中国移动 互联网AIGC赛道 丨流量报告 摘要： 研究意 义 20 25年前10个月，AIGC赛道进入规模化应用期，用户规模4.83亿，市场渗透率突破30%。 核心用户群体 AIGC应用的核心用户为35岁以下的青年白领，多分布于高线城市，具有较强的消费能力和对社交分享的需求。 细分赛道分析 语言模型 ：豆包APP在语言模型领域流量领先，腾讯元宝流量跃升显著。 智能伴聊 ：行业增长低迷，但星野APP用户规模实现正增长。 智能工具 ：行业规模稳定，用户流量生态与平台设备深度绑定。 图像处理 ：即梦AI在图像处理领域断层式第一。 增速排名 截至10月，即梦AI、腾讯元宝、豆包等APP在今年近10个月内用户增长速度领先。 移动端AIGC赛道整体流量趋势 2025年AIGC赛道进入规模化应用期，市场渗透率突破30% 2025年1-10月，AIGC赛道月独立设备数从3.18亿台增长至4.83亿台，渗透率从22.1%提升至33.2%，反映AIGC已从"尝鲜工具"转向大众级应用。AIGC 应细分赛道中，语言模型、智能工具等生产力场景将持续占据主流，APP独立设备数均超2亿。 移动端AIGC赛道用户画像 高线城市中具有较强消费 ...

Core Viewpoint - The Chinese egg market is undergoing a quality revolution, with high-end products like sesame eggs gaining popularity, particularly the "乡野人家" brand, which has become the top seller in the high-end sesame egg market from January 2022 to October 2025 according to iResearch Consulting [1][3]. Group 1: Market Transformation - Sesame eggs, a traditional delicacy, are transitioning from a regional specialty to a national market product, driven by consumer demand for quality and nutritional value [4]. - The unique flavor of sesame eggs is achieved through a special marinating process that combines sesame paste with eggs, appealing to modern consumer preferences [4]. Group 2: Technological Innovation - "乡野人家" has invested in product development and quality control, adhering to the philosophy of "food is life" to provide additive-free products [6]. - The company has established a standardized production system that allows for scalable production of traditional foods, ensuring product quality through 14 process steps and over 30 quality control points, with a maximum daily output of 9 tons [7]. Group 3: Unique Production Techniques - The brand has innovated the marinating process by incorporating sesame paste, enhancing the flavor profile of the eggs beyond traditional soft-boiled eggs [8]. - A patented low-salt technology is used to marinate the eggs in a vacuum environment for 3-5 hours, ensuring even flavor distribution and reducing bacterial contamination [9]. Group 4: Quality Assurance - "乡野人家" uses antibiotic-free eggs sourced from hens fed a diet of corn, rice, and high-protein soybean meal, resulting in higher protein content and finer texture [10]. - The production process is conducted in a clean workshop with modern disinfection and quality inspection methods, ensuring no heavy metal residues or bacterial contamination [11]. Group 5: Brand Philosophy - The brand emphasizes natural and organic standards, avoiding chemical additives and striving for simplicity in flavor, which resonates with consumers seeking authenticity [12]. Group 6: Sales and Market Recognition - "乡野人家" has developed a comprehensive sales network, with products available in 48 physical stores and online platforms like JD.com and Tmall, achieving significant popularity [14]. - The brand has received recognition from government authorities, including being selected as a "Tianjin Gift" and "Top Ten Internet Celebrity Products," which enhances its market credibility [14]. Group 7: Future Opportunities - The success of "乡野人家" in the high-end sesame egg market serves as a valuable reference for the food industry, highlighting the importance of focusing on vertical categories and differentiated products to stand out in a competitive landscape [16]. - As consumer awareness of quality traditional foods increases, the high-end sesame egg category is expected to experience further growth [17].

