作者 | 模力工场 模力工场 新鲜事 临近年底，模力工场正式推出"2025 年度 15 大 分类 Top ONE AI 应用盘点"。我们从上架的应用中精选出十五个垂直领 域（工作效率、软件开发、数据分析等）公认的"榜单冠军"，快来看看你的应用有没有上榜吧~ 026 周榜单总介绍 模力工场第 026 周 AI 应用榜来啦！ Wino Studio 杭州 : 工作效率、数据分析、教育学习类, 智能融合的计算与创作空间 AI Ping 北京: AI Infra 类, 一站式大模型服务评测与 API 调用平台 ChatGPT: 工作效率、软件开发、设计创意类, 通用型 AI 助手，覆盖写作、编程、分析与创意协作 咔皮记账- 你的 AI 财务助手: 生活服务类, 咔皮记账是为热爱生活的记账达人设计的记账 app，多种便捷方式快速记账，助 你更好制定消费预算，清楚掌握钱花在哪，理财更轻松 榜首应用开发者 Q&A 本周模力工场助手模力小 A 采访了榜一应用 Wino Studio 的开发者，带来七个快问快答。 模力小 A：你们如何看待"AI 驱动的高效探索平台"这一领域的趋势？是否有相关行业洞察或用户需求数据支撑你们的定位 ...

Core Insights - SenseTime's stock price experienced a significant increase, with a peak rise of over 8.5%, reaching HKD 2.04, driven by recent technological advancements and product innovations in AI [1] - The company launched several new AI-based products during its product release week, including the first integrated creative multi-episode generation AI agent "Seko 2.0" and the first native AI office assistant "Xiao Huan Xiong 3.0" [1] - SenseTime achieved a milestone in adapting its self-developed models to domestic chips, with a strategic partnership established with companies like Zhongke Shuguang and Daxiao for deep integration of its large models [1] Product Innovations - New AI products introduced include the "Ruying" marketing AI engine, "Daxiao Robot" for embodied intelligence, "Kapi Camera" AI photo assistant, and a new generation AI financial assistant "Kapi Accounting" [1] - The SenseCore device has completed full adaptation with mainstream domestic AI chips, including Huawei Ascend, Cambricon, and others, enhancing operational efficiency [2] Strategic Collaborations - SenseTime has established a joint optimization mechanism with chip manufacturers to significantly improve operational efficiency on domestic chips [2] - The company is positioned for potential valuation recovery as product deployment progresses and industry demand increases [2]

Core Viewpoint - The significant stock price increase of SenseTime-W (00020) is attributed to recent technological advancements and product launches that enhance practical applications of AI, demonstrating a shift towards utilitarianism in AI commercialization [1] Group 1: Product Innovations - SenseTime has launched several AI-based products during its product release week, including the first integrated creative multi-episode generation AI "Seko 2.0," the first native AI office assistant "Xiao Huan Xiong 3.0," and a new generation e-commerce AI growth engine "Ruying" marketing assistant [1] - Additional products include the "Daxiao Robot" for embodied intelligence, the new AI financial assistant "Kapi Accounting," and the AI photo assistant "Kapi Camera," which has topped app store rankings in multiple countries [1] Group 2: Chip Adaptation and Collaborations - SenseTime has achieved significant milestones in adapting its products to domestic chips, with the announcement from Cambrian on December 15 that it has completed adaptation for SenseTime's self-developed Seko series models [1] - The company has established strategic partnerships with organizations like Inspur and Daxiao to ensure deep adaptation of its large models with products like Inspur's scaleX supercomputing cluster [1] - SenseCore, SenseTime's large device, has completed full adaptation with mainstream domestic AI chips, including Huawei Ascend, Cambrian, and others, enhancing operational efficiency through a joint optimization mechanism with chip manufacturers [2] Group 3: Future Outlook - As the company continues to advance product deployment and industry demand increases, there is potential for ongoing valuation recovery [2]

Core Insights - SenseTime's stock (0020.HK) rose over 6% during trading, reaching HKD 2.79, marking a new high since April 2023, with a year-to-date increase of over 80% [1] - Goldman Sachs significantly raised its target price for SenseTime from HKD 2.72 to HKD 3.09, maintaining a buy rating [1] Business Expansion - Goldman Sachs has increased its expectations for SenseTime's ToC (Technology of Communication) business expansion, which includes productivity tools like "Office Little Raccoon" and financial tools like "Kapi Accounting" [1] - The company is expected to offer free trials to new users, transitioning to a revenue model based on annual or monthly fees for AI commercialization [1] Technological Advancements - SenseTime's AI infrastructure, SenseCore, has recently been adapted to other local computing platforms, including Huawei's Ascend Super Cluster (Atlas 900 A3 SuperPod) [1] - The integration and optimization of SenseCore have significantly reduced latency and improved utilization, supporting the operation of large-scale AI models [1] - The company has a comprehensive product line, including its self-developed large model SenseNova, and SenseCore can match various AI models such as LLaMA3, Qwen, and DeepSeek [1]

