本报告原创来自微信公众号： 奇异AI丨Xsignal ，作者：X博士，头图：AI生成 概述 Overview 2025年，人工智能应用已从技术探索的萌芽期迈入全球竞争与生态重构的关键阶段，成为重塑经济形态、社会生活与地缘格局的核心力量。在生成式 AI（GenAI）的推动下，全球 AI 应用生态正经历 "技术 - 场景 - 商业" 的闭环演进，从早期的 "百模大战" 狂热逐步转向价值回归，场景适配与生态协 同成为核心竞争力。 在此背景下，虎嗅联合Xsignal首发《2025全球AI应用行业年度报告》，梳理AI应用行业发展脉络，洞悉AI行业用户画像，分析AI行业各赛道发展现 状。 报告对行业宏观给出了细节数据解读，例如报告提到 国内AI 应用呈现分化发展态势 ，一方面，AI 图像生成、AI 办公工具及 AI 教育学习赛道呈爆发 式增长，但同时AI 写作、AI 翻译工具、AI 虚拟角色、AI 营销工具等赛道却显著下滑。 报告对AI用户画像也给出了十分有趣的洞察， 男性视 AI 为"外挂武器"，只为收割结果；女性视 AI 为"灵感缪斯"，更重享受过程。 对于年轻人，AI 是缓解孤独的"情绪解药"；对于中年人，AI 是 ...

Core Insights - Alibaba's "secret project" is the rebranded Qwen-based AI assistant, now named Qianwen, which aims to compete with ChatGPT and establish itself as a leading AI application in the consumer market [1][2] - Tencent is integrating AI into its core business, with plans to launch an AI agent within WeChat, leveraging its vast user base for competitive advantage [3] - Both companies are focusing on building their own AI ecosystems, with Alibaba's Qianwen and Tencent's Yuanbao connecting various services to enhance user engagement and retention [4] Alibaba's Strategy - The transition of Qianwen from a B2B focus to a consumer-oriented AI application is a significant shift, with plans to cover multiple life scenarios such as office work, navigation, health, and shopping [2] - Alibaba's fastest-growing consumer AI product is Quark, which will integrate with Qianwen to enhance its capabilities [2] - CEO Wu Yongming emphasizes that large models will become the next generation of operating systems, aiming to keep users within Alibaba's ecosystem [2] Tencent's Approach - Tencent's AI strategy is built on the "Hunyuan" large model, which integrates AI across its services, with a focus on WeChat as a primary entry point for users [3] - The company aims to create an AI agent that allows users to perform multiple tasks within WeChat, capitalizing on its existing user base [3] - Tencent's internal ecosystem includes WeChat, QQ, and Tencent Meeting, facilitating a wide range of social, office, and consumer interactions [4] Industry Landscape - The current market lacks a dominant AI application with over 100 million daily active users, indicating significant growth potential [3] - The competition is not only about user acquisition but also about controlling the end-to-end ecosystem, which is reshaping traditional entry points in the market [3][4] - The year 2025 is anticipated to be pivotal for AI applications, as companies leverage their technological advancements to meet user demands and create a secure ecosystem [4]

Core Insights - Tencent's Q3 2025 financial report shows a revenue of 192.87 billion yuan, representing a year-on-year growth of 15% [1] - The operating profit, based on non-IFRS standards, reached 72.57 billion yuan, marking an 18% increase year-on-year [1] Revenue Breakdown - Value-added services revenue grew by 16% year-on-year to 95.86 billion yuan, with the gaming segment experiencing a growth rate of 22.8% [1] - Marketing services revenue increased by 21% year-on-year to 36.24 billion yuan [1] - Financial technology and enterprise services revenue rose by 10% year-on-year to 58.17 billion yuan [1] AI and International Growth - Tencent's AI application ecosystem has fully integrated its products, including WeChat, QQ, and Tencent Meeting, covering key scenarios in social, office, and consumer sectors [1] - The international business showed strong growth, with international gaming revenue increasing by 43% to 20.8 billion yuan [1] R&D and Capital Expenditure - Tencent's R&D expenditure for the quarter was 22.82 billion yuan, while capital expenditure amounted to 12.98 billion yuan [1]

