First-Quarter Report Disproves "Model Dominance" Theory, MEITU Surges Over 25% This Week

Deep News05-08

Recent data reveals that MEITU has released its business figures for the first quarter of 2026. Following the announcement, MEITU's stock price climbed more than 15% during the day, reaching a high of HK$5.48, with trading volume exceeding HK$1 billion. Over the past five trading sessions, MEITU's shares have increased by over 25%.

According to the report, as of March 2026, MEITU's paying subscriber base grew 30.2% year-over-year to more than 17.9 million. Revenue from imaging and design products reached 852 million yuan, up 34.3% compared to the same period last year. Additionally, MEITU disclosed for the first time that the annual recurring revenue from its AI productivity applications was approximately 580 million yuan as of March 2026, representing a 56.2% increase year-over-year. Spending on AI computing power for imaging and design products rose 59% compared to December 2025, with applications like KaiPai and RoboNeo each surging over 300%.

Prominent investment firm Andreessen Horowitz recently stated that the AI market is not consolidating around a single dominant model per sector. They emphasize that the competitive moat for AI applications lies in sophisticated workflow orchestration, deep vertical industry expertise, and the ability to create data feedback loops.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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