Core Insights - The company achieved a revenue of 2.36 billion yuan in H1 2025, representing a year-on-year growth of 35.6%, driven by the increasing contribution of generative AI to overall revenue [1] - The overall gross margin decreased to 38.5% in H1 2025 from 44.1% in H1 2024 due to the rising share of generative AI revenue [1] - Adjusted net loss narrowed significantly to 1.16 billion yuan, a 50% year-on-year reduction, while adjusted EBITDA loss decreased by 72.5% to 520 million yuan [1] Revenue Breakdown - Generative AI revenue reached 1.82 billion yuan in H1 2025, up 60.4% year-on-year, accounting for 77.0% of total revenue, an increase from 60.4% in H1 2024 [1] - Visual AI revenue, which now includes smart cockpit-related business from the original smart automotive segment, was 436 million yuan, growing 29.4% year-on-year [1] - The X Innovation business, encompassing smart driving, smart healthcare, home robots, and smart retail, generated 107 million yuan, reflecting a 10.2% year-on-year increase [1] Operational Efficiency - Sales expense ratio, administrative expense ratio, and R&D expense ratio were 11.6%, 25.3%, and 89.8%, respectively, showing declines of 7.4 percentage points, 16.9 percentage points, and 18.9 percentage points year-on-year [1] - Operating cash outflow improved significantly, narrowing by 81.9% to 640 million yuan [1] Business Highlights - The company’s large model, "日日新V6.5," has performance metrics that are competitive with top international models, achieving comprehensive testing results on par with Claude 4 Opus [2] - Total computing power reached 25,000 PetaFLOPS as of August 2025, with a 20% year-on-year improvement in computing power per watt [2] - The productivity tool "小浣熊" surpassed 3 million users, processing approximately 10 billion tokens daily [2] Future Outlook - Revenue forecasts for 2025-2027 have been adjusted to 4.86 billion, 6.21 billion, and 7.85 billion yuan, reflecting slight changes from previous estimates [3] - Non-GAAP net profit forecasts for the same period have been revised to -2.14 billion, -230 million, and 170 million yuan, indicating improved operational efficiency [3] - The synergy between large models, computing power, and AI applications is expected to create a robust ecosystem, enhancing the company's competitive edge [3]

Core Insights - The company reported a revenue of RMB 2.358 billion for the first half of the year, representing a year-on-year growth of 35.6%, while losses narrowed to RMB 1.489 billion, a decrease of 39.9% [1] - The generative AI business continues to be a key growth driver, achieving revenue of RMB 1.816 billion, a year-on-year increase of 72.7%, and accounting for 77% of total revenue [1] - The company has established a three-pronged approach in its generative AI business, focusing on "computing power infrastructure - large model research - large model application" [1] Financial Performance - Adjusted EBITDA improved to RMB -5.206 billion, a 72.5% year-on-year improvement [1] - Adjusted net loss narrowed to RMB 1.162 billion, a reduction of 50% compared to the previous year [1] AI Model Development - The company launched the "Riri New V6.5" model in July, achieving breakthroughs in reasoning, efficiency, and multi-modal capabilities, with performance comparable to Gemini 2.5 Pro and Claude 4-Sonnet [2] - The model's data analysis capabilities surpassed competitors, achieving a 10% accuracy lead in math exam grading [2] Application Ecosystem - The company accelerated penetration in productivity and interaction tools, with over 3 million users in the "Little Raccoon" product family, processing approximately 10 billion data analysis tokens daily [3] - The financial version of the product improved data production efficiency by 300% for clients like China Merchants Bank and Ningbo Bank [3] - The education version supports over 500 schools and 250,000 students, achieving over 99% accuracy in math grading [3] Visual AI Business - The visual AI segment saw a revenue of RMB 436 million, a year-on-year decline of 14.8%, primarily due to a shift in collaboration model with a client [3] - The company serves over 660 clients domestically and internationally, with a long-term repurchase rate of 57% [3] Core Product Upgrades - The core platform, SenseFoundry, upgraded its multi-modal model and visual intelligence capabilities, enhancing efficiency and reducing costs [4] - The company has shipped over 1 million smart cockpit units and over 250 million Android smartphones, maintaining a leading market position in China's computer vision market for nine consecutive years [4]

