Core Viewpoint - The National Cybersecurity Notification Center reported that 34 mobile applications were found to illegally collect and use personal information, violating laws such as the Cybersecurity Law and the Personal Information Protection Law [1][2][3]. Group 1: Violations in Personal Information Collection - 17 mobile applications failed to specify the purpose, method, and scope of personal information collection [1][5]. - 1 mobile application did not inform users of the purpose when requesting permission to collect personal information [2]. - 1 mobile application did not inform users of the purpose when collecting sensitive personal information [3]. - 4 mobile applications began collecting personal information before obtaining user consent [4]. - 17 mobile applications collected personal information beyond the scope authorized by users [5]. Group 2: Inadequate User Information and Consent - 1 mobile application had a personal information protection policy that described the need to collect personal information beyond what was necessary for its functions [6]. - 4 mobile applications declared permissions to collect personal information that exceeded what was necessary for their functions [7]. - 2 mobile applications collected personal information beyond what was necessary for their functions [8]. - 3 mobile applications collected personal information more frequently than necessary for their functions [9][10]. - 3 mobile applications required users to enable permissions not needed for the current function [11]. Group 3: User Rights and Misleading Practices - 4 mobile applications forced users to provide unnecessary personal information [12]. - 3 mobile applications did not provide users with a channel for complaints regarding personal information [13]. - 1 mobile application did not offer a specific way for users to correct or supplement their personal information [14]. - 2 mobile applications set unreasonable conditions or additional requirements in the account cancellation process [15]. - 2 mobile applications engaged in misleading or deceptive advertising practices [16].

来源：飞书深诺 2024年全球经济仍处于复苏阶段，移动市场的收入保持着8%的增速，但获客表现有小幅回落。与此同时，中国移动市场出海获客增长进入瓶颈期，下载量 明显回落，而应用内收入还在保持上涨的态势，其中出海的移动游戏收入增速超整体移动游戏表现，且在大部分地区的收入增速均高于海外发行商，出海移 动应用的收入增速仍保持在20%以上，在日本、北欧及拉美地区的收入增速均超50%。 2025年，全球移动市场将进入更加成熟和分化的阶段。收入增长将趋于平稳，增速预计仅5%,市场饱和及用户付费意愿下降将成为主要制约因素。获客难度 和成本将继续上升，厂商将更加注重用户留存和精细化运营。中国移动出海业务仍将面临地缘政治风险和本地化挑战，但AI技术的应用与创新可能为行业 带来新的增长点。 2025年全球 移动市场趋势洞察 Meet Intelligence 出品 Q Powered by Meetsocial 飞 书 课 诺 INDEX 目录 01 全球移动市场趋势变化 02 移动游戏市场回顾及中国出海表现 03 移动应用市场回顾及中国出海表现 全球移动市场 趋势变化 全球移动市场 | 宏观环境趋势 挑战叠加的2025年，移动出 ...

Core Viewpoint - The decline of mobile assistant applications, once popular in the smartphone ecosystem, is highlighted by the demise of 91 Assistant, signaling a broader trend of obsolescence in this sector [2][48]. Group 1: Historical Context - Mobile assistants like 91 Assistant, iTools, and others were once essential tools for managing smartphones, especially in the early days of iOS and Android [3][4][9]. - The acquisition of 91 Wireless by Baidu for $1.9 billion in 2013 marked a significant moment in the mobile assistant landscape, but ultimately, Baidu's strategy did not align with the future of mobile applications [15][18]. - The mobile application market was once vibrant, characterized by intense competition among various mobile assistant platforms [13]. Group 2: Evolution of User Needs - As smartphones became more capable and independent, the need for desktop-based management tools diminished, leading to a shift towards cloud services and streaming [29][30]. - Users' attitudes towards app payments have evolved, with a growing willingness to pay for quality applications, reducing reliance on cracked or pirated apps [32]. Group 3: Current Landscape - The remaining mobile assistants, such as iTools and 爱思助手 (i4), have had to pivot their business models, focusing on niche services like device verification reports [38][41]. - The market for mobile assistants has contracted significantly, with many smaller players unable to adapt and thus ceasing operations [47]. - The rise of integrated features within smartphones, such as Apple's own verification tools, poses further challenges for existing mobile assistant applications [44]. Group 4: Future Outlook - The emergence of new types of "assistants" in technology suggests a shift in how users interact with devices, potentially leading to a new era where traditional mobile assistants become obsolete [51][55].

