核心发现 用户变化 中国移动互联网流量 丨季度报告 核心摘要： 本报告利用艾瑞咨询UserTracker多平台网民行为监测数据库等产品数据及桌面研究，综合分析了2025年 移动互联网的用户变化、行业流量变化、APP流量变化。报告指出，2025年第三季度，移动互联网流量小 幅增长，用户行为向低频深用变迁。在用户结构方面，用户性别、年龄结构稳定，中高线未婚群体驱动增 长，用户触媒偏好呈现年龄和城市级别差异。在行业方面，美食外卖巨头大战落幕，短期流量激增后续增长 乏力；旅游出行需求持续释放，使用时长增长亮眼；人工智能流量增长迅猛，语言模型用户规模爆发增长； 游戏服务流量整体下滑，行业存量竞争加剧。APP方面，2025年9月MAU（月活跃设备数）亿级以上的 APP复合增长前三名为：铁路12306、豆包、全民K歌；MAU达5000万级以上的APP复合增长前三名是： 腾讯元宝、汽水音乐、转转。 移动互联网流量小幅增长，用户行为向低频深用变迁 ：2025Q3中国移动互联网月独立设备数增至 14.52亿，环比Q2增长0.83%；用户单日使用次数为59.8次，环比Q2下降2.9%；时长为282.9分钟， 环比Q2增长2.3%， ...

Core Insights - The AIGC sector in China has entered a phase of large-scale application, with a user base of 483 million and a market penetration rate exceeding 30% as of October 2025 [1][8]. User Demographics - The primary user group for AIGC applications consists of young white-collar workers under 35 years old, predominantly located in high-tier cities, characterized by strong purchasing power and a desire for social sharing [2][10][11]. Segment Analysis - **Language Models**: The Doubao APP leads in traffic within the language model segment, while Tencent Yuanbao has shown significant growth [3][13]. - **Intelligent Companion Chat**: The industry is experiencing sluggish growth, but the Xingye APP has achieved positive user growth [4][22]. - **Intelligent Tools**: This segment remains stable, with user traffic closely tied to platform devices [5][17]. - **Image Processing**: Jimeng AI holds a dominant position in the image processing sector [6][20]. Growth Rankings - As of October, Jimeng AI, Tencent Yuanbao, and Doubao are among the top apps with leading user growth rates over the past ten months [7][27]. Overall Traffic Trends - The AIGC sector's monthly independent device count increased from 318 million to 483 million from January to October 2025, with penetration rising from 22.1% to 33.2%, indicating a shift from novelty to mainstream application [8]. User Characteristics - The user base is balanced in gender, with significant representation from first-tier and new first-tier cities. Users under 35 account for nearly 50%, with white-collar workers making up 30% of the demographic [11]. Segment-Specific Traffic Insights - **Language Models**: The top language model apps, including Doubao and Tencent Yuanbao, have monthly independent device counts exceeding 50 million, while smaller apps struggle to grow [13]. - **Intelligent Tools**: The user base for intelligent tools has remained stable above 20 million, with Huawei's "Smart Search, Xiao Yi Suggestions, Smart Voice" leading the top three apps [17]. - **Image Processing**: Jimeng APP dominates the image processing sector, accounting for over 95% of the market share in terms of monthly independent device count and usage metrics [20]. - **Intelligent Companion Chat**: The segment is facing a decline in user engagement, with only Xingye APP showing positive growth amidst a general trend of user loss [22].

NMN行业 丨研究报告 摘要： NMN（β-烟酰胺单核苷酸）作为人体内 NAD （烟酰胺腺嘌呤二核苷酸）的直接前体，凭借提升 NAD 水平 以实现抗衰老、修复DNA、调节代谢等核心功能，正成为全球健康产业的焦点。从科学研究到商业化落地， NMN行业历经数十年探索，已从实验室走向大众视野。 NMN全称β-烟酰胺单核苷酸（英文名Beta-Nicotinamide Mononucleotide，简称NMN），是维生素 B3（烟酰胺）在人体内的天然衍生物，也存在于部分水果蔬菜和禽肉当中，在细胞内可转化为与 人体新陈代谢相关的重要辅酶NAD 。NAD 广泛参与人体内上千种生物催化反应，涉及能量代谢、 DNA修复、炎症调节、生物节律和压力抗性等关键细胞功能，对维持整体健康至关重要。但是， 人体内的NAD 水平会随着年龄增加而下降，加速衰老进程。作为NAD 最直接的前体之一，补充 NMN可以快速提升体内NAD 水平，从而在体内起到多种关键功能，在抗衰老、促进心脑血管健 康、改善代谢和认知功能等方面发挥重要作用。 2025年，NMN全球合规化进程迈入实质性加速阶段。随着12月美国与澳大利亚相继明确为其背书，美国、 日本、加拿 ...