Core Insights - Tencent Holdings reported Q3 revenue of 192.87 billion yuan, a year-on-year increase of 15% [1] - Non-IFRS operating profit reached 72.57 billion yuan, reflecting an 18% year-on-year growth, indicating stable overall performance [1] Revenue Breakdown - Value-added services revenue grew by 16% to 95.86 billion yuan [1] - Gaming revenue increased by 22.8%, showcasing strong performance in this segment [1] - Marketing services revenue rose by 21% to 36.24 billion yuan, driven by AI and the WeChat business ecosystem [1] - Financial technology and enterprise services revenue grew by 10% to 58.17 billion yuan, benefiting from increased commercial payment activities and enterprise service demand [1] AI and International Growth - Tencent's AI application ecosystem has fully integrated with multiple internal products, including WeChat, QQ, and Tencent Meeting, covering key scenarios in social, office, and consumer sectors [1] - The international business showed robust growth, with international gaming revenue surging by 43% to 20.8 billion yuan [1]

Core Viewpoint - The 2025 World Internet Conference in Wuzhen emphasizes the importance of an open ecosystem for accelerating technological innovation and collaboration in the digital transformation era [1][3]. Group 1: Open Standards and Ecosystem - Open standards and architectures are essential for innovation, as highlighted by Philipp Tomsich from the RISC-V International Foundation, who noted the expansion of global open standards and ecosystems over the past decade [3]. - The open-source model is seen as a crucial factor for faster cross-border collaboration and enhancing competition within the chip technology sector [3]. Group 2: AI and Industry Transformation - AI technology is significantly altering industry structures and development models, but the fragmented deployment of AI applications poses challenges for realizing its full value [3]. - There is a need to build an efficient, collaborative, and secure AI application ecosystem to address these challenges [3]. Group 3: Unified AI Architecture - Cisco's global vice president, Prashanth Kalika, discussed the need for a unified AI architecture that integrates data collection, training, inference, and automation to resolve the traditional split between cloud and edge deployments [4]. - The goal is to achieve adaptive optimization through bidirectional data flow [4]. Group 4: Evaluation Systems for Intelligent Endpoints - The development of intelligent endpoints requires an effective evaluation system to ensure traceability and identify potential risks, as stated by Wei Liang from the China Academy of Information and Communications Technology [4]. - Establishing a precise assessment method is crucial for the reliable operation of intelligent endpoints [4].

Core Insights - The article emphasizes that the AI application market in China has reached a pivotal moment, transitioning from hype around models to a focus on user value and active user scale [3][4] - It highlights two successful paths in AI applications: ecosystem integration by giants and deep specialization in vertical tools [4][5] Market Overview - In September 2025, the overseas AI application monthly active users (MAU) reached 1.448 billion, with a quarterly growth rate of 19.16%, indicating a shift to a mature phase focused on value extraction [8][9] - In China, the AI application MAU reached 467 million with a quarterly growth rate of 7.17%, driven by new application innovators taking over from early technology adopters [10] Competitive Landscape - The AI chatbot sector leads with 290 million MAU, showing an annual growth rate of 116.83%, while AI education and video creation also exhibit strong growth potential [14] - The market shows significant differentiation, with strong growth in AI education and efficiency tools, while some applications like AI virtual characters face declines [16][19] AI Search Engine Dynamics - The mobile app segment has become the core growth engine for AI search, with overseas MAU increasing from 48.44 million to 73.90 million, a cumulative growth rate of 52.60% [42] - The Chinese web market for AI search has seen a drastic decline, with MAU dropping from 20.11 million to 7.87 million, a cumulative decrease of 60.33% [44][45] AI Virtual Characters - The global AI virtual character market is experiencing a split, with traditional app models declining while web models show explosive growth in China [76][79] - The overseas market faces stagnation due to product homogeneity and declining user engagement, while the Chinese market is innovating with web-based solutions [77][78] AI Education Sector - The global AI education market is witnessing explosive growth, particularly in China, where the app segment has a total growth rate of 65.60% [89] - The overseas market is rebounding, especially in the web segment, which saw a 67.51% increase, indicating a return to value-driven trends [90] GPTs and Vertical Applications - The growth of education-related GPTs is robust, with a total increase of 171.34%, indicating a symbiotic relationship with vertical applications [92] - GPTs serve as a primary entry point for AI education, driving new user acquisition while vertical applications cater to specialized needs [92]