Core Insights - The enterprise-level AI application industry is transitioning from a technology exploration phase to a large-scale application phase, driven by advancements in large language models [1][14] - Key challenges in scaling AI applications include the need for systematic, end-to-end implementation capabilities rather than relying solely on technological breakthroughs [1][23] - AI Agents are becoming the core vehicle for enterprise-level AI applications, facilitating deep integration with business processes [1][29] Application Layer - AI Agents are central to the implementation of enterprise-level AI applications, breaking down tasks into smaller units and integrating with business processes through various methods [1][29] - The focus is on enhancing efficiency in processes, amplifying knowledge, and innovating value through AI applications [17][27] Supporting Layer - A data-centric approach is essential for model selection, emphasizing the construction of a robust data foundation and a data security system tailored for AI [1][41] - High-quality datasets are critical for AI development, enabling effective model training and application [41][42] Infrastructure Layer - The evolution of AI computing infrastructure is moving towards a heterogeneous model, highlighting the importance of deep collaboration between software and hardware in the context of domestic alternatives [1][50][53] - AI infrastructure is crucial for optimizing the performance and cost-effectiveness of AI applications [53] Organizational Layer - Leadership commitment and top-level design are vital for driving AI transformation within organizations, alongside the need for role upgrades among employees [1][56][60] - Employees must transition from traditional roles to AI collaborators, requiring new skills to effectively integrate AI into business processes [60] Vendor Landscape - The enterprise-level AI application market consists of four main categories: application software, technical services and solutions, cloud services, and AI model providers, creating a dynamic competitive landscape [2][65] - Established companies leverage their industry expertise to extend AI applications, while startups focus on specific scenarios to complement existing systems [65][66] Development Trends - Future trends include the evolution of large models from single architectures to multi-architecture iterations, deep integration of AI into business processes, and the emergence of AI-native applications [2][8] - AI is expected to reshape research processes and enhance competitive advantages for enterprises [2][8] Financing and Investment - Over 50% of AI financing events are concentrated in the application layer, with AI in healthcare emerging as a popular investment area [12][14] Challenges in Scaling - Key bottlenecks in scaling AI applications include weak data foundations, lack of quantifiable business value, and a shortage of talent with both technical and business insights [23][27]

临近春节，在社交平台上， "年货清单"再次成为热门话题。与以往不同的是，今年越来越多年轻 人在晒出的清单里，出现了一个略显小众却颇具特色的品类——麻酱鸡蛋。这种源自天津蓟州的传 统地方特产，正悄然改写着中国年货市场的消费图景。 一、从旅游打卡到年货清单：一颗鸡蛋的进阶之路 "第一次吃是在蓟州农家乐，当时就被那种麻酱和蛋香交融的味道惊艳到了。"在某社交平台上，90 后白领Amy分享了她的"种草"经历，"今年打算买几盒带回家，既有地方特色，包装也拿得出手。" "带什么回家过年"不再只是简单的物质交换，更是一种文化表达。麻酱鸡蛋作为天津蓟州的地域特 产，承载着地方文化记忆。2023年8月，"乡野人家"品牌麻酱鸡蛋礼盒入选"天津礼物""天津市十大 网红产品" ，这种官方背书进一步强化了其文化属性。 2. 品质升级的需求 这样的消费场景转变，恰恰印证了中国年货市场正在经历的深刻变革。根据艾瑞咨询的长期观察， 随着消费升级和文化自信的提升，具有地域文化属性、品质可控且差异化明显的地方特产，正成为 年轻消费者年货选择的新趋势。 麻酱鸡 蛋作为蓟州区十大特色小吃之一，原本只是游客前往蓟州旅游时的必打卡美食和百姓争相 购买的伴 ...

