华尔街见闻07-30
7月30日，美图公司（1357.HK）发布自愿性公告披露最新业务状况及初步财务业绩。根据初步评估，按非国际财务报告准则，美图公司2026上半年经调整归属母公司权益持有人净利润可能实现36%至40%的同比增长。
作为美图公司核心业务，2026上半年，影像与设计产品收入预计同比增长30.9%。这其中，美图公司生产力应用的产品能力和变现能力进一步增强。截至2026年6月，生产力应用的ARR（年度经常性收入）约为6.2亿元，同比增长47.8%。
当前，美图旗下多款AI原生产品表现亮眼。其中，专注于视频制作AI工作流的开拍和Vmake，与去年同期相比，ARR分别增长超100%和200%，而2026年推出的新品MVLAND，ARR在三个月内翻倍。
美图公司将于8月26日正式发布2026年中期业绩。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
