Meitu
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Headlines · 3
- Every app is cramming in AI — and users are getting tired of it
A widely syndicated report from Mirror Studio examines user "AI fatigue" as apps of all kinds add AI features. It cites QuestMobile data showing that in 2025 the year-on-year growth in monthly per-user usage frequency for embedded AI plugins was 2.8 times that of standalone AI apps, with usage-time growth at 3.3 times, and points to examples such as WeChat's grey-test of the AI agent "Xiaowei" in June 2026 and China Mobile placing an AI assistant in the center of its bottom navigation bar. Product managers interviewed say companies build AI both to open new user paths and out of fear of falling behind, with lower integration barriers and model costs reducing the cost of trial and error, while users mainly object to AI that adds little value and cannot be turned off.
虎嗅 AI · 🔥 0 - Meitu's AI turnaround meets cost and competition pressure
An analysis republished by TMTPost from Juchao WAVE says Meitu's shares have fallen from above HK$9 in early 2026 to around HK$4, more than 50% below their peak and down over 40% year to date, as market sentiment toward its AI applications turned cautious. Citing the company's interim results, it reports H1 2026 revenue from continuing operations of RMB 2.213 billion, up 22.1% year on year, and adjusted net profit attributable to shareholders of RMB 652 million, up 39.5%; imaging and design revenue reached RMB 1.769 billion, nearly 80% of total revenue, with more than 18.44 million paid subscribers at end-June, up 19.7% (6.5% penetration). The piece flags rising pressure: editing and image-generation features are becoming free and generic across CapCut, Canva and Google's Nano Banana, H1 2026 compute and cloud costs rose 25% to RMB 134 million (over half of the increase from inference), gross margin slipped 3.8 points to 71.5%, and Meitu is pursuing a 'model container' approach that uses Alibaba's Tongyi Wanxiang base model for video generation.
钛媒体 · 🔥 0 - Meitu marks 18 years: Picchi hits $1.11M ARR as AI studios chase product-market fit
In an internal talk at Meitu's 18th anniversary, chairman Wu Xinhong said the company launched 10 AI innovation studios over the past year, with two — Picchi and MVLAND — reaching product-market fit at $1.11M and $680K in ARR respectively as of Oct. 9. He described three product tiers (billion-yuan-scale leaders, million-to-ten-million-yuan potentials, and PMF-stage incubations) and said AI now writes more than 90% of Meitu's code, with over 10 million yuan of compute spent on internal AI productivity in the past year. Meitu's "organizational evolution 2.0," he said, shifts focus from maximizing AI efficiency to sharpening human judgment, after side effects such as bloated AI-written documents.
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