]

Core Insights - Meitu's revenue for the first half of 2025 reached 1.8 billion yuan, a year-on-year increase of 12.3%, driven by a 45.2% surge in imaging and design product revenue to 1.35 billion yuan, resulting in a 27.3% increase in overall gross profit [1] - The adjusted net profit attributable to shareholders grew by 71.3% year-on-year to 467 million yuan, indicating strong financial performance despite a high base [1] - The company has transitioned from an internet application company to an AI application company, with AI penetration in its products reaching approximately 90% [1][3] AI as a Growth Driver - AI is viewed as the primary driver of Meitu's current growth, with features like "AI dressing" and "AI flash" generating significant user interest and increasing the paid subscription penetration rate to 5.5% [3] - The launch of RoboNeo, an intelligent product capable of generating logos, posters, videos, and interior design sketches based on user instructions, has quickly gained traction, amassing millions of monthly active users [3] - Meitu's strategy focuses on deepening its presence in "vertical scenarios," such as the "Kaipai" tool for video production, which has successfully captured market demand by simplifying complex tasks [3][4] Business Model and Market Strategy - The company emphasizes a focused approach by identifying under-served scenarios and launching precise products, allowing for rapid market validation and iteration [4] - Meitu is particularly attentive to the e-commerce sector, leveraging high digitalization levels to offer AI automation solutions, thus positioning itself as a service provider to sellers [4] - The company aims to expand its exploration beyond e-commerce into broader commercial scenarios, maintaining its identity as an AI application company focused on imaging and design [4] Global Expansion and Localization - As of June 30, 2025, Meitu's global monthly active users reached 280 million, with a year-on-year growth of 8.5%, and 98 million users outside mainland China, reflecting a 15.3% increase [5] - The company's growth is attributed to both AI technology advancements and a localized strategy that tailors products to regional user preferences [5] - Meitu's approach to global markets varies, with Southeast Asia favoring lifestyle and social media products, while the U.S. and Europe lean towards productivity applications [5][6] Competitive Edge and Challenges - Meitu's competitive advantage lies in its aesthetic capabilities, supported by a team of over a hundred designers who continuously research design trends [6] - The company acknowledges challenges in understanding cultural needs in various countries, particularly in Western markets, which will be a focus for future efforts [6]

此外，美图公司构建了覆盖图像、视频及设计领域的AI工具矩阵。截至6月30日，公司在生产力场景的 月活跃用户数为2300万，同比增长21.1％。（智通财经记者 郭莎莎） 具体来看，上半年，影像与设计产品业务收入13.5亿元，同比增长45.2％；广告业务收入4.3亿元，同比 增长5％；美业解决方案业务收入3010万元；其他业务收入620万元。影像与设计产品业务为公司最大收 入来源，收入增长归因于付费订阅用户数的提升。财报披露，截至6月30日，美图付费订阅用户数达约 1540万创历史新高，同比增长超42％。 8月18日，美图公司（1357.HK）披露2025上半年财报，报告期内，总收入18亿元，同比增长12.3％；经 调整后归属于母公司权益持有人净利润4.67亿元，同比增长71.3％。财报显示，业绩增长主要得益于AI 应用取得突破，全球付费订阅用户数量提升，以订阅为主的影像与设计产品业务收入快速增长。 ...

转自：北京日报客户端 8月18日，美图公司披露2025上半年财报，总收入18亿元，同比增长12.3％，经调整后归属于母公司权 益持有人净利润4.67亿元，同比增长71.3％。其中总收入与净利润的增长主要得益于AI应用取得突破， 全球付费订阅用户数量提升，以订阅为主的影像与设计产品业务收入快速增长。 财报数据显示，上半年该公司18亿元的总收入包括几项：影像与设计产品业务收入13.5亿元，同比增长 45.2％；广告业务收入4.3亿元，同比增长5％；美业解决方案业务收入3010万元；其他业务收入620万 元。其中影像与设计产品业务收入占总收入的74.2％，是美图公司最大的收入来源。这部分收入增长， 归因于付费订阅用户数的提升。截至2025年6月30日，美图付费订阅用户数达约1540万，创历史新高， 同比增长超42％。 在其所有的付费用户中，约1360万付费订阅用户来自生活场景应用。作为生活场景应用中的核心产品， 上半年美图秀秀、美颜相机持续位居中国图片美化赛道和拍照摄影赛道用户规模第一名，Wink在全球 市场实现月活跃用户和付费订阅用户的高速增长。 中国AI出海大潮下，作为美图核心战略之一的"全球化"也取得显著进展 ...

新京报贝壳财经讯 8月18日，美图公司公告，截至2025年6月30日止六个月，收入18.21亿元，同比增长 12.3%。经调整净利润4.67亿元，同比增长71.3%。月活跃用户达2.8亿，同比增长8.5%。付费订阅用户 数达约1540万，其中约1360万来自生活场景应用及180万来自生产力工具。 ...

8月18日，美图公司（1357.HK）披露2025上半年财报：总收入18亿元（人民币，下同），同比增长12.3％。经调整后归属于母公司权益持有人净利润4.67亿 元，同比增长71.3％。 美图公司总收入与净利润的增长主要得益于AI应用取得突破，全球付费订阅用户数量提升，以订阅为主的影像与设计产品业务收入快速增长。 18亿元的总收入包括下述几项：影像与设计产品业务收入13.5亿元，同比增长45.2％；广告业务收入4.3亿元，同比增长5％；美业解决方案业务收入3010万 元；其他业务收入620万元。 付费订阅用户数1540万创新高，付费订阅渗透率达5.5％ 2025上半年，美图公司影像与设计产品业务保持强劲增长趋势，收入同比增长45.2％至13.5亿元，占总收入的74.2％，是美图公司最大的收入来源。 这部分收入增长，归因于付费订阅用户数的提升。截至2025年6月30日，美图付费订阅用户数达约1540万创历史新高，同比增长超42％。付费订阅渗透率达 5.5％。 主打电商设计的美图设计室，通过智能抠图、AI商品图等功能，帮助电商商家和内容创作者等用户高效编辑或设计专业图像，提升用户的效率，减少制作 商用图片与海报耗 ...

美图公司披露财报，2025年上半年总收入18亿元，同比增长12.3％；净利润3.97亿元，同比增长 30.8%。 ...

（文章来源：每日经济新闻） 8月18日，美图公司在港交所公告，上半年实现营收18.2亿元，同比增长12.3%；实现净利润3.97亿元， 同比增长30.8%。 ...