Core Insights - The GTLC Global Technology Leadership Conference is a premier event organized by TGO Kunpeng Club, focusing on technology leadership and innovation since its inception in 2016 [2] - The upcoming conference in Chengdu on October 25, 2025, will center around the theme "AI New 'Shu' Light," emphasizing the AI application ecosystem and featuring over 20 top observers and practitioners from various fields [3][4] Event Details - The conference will take place at Chengdu · Jingronghui, with multiple high-quality keynote speeches, closed-door lunch meetings, and themed discussions to facilitate deep exchanges among technology leaders [4][16] - The agenda includes a variety of sessions, such as discussions on the future of intelligent driving, AI applications in different sectors, and the transformation of traditional enterprises through AI [7][10][11] Participation Information - The ticket price for the conference is ¥2999 per person, while TGO Kunpeng Club members can attend for free and invite three eligible friends [20][21] - Non-members interested in attending can apply for free tickets, subject to approval [22] Additional Activities - The conference will feature a Programmer's Day celebration on October 24, including a welcome dinner and a friendly football match, along with various engaging activities post-conference [17][18]

Core Insights - The article highlights the ongoing "Moli Workshop Autumn Competition," showcasing various AI applications and their rankings, emphasizing the importance of resource sharing and collaboration among developers and users [2][4]. Application Rankings - The article presents a ranking of AI applications, with "AIspire" leading the list as a research assistant that enhances the efficiency of academic writing and literature management [6][7]. - Other notable applications include "Office Little Raccoon," which facilitates data analysis in Excel, and "Fengxi AI Companion," aimed at democratizing AI access for users without programming skills [15][16]. Trends in AI Applications - The current trend in AI applications is characterized by "intelligent execution," where AI evolves from being a mere assistant to actively executing tasks, thereby integrating into daily workflows [17]. Developer Insights - The developer of "AIspire," Liu Qiang, emphasizes the application's goal to provide personalized assistance throughout the research lifecycle, aiming to create a global leading intelligent research collaboration platform [9][10][12]. - Liu also discusses the challenges faced during the product's internationalization, including language support and cultural differences, which were addressed through AI-generated translation tools [11][12]. Future Vision - The vision for "AIspire" includes redefining scientific exploration and knowledge discovery by merging artificial intelligence with human intuition, ultimately enabling researchers to create new knowledge efficiently [13]. Participation and Engagement - The article encourages developers to participate in the Moli Workshop by submitting their AI applications, highlighting the importance of community feedback in the ranking process [18][19].

Core Viewpoint - The company emphasizes mergers and acquisitions as a key strategy for accelerating growth and resource integration, focusing on high-quality targets that align with its core strategies in "computing power infrastructure" and "AI application ecosystem" [2] Group 1 - The company is actively exploring potential acquisition targets that complement its business and technology [2] - The company has previously extended its industry chain through acquisition practices [2] - The company commits to adhering to information disclosure regulations and will promptly disclose any clear acquisition plans that meet disclosure standards [2]

