智通财经APP获悉，美图公司(01357)再涨超8%，截至发稿，涨6.99%，报5.05港元，成交额2.13亿港元。
消息面上，美图公司发布2026年第一季度业务数据。数据显示，其付费订阅用户数已增至1790万，再创历史新高；以付费订阅为主的影像与设计产品收入8.52亿元，同比增长34.3%。公司首度披露AI生产力应用年度经常性收入(ARR)指标。截至2026年3月，AI生产力应用ARR约为5.8亿元，同比增长56.2%。
东方证券表示，判断26年Agent工作流的持续调试和成熟，对于各项工种划分相对不明晰的中小商家用户更友好，Agent带动Token消耗显著上行，有望逐步兑现为ARPU值提升，形成付费订阅+ARPPU双轮驱动，共同支撑生产力场景收入稳步增长。
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