曾经的约会巨头，如今正在被年轻人遗忘。 对90后来说，陌陌是曾经当之无愧的王者，但对00后来说，Soul才是如今的心头好。 陌陌抓住了移动互联网的浪潮，但却没有一直抓住它。2011年8月，唐岩创立的陌陌正式上线，凭借基于地理位置 的陌生人社交模式迅速走红。 上线仅仅3个月，陌陌用户就突破了40万，到了2012年6月份，这个数字已经突破600万，同年8月份，陌陌获得了 阿里4000万美元战略投资。 2014年12月，陌陌成功登录纳斯达克，成为当时国内最成功的陌生人社交平台。 从上市到今天，十年过去了，陌陌却从最初的社交宠儿，变成了如今的"中老年网恋专区"，它做错了什么？ 要说现在年轻人手里最火的交友APP，应该是Soul或者是牵手，但你要提起陌陌，许多年轻人只会摇头晃脑。 今年9月，陌陌母公司挚文集团发布了二季度财报，财报显示集团总营收26.2亿元，同比减少2.6%，这是已经是 2020年第四季度以来，挚文集团连续22个季度营收下滑。 作为挚文集团的核心产品，陌陌付费用户从去年同期的720万直接锐减至350万，出现了腰斩。除此之外，挚文集 团旗下另一款约会APP探探，月活也从去年同期的1290万降至1020万， ...

最近，有个少见的独角兽在港股IPO：米连科技。为啥说它少见呢？业务是做情感社交的。2015年成立后，它聚焦移动端恋爱社交。2017年，又推出视频 交友模式。 所以，如果大家是精力旺盛的男女青年，估计对它是熟悉的。 米连科技的总部就在北京朝阳，CEO叫任喆，毕业于南开大学哲学系（2006届），原先在天津某事业单位任职，后去了世界500强任职。 2011年，他首次创业，做的是社交旅游产品，规模化远不及这次。 因为距招股书显示，他这次创立的公司，很赚钱。今年上半年收入有19.17亿元，同比增长85.9%；净利润2.62亿元，同比增长490%。 | 项目 | 详细信息 | | --- | --- | | 公司全称 | 米连科技有限公司 | | 上市进展 | 已于2025年9月29日向港交所提交上市申请书 | | 主营业务 | 在线情感社交平台 | | 核心产品 | 伊对、贴贴等国内应用,以及HiFami、Chatta、Seeta等海外应用 | | | - 2025年上半年:收入19.17亿元,期内利润2.62亿元 | | 财务轰现 | - 2024年:收入23.73亿元,期内利润1.46亿元 | | | - 2022 ...

Core Viewpoint - Momo, once a leading dating app, is experiencing a significant decline in user engagement and revenue, particularly among younger demographics, as it struggles to adapt to changing social preferences and competition from newer platforms [1][3][4]. Group 1: Financial Performance - Momo's total revenue for Q2 was 2.62 billion yuan, a year-on-year decrease of 2.6%, marking the 22nd consecutive quarter of revenue decline since Q4 2020 [1]. - The number of paying users has plummeted from 7.2 million to 3.5 million year-on-year, representing a 51.4% decrease [1]. - The monthly active users of Momo's other dating app, Tantan, fell from 12.9 million to 10.2 million, with paying users dropping by 30% to 700,000 [1]. Group 2: User Demographics and Preferences - Momo's user base is increasingly skewed towards older demographics, with over 75% of users aged 25 and above, and nearly half of male users aged 41 and older [9]. - The app's original model, which focused on location and appearance, is now considered outdated by younger users who prefer connecting based on shared interests and values [4][9]. - The shift in user demographics has led to Momo becoming a platform primarily for middle-aged and older users, with a notable lack of engagement from younger individuals [4][10]. Group 3: Revenue Streams and Challenges - Momo's revenue has heavily relied on live-streaming services, which have seen a decline due to regulatory scrutiny and competition from platforms like Douyin and Kuaishou [10]. - The spending habits of older users are less robust compared to younger users, making it difficult for Momo to sustain its financial performance [10]. - The company is attempting to control costs to mitigate revenue decline but is still searching for effective strategies for recovery [12].

近日有消息显示，小红书已支持语音评论功能。据称，用户在发出语音评论后，相关内容会显示为可播 放的音频条，其他用户点击即可收听。对此小红书客服方面回应称，该功能当前正处于内测阶段，仅部 分用户能够看到，且暂时不支持用户主动开通。 众所周知，流量红利不再已经是如今互联网行业老生常谈的话题，因此各平台的目标也纷纷从用户规模 增长，转变为加强用户的粘性。 而更多的互动方式不仅有望带来着更多的用户时长，也有望催生更多交互场景和商业化的可能。为了提 高用户交互的积极性，近年来各平台都在进行各种尝试，即便体量大如微信也不得不有所应对。据了 解，不久前微信朋友圈就已开始测试图片评论功能，公众号开测感谢用户点赞功能，视频号的评论区则 在去年就已支持用户发送表情包。 与文字、图片相比，语音在信息密度上或许有所不如，但作为最自然的沟通方式，其也具备前者难以比 拟的情感、情绪传递能力，或许能从不同的角度进一步激发用户的互动需求。其实在小红书之前，大众 点评也曾尝试推出语音评价功能。彼时大众点评方面曾表示，新增语音评价是为了进一步凸显用户评价 的真实性和感染力，增加评价的可信度。 而且在参与门槛，以及诸如方言文化等特定领域，语音交互也 ...

