Core Viewpoint - The report by QuestMobile highlights the contrasting performance of AI applications in the domestic market compared to overseas, with a significant decline in active users across mobile and PC platforms, indicating a need for innovation and adaptation in the industry [4][5]. Group 1: Market Overview - The domestic mobile app market is primarily dominant, while the PC market is struggling, with both experiencing a decline in active users [5]. - Active user numbers for mobile and PC AI products have decreased by 20 million and 30 million respectively, with native app growth completely stagnating [8]. - The total number of internet users in China is 1.1 billion, with a maximum of 180 million AI users on the PC side, indicating a lack of return on web-based product innovation [8]. Group 2: User Engagement and Trends - The report identifies a "four-tier" application structure in AI, with the first tier consisting of AI search engines and comprehensive assistants, achieving 685 million and 612 million monthly active users respectively by June 2025 [9]. - The second tier includes AI social interaction and professional consulting, with 126 million and 111 million monthly active users [9]. - The growth of application plugins reflects user demand for "contextual tools," with 630 million users in mobile app plugins, while native apps have 570 million users [10]. Group 3: Performance of AI Applications - The report indicates that 67.4% of native apps experienced negative growth in the first half of the year, highlighting a challenging environment for smaller applications [33]. - The average number of AI applications per app with AI integration is 2.1, confirming that plugin forms are currently the most effective path for AI implementation [25]. - In the AI search engine sector, DeepSeek has seen a significant user loss, with 56% of its lost users switching to Baidu, indicating a shift in user preference [50]. Group 4: Competitive Landscape - The report notes a dual oligopoly in the market, with a combination of "search + service" reshaping traffic entry points, leading to a focus on intelligent agent development [20]. - The top AI applications by user scale include Baidu AI with 29.4 million active users and Xiao Bu Assistant with 16.1 million [71]. - The report emphasizes the need for mobile manufacturers to enhance user engagement and reduce reliance on pre-installed applications, as many lack differentiation and struggle with user activity [56]. Group 5: Future Outlook - The future of AI applications will depend on breakthroughs in underlying model capabilities and cross-modal interaction, which are critical for the development of intelligent agents [66]. - Companies must either become the "only option" in users' minds or deeply embed themselves in essential workflows to remain competitive [68]. - The report suggests that the integration of AI into existing workflows will be crucial for retaining productivity advantages in the PC web application space [45].

Core Insights - The AI application market is rapidly evolving, with a significant increase in user engagement across various segments, leading to the formation of four distinct tiers of applications [1][12][19]. Group 1: Market Overview - As of June 2025, the first tier includes AI search engines and comprehensive assistants, with monthly active users (MAU) reaching 685 million and 612 million respectively [1]. - The second tier consists of AI social interaction and professional advisors, with MAUs of 126 million and 111 million [1]. - The third tier includes AI efficiency tools and image processing applications, with MAUs of 69 million and 49 million [1]. - The fourth tier encompasses AI creative design, copywriting, and educational applications, each around 20 million MAUs [1]. Group 2: User Engagement Trends - The "In-App AI" model has seen a user base of 630 million, while native apps have 570 million users, and PC web applications have 180 million users, indicating a shift towards mobile and integrated solutions [1][9]. - The growth of application plugins reflects users' preference for seamless AI experiences, with notable usage rates for Baidu AI and Quark AI search at 9.6% and 56.0% respectively [2][19]. Group 3: Competitive Landscape - The market is witnessing a dual oligopoly, where the combination of "search + service" is reshaping traffic entry points, leading to service integration and the development of intelligent agents [12][24]. - The majority of PC web players are facing decline, with 80% of them having user counts below 500,000 and 68.8% experiencing negative growth [2][31]. Group 4: Application Performance - Among software service providers, the photography and beautification sector is rapidly adopting AI plugins, driven by the "aesthetic economy" [14]. - As of June 2025, the average app with AI integration has 2.1 AI applications, with photography apps averaging 5.5 AI features [15][27]. Group 5: Future Outlook - The integration of AI into mobile applications is expected to enhance user engagement, with a focus on system-level integration capabilities [9][49]. - The competition will hinge on becoming the "only option" in users' minds or embedding deeply into essential workflows, with model iteration speed and ecosystem integration being critical factors for success [56].

各位童鞋搭嘎猴啊，上周"移动互联网半年大报告"看的怎么样？有童鞋在后台留言："上年 用户黏性增长态势确实有点出乎意料，互联网产业韧性相当强啊……"一如此前Mr.QM 说的，随着数字化持续深入，AI技术持续突破，很多变局正在悄然却又不可逆转的发生，这 个过程中，如何寻找到更多新场景、新技术应用来满足用户需求，就是构建企业发展韧性的 关键！ 言归正传，今天就给大家分享一下 2025 年 AI 应用市场半年报。 Qu e s tMobi l e 数据显 示，上半年 AI 应用快速发展，形成了"四大梯队"的应用格局，其中，第一梯队由 AI 搜索 引擎、 AI 综合助手两个赛道构成，已经遥遥领先，截止到 2025 年 6 月，二者的月活跃 用户规模分别达到 6.85 亿、 6.12 亿。 第二梯队由 AI 社交互动、 AI 专业顾问组成，月活跃用户规模分别为 1.26 亿、 1.11 亿。第三梯队由 AI 效率办公、 AI 图像处理构成，月活跃用户规模分别为 0.69 亿、 0.49 亿；第四梯队包括 AI 创作设计、 AI 文案写作、 AI 学科教育等等，均在 0.2 亿左右。 四大梯队应用的表现，落到应用模式上，形 ...

