盈立證券成功舉辦美圖公司業績交流會,共探AIGC投資機遇
2023年3月30日,美圖公司(1357.HK)正式披露2022年業績報告。美圖迎來首份盈利年報,並首次派發股息。作爲AIGC概念股,美圖受到資本市場熱捧,股價自去年四季度以來反彈超過三倍。
爲了讓投資者更好的瞭解美圖公司,盈立證券舉辦了美圖業績後路演交流會。4月3日下午,美圖交流會在盈立證券香港辦公室舉行,美圖創始人兼首席執行官吳欣鴻、首席財務官兼公司祕書顏勁良出席,Arte capital、萊茵資產、金鷹基金、泓銘資本等機構到場。
美圖2022年全年收入20.85億元,同比增長25.2%。調整後歸屬於公司擁有人淨利潤1.11億元,同比增長30%。截至2022年12月的月活用戶數2.43億元,同比增加5.3%。

美圖CEO吳欣鴻提到,得益於AIGC助力,美圖在2022年用戶數實現了增長,美圖秀秀推出了AI換臉、AI換妝、AI換髮型等功能,讓用戶可以輕鬆實現自己想要的形象變化。這些功能不僅提升了用戶體驗和滿意度,也增加了用戶對付費訂閱服務的需求和意願。
美圖的核心商業邏輯也從導流模式轉變爲訂閱模式。近幾年,會員制變現業務收入佔比越來越高,成爲公司第一大營收來源,並帶動整體收入的增長。2022年,美圖VIP訂閱業務收入達到7.8億元,同比增長57.4%,成爲美圖公司第一大收入來源,佔總收入的37.5%。VIP訂閱模式能與AIGC高度融合。未來,美圖還會將VIP訂閱業務從生活場景拓展至工作場景。

美圖CEO吳欣鴻稱,AIGC可以爲專業內容生產者,比如設計師、藝術家提供更多靈感,美圖正與國內某巨頭聯合推出AI設計,美圖在這方面有很強的數據優勢,因爲2.34億月活里面年輕人爲主力,可以爲廠商做設計提供數據支持。
美圖CFO顏勁良表示,在AIGC技術加持下,VIP訂閱這一高毛利的業務收入創新高,爲利潤提升作出巨大貢獻。影像行業第一的用戶心智、長期沉澱的大模型能力,以及用戶需求及審美潮流的敏銳觸覺等,都是美圖在AIGC領域的核心競爭力所在。

美圖推出的數款B端SaaS工具也將AIGC技術應用其中。如美圖宜膚是美圖公司向全球推出的護膚品牌、醫美機構及美容院業務,提供AI測膚及相關SaaS解決方案。憑藉投資人工智能技術以及與世界領先的研究機構、著名皮膚科專家密切合作,美圖大幅提升皮膚分析解決方案的準確性及能力。目前美圖宜膚落地全球超2900家線下門店,並與迪奧、資生堂等130多家知名品牌達成戰略合作。

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