移动应用服务丨研究报告 摘要： 市场、用户、技术等多维度因素，驱动轻量化应用蓬勃发展 市场环境：移动网民规模增速持续放缓，超级应用揽获超六成有效使用时长，移动应用存量市场竞争加剧。 开发者需转变业务逻辑，借轻量化应用实现业务可持续增长。 用户需求：轻量化应用拥有广泛用户基础，获得近九成用户青睐，彰显出广阔发展前景。其展现出的用户对 简洁高效的追求、对设备性能的关注、对纯净体验的渴望，也为开发者指明了方向。 技术发展：跨平台框架、云计算赋能、模块化设计，为轻量化应用的繁荣提供了技术基石。 轻量化应用生态发展成效初显，并与传统应用互补共生 发展现状：微信、抖音、支付宝等超级应用，以及鸿蒙元服务、安卓快应用、苹果轻App，共同形成轻量化 应用生态。当前轻量化应用超800万款，成为用户访问移动应用服务的重要入口。 互补逻辑：传统应用生态成熟、功能完整，支撑深度体验并沉淀核心用户；轻量化应用转化路径短、开发成 本低，契合碎片化场景且支持快速试错，二者协同构建出移动应用服务矩阵。 作为轻量化应用代表，元服务全链路解决开发者痛点，赋能应用开发运营过程 分发获客：元服务立体分发矩阵覆盖全域流量，鸿蒙意图框架驱动元服务高效分发 ...

移动应用服务丨研究报告 摘要： 市场、用户、技术等多维度因素，驱动轻量化应用蓬勃发展 市场环境：移动网民规模增速持续放缓，超级应用揽获超六成有效使用时长，移动应用存量市场竞争加剧。 开发者需转变业务逻辑，借轻量化应用实现业务可持续增长。 用户需求：轻量化应用拥有广泛用户基础，获得近九成用户青睐，彰显出广阔发展前景。其展现出的用户对 简洁高效的追求、对设备性能的关注、对纯净体验的渴望，也为开发者指明了方向。 技术发展：跨平台框架、云计算赋能、模块化设计，为轻量化应用的繁荣提供了技术基石。 轻量化应用生态发展成效初显，并与传统应用互补共生 发展现状：微信、抖音、支付宝等超级应用，以及鸿蒙元服务、安卓快应用、苹果轻App，共同形成轻量化 应用生态。当前轻量化应用超800万款，成为用户访问移动应用服务的重要入口。 互补逻辑：传统应用生态成熟、功能完整，支撑深度体验并沉淀核心用户；轻量化应用转化路径短、开发成 本低，契合碎片化场景且支持快速试错，二者协同构建出移动应用服务矩阵。 作为轻量化应用代表，元服务全链路解决开发者痛点，赋能应用开发运营过程 分发获客：元服务立体分发矩阵覆盖全域流量，鸿蒙意图框架驱动元服务高效分发 ...

Core Insights - The article emphasizes the rapid growth of lightweight applications driven by market, user, and technological factors, highlighting the need for developers to adapt their business logic to achieve sustainable growth through lightweight applications [1][19][21]. Market Environment - The growth rate of mobile internet users is slowing, with super apps capturing over 60% of effective usage time, leading to intensified competition in the mobile application stock market [1][18]. - Developers are encouraged to leverage lightweight applications to efficiently utilize fragmented user time and enhance service delivery [19]. User Demand - Lightweight applications have a broad user base, with nearly 90% of users favoring this application type, indicating significant market potential [21]. - Users prioritize simplicity, efficiency, device performance, and a clean experience, guiding developers in their design and optimization efforts [21]. Technological Development - Cross-platform frameworks, cloud computing, and modular design provide the technological foundation for the prosperity of lightweight applications [2][23]. - These advancements significantly lower the barriers to scaling lightweight applications, enhancing development efficiency and reducing costs [23]. Development Status - The lightweight application ecosystem is evolving, with super apps and operating systems like HarmonyOS and Android Quick Apps forming a complementary relationship [3][26]. - The number of lightweight applications has surged to over 8 million, becoming a crucial entry point for users accessing mobile services [3][26]. User Experience and Feedback - Users exhibit high engagement with lightweight applications, with a significant portion using multiple services concurrently, reflecting strong user retention and satisfaction [10][65]. - The cross-device flow experience of lightweight applications is highly rated, influencing user preferences for devices within the HarmonyOS ecosystem [70]. Future Development Potential - The lightweight application landscape is expected to continue expanding, with major players like WeChat Mini Programs and Quick Apps showing substantial user growth [80]. - HarmonyOS is positioned to further enhance the lightweight application ecosystem, with a growing number of applications and developers contributing to its success [80][85].