Core Insights - The core viewpoint of the articles highlights the declining revenue and user base of Zhiyuan Group, particularly through its apps Momo and Tantan, indicating challenges in the social networking industry [1][2]. Financial Performance - Zhiyuan Group reported a net revenue of 2.521 billion yuan for Q1 2025, a year-on-year decrease of 1.5% [1] - The net profit attributable to the company was 358 million yuan, showing a significant year-on-year increase of 6815.3% [1] - Revenue from mainland China was 2.106 billion yuan, down 9.5% from 2.319 billion yuan in the same period last year [1] - Overseas revenue reached 415 million yuan, marking a year-on-year increase of 72% [1] - The company anticipates total net revenue for Q2 2025 to be between 2.57 billion and 2.67 billion yuan, reflecting a year-on-year decline of 4.5% to 0.8% [1] User Metrics - Momo app had a total of 4.2 million paying users in Q1, down from 7.1 million in the same period last year, a decrease of 2.9 million users [1] - Tantan app reported 800,000 paying users in Q1, down from 1.1 million, a reduction of 300,000 users [1] - Both Momo and Tantan have experienced a continuous decline in paying user numbers over the past five years [1][2] Industry Context - The decline in paying users for Momo and Tantan is attributed to a shift in user preferences from superficial social interactions to deeper connections driven by interests [2] - Competitors like Soul and Xiaohongshu have gained traction among younger users, indicating a shift in the social networking landscape [2]

Group 1 - The article discusses the evolution of social networking, highlighting the rise and potential decline of stranger social networking platforms, suggesting that the market is at a crossroads [1][10] - It notes that since the pandemic, the stranger social networking market has been gradually disappearing from the top rankings of non-gaming applications [1][10] - The article references a recent SensorTower report indicating that only a few newer and established social applications remain in the overseas non-gaming app revenue rankings, with a notable rise in short video products [2][4] Group 2 - The article emphasizes the importance of understanding user needs and experiences, citing the failure of platforms like Renren due to poor user experience and misalignment with user demands [7][13] - It discusses the concept of "leap of faith" in entrepreneurship, which involves making bold assumptions about user needs and societal trends to create new value [6][8] - The article argues that despite apparent declines in social app data, the fundamental human needs for connection and interaction remain unchanged, suggesting that the demand for social products is still present [12][13]

Core Insights - Momo, once a leading social app, is facing significant challenges as evidenced by its parent company, Zhihu Group, reporting a total revenue of 10.563 billion, a year-on-year decline of 11.99%, and a net profit of only 1.04 billion, down 46.89% [2] - The decline in Momo's performance reflects a broader trend in the stranger social networking sector, where no new giants have emerged to replace it, indicating a shift in user preferences towards "light social" interactions [2][6] Industry Trends - The mobile internet landscape is shifting, with short video and chat applications dominating user engagement; average daily usage time for short videos is 138.4 minutes compared to 68.5 minutes for chat applications [3] - Community social applications have seen a growth rate of 9.2% in monthly usage time, aligning with the rise of platforms like Douyin and Xiaohongshu, which cater to younger users' preferences for low-cost, emotionally rewarding social interactions [5] User Behavior Changes - A survey indicated that 77.4% of young respondents believe "light social" interactions are becoming more common, with 81.9% of those from the post-2000 generation agreeing [5] - Young users are increasingly favoring platforms that allow for interest-based connections over traditional stranger social apps, which focus on quick matching [6][7] Challenges for Stranger Social Apps - Despite the rise of interest-based social products, many have failed to achieve sustainable growth, with examples like Jimo and QQ's interest community shutting down [8][9] - The core issue for stranger social apps lies in their inability to create a rich content environment that fosters genuine interest-based connections, leading to user disengagement [11] Economic Factors - The "loneliness economy" has led to a rise in alternative companionship options, such as pet ownership and AI companionship, which are increasingly preferred by young people over traditional social networking [14][12] - The commercial viability of stranger social apps is under scrutiny, as evidenced by Momo's declining revenue from live streaming services, which fell by 22.6% to 16.1% from 2020 to 2024 [15][17] Commercialization Issues - The monetization strategies of stranger social apps often fail to resonate with users, leading to a lack of willingness to pay for services that do not guarantee quality interactions [18] - The disparity in user expectations based on gender has created a challenging environment for monetization, with many male users feeling exploited in the pursuit of female attention [18][19]