12月26日15:00 2025下半年AI市场的技术发展与应用方向 欢迎扫码预约，来直播间互动赢好礼 直播亮点： 1. 当前，哪类大模型最受"欢迎"？ 2. 热门应用反映了哪些技术与企业战略方向？ 3. 手机厂商AI部署有哪些新动向？ 手机厂商AI部署有哪些新动向? 扫码预约 》》》》》》》》》 15:00-16:00 分享嘉宾:任萌雪 QuestMobile 高级研究经理 QuestMobile 解决方案经理 直播亮点 当前,哪类大模型最受"欢迎"? 热门应用反映了哪些技术与企业战略方向? 主持人:李 雪 ...

跟着 Mr.QM ，"赢"战移动互联网！宝子们好，上周一起聊了新媒体生态体系中五大媒体平 台核心特征和用户画像。如一位大神反馈所言："在内容消费持续升温、线上线下融合营销持 续变革的背景下，理解各平台特性和用户差异，并运用到日常运营和营销中，决定了投入产 出的效能！"确实如此，十分期待各位大神分享运用数据提升效能的实操案例 ^ _ ^ 继续咱们的每周深度解读 今天给大家分享一下 AI 应用行业最新情况。 Qu e s tMobi l e 数据显示，截至最新统计周期（ 12.08-12.14 ）， AI 原生 APP 活跃用户榜单已经发生 了巨大变化，其中，豆包、 D e epSe e k 、元宝仍位居前三，周活跃分别为 1.55 亿、 8156 万、 2084 万；蚂蚁阿福、千问、豆包爱学位居第二梯队，周活跃用户量分别为 1025 万、 872 万、 722 万。 变局背后，存在多重内在变化。首先，过去半年多， AI 的持续爆发正在以"无声处听风 雷"的态势前进，从底层软硬件到模型算法再到落地应用，都迎来了资本蜂拥，从 2025 年 7 月到 11 月，短短五个月里，产业链完成了 186 起投融资，金额达到 ...

分享嘉宾:钟丽容 12月19日15:00 2025新媒体生态盘点：从流量竞争到生态协同 欢迎扫码预约，来直播间互动赢好礼 直播亮点： 1、新媒体平台用户增长态势及用户行为特征变化如何？ 2、新媒体平台差异化内容生态策略与前沿角逐点是什么？ 3、新媒体平台在广告、电商等方向商业化路径有何区别？ 新媒体平台用户增长态势及用户行为特征变化如何? 新媒体平台差异化内容生态策略与前沿角逐点是什么? 新媒体平台在广告、电商等方向商业化路径有何区别? -16:00 扫码预约 》》》》》》》》》 QuestMobile 高级策略分析师 主持人:李 雪 QuestMobile 解决方案经理 直播亮点 ...

Core Insights - The article discusses the evolving landscape of new media platforms and their user engagement trends, highlighting the growth in active users and usage duration by 2025 [4][5][6]. User Engagement and Demographics - By October 2025, the active user base of typical new media platforms is projected to reach 1.149 billion, with an average monthly usage time of 3367.5 minutes, reflecting year-on-year growth of 7.3% and 5.4% respectively [5]. - Platforms like Weibo, Xiaohongshu, and Bilibili show a significant concentration of users under 30 years old, with respective proportions of 58.6%, 54.2%, and 66.5%, while Douyin and Kuaishou have 22.2% and 22.6% of users aged 51 and above [5][6]. Multi-Platform Usage - A notable trend is the combination usage of multiple platforms, with 39.8% of users engaging with three or more new media platforms, particularly among users under 30 (54.2%) and those from first and new first-tier cities (31.6%) [6]. Content Quality and User Attention - The article emphasizes that the growth in user engagement is increasingly driven by content quality and algorithmic recommendations rather than just user base expansion [18]. - New media platforms are focusing on enhancing user attention through improved content quality and technology, leading to deeper user participation [13][18]. Competitive Landscape - The competitive landscape among platforms is stabilizing, with distinct user demographics and content strategies emerging. Platforms are shifting from broad traffic competition to focusing on unique ecological characteristics and user engagement [30][32]. - The rise of AI content and tools is reshaping user engagement, with a 9.9 percentage point increase in AI-related content penetration among users by October 2025 [34][36]. Monetization Strategies - New media platforms are entering a phase of strategic deepening in monetization, with hard advertising revenues leading the way. The unique characteristics of each platform are shaping differentiated advertising models [48][50]. - Soft advertising is becoming a significant revenue stream, with brands selecting platforms based on their marketing goals, reflecting the alignment of KOL income with platform content and user expectations [54]. Local Business Integration - Platforms are increasingly integrating local businesses into their ecosystems, transitioning from rapid growth to a more stable phase in local merchant numbers [63].