Group 1 - The AI application landscape is experiencing a significant shift in Q1 2025, with the emergence of DeepSeek intensifying competition among both native AI companies and traditional internet giants, necessitating a strategic recalibration [1] - Successful AI companies typically possess three core capabilities: precise strategic positioning, rapid adjustment ability, and efficient execution [1] - Major companies are actively pushing at least one leading AI application in Q1 2025, with Tencent, Alibaba, and 360 among those making significant strides [2] Group 2 - ByteDance is recognized as a leading player in the AI ecosystem, implementing a comprehensive global strategy to expand its AI technology and products [7] - ByteDance has launched over 20 applications across 10 different tracks in Q1 2025, showcasing its strong capabilities in AI application ecosystem construction [8] - The company effectively leverages its vast user traffic to enhance AI application experiences through personalized recommendations [8] Group 3 - Zhiyu's shift from a consumer-focused (2C) strategy to targeting enterprise (2B) and government (2G) clients reflects a common trend among industry participants, highlighting the competitive barriers in the consumer market [9] - In Q1 2025, Zhiyu's user base remains significantly lower than leading competitors, with only 2 million monthly active users compared to 260 million for DeepSeek [9][10] - The lack of a strong consumer presence may hinder Zhiyu's brand recognition and market influence [10] Group 4 - Minimax has successfully expanded into overseas markets with its flagship product Talkie, achieving significant commercial success and generating millions in annual revenue [11] - Talkie has over 30 million monthly active users, primarily in Europe and North America, while its domestic counterpart, Xingye, has 8 million users [11] - The company employs a subscription and in-app purchase model to monetize its virtual social products, enhancing user engagement [12] Group 5 - Kimi, the sole AI application from Moon of Darkness, faces challenges due to its singular product strategy and lack of ecosystem development, resulting in a user base of only 44.75 million [13] - The competitive landscape is dominated by companies like DeepSeek, which has over 260 million monthly active users, highlighting Kimi's struggle to maintain relevance [13][14] - The need for Moon of Darkness to diversify its product offerings and improve its ecosystem is critical to counteract competition [15] Group 6 - Quark's strategy involves transforming from a traditional search engine to an AI search engine, focusing on user engagement and functionality [16] - The "sticky philosophy" of Quark emphasizes user retention and active engagement, achieving a 52% next-day retention rate and an average daily usage time of 33 minutes [17] - Quark integrates various high-frequency needs into a single entry point, enhancing user experience and operational efficiency [18][23] Group 7 - Tencent's strategy with Yuanbao aims to capitalize on the popularity of DeepSeek, positioning itself as a key player in the AI application market [24] - Yuanbao serves as a core hub connecting various scenarios, facilitating data collaboration and optimizing model performance [24][25] - Despite rapid growth, Tencent's other AI applications have not developed a diverse ecosystem, indicating a need for broader application strategies [25] Group 8 - Baidu's AI applications, including Wenxinyiyan and Wenxiao, have seen a decline in user engagement, contrasting with its other successful applications like Fahangbao [26][27] - Baidu's extensive ecosystem, with over 100 apps, theoretically provides a rich user base for its AI applications [28] - The company continues to invest in AI startups and enhance its technology stack, maintaining a competitive edge in natural language processing [29][30] Group 9 - The dual ecosystem strategy of building both domestic and overseas AI application ecosystems is crucial for industry growth, allowing for market expansion and risk mitigation [31][34] - The domestic market serves as a testing ground for AI technologies, while overseas markets offer higher profit margins and growth opportunities [32][33] - This strategy aims to integrate technological advantages with commercial applications, ensuring a comprehensive competitive edge in the global AI landscape [35] Group 10 - OpenAI's ChatGPT has achieved nearly 400 million monthly active users, driven by technological innovations and a significant increase in paid subscriptions [40] - Google's Gemini 2.5 model has surpassed 10 million monthly active users, but other applications have not performed as well, indicating a need for better resource allocation [41] - Microsoft's New Bing has faced a decline in users, highlighting the competitive pressures from emerging AI chatbots like DeepSeek [42][43]