--- title: "Meitu delivers a new report card, vertical AI Agent is about to hit, the Chinese version of Adobe ushers in a new era" type: "Topics" locale: "zh-CN" url: "https://longbridge.com/zh-CN/topics/31492228.md" description: "In the summer of 2025, dubbed the "Year of AI Agents" by the industry, global tech giants and startups are flocking to this track, trying to gain a foothold in the next generation of human-computer interaction paradigms. From OpenAI's "memory function" iteration to Google Gemini's agent matrix, to the end-side model breakthroughs of domestic FaceWall Intelligence and Zhiyuan Research Institute, AI Agents are reshaping productivity across all scenarios from consumer applications to enterprise services. Against this backdrop, Meitu recently announced that it is developing an AI Agent for vertical scenarios..." datetime: "2025-07-04T08:51:27.000Z" locales: - [en](https://longbridge.com/en/topics/31492228.md) - [zh-CN](https://longbridge.com/zh-CN/topics/31492228.md) - [zh-HK](https://longbridge.com/zh-HK/topics/31492228.md) author: "[港股研究社](https://longbridge.com/zh-CN/profiles/3199113.md)" --- > 支持的语言: [English](https://longbridge.com/en/topics/31492228.md) | [繁體中文](https://longbridge.com/zh-HK/topics/31492228.md) # Meitu delivers a new report card, vertical AI Agent is about to hit, the Chinese version of Adobe ushers in a new era In the summer of 2025, known in the industry as the "AI Agent Year," global tech giants and startups are flocking to this track, trying to gain an edge in the next generation of human-computer interaction paradigms. From OpenAI's "memory function" iteration to Google's Gemini intelligent matrix, and to domestic companies like Mianbi Intelligence and Zhiyuan Research Institute's breakthroughs in edge models, AI Agent is reshaping productivity across all scenarios from consumer applications to enterprise services. In this context, Meitu recently announced that it is developing an AI Agent for vertical scenarios. At the critical turning point where AI applications are moving from general to vertical, Meitu is leveraging its unique understanding of image aesthetics and technical accumulation to carve out its own battlefield amidst competition from giants like Adobe and ByteDance. **Is technology the foundation of Meitu's AI Agent confidence?** Meitu's entry into AI Agent is not a spur-of-the-moment decision. Its deep cultivation in the field of computer vision for over a decade has provided a solid technical foundation. Especially as the technical cornerstone of the AI open platform, Meitu Imaging Research Institute (MT Lab) is at the forefront of computer vision and artificial intelligence globally. Recently, MT Lab had 7 research achievements selected for international top academic conferences CVPR 2025 and AAAI 2025, providing continuous technical support for Meitu's AI open platform. The key breakthroughs in technology landing also occur on the edge side. In April this year, Meitu's AI open platform underwent a comprehensive upgrade, now efficiently realizing edge AI image processing functions, providing users and industries with edge-based visual solutions. Among them, the AI removal function precisely removes specified areas, completes details realistically and naturally, supports smearing and box selection, and achieves intelligent image area positioning; the AI cutout function is based on high-precision intelligent segmentation, covering portrait and item icon scenarios, achieving hair-level fine cutout; the AI expansion function can freely expand the picture, easily switch sizes, and adapt to different scene needs. These capabilities have already supported the latest chip platforms like Qualcomm 8gen4, paving the way for edge deployment of AI Agent. Moreover, Meitu's technological moat is also reflected in its self-developed Meitu Qixiang large model. As the first large model in Fujian Province to pass the record, this model has been upgraded to version 5.0, with stronger visual expressiveness and creativity. It has become the technical cornerstone of Meitu's products, supporting a series of innovative functions from AI photos to video effects. The technical market leader of Meitu Imaging Research Institute (MT Lab) stated that Meitu has launched many tools to serve content production, achieving a natural and realistic clothing try-on effect. In February this year, it topped the App Store in 12 countries and regions, adding nearly 20 million overseas users, achieving global new user acquisition and traffic. Commercialization capability is another major advantage. The 2024 financial report shows that Meitu's total revenue reached 3.341 billion yuan, a year-on-year increase of 23.9%; among them, the revenue from imaging and design products was 2.09 billion yuan, a year-on-year increase of 57.1%. These figures demonstrate Meitu's ability to convert AI technology into commercial value. **After vertical breakthrough, how does Meitu face differentiated competition?