新鸿蒙新气象，带来增长新机遇 HarmonyOS 6系统的发布，是鸿蒙生态迈向全域互联的新里程碑。目前，HarmonyOS 5及以上的系统用 户已突破2700万，鸿蒙以"一个账号、一个系统、一个生态"持续为消费者带来全场景的独特体验。"一 个账号"打通用户全旅程链路，构建意图感知，提供更加个性化的服务；"一个系统"实现跨终端无缝体 验，为消费者体验创新提供了技术底座与样式支持；"一个生态"持续打通数字世界的边界，整合硬件厂 商、服务商、开发者，实现了全场景智能的深度融合。 鸿蒙用户与开发者共同构建的开放生态，已形成技术、场景、数据相互促进的正向循环。这一循环在十 亿鸿蒙设备的庞大生态上，激荡出巨大的流量蓝海，为生态伙伴们带来了前所未有的增长机遇。 作为鸿蒙生态的全场景营销平台，鲸鸿动能在这一循环中发挥着重要作用。无论是在通勤途中浏览资 讯、在客厅放松娱乐，还是准备外出旅行，鲸鸿动能整合跨屏、跨域、跨场的全域流量资源，让信 息"适时而现""适需而现""应景而现"，实现智能分发与有效转化。通过数据科学服务、全域投放服务、 数字化创新服务三大服务板块，鲸鸿动能也为品牌输出全场景智能解决方案，帮助品牌重掌用户连接的 ...

Core Insights - Huawei's Executive Director, Yu Chengdong, announced that the HarmonyOS ecosystem applications and services have exceeded 300,000 [1] Group 1 - The number of applications and services in the HarmonyOS ecosystem has surpassed 300,000 [1]

Core Viewpoint - Huawei has launched the HarmonyOS Developer Incentive Program 2025, with a total prize pool exceeding 100 million yuan, aimed at encouraging developers to create applications, games, and meta-services for the HarmonyOS platform [1][3]. Group 1: Program Details - The incentive program is open to all HarmonyOS developers, including individual developers, corporate developers, and development service providers [3]. - Developers must register and complete their projects between July 23, 2025, and December 31, 2025, to qualify for the incentives [3][11]. Group 2: Incentive Structure - For application and game development, the base incentive is 5,000 yuan per app, with additional active incentives of 3,000 yuan for the first stage and 2,000 yuan for the second stage, with a maximum potential reward of 200,000 yuan [4][12]. - For mini-games, the base incentive is 1,200 yuan per game, with an active incentive of 800 yuan [5]. - For meta-services, the base incentive is 1,500 yuan per service, with an active incentive of 500 yuan [6]. Group 3: Support for Developers - Huawei provides quick application launch guidelines and tools to enhance the efficiency of developers in creating HarmonyOS applications and meta-services [7]. - The program reflects Huawei's commitment to accelerating ecosystem development and supporting HarmonyOS developers [7]. Group 4: Developer Engagement - As of now, the number of HarmonyOS terminal devices has surpassed 10 million, and the ecosystem has attracted over 8 million registered developers, resulting in more than 30,000 HarmonyOS applications and meta-services [15].

Core Viewpoint - The article emphasizes the need for a more efficient and integrated mobile experience, particularly through the use of the "negative one screen" feature, which aims to simplify user interactions with multiple apps and services [2][7][28]. Group 1: Current Mobile App Landscape - The average user has installed around 70 apps as of March 2024, with usage frequency reaching nearly 2500 times per month, translating to over 80 interactions daily [5][6]. - The increasing number of apps leads to fragmented user experiences, requiring users to switch between multiple applications for simple tasks, resulting in a "distributed efficiency" problem [6][9]. Group 2: Challenges with Current Solutions - The negative one screen has been underutilized, often becoming a "display area" rather than a functional service hub, leading to user frustration and inefficiency [24][23]. - Users face challenges with information overload, poor navigation, and the need to return to original apps for completing tasks, which diminishes the effectiveness of the negative one screen [24][9]. Group 3: Proposed Solutions with Huawei's HarmonyOS 5 - Huawei's HarmonyOS 5 aims to redefine the negative one screen by transforming it into a service center that provides timely and relevant information without requiring users to navigate through multiple apps [11][25]. - The introduction of "meta services" allows for lightweight, on-demand access to functionalities without the need for installation, enhancing user experience across devices [25][27]. - The new design philosophy focuses on user control, allowing for customizable layouts and minimizing distractions, thereby improving the overall interface and interaction quality [27][28]. Group 4: User Experience Enhancements - The negative one screen in HarmonyOS 5 allows users to view real-time updates on travel, health, and other services, streamlining daily tasks and reducing the need for app switching [12][16][22]. - Users can easily access frequently used tools and services, such as payment codes and travel information, enhancing convenience and efficiency in daily activities [19][21][15]. Group 5: Conclusion - The article concludes that the evolution of the negative one screen into a more intelligent and user-friendly interface represents a significant step towards a more seamless digital lifestyle, where essential services are readily accessible with minimal effort [28][29].

