QuestMobile2025下半年AI应用交互革新与生态落地报告：头部梯队玩家快速变化，垂直赛道新秀迭出，三层渗透实现集团化复用

Group 1 - The AI application industry is experiencing significant changes, with the top three AI-native apps being Doubao, DeepSeek, and Yuanbao, with weekly active users of 155 million, 81.56 million, and 20.84 million respectively [1] - From July to November 2025, the AIGC industry completed 186 financing events totaling 33.67 billion yuan, a 20.8% increase compared to the first half of the year [4][7] - The competition is shifting towards systematic and ecological approaches, with a focus on talent acquisition and model competition evolving from single-modal to multi-modal and full-modal [1][4] Group 2 - Over 200 new AI applications were launched from July to November 2025, with plugins accounting for 81.5% of the total, indicating a diverse application landscape [2][29] - Major internet companies are leveraging their technological and ecological advantages, with Tencent embedding Yuanbao into its WeChat and QQ ecosystems, leading to a significant increase in application usage [2][5] - The Ant Group's new app, Ant Afo, achieved a weekly active user count of 10.25 million within five months of launch, ranking fourth among AI-native apps [5][38] Group 3 - Multi-modal interaction is becoming the mainstream paradigm in the industry, with 36.7% of models being multi-modal as of November 2025 [4][14] - The highest proportion of multi-modal models is characterized by multi-modal input leading to single-modal output, accounting for 73.3% [18][20] - The development of multi-modal interaction capabilities is essential for the incubation of new application forms and the enhancement of application intelligence levels [26][35] Group 4 - The focus of investment is shifting towards upstream infrastructure and downstream industry solutions, with nearly 50% of financing events in the application layer [4][9] - The trend of "understanding and generating integration" is a key step towards general intelligence in AI, moving from single-modal to multi-modal and then to full-modal models [12][14] - Internet companies are evolving their AI strategies from interaction innovation to cognitive unification and ecological penetration [33][46]