Core Insights - Meitu (1357.HK) announced a strategic partnership with Alibaba in May 2023, receiving a $250 million convertible bond investment from Alibaba [1] - The collaboration is progressing as expected, with both teams working to build trust and identify complementary roles [1] - Meitu plans to launch an AI fitting feature in collaboration with Alibaba, enhancing online shopping experiences by integrating Meitu's AI capabilities with Alibaba's clothing resources [1] Company Developments - Meitu's CEO, Wu Xin Hong, mentioned that initial collaborations have already begun, and the overall partnership is moving in a positive direction [1] - The AI fitting feature will be linked to product detail pages, which is expected to drive conversion rates [1] - Meitu designers will provide certain capabilities to Taobao merchants, including AI-generated product images [1] Product Launch - In July 2023, Meitu launched a generative AI design assistant called RoboNeo, which is currently experiencing increasing computational demands [1] - Alibaba is expected to respond promptly to the computational needs to ensure product stability [1] - RoboNeo has achieved over one million monthly active users (MAU) within a month of its launch, which is described as an unprecedented achievement for a product with no internal traffic support and zero marketing budget [1] Business Model - RoboNeo currently operates on a daily subscription model, with plans to refine the mechanism and introduce subscription or one-time purchase options by the end of August to early September [1]

在过去近一年对全球 AI 图片赛道进行数据追踪后，会有一个比较清晰的感知是 AI 商品图的头部产品在 web 端访问量屡创新高，App 端每个月流水虽然 不太稳定、但也在千万人民币之上，我们就预告了 AI 商品图的选题。没想到第一个加作者卡片的读者，就是一个在 AI 圈比较知名的创业者，上来直 言，"这不是一个好赛道，太卷了"。而与这类产品从业者交流时，我们也差不多得到了同样的反馈。 不得不说，卷，确实符合我们对这个赛道的一贯观察。在玩家层面，因为锚定的是巨大的电商市场的作图痛点，在早期验证了 PMF 之后（Photoroom）， 被越来越多的创企和大厂看上，近一年，稿定科技、快手、阿里等先后入局。在流量层面，赛道头部产品的数据屡创新高，而中尾部产品/后入局者则数 据惨淡，包括大厂在内，也难以起量。 但市场上同时也释放着另一层信号。随着技术不断创新，像是 Photoroom 这样原本主攻商品图（图片中没有"人"）的产品，开始做 Virtual model 这样生成 模特图（图片中有人穿着或者佩戴产品）的功能。另外还有不少创企基于 Kontext（黑森林最新模型，可多轮编辑保证一致性）开始推出与商品图和模特 图 ...