Core Insights - The article discusses the consumption insights of the "post-00s" demographic, highlighting their significant engagement with mobile internet and digital platforms, which reflects their strong digital consumption power [11][12]. Group 1: User Demographics and Engagement - As of October 2025, the "post-00s" user base reached 179 million, accounting for 14% of the total internet user population, with a notable urbanization rate across various city tiers [12][20]. - This demographic exhibits high engagement levels, with an average monthly usage time of 217.6 hours and 3,296.7 interactions, surpassing the average internet user by 18.7% and 24.0% respectively [14][18]. Group 2: Consumption Preferences - The "post-00s" show a strong preference for mobile video, social media, and gaming, with mobile video usage accounting for 37.1% of their total engagement, reflecting a 1.3 percentage point increase year-on-year [18][22]. - Their interests are characterized by a focus on social interaction, entertainment experiences, and rapid technology adoption, with a 20.1% year-on-year increase in engagement with AIGC (AI-Generated Content) [22][24]. Group 3: E-commerce and Spending Power - The online consumption willingness of the "post-00s" remains stable, with a significant portion (over 90%) showing medium to high spending intentions, particularly in the 1,000-2,999 yuan range [24][36]. - Major e-commerce platforms like Taobao, JD, and Pinduoduo have over 100 million monthly active users from this demographic, indicating robust growth in online shopping habits [36]. Group 4: Gaming and Entertainment - The gaming preferences of the "post-00s" are concentrated in MOBA, strategy, and shooting games, with popular titles like "Honor of Kings" and "Happy Candies" leading in user engagement [31][33]. - This demographic is also deeply engaged in esports, with significant viewership during major events, such as the LPL and KPL, showcasing their strong interest in competitive gaming [33]. Group 5: Emerging Trends and Innovations - The "post-00s" are driving trends in emotional consumption, seeking both personal fulfillment and social capital through experiences like live events and community engagement [46][50]. - There is a growing interest in niche markets such as pet care and collectible toys, with platforms like Pop Mart seeing substantial user engagement from this demographic [52][56].

Group 1 - The core viewpoint of the article highlights the growth in both consumption capacity and willingness among the new middle-class population, indicating a trend of "stable quantity and improved quality" [1] - The article emphasizes the emergence of new online behaviors among consumers, driven by the increasing consumption capacity and willingness of the new middle-class [3] - It discusses the differences in consumption characteristics between the rapidly growing younger middle-class and the core middle-class aged 31-40 [3] Group 2 - The live session features insights from industry experts, including a discussion led by Li Xiaofei and hosted by Li Xue, focusing on the new middle-class consumption trends [2][4]

Core Insights - The new middle-class population in China is projected to reach 278 million by October 2025, with a year-on-year increase of 3 million, indicating a stable growth trend in quantity while high-value users are expanding rapidly [5][11][66] Group 1: Demographics and Consumption Trends - The new middle-class demographic is characterized by a stable growth in quantity and an increase in high-value consumers, with a notable rise in high consumption power and willingness [11][20] - The age structure of users is shifting, with the core group aged 31-40 reaching 164 million monthly active users, showing a year-on-year growth of 0.5% in sectors like automotive, real estate, and fresh e-commerce [5][48] - The younger demographic aged 25-30 is also growing, with 114 million monthly active users, reflecting a year-on-year increase of 2.1% in interest-based and emotional consumption [5][48] Group 2: Urban Concentration and User Preferences - Major cities like Beijing, Shanghai, Guangzhou, and Shenzhen continue to attract new middle-class users, with Beijing showing the strongest appeal, increasing by 1% year-on-year [5][13] - The preference for quality and practicality is evident, with a significant rise in the use of mid-range devices priced between 2000 to 2999 yuan, which now accounts for 28.5% of the user base, up by 6.3% [5][26] Group 3: Online Behavior and App Usage - The online behavior of the new middle-class is shifting towards practicality and quality, with platforms like Taobao and JD seeing user growth of 3.1% and 11.8% respectively [5][24] - The demand for quality fresh produce and membership stores is surging, with user growth for platforms like Hema and Sam's Club increasing by 44.8% and 38.9% year-on-year [6][34] - The gaming preferences of the new middle-class show a dual focus on casual and competitive gaming, with shooting and MOBA games dominating user engagement [44] Group 4: Health and Lifestyle - There is a growing emphasis on health management, with fitness and dietary management apps experiencing rapid growth, indicating a trend towards health-conscious consumption [36][16] - The travel and leisure sectors are also seeing increased demand, with platforms like Ctrip and Qunar benefiting from the rising interest in outdoor and international travel [38][40] Group 5: Media Consumption and Content Preferences - The new middle-class shows a strong preference for quality content, with platforms like Tencent Video, Mango TV, and iQIYI leading in user engagement [43] - Podcasting is emerging as an effective channel for brands to connect with the middle-class demographic, leveraging deep content and emotional connections [46]

