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 ...

Core Insights - Meitu Company reported total revenue of 1.8 billion yuan for the first half of 2025, representing a year-on-year growth of 12.3% [1] - The net profit for the same period was 397 million yuan, showing a year-on-year increase of 30.8% [1]

Group 1 - The company reported a revenue of 1.82 billion yuan for the first half of the year, representing a year-on-year growth of 12.3% [2] - The net profit for the same period was 397 million yuan, showing a year-on-year increase of 30.8% [2]

Core Viewpoint - Meitu Company reported a strong financial performance for the six months ending June 30, 2025, with significant increases in revenue, gross profit, and net profit, primarily driven by the growth in subscription-based imaging and design products [1][2] Financial Performance - Revenue for the six months reached 1.821 billion RMB, a year-on-year increase of 12.34% [1] - Gross profit amounted to 1.34 billion RMB, reflecting a year-on-year growth of 27.26% [1] - Net profit attributable to shareholders was 397 million RMB, up 30.84% year-on-year [1] - Basic earnings per share were 0.09 RMB, with an interim dividend proposed at 0.045 HKD per ordinary share [1] Business Segment Growth - The imaging and design products segment saw a robust revenue growth of 45.2%, reaching 1.3514 billion RMB compared to 930.6 million RMB in the same period last year [2] - The increase in paid subscription users was identified as the core driver of revenue expansion, with a year-on-year growth of over 42.0% to approximately 15.4 million users [2] - Subscription penetration rate stood at 5.5% as of June 30, 2025 [2] User Metrics - Monthly Active Users (MAU) totaled 280 million, with MAU outside mainland China growing by 15.3% to 98 million [2] - The total number of paid subscription users increased by over 42.0% to approximately 15.4 million, including 1.8 million from productivity tools [2] - The growth in user metrics validates the effectiveness of the company's "productivity and globalization" strategy and highlights the empowering effect of AI technology on product capabilities [2]

Group 1 - The company reported a revenue of 1.82 billion yuan for the first half of the year, representing a year-on-year growth of 12.3% [2] - The net profit for the same period was 397 million yuan, showing a year-on-year increase of 30.8% [2]

DataEye研究院注意到，在各互联网大厂、独角兽于AI搜索、AI助手赛道厮杀竞争之时，一家此前连年亏损的公司，正在以"AI图像"为核心悄然反击，利 润逐年增长。 日前，美图公司发布盈利预告，2025年上半年经调整净利润预计同比增长约65%-72%。 事实上，自2022年以来，美图便摆脱了连年亏损，去年在营收33.41亿元的情况下，实现了8.05亿元的净利润，美图也成为国内最早一批依靠AI规模化盈 利的应用公司之一。 同时，在《7月AI月报》中，美图旗下美颜相机APP也成功跻身2025年7月大陆市场AI APP苹果端下载榜TOP 10。 此外，在二级市场，美图股价今年以来也持续暴涨，由年初的约3港元/股，截至8月11日收盘，已达11.06港元/股，股价暴涨约300%。 那么，美图是如何利用AI逆风翻盘的？其在AI赛道又有着怎样的布局？ 一、美图AI布局 据DataEye研究院不完全统计，美图AI布局模型层依托于美图奇想大模型MiracleVision，应用层如下： | 行业 | 产品 | | | --- | --- | --- | | | 移动端APP | PC端 | | AI图像 | 美图秀秀、美颜相机、R ...

Core Viewpoint - A professional and clear foreign trade website is essential for electrical appliance companies aiming to expand into overseas markets, as it helps to effectively communicate complex logistics processes and improve order conversion rates [1]. Group 1: Website Development Steps - Step 1: Establish a clear framework by selecting a professional template designed for electrical appliances or foreign trade scenarios, ensuring it is responsive [1]. - Step 2: Highlight product displays to attract potential customers [3]. - Step 3: Focus on logistics processes, which are crucial for the competitiveness of foreign trade websites [5]. - Step 4: Implement a shipping cost template that supports calculations based on quantity or weight, allowing for up to 100 templates with 100 regional rules each [10][11]. - Step 5: Ensure seamless language support with easy language switching features, accurately translating core content into the target market's language [15]. Group 2: Importance of User-Friendly Tools - In a competitive foreign trade environment, small and medium-sized electrical appliance companies need user-friendly and practical visual website building tools to quickly establish professional foreign trade websites and eliminate logistics information barriers [17]. - Such tools simplify complex website building and logistics display management, enhancing user trust and reducing communication costs, allowing companies to focus on product development and market expansion [17].

Core Viewpoint - The AI translation plugin "Immersive Translation" has been reported to have privacy leakage risks, as translated content can be publicly accessible online, potentially exposing sensitive information such as business contracts and personal records [1][2][6]. Company Overview - "Immersive Translation" is developed by Shanghai Shitongwen Network Technology Co., Ltd. and provides translation services for web pages and documents using AI models like ChatGPT, DeepSeek, and Gemini. The plugin has been available since October 2022 and has over 3 million users on the Edge browser alone [2][3]. Incident Details - Users reported that the snapshot sharing feature of "Immersive Translation" lacked necessary security measures, allowing sensitive translated content to be indexed by search engines. This included business contracts, internal documents, and personal information [2][6][8]. - The company acknowledged the issue on August 9, stating that the snapshot feature would be temporarily taken offline until a robust privacy protection mechanism is established [3][6]. Security Concerns - Experts noted that the incident was not a data security breach but rather a flaw in the feature itself, highlighting the lack of necessary security protections for translated results and insufficient user warnings regarding the sharing of sensitive content [9]. - Historical precedents exist where online translation services have led to data leaks, emphasizing the need for caution when translating sensitive documents [9]. Recommendations for Users - Users are advised to be cautious when using translation services for sensitive content and to consider local deployment of translation models to mitigate risks. They should also review their sharing practices and take remedial actions if they have shared sensitive information [9][10].

Group 1 - The core point of the article highlights the financing activities of the company 三六零, which had a financing buy-in amount of 353 million yuan, ranking 32nd in the market on August 1 [1] - On the same day, the company had a financing repayment amount of 423 million yuan, resulting in a net sell of approximately 70.29 million yuan [1] - Over the last three trading days, the financing buy-in amounts for 三六零 were 72 million yuan, 714 million yuan, and 353 million yuan respectively [1] Group 2 - In terms of securities lending, the company had a securities lending sell-out of 7400 shares on the same day, while net buying amounted to 105,100 shares [1]