Core Insights - The comprehensive payment transaction scale in China is expected to reach 577 trillion yuan by 2025, with a year-on-year growth of 3.0%, driven by a 2.9% increase in personal payment transactions and a 3.2% increase in enterprise payment transactions, indicating that enterprise payment growth has surpassed personal payment growth [1][13]. Group 1: Industry Overview - The third-party payment industry in China has entered a stage of deepening stock competition, with regulatory normalization and compliance requirements becoming the foundation for industry development [1]. - The industry has evolved from a phase of rapid growth and diversification of services (2010-2019) to a more mature phase characterized by stricter regulations and stable development since 2019 [4][5]. Group 2: Market Dynamics - The personal payment market is nearing saturation, with a projected decline in the personal mobile payment market size from 205.2 trillion yuan in 2024 to 197.5 trillion yuan in 2025, a decrease of 3.7% [19]. - In contrast, the enterprise payment market is expected to show resilience, with a projected growth rate of 3.2% due to the ongoing digital transformation of enterprises and the expansion of cross-border e-commerce payment scenarios [13][33]. Group 3: Regulatory Environment - The implementation of the "Non-Bank Payment Institutions Supervision and Administration Regulations" in 2024 has led to a significant transformation in the industry, with a marked increase in compliance and accelerated consolidation [7]. Group 4: Technological Integration - The industry is actively embracing AI technology to enhance internal operational efficiency and external customer service, with AI being utilized for smart risk control, process automation, and personalized services [10][12]. - AI is expected to play a crucial role in reducing operational costs and improving service capabilities, thereby enhancing the overall competitiveness of the payment industry [10]. Group 5: Payment Trends - New payment methods are emerging, such as NFC payments, which simplify the payment process and enhance security, although challenges remain in terms of hardware requirements and user adoption [30][31]. - The promotion of digital currency and stablecoins is expected to create new growth opportunities in the cross-border payment sector, with stablecoins gaining regulatory clarity and becoming integral to global payment infrastructure [67][71]. Group 6: Enterprise Payment Strategies - Payment institutions are shifting from basic payment services to integrated solutions that provide cost reduction and efficiency enhancement tools, reflecting a consensus in the industry to explore deeper service values [35]. - The enterprise payment market is increasingly focusing on providing comprehensive solutions that integrate payment services with financial and operational management tools [41][49]. Group 7: Cross-Border Payment Growth - The cross-border payment market is projected to reach 3.3 trillion yuan by 2025, driven by the expansion of China's cross-border e-commerce market, which is expected to grow at an annual rate of 15.5% [55]. - Cross-border payment service providers are enhancing their offerings by integrating logistics and other essential services to create a comprehensive solution for businesses engaged in international trade [57][60].

Core Insights - The global dietary supplement market is experiencing strong growth, with China leading at a 10% growth rate, highlighting its potential as a vibrant growth engine [1][2] - The cross-border import health product market in China has grown 19 times over 16 years, with the top five brands holding over 60% market share, indicating a high concentration in this segment [4] - Despite a considerable market size, China's per capita consumption is only 22% of that in the U.S., with a penetration rate below 30% and only 10% of users being loyal, revealing significant growth potential [6] Regional Dynamics - The Asia-Pacific region is projected to hold a 38% market share in 2024, with China as the core growth engine at a 10% growth rate, surpassing other major regions [2] Cross-Border Market Growth - The cross-border import health product market has seen its import value rise from $410 million to $7.75 billion from 2008 to 2024, with a compound annual growth rate of 20.2% [4] Market Gaps and Potential - China's per capita consumption of dietary supplements is $23.3, only 22% of the U.S. level, with a penetration rate under 30%, indicating multiple dimensions of growth potential [6] Learning from Japan - Japan's mature market experience, characterized by a balanced regulatory framework and high consumer penetration, offers valuable lessons for China's health product market [9] FANCL's Market Leadership - FANCL leads the Japanese market with an 18% market share, leveraging over 40 years of brand experience and a focus on Asian dietary needs [12][26] Nutritional Needs of Asian Populations - Significant differences in dietary structure, cooking habits, and genetic traits among Asian populations necessitate targeted nutritional supplementation [14] Social Media Influence - Social media is driving the diversification of nutritional supplements, with various content forms and audience segments emerging [18] Consumer Challenges - The diversification of nutritional supplements has led to safety and convenience challenges, with many consumers struggling to manage multiple products [20][34] Age and Gender-Specific Nutrition Strategies - Age and gender-specific nutritional strategies are emerging as optimal solutions, balancing scientific precision with cost-effectiveness [22][24] Industry Practices - FANCL has pioneered age-specific nutritional packages, addressing the unique dietary needs of different age groups and genders [26][30] Consumer Demand Trends - There is a growing trend towards personalized nutrition solutions that cater to diverse health needs across different life stages [28][30] Innovation in Nutritional Supplements - The industry is shifting towards high absorption rates and scientific formulations, with consumers increasingly valuing effective nutrient delivery [32][38]

