报告指出，美图设计室是美图公司在2022年推出的一款AI设计产品，聚焦电商场景，帮助用户一站式生成商品物料，该产品在2023年的收入超1亿元。值得关注的一个细节是，在过去半年，美图已经在美国、澳大利亚、英国等地设立办公室并招聘海外工作人员。美图积极出海，一方面是海外用户的付费习惯和付费意愿，另一方面，美图认为自身灵活的产品策略、特定垂直领域的积累有望在海外取得更大市场空间。MEITU (01357) rose over 4%, as of the time of reporting, up 4.32%, priced at 3.38 HKD, with a transaction volume of 0.103 billion HKD.
Zhito Finance APP learned that MEITU (01357) rose over 4%, as of the time of reporting, up 4.32%, priced at 3.38 HKD, with a transaction volume of 0.103 billion HKD.
Morgan Stanley released a Research Report indicating that recently, MEITU showcased its three AI-native products: MEITU Design Studio, Kaipai, and MOKI during an investor event, among which the revenue situation of MEITU Design Studio is the most noteworthy. It stated that currently, the gross margin of MEITU Design Studio is around 60%-70%, and it is expected that domestic revenue in 2024 will be double that of 2023, which is 0.2 billion yuan.
The report pointed out that MEITU Design Studio is an AI design product launched by MEITU in 2022, focusing on e-commerce scenarios and helping users generate commodity materials in one-stop. The revenue of this product exceeded 0.1 billion yuan in 2023. A noteworthy detail is that in the past six months, MEITU has set up offices and recruited overseas staff in the USA, Australia, United Kingdom, and other places. MEITU is proactively expanding overseas; on one hand, it considers the payment habits and willingness of overseas users, and on the other hand, MEITU believes that its flexible product strategy and accumulation in specific vertical fields is expected to achieve a larger market space overseas.
