智通财经APP获悉，美图公司(01357)再涨超5%，近4个交易日股价累涨超三成。截至发稿，涨5.14%，报5.52港元，成交额8.92亿港元。
消息面上，美图公司近日公布，截至2026年3月，付费订阅用户数超过1790万，同比增长30.2%。今年一季度，集团核心业务影像与设计产品的收入(未经审核)保持强劲增速，同比增长34.3%至人民币8.52亿元。就影像与设计产品而言，一季度生产力应用收入同比增长45.4%；生活场景应用收入同比增长35.5%。截至2026年3月，AI生产力应用ARR约为人民币5.8亿元，同比增长56.2%。
光大证券认为，美图公司基本面表现稳健，AI赋能下产品力持续提升，带动订阅用户增长，生产力&全球化进展加速。华创证券表示，本次公告未披露完整利润表，但经营数据已明确验证影像与设计业务的增长质量和AI商业化效率。该行维持对公司“生产力+全球化”主线的判断，关注26H1正式业绩中订阅收入、用量付费和利润率兑现。
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