2025年中国移动互联网AIGC赛道流量报告

Core Insights - The AIGC sector in China has entered a phase of large-scale application, with a user base of 483 million and a market penetration rate exceeding 30% as of October 2025 [1][8]. User Demographics - The primary user group for AIGC applications consists of young white-collar workers under 35 years old, predominantly located in high-tier cities, characterized by strong purchasing power and a desire for social sharing [2][10][11]. Segment Analysis - Language Models: The Doubao APP leads in traffic within the language model segment, while Tencent Yuanbao has shown significant growth [3][13]. - Intelligent Chat: The industry is experiencing sluggish growth, but the Xingye APP has achieved positive user growth [4][22]. - Intelligent Tools: This segment remains stable, with user traffic closely tied to platform devices [5][17]. - Image Processing: Jimeng AI holds a dominant position in the image processing sector [6][20]. Growth Rankings - As of October, Jimeng AI, Tencent Yuanbao, and Doubao are among the top apps with leading user growth rates over the past ten months [7][27]. Overall Traffic Trends - The AIGC sector's monthly independent device count increased from 318 million to 483 million from January to October 2025, with penetration rising from 22.1% to 33.2%, indicating a shift from novelty to mainstream application [8]. User Characteristics - The user base is balanced in gender, with a significant presence of young individuals, particularly those under 35, making up nearly 50% of users, and white-collar workers accounting for 30% [11]. Segment-Specific Traffic Insights - Language Models: The top language model apps, including Doubao and Tencent Yuanbao, have monthly independent device counts exceeding 50 million, while smaller apps struggle to grow [13]. - Intelligent Tools: This segment has maintained a user base of over 20 million, with Huawei's tools leading the market [17]. - Image Processing: Jimeng AI dominates with over 95% market share in user metrics, while smaller apps may need to focus on niche markets [20]. - Intelligent Chat: The segment is facing a decline in user engagement, with only Xingye APP showing positive growth [22].