金吾财讯 | 美图公司(01357)高开2%后持续震荡拉升，截至发稿，报5.20港元，涨11.32%，成交额6.71亿港元。
消息面上，日前美图公司发布公司盈喜预告，预计2024年进调整归母净利润可能实现约52%-60%的同比增长，对应实现约6.50-5.89亿元人民币，主要得益于AI技术驱动的核心业务影像以及设计产品收入实现快速增长，该业务具备高毛利率，且在整体收入中占比持续扩大。
招商证券研报指出，公司自2023年6月发布多款AI产品以来，付费率上升持续加速，随着多款生产力工具产品发布，公司应用场景逐渐从生活娱乐向生产力场景方向拓展，目前国内外用户对工具类应用付费意识持续提升，且生产力工具目标用户付费力及付费意愿更强。我们认为公司有望在AIGC技术的赋能下打开生产力工具商业化变现空间，实现业绩的持续增长。
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