** When tech giants are fiercely competing in the general AI Agent field, Meitu chose a different path—vertical deep cultivation in the imaging and design field. This strategic choice is based on a deep understanding of industry pain points. "Behind AI agents is a new workflow," Meitu Chairman Wu Xinhong emphasized at the performance exchange meeting in March 2025, "AI needs to accurately understand user needs and dispatch its capabilities to achieve them." For Meitu, the key to building AI Agent lies in refining core capabilities, providing AI calls on the cloud, and linking them into personalized workflows. Moreover, industry analysts point out that Meitu's idea of creating productivity tools is to focus on the demand pain points in vertical scenarios, encapsulate model capabilities into products, and balance controllability and ease of use to improve product power. This logic will be reused in its latest AI Agent product. The market situation confirms the rationality of this strategy. In May 2025, a report released by iResearch shows that the AI application market has shown a trend of manufacturer ecosystem differentiation. In the AI efficiency tool field, Adobe, ByteDance, Kuaishou, and Meitu are representatives. Among them, in the AI image and AI video product track, Meitu's Meitu Xiuxiu, Wink, Meitu Design Studio, WHEE, and other AI products are regarded as new ideas for industry innovation. It is worth noting that the commercial pace of visual modality products is significantly faster than language products, which is Meitu's core advantage. According to estimates, China's AI industry will maintain an average annual compound growth rate of 32.1% from 2025 to 2029, and is expected to exceed one trillion yuan in market size by 2029. Meanwhile, the industry competition pattern is also undergoing dramatic changes. Starting in 2025, the "land grab" trend among AI application manufacturers is rising, with price and traffic becoming core competitive strategies. This technology game led by top manufacturers like Adobe, ByteDance, and Meitu is driving the industry from the "large model arms race" to the "scene landing decisive battle" key turning point. In addition to rapid development, Meitu AI Agent's differentiated path also faces multiple challenges. Some C-end AI product users have insufficient stickiness, and the sustainability of charges is limited. At the same time, the advantages of giants like ByteDance in traffic and funds cannot be underestimated. **Commercial landscape, how does AI Agent reshape Meitu's future?** The upcoming AI Agent is not only a manifestation of technological innovation but also a key part of Meitu's future growth strategy. From a commercialization path perspective, this product will strengthen Meitu's penetration ability in the B-end market. Guotai Junan first gave Meitu an "overweight" rating in the research report released on June 16, and clearly pointed out that Meitu, as a leader in the image digitalization industry, is extending from C-end applications like Meitu Xiuxiu to B-end business. On the technical innovation level, the company's AI portrait generation effect has also reached the top level in China, and the AIGC strategy is expected to open up B-end payment space. Currently, its productivity products include Meitu Design Studio, Kaipai, etc., with a monthly subscription price of 18-20 yuan/month, significantly higher than the monthly subscription price of 12 yuan/month for lifestyle entertainment products like Meitu Xiuxiu and Meiyan Camera. The firm believes that with the support of AI technology, the company's product payment penetration rate and ARPPU value are expected to continue to increase. Subsequently, with the launch of AI Agent, product premium capabilities will be further enhanced. Huachuang Securities predicts that Meitu's operating income in 2025 will reach 4.5 billion yuan, a year-on-year increase of 26%. This optimistic expectation may partly stem from the growth momentum that AI Agent may bring. With the support of AI technology, the company's product payment penetration rate and ARPPU value are expected to continue to increase. In addition, the overseas market is another important stage for AI Agent. Meitu's globalization strategy has achieved significant results: in January 2025, Meitu's overseas revenue ranked among the top three non-gaming manufacturers in China. In February 2025, the "AI Dressing" function of Meiyan Camera became a hot topic on social media in Thailand, especially in Thailand, where Meiyan Camera BeautyCam topped the App Store and Google Play overall rankings, topping the photography and video category rankings in 12 countries and regions. As of December 31, 2024, Meitu's global monthly active users reached 266 million, a year-on-year increase of about 6.7%. Among them, the monthly active users in countries and regions outside mainland China were 94.51 million, a year-on-year increase of about 21.7%, accounting for 35.6% of the total monthly active users. International business has become an important growth engine. In this regard, the technical market leader of Meitu Imaging Research Institute (MT Lab): 2025 is a very important year for the landing of large models. Our overall market has actually shifted from focusing on large models to focusing on "large model +". This statement implies the strategic positioning of Meitu AI Agent—not to be a large model itself, but to focus on the application landing of large models in vertical scenarios. In today's rapidly accelerating AI technology iteration, Meitu AI Agent's attempt may herald a new trend: when technology dividends gradually become universal, what determines the success or failure of enterprises is no longer just the advancement of algorithms, but the engineering ability to transform technology into user experience, and the deep grasp of vertical scene needs. This "heavy implementation, light concept" pragmatic route may be the key password for medium-sized companies to achieve a counterattack in the AI era where giants are everywhere. ### 相关股票 - [MEITU (01357.HK)](https://longbridge.com/zh-CN/quote/01357.HK.md) - [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [OpenAI (OpenAI.NA)](https://longbridge.com/zh-CN/quote/OpenAI.NA.md)