Core Insights - The article highlights the commercial value of Huawei's HarmonyOS ecosystem, emphasizing the importance of developer engagement and innovative service delivery methods [1][2]. Group 1: HarmonyOS Ecosystem Components - The HarmonyOS ecosystem is driven by three main engines: Harmony Smart Agent, Meta Services, and the App Gallery, which collectively enhance developer success [2][5]. - Harmony Smart Agent aims to make applications "intelligent" by providing personalized and proactive user experiences, thereby increasing user engagement and activating existing value [2][5]. - Meta Services focus on reducing customer acquisition costs and enhancing service distribution, allowing for a more tailored service experience that meets diverse user needs [2][3]. Group 2: App Gallery and User Engagement - The App Gallery serves as a curated platform that connects applications with users' real-life needs, moving beyond traditional app stores to provide a more personalized experience [4][5]. - The introduction of a curation system by professional editors has significantly improved user engagement, with homepage click-through rates increasing by 294% and download conversion rates rising by 56% [5]. - The App Gallery also supports small developers and public welfare applications, ensuring a diverse and healthy ecosystem [5]. Group 3: Developer and User Growth - As of now, the number of HarmonyOS developers has surpassed 8 million, with over 40 Huawei devices running HarmonyOS and more than 30,000 native applications and meta services in development [6]. - The ecosystem is addressing the "chicken and egg" problem of user base and application experience, with collaborative efforts from developers, partners, and consumers [6]. - The future of the HarmonyOS ecosystem is envisioned as a thriving "Harmony Garden," encouraging developers to actively participate and seize opportunities within the ecosystem [6].

Core Viewpoint - The emergence of generative AI is reshaping the mobile ecosystem, prompting a new competition for entry points as the flow of super apps reaches its peak and user engagement becomes fragmented [1][2]. Group 1: New Flow Entry Points - HarmonyOS is gradually addressing the challenge of becoming a new operating system, with Huawei identifying three key elements for its ecosystem's competitiveness: AI agents, meta-services, and application market recommendations [1][2]. - The meta-service model, which allows for lightweight applications, is crucial as 50% of the top three apps in any industry account for over 80% of the traffic, indicating fierce competition among leading platforms [2]. Group 2: Meta-Services and User Interaction - The integration of meta-services allows for precise user engagement through card and command formats, moving away from traditional app structures that require keyword competition and advertising [4]. - HarmonyOS's distributed technology capabilities enable a seamless user experience across multiple devices, enhancing the system's ability to deliver services at the right moment [4]. Group 3: AI Agents as a Tool for Growth - AI agents are positioned as a significant tool for driving traffic, with Huawei integrating various applications into its AI assistant, allowing users to perform tasks directly through the assistant [5]. - The HarmonyOS AI agent framework (HMAF) empowers developers to create agents that can autonomously execute complex tasks, marking a shift from passive tools to proactive AI systems [5][6]. Group 4: Ecosystem Development and Challenges - The transition from a single app competition to a new phase of "system entry + service intelligence" is underway, with the success of HarmonyOS relying on the collaboration of developers and users to form a sustainable commercial cycle [6]. - HarmonyOS is perceived to be on an upward trajectory, following a "smile curve" growth path, indicating its evolution from pilot projects to mainstream app integration [6].

Core Viewpoint - The article emphasizes the transition from traditional AI to AI Agents, highlighting the potential of AI to become proactive executors rather than passive responders, which is expected to reshape work patterns and human-computer interaction [2][3][4]. Group 1: AI Agent Development - By 2025, the AI Agent market is projected to reach 480 billion yuan, indicating significant growth and competition for dominance in the "intelligent future" [3]. - The evolution from conversational AI to AI Agents signifies a shift towards systems that can autonomously perceive tasks, plan, and execute actions [2][3]. - The introduction of AI Agents is expected to redefine user interaction with services, moving from a model where users search for services to one where services proactively reach users based on their intentions [9][10]. Group 2: Smart Assistant Features - The AI assistant, referred to as "Xiao Yi," integrates over 4,000 AI capabilities and supports more than 300 applications, showcasing its versatility across various tasks [10][12]. - Xiao Yi operates as a system-level intelligent agent, capable of cross-device collaboration, enhancing user experience by providing seamless service delivery [12][14]. - The intent framework allows developers to simplify service integration, enabling users to enjoy a consistent and intelligent service experience across multiple devices [14]. Group 3: Meta Services - Meta services are described as innovative service forms that differ from traditional apps, offering lightweight, cross-device functionality without installation [18][19]. - These services help developers capture fragmented user attention, providing a new avenue for traffic growth within the Harmony ecosystem [19][22]. - The ease of access and integration of meta services has led to significant user growth for developers, exemplified by case studies showing up to 10 times user increases in a short period [22][23]. Group 4: AppGallery Evolution - AppGallery is evolving from a traditional app store to a curated platform, enhancing user trust through content safety and privacy management [25][26]. - The introduction of editorial curation aims to provide a more personalized and engaging user experience, helping developers gain visibility for their applications [27][30]. - The editorial recommendations have led to substantial increases in app downloads, demonstrating the effectiveness of this new distribution model [31][34]. Group 5: Harmony Ecosystem Growth - The Harmony ecosystem is positioned as a growth engine, with over 30,000 applications and meta services in development, indicating a robust expansion [38]. - The collaboration between developers and the ecosystem is breaking the traditional barriers, fostering a more integrated and user-friendly environment [38]. - The ongoing evolution of Harmony's intelligent features, such as Xiao Yi and meta services, is paving the way for a more intelligent future [38].