Group 1 - The article presents an overview of the upcoming "China Internet Development Yearbook (2025-2026 Core Trend Insights)" which aims to provide a comprehensive analysis of the development blueprint and core tracks of the Chinese internet industry for the specified years [1][3] - It emphasizes the importance of data-driven insights into industry trends such as traffic changes, technological integration, business model innovation, advertising marketing trends, and the development of artificial intelligence [1][3] - The yearbook is designed to support strategic decision-making by offering solid data backing and trend guidance for stakeholders in the internet sector [1][3] Group 2 - The macroeconomic environment, social consumption trends, and the overall landscape of the internet industry in 2025 are highlighted as critical areas of analysis [2][3] - Insights into terminal development and traffic layout trends, platform operations, and commercial conversion trends are also key focuses of the yearbook [3] - The report aims to capture the pulse of trends, anchor strategic directions, and build industry focus while amplifying brand potential [3]

Core Insights - The article discusses the rapid development trends in the AI terminal industry, highlighting the emergence of AI smartphones, AI PCs, and wearable devices as central components of a smart living model, leading to the creation of intelligent spaces such as smart homes and smart cars [4][6][11]. Group 1: AI Terminal Development - The "end-edge-cloud" architecture is identified as a key driver for the scalable development of AI terminals, with significant breakthroughs expected by 2025 [10][18]. - AI smartphones and AI PCs are positioned as the primary entry points for personal digital life, with AI wearable devices extending their functionality [11][41]. - The domestic smartphone shipment reached 220 million units from January to September 2025, indicating a strong growth trajectory [34]. Group 2: Smart Home and Smart Car Integration - The smart home app user base reached 383 million by October 2025, with an average usage frequency of 60.7 times per month, reflecting a shift towards personalized and scenario-based smart experiences [6][45]. - In the smart car sector, L2 level assisted driving configurations accounted for 69.4% of vehicles by October 2025, showcasing the mainstream adoption of advanced driving technologies [52]. - The integration of smart homes and smart cars is leading to the development of a "super space intelligence" model, enhancing user interaction and experience [45][50]. Group 3: Emerging AI Technologies - The field of embodied intelligence is experiencing explosive growth, with 409 financing events recorded from January to October 2025, indicating strong investor interest [12][60]. - Embodied intelligence is seen as a critical leap for AI, transitioning from virtual to physical applications, with industrial manufacturing being the initial focus area [62]. - Space intelligence is defined as the next significant milestone in AI development, providing a foundational framework for AI terminals to achieve comprehensive intelligent behavior in the physical world [64][66]. Group 4: Market Dynamics and Competitive Landscape - The competition among smartphone manufacturers, internet companies, and home appliance firms is intensifying as they vie for control over user interaction interfaces [6][47]. - Major tech companies are rapidly entering the space intelligence sector, with their investments reflecting their core business strengths [68][70]. - The article emphasizes that the future of AI terminals will be shaped by their ability to integrate seamlessly into users' lives, enhancing the overall experience [72].

Core Insights - The report highlights the increasing penetration of mobile shopping, reaching 87.5% in October 2025, a 0.6 percentage point increase from the previous year [15] - The "Double Eleven" shopping festival continues to be a significant marketing event, with a shift from "traffic-driven" to "value-driven" strategies in e-commerce [19][12] Industry Insights - The logistics sector saw a year-on-year increase of 8% in collection volume and 6.6% in delivery volume during the "Double Eleven" period [4] - Major e-commerce platforms like Taobao, Tmall, JD, and Pinduoduo experienced user growth on "Double Eleven," with active users reaching 508 million, 414 million, and 227 million respectively, marking increases of 4.2%, 2.5%, and 9.8% [32] - The user base is expanding, particularly among male, middle-aged, and lower-tier market consumers, with notable growth in users aged 41 and above on Taobao [4][6] Platform Strategies - E-commerce platforms are simplifying promotional rules to enhance user experience and are increasingly utilizing AI technologies to improve transaction efficiency [37][39] - Marketing strategies are shifting towards integrated approaches, focusing on user retention and engagement through various channels, including short videos and search engines [44][48] - The competition among platforms is intensifying, with overlapping user bases exceeding 50 million, a 19.9% increase year-on-year [6] Brand Marketing - Brands are adjusting their marketing strategies to focus on conversion, with significant differences in marketing rhythms across industries [65] - The beauty and personal care sector relies heavily on hard advertising, while the food and beverage sector emphasizes broad exposure strategies [72][79] - The home appliance industry is increasingly investing in hard advertising to drive direct conversions, with top brands like Midea and Haier leading in advertising exposure [87]