“三大梯队”已形成，3月AI原生APP月活破2.7亿

Group 1 - The core viewpoint of the report indicates that as of March 2025, the total monthly active users in the mobile internet sector reached 1.259 billion, reflecting a year-on-year growth of 2.2% [1] - The average monthly usage time per user exceeded 175.8 hours, marking a year-on-year increase of 6.2%, suggesting a resurgence in user engagement [1] - The report highlights that the technology dividends in the internet industry were fully released in the first quarter of this year, with the native app sector experiencing rapid growth due to the DeepSeek open-source model [1] Group 2 - In March 2025, the active user count for AI-native apps surpassed 270 million, showing a remarkable year-on-year growth of 536.8%, with an average monthly usage time of 123.6 minutes, up by 32.7% [3] - The active user base for core applications in the industry has formed three tiers, with DeepSeek leading at 194 million monthly active users, followed by Doubao with 116 million, and Tencent Yuanbao and Kimi in the second tier with 41.64 million and 18.3 million users respectively [3] - The report notes that the open-source large models are accelerating AI integration across various industries, with the "AIization" progress in sectors such as parenting and baby care, photo beautification, mobile music, and social networking reaching 33.3%, 31.7%, 18.8%, and 15.9% respectively [3]