Meitu Inc
HKEX:1357

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Meitu Inc
HKEX:1357
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Price: 7.51 HKD 0.4% Market Closed
Market Cap: 34.3B HKD

Meitu Inc
Investor Relations

Meitu Inc., a name synonymous with digital aesthetics and innovation, began its journey in 2008 in the vibrant tech landscape of China. Its founding vision was to harness the power of beauty and technology to transform how individuals express themselves through images. At the core of Meitu's business is its suite of mobile applications, primarily focused on photo and video editing. These include the flagship Meitu app, BeautyCam, and a host of others that offer features ranging from simple filters to advanced AI-driven enhancements. By centering its strategy on the intrinsic human desire for self-expression and social connection, Meitu has entrenched itself deeply in Asian markets, boasting hundreds of millions of monthly active users eager to engage with its creative tools.

But Meitu's financial engine extends beyond just millions of app downloads; it is intricately tied to an astute understanding of digital ecosystems. The company's revenue model is a mosaic of advertising, in-app purchases, and subscription services. Advertising is elegantly woven into their apps, targeting users with precision based on interests derived from usage analytics. Meanwhile, they offer premium features, advanced filters, and special editing tools under subscription models, catering to both casual users and professionals seeking an edge in digital content creation. Moreover, Meitu has ventured into social commerce, integrating e-commerce directly within its applications to leverage its vast user base. This move not only offers users curated beauty products but also taps into the burgeoning influencer market, creating synergies that enhance user engagement while driving revenue growth.

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1357
Hang Seng (Hong Kong)
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Last Earnings Call
Fiscal Period
Q2 2025
Call Date
Aug 18, 2025
AI Summary
Q2 2025

Revenue Growth: Total revenue for the first half of 2025 reached RMB 1.82 billion, up 12.3% year-on-year, with significant contribution from the Photo, Video and Design Products segment.

Profitability: Adjusted net profit attributable to owners grew sharply by 71.3% year-on-year to RMB 470 million.

User Expansion: Monthly active users (MAU) grew 8.5% to 280 million, with 98 million MAU outside Mainland China (up 15.3%).

AI Product Success: New AI-driven features and products, such as RoboNeo and AI Flash, drove user engagement and accelerated subscriptions.

Globalization: Revenue outside Mainland China grew 35.9% and now represents 36.6% of total revenue.

Alibaba Collaboration: Partnership with Alibaba is progressing as planned, focusing on AI technology integration and e-commerce enhancements.

Subscription Rate: Overall subscription rate reached 5.5% by end of June; Products for leisure at 5.3% and Productivity at 8%.

Key Financials
Revenue
RMB 1.82 billion
Photo, Video and Design Products Revenue
RMB 1.35 billion
Gross Profit
RMB 1.34 billion
Adjusted Net Profit Attributable to Owners
RMB 470 million
Net Profit Attributable to Owners
RMB 400 million
Monthly Active Users (MAU)
280 million
MAU Outside Mainland China
98 million
Total Paying Subscribers
15.4 million
Products for Leisure Paying Subscribers
13.6 million
Productivity Tools Paying Subscribers
1.8 million
Advertising Revenue
RMB 434 million
Solutions for Beauty Industry Revenue
RMB 30.1 million
Operating Expenses
RMB 290 million
Selling and Marketing Expenses (as % of PVD and Advertising Revenue)
16.4%
R&D Expenses
RMB 451 million
Administrative Expenses
RMB 220 million
Revenue Outside Mainland China (as % of Total)
36.6%
Overall Subscription Rate
5.5%
Products for Leisure Subscription Rate
5.3%
Productivity Tools Subscription Rate
8%
RoboNeo Monthly Active Users
1 million
Earnings Call Recording
Other Earnings Calls
2025

Management

Mr. Zeyuan Wu
Founder, Executive Chairman & CEO
No Bio Available
Mr. King Leung Ngan CFA
CFO & Company Secretary
No Bio Available
Ms. Yongli Ruan
Senior Vice President of Technology
No Bio Available
Mr. Yat Yang Law
General Counsel
No Bio Available
Mr. Jie Chen
Senior Vice President of Product Development
No Bio Available
Jianyi Chen
Group Senior Vice President and President of Image & Design Business Group
No Bio Available

Contacts

Address
FUJIAN
Xiamen
1-3/F, Block 2, Building No. 6, Wanghai Road, Siming District
Contacts