Core Insights - The decline of mobile assistant applications, exemplified by the shutdown of 91 Assistant, highlights the obsolescence of once-popular tools in the smartphone ecosystem [1][16][27] - The mobile assistant market, once thriving, has diminished due to the evolution of smartphone technology and user behavior, leading to a shift towards integrated solutions and cloud services [18][21][23] Group 1: Historical Context - Mobile assistants like 91 Assistant, iTools, and others were once essential for managing smartphones, especially in the early days of iOS and Android [4][9][11] - The acquisition of 91 Wireless by Baidu for $1.9 billion in 2013 marked a significant moment in the mobile assistant landscape, but ultimately, the sector did not evolve as expected [11][13] Group 2: Market Dynamics - The rise of cloud services and improved smartphone capabilities reduced the need for desktop-based management tools, leading to a decline in the relevance of mobile assistants [18][21] - Users have shifted towards paying for quality applications, diminishing the appeal of mobile assistants that facilitated piracy and sideloading [20][21] Group 3: Current Landscape - While many mobile assistants have ceased operations, some have adapted, such as Aisi Assistant, which now focuses on providing verification reports for second-hand devices [24][30] - The transition of Coolapk from an app market to a digital community illustrates how some players have successfully pivoted in response to market changes [25][27]

Core Viewpoint - The report highlights the detection of 38 mobile applications that violate personal information protection laws, indicating a significant issue in compliance with regulations such as the Cybersecurity Law and the Personal Information Protection Law [1][10]. Group 1: Violations of Personal Information Collection - Two applications failed to publicly disclose their rules for collecting and using personal information: "家政加" and "聘巢" [1]. - Nineteen applications did not list the purposes, methods, and scope of personal information collection: "联想乐云", "画啦啦美术课堂", "智通直聘", "才通直聘", "达管家", "同城招聘", "e家政", "快马日结", "2345浏览器", "微米浏览器", "淘最热点", "当日急聘", "闪电直聘", "吉工家", "建筑招工", "微车", "in", "找零工", "汇博招聘" [2]. - Four applications did not inform users of the purpose when requesting permission to collect personal information: "e家政", "in", "聘巢", "找零工" [3]. - Four applications failed to inform users of the purpose when collecting sensitive personal information: "我要聘", "闪电直聘", "吉工家", "建筑招工" [4]. - Three applications began collecting personal information before obtaining user consent: "秀色直播", "微米浏览器", "当日急聘" [5]. - Nineteen applications collected personal information beyond the scope authorized by users: "联想乐云", "画啦啦美术课堂", "达管家", "德管家", "他趣", "同城招聘", "e家政", "快马日结", "2345浏览器", "微米浏览器", "淘最热点", "当日急聘", "闪电直聘", "吉工家", "建筑招工", "微车", "in", "找零工", "汇博招聘" [6]. Group 2: Inadequate User Rights and Information - Three applications had personal information protection policies that described the need for information collection beyond necessary functions: "地铁查询宝", "文件解压管家", "微车" [6]. - One application declared the collection of personal information permissions in its configuration file that exceeded necessary functions: "爱看书免费小说" [7]. - Six applications collected personal information beyond the necessary scope of their functions: "豆果美食", "百思漂流瓶", "优惠券", "乐播投屏", "卡牛信用管家", "轻喜到家" [9]. - One application collected personal information more frequently than necessary: "家宝兔" [9]. - Two applications required users to enable permissions not needed for current functions: "同城招聘", "找零工" [9]. - One application forced users to provide unnecessary personal information: "e家政" [9]. - One application did not provide users with a way to correct or supplement their personal information: "当日急聘" [9]. - One application did not offer a way for users to cancel their accounts: "找零工" [9]. - Two applications set unreasonable conditions or additional requirements in the account cancellation process: "597直聘", "快马日结" [9]. - Three applications did not provide an option to exit or close personalized display modes: "壁纸多多", "找零工", "汇博招聘" [9].

