On August 18, MEITU (01357.HK) released its interim results for 2025, reporting operating revenue of 1.8 billion yuan, representing a year-on-year increase of 12.3%. The company achieved net profit attributable to shareholders of 397 million yuan, up 30.8% year-on-year, and adjusted net profit attributable to shareholders of 467 million yuan, surging 71.3% year-on-year.

MEITU attributed the strong performance primarily to breakthrough applications in AI technology and significant growth in global paid subscription users.

During the first half of the year, MEITU's imaging and design products business generated revenue of 1.35 billion yuan, up 45.2% year-on-year, accounting for 74.2% of total revenue. As of June 2025, the company's paid subscription user base reached 15.4 million, representing an increase of over 42% year-on-year. Of these, 1.8 million users primarily came from productivity tools, while the remaining 13.6 million were from lifestyle application products.

At the earnings briefing held on the same day, MEITU's founder, chairman and CEO Wu Xinhong disclosed that the company's monthly active users (MAU) reached 280 million in June 2025, up 8.5% year-on-year. International market MAU reached 98 million, with a growth rate of 15.3% year-on-year.

Driven by user demand and powered by AI technology, MEITU launched several globally popular features during the first half of the year. The company introduced RoboNeo in July 2025, an Agent product focused on the imaging sector. RoboNeo is a multimodal AI assistant that integrates computer vision, natural language processing, and generative artificial intelligence capabilities to help users create high-quality visual content. It is widely applicable to brand promotion, social media, fashion design, and other scenarios.

Without internal traffic from the product matrix, RoboNeo has already surpassed one million MAU and topped category rankings in app stores in China, Vietnam, and Spain. Looking ahead, Wu Xinhong indicated that RoboNeo will not only continue evolving as an independent product, but the company also plans to deeply integrate its core capabilities into other products to further empower vertical scenario applications.

During the briefing, Wu Xinhong also provided updates on MEITU's collaboration with Alibaba in related fields. In May this year, MEITU announced a strategic partnership with Alibaba Network China Co., Ltd. (an indirect wholly-owned subsidiary of Alibaba) or its designated affiliates in e-commerce, AI technology, and cloud computing.

"In terms of large models, we will enhance vertical training effectiveness based on Tongyi multimodal and Wanxiang video large models, continuously refining product capabilities. For e-commerce cooperation, we will advance two main areas: First, we plan to jointly launch an 'AI try-on' function, combining MEITU's AI try-on capabilities with Alibaba merchants' clothing resources to create better online shopping experiences. Second, our MEITU Design Studio will also provide capabilities to Taobao and Tmall merchant backends, such as 'AI product images,' allowing more merchants to discover and experience MEITU Design Studio's capabilities," Wu Xinhong stated.

"Regarding cloud services, our RoboNeo is currently experiencing rising computing power demands, and Alibaba Cloud can respond promptly to computing power needs, ensuring our product stability. Additionally, our Model Control Protocol (MCP) server has been listed on Alibaba's Bailian platform, and Alibaba is simultaneously assisting in promoting our image editing capabilities," Wu Xinhong further elaborated.