美妆丨市场观察 本周看点： -国际高校成为时尚美妆品牌的必争之地； -"万店药房"品类"大调改"！一批美妆将集体涌入； -雅诗兰黛集团高管谈：人工智能如何助力香水创作。 行业环境 1.国际高校成为时尚美妆品牌的必争之地 关键词：Z世代,消费主力,校园营销,美妆,健康品牌 概要：Z世代年均美容消费达50亿美元，护肤品等使用年龄低至11-13岁，男女消费趋同。品牌 通过校园大使、快闪活动、社交媒体和网红合作渗透高校市场，健康品牌则借助社团和TikTok 触达目标群体。Z世代消费力强、忠诚度高，校园场景因集中性和社群效应成为品牌战略要 地，需创新活动吸引注意力。 2."万店药房"品类"大调改"！一批美妆将集体涌入 头部品牌动态 3.首设全球title，美妆巨头再上演"抢人大战 关键词：全球代言人,商业价值,品牌战略,小众香氛,国际扩张 概要：1. 欧莱雅、雅诗兰黛分别签约肖战、朱一龙为全球代言人，强化品牌影响力。 2. LVMH投资法国小众香氛品牌BDK，助力其国际扩张。 3. 纯净美妆赛道分化：韩国Aromatica 股价暴涨，欧莱雅却关停相关品牌。 4. 尚洋科技退市，转向海外产能与材料升级。 5. 日系高 端 ...

食品丨市场观察 本周看点： -这饮料突然爆火，山姆、盒马频频断货； -大雪・"脆皮"年轻人，带火养生经济； -官媒再度"点题促消费"，食品饮料预计渐进式回暖。 行业 环境 1."又贵又难喝"？这饮料突然爆火，山姆、盒马频频断货… 关键词：药食同源,抗炎养生,姜黄饮,年轻人,消费趋势 关键词：新食品原料,接骨木莓花色苷,免疫健康,功能性食品,肠道健康 概要：2025年11月，中国卫健委批准接骨木莓花色苷为新食品原料，标志着这一功能性成分正 式进入中国市场。接骨木莓富含花青素等活性成分，在欧美市场已是免疫健康领域的明星原 料，全球市场规模预计2027年达9.6亿美元。其优势在于全年龄段适用、天然口感及跨品类应用 潜力，尤其在免疫支持和肠道健康领域表现突出。国内市场的机会包括升级免疫产品、开发饮 料零食等剂型，以及利用其天然着色剂特性。软糖配方（如接骨木莓+维C）或成热点，但需解 决花色苷稳定性问题。高品质原料提取工艺是关键，欧洲厂商的技术壁垒为品牌提供竞争优 势。此次获批将推动接骨木莓从小众走向主流，但企业需聚焦创新应用以避免同质化竞争。 4. 《2025益生菌行业白皮书》重磅发布，解码益生菌产业现状与未来 概要 ...

智慧养老行业 丨研究报告 序言： 在人口老龄化与数字化转型的历史交汇期，中国智慧养老产业正经历从"局部试点"到"全域渗透"、从"技术叠加"到"生态融合"的质变。 截至2024年，中国60岁以上人口突破3.1亿，占总人口比重攀升至22.0%。传统家庭养老功能弱化、机构养老供给不足、社区服务碎片化等问题日益凸显，倒逼养 老服务向智能化、精准化、普惠化转型。在此背景下，智慧养老依托物联网、人工智能、大数据等新一代信息技术，逐步构建起覆盖居家、社区、机构的全场景服务 网络：智能床垫实时监测心率呼吸、跌倒检测雷达守护老人安全、远程问诊平台打破医疗资源时空限制；"15分钟智慧养老圈"整合助餐、助洁、康复护理等服务资 源，AI算法精准匹配需求与供给；智能护理机器人提升照护效率，电子围栏防范走失风险，数据中台实现多维度健康画像......智慧养老正重塑养老服务的全生命周期 价值。 本报告以"技术破局与人文关怀并重"为核心视角，基于艾瑞对政策脉络、技术应用、市场需求及企业实践的深度洞察，系统梳理行业从"碎片化服务"向"全场景生 态"跃迁的核心逻辑，研判需求侧从"生存型养老"向"品质型养老"跃迁的趋势，预判供给侧从"单一技术应用 ...

