中国移动互联网流量季度报告

Investment Rating - The report does not explicitly provide an investment rating for the mobile internet industry in China. Core Insights - The mobile internet traffic in China has shown steady growth, with the number of monthly active devices reaching 1.452 billion by the end of Q3 2025. User engagement metrics indicate a shift from "high-frequency shallow use" to "low-frequency deep use," with daily effective usage time per device increasing from 272.4 minutes to 282.9 minutes, while the number of daily usage instances decreased from 65.1 to 59.8 [10][14]. Summary by Sections 01 Overview - The mobile internet traffic in China has experienced slight growth, with a monthly active device count of 1.452 billion as of Q3 2025. User stickiness remains stable, with daily effective usage time per device increasing to 282.9 minutes, while the frequency of usage has decreased [10][14]. 02 Segmentation - The report highlights that the user demographics are stable, with unmarried users making up 32.7% of the mobile internet population, reflecting the influence of the single economy on traffic growth. Users aged 35 and below account for 49.1%, and there is a notable increase in users from second-tier cities and above [17][18]. - Short video content continues to dominate user attention, with significant growth in daily usage time for travel and communication services, indicating a strong demand for immersive and personalized digital experiences [20][21]. - The top sectors in the mobile internet include communication and chat services, e-commerce, and aggregated information, with communication services achieving a penetration rate of 89.0%. The artificial intelligence sector has shown remarkable growth at 59.3% year-on-year [26][28]. - User engagement in high-frequency applications such as communication and short video services has increased, while sectors like social networking and aggregated information have seen declines, indicating a shift in user preferences towards high-quality content and innovative services [31][32]. 03 Value Rankings - The report does not provide a specific value ranking for the mobile internet industry in China.