Core Insights - Embodied intelligence has gained significant traction globally, with Figure achieving a valuation of $39 billion despite zero revenue, while domestic players are securing commercial orders and projecting substantial revenue growth [1][9] - The Chinese government has integrated embodied intelligence into its key industrial strategies, indicating a robust market potential [1][9] Definition and Understanding - Embodied intelligence is recognized as a crucial development in artificial intelligence, characterized by agents that interact with their environment through a physical body, showcasing autonomy and adaptability [2] - It represents a convergence of machine learning, computer vision, and robotics, marking a significant step towards practical AI applications [2] Commercial Scene Classification - Different forms of embodied intelligent robots are evolving to meet diverse needs across retail, dining, manufacturing, logistics, education, and healthcare [4] - Commercial applications focus on enhancing service experiences in dynamic environments, while industrial applications emphasize precision and stability in structured settings [4] Strategic Significance - Embodied intelligence is pivotal in narrowing the technological gap between China and the U.S., driving innovation across various sectors [6] - It plays a vital role in upgrading the technology supply chain and fostering new industries, impacting long-term economic benefits and national competitiveness [6] Policy Incentives - The Chinese government is actively promoting the standardization and implementation of embodied intelligence through various supportive policies and funding initiatives [9] Development Stages - The evolution of embodied intelligence can be categorized into three phases: conceptual development (1950s), technological accumulation (2000-2020), and application expansion driven by large models (2020 onwards) [11] - The competition between China and the U.S. is intensifying, with both countries leveraging their unique strengths to advance in foundational models and application deployment [11] Bottlenecks and Challenges - The industry faces significant challenges, including data scarcity, technological maturity, high costs, and long ROI cycles, which hinder large-scale commercialization [13] - Data collection methods are varied but still insufficient for driving model generalization and practical applications [16] Data Breakthroughs - The industry is exploring solutions to data challenges through innovative approaches like "world models" and data collection training grounds, which are expected to alleviate data scarcity issues [19] Model Evolution - The VLA model is emerging as a consensus for development, integrating large language model reasoning with real-world perception and action capabilities [21] - This evolution is expected to lead to a significant leap in embodied intelligence capabilities, akin to the breakthroughs seen with large language models [21] Commercialization Trends - The commercialization of embodied intelligence is progressing through various application scenarios, with initial focus on low-complexity, high-ROI environments [31] - The industry is transitioning from hardware sales to service subscription models, indicating a shift in business strategies [35] Global Market Predictions - The global market for embodied intelligence is projected to reach 19.2 billion RMB by 2025, with a compound annual growth rate of 73% over the next five years [46] - China's market is expected to experience significant growth, potentially exceeding 280 billion RMB by 2035 [50] International Expansion - Chinese companies are accelerating their international presence, demonstrating the feasibility of their technologies in global markets [53] - Successful case studies highlight the adaptability and competitiveness of Chinese firms in high-standard international markets [53] Competitive Landscape - The competition in the embodied intelligence sector is characterized by three main forces: AI-native challengers, traditional industrial players, and cross-industry giants [55] - The market is witnessing early signs of product homogenization, suggesting an impending consolidation phase [57] Startup Strategies - Startups must leverage their agility and innovation to survive against established giants, focusing on strategic partnerships and long-term value creation [59]

