美图公司(01357)午后发力拉升逾12% 指将正加速拓展海外市场

金吾财讯
Jul 29

金吾财讯 | 美图公司(01357)午后涨幅进一步扩大,截止发稿,最新报4.46港元,涨幅12.06%,成交额5.15亿港元。瑞银新近发布研报称,预期美图公司上半年总收入按年增长28%,毛利率保持稳定,经调整净利润按年增长33%。表现应与公司指引大致一致。该行月度数据显示,美图App的移动订阅收入在上半年增长42%,中国地区增速略高于海外。生产力类产品如Design Kit带来明显的PC端收入贡献,可能构成潜在的上行惊喜。此前,Sensor Tower发布的2026年第二季度数据披露,美图旗下美图秀秀与Airbrush稳居中国非游戏应用出海收入榜Top20,展现了稳固的商业化基本盘。6-7月,美图秀秀依托全新升级的“闪光灯”系列滤镜在东南亚连续取得佳绩,马来西亚App Store分类榜连续8天居首,印度尼西亚同类榜单连续20天保持第一,同时登顶韩国、越南及印尼Google Play摄影榜。且二季度期间,美图另一款产品Airbrush在欧美多国表现尤为突出。依托“光影重塑”(Relight)功能,Airbrush在4月登顶荷兰AppStore摄影与摄像分类榜,并在俄语市场和部分欧洲国家排名持续攀升。还值得一提的是,美图公司CFO颜劲良近日爆料称,美图正加速拓展海外市场,在全球不同地区设立办公室,持续深化出海本土化。

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