通用型产品增长停滞，垂直赛道成市场新解法丨季度AI 100数据解读

Core Insights - The "AI 100" list has been released, indicating a highly competitive landscape for AI products, with both internet giants and startups optimizing user experiences to capture market share [2][4]. APP Sector AI Product Status - There is a stagnation in growth for web-based AI products, with total visits and monthly active users (MAU) remaining flat at 600 million and 130 million respectively, while leading products show slight declines [6]. - Growth engines have shifted from general head products to niche, high-segment products, with new applications in emerging fields like AI health gaining significant traction [6]. - Notable growth in user numbers for comprehensive office agents and industry-specific agents, such as Kouzi Space and RoboNeo, indicates a validation of agent product value [6]. User Scale Top 10 Products - The top 10 AI products by cumulative downloads on the APP end as of September 2025 include: 1. Quark: ~251 million 2. Doubao: ~233 million 3. Kimi: ~92 million 4. DeepSeek: ~77 million 5. Xingtou: ~77 million 6. Jimeng AI: ~76 million 7. QQ Browser: ~74 million 8. Tencent Yuanbao: ~67 million 9. Meitu Xiuxiu: ~41 million 10. NetEase Youdao Dictionary: ~40 million - A total of 23 products have downloads exceeding 10 million [7]. User Growth Top 10 Products - The top 10 products by new downloads in September 2025 include: 1. Doubao: ~27 million 2. Quark: ~23 million 3. Jimeng AI: ~12 million 4. Tencent Yuanbao: ~11 million 5. QQ Browser: ~8.1 million 6. Xingtou: ~7 million 7. Xingge: ~6.7 million 8. NetEase Youdao Dictionary: ~5.6 million 9. AQ: ~5 million 10. Kimi: ~4.8 million - Total new downloads for AI apps exceeded 166 million in September, a 27% increase from June [9][10]. User Activity Top 10 Products - The top 10 products by daily active users (DAU) in September 2025 include: 1. WPS: ~61 million 2. QQ Browser: ~52 million 3. Doubao: ~33 million 4. DeepSeek: ~26 million 5. Quark: ~22 million 6. Meitu Xiuxiu: ~18 million 7. Tencent Yuanbao: ~17 million 8. Kuaidui: ~12 million 9. NetEase Mail Master: ~7.3 million 10. NetEase Youdao Dictionary: ~6.5 million - The average daily usage of AI apps reached nearly 300 million, with a nearly 50% increase since June [11][12]. APP Sector Analysis - The concentration of top AI products has weakened, with noticeable increases in downloads and daily active users for mid-tier products [14]. - The market share of the top 5 products has decreased from over 60% in Q2 to below 50% [15]. - Doubao and Quark are the only two products with new downloads exceeding 20 million in September, leading the market significantly [16]. Web Sector AI Product Status - The top 10 web-based AI products by total visits in September 2025 include: 1. DeepSeek: ~115 million 2. Doubao: ~85 million 3. Quark: ~82 million 4. Baidu AI Search: ~44 million 5. Tencent Docs: ~41 million 6. Kimi: ~30 million 7. Tongyi: ~29 million 8. WPS Office: ~25 million 9. Tencent Yuanbao: ~22 million 10. Baidu Wenku: ~17 million - The top three products account for 47% of total web-based AI product visits [18]. User Activity Top 10 Products (Web) - The top 10 products by unique visitors in September 2025 include: 1. Quark: ~19 million 2. Baidu AI Search: ~13 million 3. DeepSeek: ~13 million 4. Doubao: ~10 million 5. Baidu Wenku: ~8.6 million 6. Tongyi: ~7.1 million 7. Tencent Docs: ~6.2 million 8. WPS: ~4.9 million 9. Kimi: ~4.6 million 10. Zhihu Zhidao: ~3.4 million - There are 19 products with MAU exceeding 1 million, with Baidu AI Search showing significant growth [21][23]. User Engagement Top 10 Products (Web) - The top 10 products by average visits per user in September 2025 include: 1. Mogao Design: 9.5 2. DeepSeek: 9.1 3. Doubao: 8.3 4. Tencent Yuanbao: 8.2 5. Wenxiaobai: 8.0 6. Moke AI: 7.5 7. Modao AI: 6.8 8. Tencent Docs: 6.6 9. Xiangzhi HaiSnap: 6.6 10. Kimi: 6.5 - The top 10 in user engagement is dominated by AI office efficiency and intelligent assistant applications [25][26]. Web Sector Analysis - Total visits for web-based AI products exceeded 600 million in September, showing growth from 570 million in June, while total active users remained stable at approximately 124 million [27]. - The threshold for the top 10 products in visits and active users has decreased, indicating a shift in user engagement dynamics [27]. - The emergence of AI agents is diverting traffic from traditional web-based products, with agent products gaining significant traction [33].