Core Insights - The report provides a comprehensive analysis of the current state and trends of financial intelligent agents in China, emphasizing their development driven by technological breakthroughs, business innovation, and policy support [1][2]. Group 1: Driving Factors - Technological breakthroughs are addressing the "last mile" challenges in the application of large models, enhancing their task execution capabilities through advancements in tools and frameworks [6]. - Approximately 33% of financial institutions are actively investing in intelligent agents, indicating a growing recognition of their practical value [7]. - Policy support is guiding the application and development of intelligent agents in finance, with clear directives and funding allocations for AI technologies [8]. Group 2: Current Industry Cycle - The financial intelligent agent industry is in its initial exploration phase, with 96% of applications still in the proof of concept or pilot stages, and only 4% in agile practice [12]. - The majority of intelligent agent applications are focused on operational functions, such as knowledge Q&A and office assistance, with expectations of transitioning to agile practice within 1-2 years [16]. - Financial institutions are exploring two main deployment paths: embedding intelligent agent functions into existing systems and developing independent intelligent agent applications [18]. Group 3: Market Distribution - The banking sector accounts for 43% of the financial intelligent agent market, followed by asset management at 27% and insurance at 15% [25][26]. - The demand for intelligent agents in asset management is driven by needs in research and analysis, while insurance focuses on underwriting and customer service [25]. Group 4: Project Financials - The investment scale for intelligent agent platforms and applications in 2025 is projected to reach 950 million yuan, with a compound annual growth rate of 82.6% expected by 2030 [35]. - Most intelligent agent application projects are concentrated in the 300,000 to 1.5 million yuan range, reflecting a cautious approach to investment [31]. Group 5: Business Models - The market for intelligent agents features two primary business models: product delivery, which involves selling software products, and value delivery, which ties fees to business outcomes [39][42]. - The value delivery model presents significant market potential but requires high capabilities from service providers to ensure effective integration into client business processes [39]. Group 6: Challenges and Opportunities - The current market is characterized by high expectations versus the reality of exploration phase challenges, necessitating careful management of client expectations to maintain trust [43]. - Financial institutions are increasingly focused on the value assessment of intelligent agents, with a shift towards evaluating their potential to drive sustainable business growth and enhance customer experience [53][73]. Group 7: Future Trends - As the industry transitions from the initial exploration phase to agile practice, financial institutions are expected to adopt a more strategic approach to deploying intelligent agents, emphasizing long-term value creation [80]. - Establishing an AI Agent Strategy Office (ASO) is recommended for financial institutions to manage intelligent agent applications systematically and ensure continuous value feedback [80].

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 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 a significant presence of young individuals, particularly those under 35, making up nearly 50% of users, and white-collar workers accounting for 30% [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**: This segment has maintained a user base of over 20 million, with Huawei's tools leading the market [17]. - **Image Processing**: Jimeng AI dominates with over 95% market share in user metrics, while smaller apps may need to focus on niche markets [20]. - **Intelligent Chat**: The segment is facing a decline in user engagement, with only Xingye APP showing positive growth [22].

Core Insights - The report indicates a slight growth in mobile internet traffic in Q3 2025, with user behavior shifting towards low-frequency deep usage. Monthly active devices reached 1.452 billion, a 0.83% increase from Q2, while daily usage frequency decreased by 2.9% to 59.8 times, and usage duration increased by 2.3% to 282.9 minutes, reflecting deeper user engagement [1][2][6]. User Changes - The proportion of unmarried users increased to 32.7%, up 1.39% year-on-year, with growth driven by the unmarried demographic in mid-to-high tier cities [2][8]. - User preferences vary significantly by age, with younger users (post-2000) favoring gaming and entertainment, while those aged 25-30 lean towards parenting and family content [2][16]. Industry Changes - The food delivery sector saw a temporary surge in traffic due to intense competition, but growth momentum has weakened post-surge, with a decline in traffic observed in August and September [3][61]. - The travel and transportation sector is experiencing steady growth, with a 15% year-on-year increase in usage duration, and monthly active users reaching 1.13 billion [3][65]. - Artificial intelligence applications are rapidly expanding, with monthly active users reaching 470 million and a year-on-year growth of 321% in language model users [3][37][44]. - The gaming service sector is facing overall decline, with intensified competition among existing players [4][76]. APP Changes - The top three apps with over 100 million monthly active users in September 2025 were Railway 12306, Doubao, and Quanmin K Ge, while the top three apps with over 50 million monthly active users were Tencent Yuanbao, Qishui Music, and Zhuanzhuan [5][81][82].