Industry Environment - The Chinese liquor industry faces three major challenges by 2025: demographic changes, deepening technological revolution, and internal industry adjustments. The shift from "scale expansion" to "structural optimization" is necessary due to population decline and a decrease in the main consumer demographic. AI technology is driving the smart transformation of the industry, reshaping production and marketing models. Solutions include returning to pragmatic values, upgrading technology and quality to meet diverse consumer demands, and enhancing brand IP and emotional connections to build a symbiotic commercial ecosystem [2][3] 1919 Strategic New Vision - The liquor distribution industry is transitioning from traditional inventory models to user operation and instant retail. 1919, as an industry leader, is implementing a "center store + front warehouse" model and a F2B2C supply chain, developing six core capabilities (brand, scale, online customer acquisition, offline fulfillment, supply chain, data sales) for efficient localized service. Collaborations with platforms like Taobao and Meituan have led to significant growth, with plans to expand to over 100,000 front warehouses by 2026. This strategy aligns with young consumer demands, potentially capturing 60%-70% of liquor retail market share [4] Insights from Cross-Industry Products - The introduction of cross-industry products like Mingren soda water has highlighted the collective anxiety within liquor channels due to high inventory and slow sales. Mingren's positioning as a beverage for both before and after drinking has penetrated liquor consumption scenarios, with over 3 million terminal outlets. This case emphasizes the need to shift from product selling to providing scene-based solutions and creating closed-loop experiential marketing [5] "Liquor + New Energy" Growth Potential - Several liquor companies are forming strategic partnerships with new energy giants to explore new paths for industry integration. Collaborations aim to reduce high energy costs in liquor production and build green supply chains, responding to carbon neutrality goals. Leading companies are leveraging these partnerships to expand high-end consumer bases and explore new growth points [6][7] E-commerce Tax Implications - New e-commerce tax regulations set to take effect in October 2025 will require platforms to report merchant data, eliminating tax ambiguities in liquor e-commerce. While small merchants are exempt, larger businesses will face stricter compliance, curbing practices like price dumping. This policy shift is expected to foster fair competition, pushing the industry towards value-based competition rather than price wars [8] New Survival Coordinates for Liquor Merchants - As competition intensifies and channels flatten, traditional profit models based on price differences are becoming obsolete. Merchants must enhance service capabilities, focusing on sales rates, user engagement, and data operations. Manufacturers are shifting from price support to funding market actions for distributors, creating a new formula of "price difference + service commission" [9] Transformation of Tobacco Shops - The traditional tobacco shop industry is undergoing significant transformation, facing challenges but not extinction. The industry is characterized by a "pyramid structure," with small shops leveraging low costs and new channels. Future directions include using digital tools to enhance efficiency and optimizing product offerings to stimulate repeat purchases [10][11] Insights on the Beer Industry - The Chinese beer industry is entering a phase of sustainable development and smart manufacturing, with a focus on high-end products and craft beers. The industry is shifting from scale expansion to value realization, emphasizing health and specialty in product development [12] Changes in Sichuan Banquet Alcohol Consumption - The Sichuan banquet alcohol market is witnessing a shift from traditional "white wine + red wine" combinations to "white wine + low-alcohol beverages," with over 50% of low-alcohol drinks being served. This trend reflects changing consumer preferences towards practicality and cost-effectiveness [12] New Trends in Liquor Chains - The liquor industry is experiencing structural changes driven by diversified consumption, fragmented channels, and personalized demands. The focus is shifting from "single-point breakthroughs" to "full-domain integration," emphasizing the importance of service value and user relationships [13] Brand Dynamics - The health-focused liquor market is rapidly growing, with brands like Zhenjiu leveraging technology and quality assurance to meet consumer demands. The market for health-oriented liquor is projected to reach 58.36 billion yuan by 2024 [14] Cultural Empowerment in Branding - Tiananmen Sauce Liquor emphasizes quality and cultural heritage during industry adjustments, showcasing its commitment to traditional craftsmanship and cultural transmission [15] Young Consumer Engagement Strategies - Wuliangye's collaboration with Pure K to target young consumers has resulted in significant sales growth, demonstrating innovative paths for integrating liquor into youth culture [16][17] Strategic Planning for Future Growth - Xifeng Liquor is focusing on brand youthfulness and internationalization, leveraging technology and cultural confidence to enhance its market position [18] Quality as a Competitive Edge - The liquor industry is transitioning from scale expansion to value enhancement, with quality and culture becoming key competitive factors. Companies like Congtai Liquor are emphasizing quality assurance and regional collaboration to drive growth [19] Evolution of Instant Retail - The liquor industry is moving towards "full-domain retail," emphasizing efficiency and value over price competition. Companies are encouraged to adopt a holistic approach to retail strategies [20] Low-Alcohol Product Success - The introduction of low-alcohol products like Guojiao 1573 has achieved significant market success, highlighting the trend towards healthier drinking options [21] Innovative Marketing Strategies - The collaboration between Wuliangye and FIFA for a new product launch demonstrates the effectiveness of sports marketing in engaging younger audiences [22] Cultural Exchange through Alcohol - The partnership between Chinese and French brands during a state visit symbolizes the cultural exchange and recognition of Chinese liquor on the international stage [28] New Consumption Scenarios - The launch of new products by JunTai Liquor targets both everyday celebrations and high-end collections, reflecting the evolving consumption landscape [29] Commitment to Quality and Development - Xifeng Liquor is reinforcing its commitment to quality and cultural heritage, aiming to lead the industry towards high-quality development [30]