Core Trends - The "Chaos AI Business Practical National Tour" has successfully commenced, aiming to ignite practical applications of AI across 20 innovative cities in China, with events already held in Changsha and Nanchang [1][2] - The AI application landscape is evolving with lower entry barriers due to open-source models and contextual engineering, enabling disruptive innovations that empower ordinary individuals [2] - AI penetration in vertical industries is increasing, particularly in pharmaceuticals, digital healthcare, and live service sectors, indicating potential transformative changes [2] AI Applications - Feishu has launched a comprehensive upgrade of its AI product matrix, including knowledge Q&A and AI meetings, along with the industry's first AI application maturity standard to facilitate enterprise AI adoption [3][4] - Google DeepMind's spinoff, Isomorphic Labs, is set to begin human trials for its AI-assisted cancer drug, marking a significant milestone in the pharmaceutical industry [12][13] Investment and Financing - Star Sea Map has raised over $100 million in its A4/A5 financing rounds, with a total pre-A and A round financing of nearly 1.5 billion yuan, reflecting strong capital interest in the embodied intelligence sector [6][7] - TARS, founded by former Huawei employees, completed a record $122 million angel round financing, showcasing investor confidence in embodied intelligence technologies [13] - Cloud Deep has secured nearly 500 million yuan in financing, positioning itself as a leader in the quadruped robot field with over 600 industry projects [14] - Star Motion Era has raised nearly 500 million yuan in its A round financing, emphasizing breakthroughs in humanoid robot technology and significant global demand [16] Business Cases - Wix's acquisition of AI startup Base44 for $80 million highlights the trend of AI enabling entrepreneurship, with Base44 allowing users to generate full-stack application code through natural language [7][8] - The AI personal finance assistant, Kapi Accounting, has gained over one million users in six months, indicating a shift in personal finance management through AI [21][22] Market Insights - The digital human market in China is projected to reach 30 billion yuan by 2025, with significant cost reductions in enterprise live streaming [19][20] - The rise of "contextual engineering" in Silicon Valley is reshaping AI model development, enhancing efficiency and application quality [18][20] Technology Developments - Baidu has open-sourced ten major models, significantly lowering the barriers for AI development and enhancing multi-modal capabilities [21] - The introduction of the Star Stream Agent, designed for Chinese designers, aims to revolutionize the design industry with automated processes and multi-modal content creation [24]

Core Viewpoint - The article discusses the emergence and growth of the AI bookkeeping app "Kapi Bookkeeping," which positions itself as a personal CFO for young people, leveraging AI to simplify and enhance the bookkeeping experience, resulting in over one million users within six months [2][5][41]. Group 1: Product Overview - Kapi Bookkeeping is designed as an AI-native personal life assistant targeting young adults aged 22 to 30, primarily in first and second-tier cities, who are beginning to recognize the importance of financial management [7][8]. - The app offers features such as AI bookkeeping (text/voice/multi-modal), AI budgeting, financial analysis, and multi-asset account management, making bookkeeping easier and faster [5][9]. - Kapi Bookkeeping has achieved a leading position in the AI bookkeeping sector, with over one million users in just six months [5][41]. Group 2: Market Positioning and User Engagement - The app addresses the challenge of maintaining bookkeeping habits among users, recognizing that while many want to track their spending, few can sustain the practice due to the tedious nature of traditional bookkeeping methods [8][9]. - Kapi Bookkeeping utilizes AI to streamline the bookkeeping process, making it less burdensome and more appealing to potential users who previously found it difficult to maintain [9][12]. - The product development process involves continuous feedback from users, allowing for iterative improvements based on real-world usage [5][26]. Group 3: User Experience and Functionality - The most praised feature is the AI bookkeeping process, which automates data extraction from user inputs, significantly reducing manual entry [19][24]. - The app also includes a "life timeline" feature that enhances user experience by contextualizing spending behavior within a timeline, making it more relatable [19][24]. - Kapi Bookkeeping aims to evolve beyond simple bookkeeping to become a comprehensive financial agent, providing proactive suggestions and insights based on user data [46][47]. Group 4: Future Directions and Challenges - The company acknowledges the rapid evolution of AI technology and the need to adapt to new developments in AI models to maintain a competitive edge [49]. - Kapi Bookkeeping's long-term goal is to effect positive changes in users' financial behaviors, such as improving savings rates and managing debt more effectively [35][41]. - The app currently does not charge users, focusing instead on refining the user experience before considering monetization strategies [41][42].

Core Insights - The article emphasizes the importance of acquiring active and highly engaged users for AI products, highlighting a group of startup AI apps that are experiencing rapid growth despite not being from major internet companies or targeting large markets [1][2]. Group 1: AI Product Growth - A number of startup AI apps are growing at an unusual speed due to clever feature design, personalized marketing strategies, and unique user growth tactics [1]. - The AI product "Time" by Quantum Bit Think Tank aims to explore the success factors of these products through in-depth interviews with product leaders [2]. Group 2: Case Study - Kapi Accounting - Kapi Accounting, a top AI accounting app in China, has achieved over one million users in just six months, despite being in a niche market with existing competitors [3]. - Unlike competitors that focus on emotional value, Kapi emphasizes AI upgrades to become a financial assistant, introducing innovative features like consumption MBTI and smart budgeting [3]. Group 3: Upcoming Insights - The product leader Zhang Yang will provide a comprehensive analysis of Kapi Accounting, aiming to inspire the audience with insights from this interesting product [5]. Group 4: Ongoing Research - Quantum Bit Think Tank is continuously tracking and analyzing domestic AI products through various formats such as monthly reports, AI 100 rankings, panoramic maps, and in-depth reports [6].