Core Insights - Tianyu Digital Technology (Dalian) Group Co., Ltd. reported significant improvements in both business scale and profitability for the first half of 2025, with revenue reaching 988 million yuan, a year-on-year increase of 29.64%, and a net profit of 23.62 million yuan, marking a return to profitability [1] - The company has effectively reduced costs and improved operational quality through AI-driven initiatives, achieving a second-quarter revenue of 503 million yuan, up 28.22% year-on-year and 3.71% quarter-on-quarter, with a net profit of 18.38 million yuan, a substantial increase of 250.62% quarter-on-quarter [1] - The company’s financial health has improved, with positive operating cash flow and enhanced operational stability [1] Business Performance - The three major business platforms of Tianyu Digital Technology have expanded significantly, with the AI marketing SaaS platform showing continuous revenue growth [2] - Data traffic business generated 967 million yuan in revenue, a year-on-year increase of 29.56%, with a gross margin of 21.70% [2] - The total registered users of the platform reached 349 million, maintaining an annual growth rate of 25 million users [2] - The company has registered over 1.5 million 3D data and 650,000 multimodal data sets, enhancing the quality and quantity of its spatial intelligence MaaS platform [2] Strategic Developments - The integration of AI technology with marketing services has allowed the company to provide comprehensive digital solutions for brand lifecycle management, establishing a complete business loop from traffic operation to product development [2] - The cross-border e-commerce business achieved a transaction volume of 130 million yuan, contributing significantly to the company's performance [2] - Experts have noted the forward-looking nature of the company's layout in data traffic and AI, indicating ongoing improvements in operational quality through business optimization and new field developments [3]

Core Viewpoint - The rise of "digital metaphysics" among Generation Z reflects a growing spiritual need, with many young people turning to online astrology and fortune-telling services for comfort and guidance [1][3][17] Group 1: Industry Trends - Social media is increasingly filled with comments about seeking blessings for exams, promotions, and relationships, indicating a shift in how young people express their hopes [1] - The trend of online fortune-telling is not only prevalent in China but also in other East Asian countries like South Korea, where traditional practices are being adapted to digital platforms [1][3] - The application HelloBot, launched in South Korea, integrates various forms of divination and has maintained a position in the top 30 social apps, generating an average monthly revenue of 460 million KRW in 2023, with a 16.7% increase in July compared to June [1][2] Group 2: Company Analysis - HelloBot differentiates itself by using AI to provide personalized fortune-telling experiences, allowing users to interact with chatbots for daily fortune updates and personalized advice [3][9] - The app incorporates elements of Chinese culture, such as the Four Pillars of Destiny, enhancing its appeal and functionality for users interested in traditional metaphysics [4][6] - FORCETELLER, another app, focuses more on astrology and provides detailed daily horoscopes based on users' astrological charts, emphasizing a more traditional approach compared to HelloBot's AI-driven model [10][12] Group 3: Financial Performance - In the first half of 2023, HelloBot generated approximately 2.78 billion KRW, while FORCETELLER earned about 1.93 billion KRW, totaling around 4.71 billion KRW for both apps, indicating significant market presence [15][16] - Both applications utilize a points-based in-app purchase system, allowing users to pay selectively for content, which contributes to their revenue models [15][16] Group 4: Market Expansion - FORCETELLER is shifting its advertising focus to the U.S. market, with 66.7% of its ad spend directed there, while HelloBot continues to concentrate on the South Korean market [16] - The success of these applications in South Korea demonstrates the potential for Eastern metaphysical practices to find new pathways for global expansion through technology [17]