电商榜单价值及影响力 丨 洞察报告 摘要： 报告系统解析了榜单在"用户决策效率提升、平台信任心智构建、品牌增长杠杆释放、行业品质生态促进"等 方面的结构性价值，指出榜单正从简单的推荐工具升级为兼具内容价值、交易价值和品牌价值的综合性经营 组件。 基于用户行为洞察，报告揭示：超过九成消费者会关注榜单商品，超半数用户会优先点击带榜单标识的产 品，榜单已成为购买链路中不可或缺的决策触点。同时，平台在构建"可信消费环境"中的角色也进一步凸显 ——通过专业评价体系、透明的数据机制以及客观化的排序逻辑，榜单成为平台提升用户体验与强化品质心 智的重要抓手。 报告亦通过多个头部品牌的实证案例，展示榜单对曝光、销量、复购与口碑的直接驱动作用，证明榜单正在 形成"良币驱动良币"的正向循环。此外，在 AI 技术发展与用户行为可视化增强的推动下，报告展望榜单未 来将在智能化、个性化与非商业化方向迎来新一轮升级，成为推动行业高质量发展的关键动力。 本报告的发布旨在为行业提供前瞻洞察与系统认知，帮助品牌、平台及生态参与者在竞争加剧的环境中构建 信任优势、提升经营效率，并促进电商行业构筑以品质、透明与智能为核心的新型消费生态。 购物效率和 ...

多场景K歌系统行业 丨研究报告 摘要： 行业发展环境 经济层面：国内宏观经济稳增及消费能力提升，稳固了文娱消费根基；国民人均收支同步增长，尤其是消费 结构中文教消费规模攀升，也有助于释放大众娱乐消费潜力。 社会层面：音乐产业规模稳步复苏，从供给端为多场景K歌系统行业提供了丰富的内容储备与发展 动能；网 络K歌凸显的用户粘性以及K歌娱乐多维健康价值，为行业注入了持续的社 会消费活力。 技术层面：国内头部K歌系统商不断加码研发投入，专利布局向智能化延伸；同时K歌系统技术实现跨越式 迭代升级，AI已可全流程赋能K歌娱乐体验，成为驱动行业突破发展的"核心引擎"。 政策层面：文旅部、中娱协、音集协三方协同发力，构筑"内容+版权"双防线；曲库版权上，国内K歌场景 已确立"二合一"版权许可机制，保障曲库版权流转和使用合法合规。 行业发展现状 中国K歌系统行业正处于生态融合期，从初始封闭娱乐场景演进至全域开放生态。并且已形成以K歌系统商 为核心的结构清晰、涵盖多类参与者的完整产业生态。 2024年中国K歌系统行业市场规模达14.5亿元，受益于车载、户外等多场景业务拓展驱动，预计未来几年里 继续维持较高增速，2028年将突破3 ...

编号:IR-RCL-2025-115 市场地位确认声明 Market Position Confirmation Statement 近日，艾瑞咨询基于对苏糖酸镁补镁片、高端孕妇补铁片、高端高含量护肝片和进口小分子胶原蛋 白肽等多个行业的深入研究与技术分析，确认 LOSOKI "苏糖酸镁补镁片全网销量第一""高端高含 量护肝片全网销量第一""高端进口孕妇补铁片全网销量第一""进口小分子胶原蛋白肽全网销量领 先"的市场地位。艾瑞咨询通过严谨的行业调研、企业信息对比评估、专家访谈等 多维研究方法 ， 充分肯定了 LOSOKI 在健康消费领域强大的市场竞争力。 HOSOFT 77 Frest (1) 全网销量竞 询 咨 x 瑞 艾瑞数智旗下品牌 - 证书数据来源：根据艾瑞咨询针对苏糖酸镁补镁片行业的研究,通过对全国范围内(不包含港澳台)在售苏糖酸镁补镁片产 品的市场情况进行对比分析，评估线上销量（销量以总销售件数计，包含天猫、京东、抖音等电商平台）,得出：LOSOKI苏 糖酸镁补镁片全网销量第一;苏糖酸镁补镁片指产品成分中含有苏糖酸镁,且产品剂型为片剂的补镁类保健品或膳食营养补 充剂。 统计时间:2025年1月至2 ...