智通财经APP获悉,美图公司(01357)涨超5%,截至发稿,涨4.84%,报5.2港元,成交额1.45亿港元。
消息面上,4月29日,第八届数字中国建设峰会在福建福州拉开帷幕,美图公司携美图秀秀、美颜相机、开拍等影像与设计产品亮相。美图公司相关负责人表示,美图公司未来将推动数字技术从“可用”向“好用”跃升,努力为中国影像与设计产业高质量发展注入新动能,让数字技术红利覆盖更广泛的人群。
中金公司此前发布研报称,预计截至2月,美图公司生活场景下的国内付费渗透率已经达到5.2%。该场景下的产品包括美图秀秀、美颜相机、Wink等。该行预计,在付费渗透率和用户增长的双轮驱动下,美图2025年订阅收入同比增长超40%。考虑到美图付费用户增长好于预期,上调2025年收入预测2%至43亿元,维持经调整净利润预测8.5亿元;给予2025年31倍PE,目标价6.5港元。
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