中国移动互联网AIGC赛道流量报告
Ai Rui Zi Xun·2025-12-12 08:40

Investment Rating - The report indicates that the AIGC sector has entered a phase of large-scale application, with a market penetration rate exceeding 30% as of October 2025 [6][17]. Core Insights - The AIGC sector has seen significant user growth, reaching 483 million users by October 2025, reflecting a shift from novelty to mainstream application [6][17]. - The primary user demographic consists of young white-collar workers under 35 years old, predominantly located in high-tier cities, showcasing strong purchasing power and a desire for social sharing [7][22]. - Leading applications in the AIGC space include Jiemeng AI, Tencent Yuanbao, and Doubao, which have shown remarkable user growth rates in the past ten months [8][27]. Summary by Sections Overall Flow Trends in the AIGC Sector - From January to October 2025, the number of monthly independent devices in the AIGC sector increased from 318 million to 483 million, with penetration rising from 22.1% to 33.2% [17][19]. - Key segments such as language models and intelligent tools continue to dominate, each exceeding 200 million independent devices [17]. Flow Situation in AIGC Sub-sectors - Language Models: The report highlights a significant divergence in growth among language model apps, with leading apps like Doubao and Tencent Yuanbao showing stable growth while smaller apps struggle [27]. - Intelligent Tools: The user base for intelligent tools remains stable, with over 20 million monthly independent devices, peaking at 25.2 million in March 2025 [32]. - Image Processing: Jiemeng AI leads the image processing sector with over 95% market share, indicating a challenging environment for smaller apps [39]. - Intelligent Companion Chat: This segment is experiencing a decline, with only Xingye APP showing positive growth amidst a general decrease in user engagement [43]. User Growth Rankings in the AIGC Sector - The top growth apps in the AIGC sector as of October 2025 include Jiemeng AI (394% growth), Tencent Yuanbao (385% growth), and Doubao (124% growth) [49].