Core Insights - Quark Health's large model has been fully integrated into Quark's AI search, allowing users to access deep search for health-related queries [1] Group 1 - The integration enhances user experience by providing more comprehensive health information through AI capabilities [1]

Core Insights - Baidu has announced its largest search engine overhaul in a decade, transitioning from providing links to delivering answers, supported by AI capabilities [1][2][6] - The company aims to integrate various AI functionalities, including AI writing and multimedia generation, into its search platform to enhance user experience and engagement [1][8][13] - Baidu is facing challenges in its traditional advertising revenue as the shift to AI-driven search may undermine its existing bidding ad model [3][19][21] Group 1: Transformation and Features - The search box has been redesigned to support up to 1,000 characters, allowing for more comprehensive user queries [1][8] - Baidu's AI search differentiates itself through multi-modal content generation, enabling users to receive visually rich answers and access various AI services [9][13] - The integration of AI functionalities aims to lower the barrier for users to engage with AI, allowing for input through images, videos, and audio [13][16] Group 2: Commercialization and Challenges - Baidu is exploring new advertising models, such as intelligent agent ads, which integrate product recommendations directly into search results [6][24] - Despite the growth in AI search capabilities, Baidu's advertising revenue has declined, with a reported 6% drop in Q1 [19][24] - The company has seen a significant increase in the number of advertisers using intelligent agents, with a 30-fold increase in revenue generated by these ads [23][24]

1.新能源车牌成两会热议话题，雷军：绿色号牌与车体颜色兼容性差，理想高管：最大问题是没设计感 2. 传腾讯元宝半个月投了近3亿元做推广，CEO曾表示看到明确机遇会毫不犹豫加大投入 3. 石头科技2024年总营收119.27亿元，海外业务收入大幅提升，营销案例出圈 4. 奔驰中国"N+9"裁员更多消息曝光：拟重整中国团队、全面应对新造车 5.卢伟冰回应小米 15 Ultra海外定价高于苹果iPhone 16 Pro Max：小米的技术信心和底气 6.鸿蒙智行法务官博上线：某公司操纵数十家MCN机构抹黑，多人被依法逮捕 7.Sam Altman：OpenAI的GPU已耗尽，GPT-4.5发布将分阶段进行 8.股价已暴跌4成！特斯拉董事长抛售巨额股票套现 2月13日，腾讯元宝宣布接入DeepSeek后，开始在各个渠道凶猛投放广告。据悉，元宝的广告几乎刷遍 了包括腾讯系App在内的所有平台。连腾讯系里最"高冷"的微信，都成了元宝的导流工具。"腾讯系产品 也几乎没有为了导流，能直接进入九宫格的。何况还直接给打上了诱导下载的标签。"有腾讯人士表示。 与之对比，曾被视为微信电商希望的"微信小店"，至今也未获得准入。 从Ap ...

Core Insights - The article emphasizes the transition from traditional keyword-based search engines to AI-driven search models, highlighting the launch of Quark AI Search's "Deep Thinking" as a pivotal moment in redefining search engine capabilities [1][27] - Quark's "Deep Thinking" model utilizes reasoning to provide comprehensive answers, moving beyond simple information retrieval to a deeper understanding of user intent and context [2][13] Group 1: AI Search Evolution - Traditional search engines rely on keyword matching and webpage ranking, which often leads to fragmented information retrieval for users [2][23] - Quark's "Deep Thinking" model simulates human reasoning, allowing for multi-step inference and providing integrated, in-depth responses to complex queries [2][3] Group 2: Z Generation Social Product Design - The article outlines a systematic framework for designing social products tailored to Generation Z, focusing on their core characteristics such as individual expression, fragmented attention, strong privacy awareness, and emotional needs [4][6] - Key design principles include decentralized identity construction, low-pressure social environments, gamified experiences, and AI-enabled emotional connections [6][7] Group 3: Healthcare Information Retrieval - In the healthcare sector, Quark AI Search demonstrates its superiority by providing systematic solutions to queries, such as comprehensive advice on pollen allergy prevention, rather than just returning scattered links [9][10] - The model's ability to deliver structured health information showcases its professional advantages in the medical field [9][12] Group 4: Future of AI Search - Quark aims to evolve from a traditional search engine to an AI omnipotent assistant, capable of supporting various professional tasks such as report writing, research analysis, and strategic decision-making [23][24] - The anticipated integration of larger reasoning models indicates a significant expansion of Quark's capabilities, positioning it as a knowledge assistant and innovation catalyst in the future [25][27]