Financial Performance - Yalla Technology reported total revenue of $83.87 million for the fiscal year ending March 31, 2025, representing a year-over-year growth of 6.54% [1] - The net profit attributable to the parent company was $37.09 million, showing a year-over-year increase of 17.4% [1] - As of August 4, Yalla's stock price increased by 5.57%, closing at $7.971 per share, with a total market capitalization of $1.256 billion [1] Upcoming Events - Yalla Technology is scheduled to disclose its mid-year report for the fiscal year 2025 on August 11, with the actual date subject to company announcement [2] Company Overview - Yalla Group Limited is the largest voice-centric social network and entertainment platform in the Middle East and North Africa [3] - The company operates two flagship mobile applications: Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming application featuring online tabletop games [3] - Yalla has expanded its content offerings to create a region-focused integrated ecosystem, including YallaChat, a messaging product for Arabic users, and Waha, a social network designed for the metaverse [3] - The company is also targeting markets outside the Middle East, launching a Ludo game called Yalla Parchis for the South American market [3] - Yalla's mobile applications emphasize seamless user experience and localization, fostering a loyal and engaged user community [3]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released a notice regarding the infringement of user rights by certain apps and SDKs, highlighting the ongoing efforts to protect personal information in compliance with relevant laws and regulations [1] Group 1: Regulatory Actions - The MIIT's notice is part of a broader initiative launched by four government departments, including the Central Cyberspace Administration, to conduct a special action series for personal information protection in 2025 [1] - The notice cites violations of the Personal Information Protection Law, Cybersecurity Law, Telecommunications Regulations, and the Regulations on the Protection of Personal Information of Telecommunications and Internet Users [1] Group 2: Findings and Compliance - A recent inspection by third-party testing agencies identified 23 apps and SDKs that were found to infringe on user rights, including specific versions of Multi-Screen Interaction and Flower Diary, which were noted for excessive and inappropriate data collection practices [1] - The MIIT has mandated that the identified apps and SDKs must rectify their issues in accordance with the regulations, with potential legal actions for non-compliance [1]

Core Viewpoint - The Hong Kong IPO market continues to thrive, with recent listings showing significant price increases for most new stocks, indicating a strong "money-making effect" for investors [1][12][13]. Group 1: Recent IPO Performance - On June 10, three companies—Rongda Technology, New Qian'an, and MetaLight—successfully listed on the Hong Kong stock market, with Rongda Technology and New Qian'an experiencing substantial gains, while MetaLight saw a significant drop [1][2]. - MetaLight's stock fell over 30% on its first trading day, while Rongda Technology surged over 40% and New Qian'an increased by over 20% [2]. Group 2: Company Profiles Rongda Technology - Rongda Technology is a global supplier of automatic identification and data collection (AIDC) devices, with a market that has grown from $60.8 billion in 2018 to $90.1 billion in 2023, reflecting a compound annual growth rate (CAGR) of 8.2% [5]. - The company's projected revenues for the fiscal years 2023 and 2024 are approximately 348.7 million and 350.1 million yuan, respectively, with net profits of 27.6 million and 41.35 million yuan [5]. New Qian'an - New Qian'an specializes in food-grade glycine and sucralose, ranking first in the global market for food-grade glycine by sales volume and revenue, with market shares of approximately 5.1% and 3.1% in 2023 [6][7]. - The company's revenue decreased from about 761.5 million yuan in 2022 to approximately 446.9 million yuan in 2023, a decline of about 41.3%, but is expected to rebound by 27.3% to around 568.9 million yuan in 2024 [7][8]. MetaLight - MetaLight operates the "Bus Arrival" mobile app, which provides real-time bus arrival information using big data analytics, with mobile advertising accounting for 85.2%, 96.2%, and 98.0% of total revenue from 2022 to 2024 [9]. - The company reported revenues of approximately 135.4 million, 174.5 million, and 206.1 million yuan for the years 2022, 2023, and 2024, respectively, with adjusted net profits of about 9.8 million, 46.5 million, and 54.2 million yuan [9]. Group 3: Market Dynamics - The Hong Kong IPO market has seen a significant increase in fundraising, with total IPO proceeds exceeding 77.6 billion HKD in 2025, a more than sevenfold increase compared to the same period last year [13]. - The "money-making effect" in the Hong Kong IPO market is evident, with 31 new stocks listed this year, of which only 9 experienced a decline on their first day, while 22 saw increases, some with remarkable gains [14][16]. - The presence of cornerstone investors and the allocation of shares significantly influenced the performance of the newly listed companies, with MetaLight lacking cornerstone investors and having a lower allocation for institutional investors compared to its peers [10][11].