（来源：中国火箭军） 婆婆不好意思地笑笑："怪不得，我一直拿粉色的给小宝擦脸，我还边擦还边寻思，这脸霜怎么这么黏。" 我被逗乐了："怪不得小宝脸越来越干！" 次日，婆婆在家属院和几位阿姨聊天："现在带孩子真的和以前不一样，小孩吃的用的东西那么多，咱都不认识，儿媳妇说了两 遍也记不住！"阿姨们也深有同感。 夕阳西下，下班路上，我远远望见婆婆抱着小宝坐在家属院木椅上纳凉。我突然感觉父母这代人真不容易，年轻时拼命挣钱养 家，老了还要远离家乡，来到军营带孙子。 产假结束后，婆婆随我回到部队家属院，如愿过上含饴弄孙的生活，成为异地带娃大军中的一员。和婆婆住到一起后，我才发 现，对老人而言，适应新环境，学习新知识是不容易的。 有一天晚上，我要加班，交代婆婆给小宝洗澡："妈，这个白色瓶子是擦脸的，粉色瓶子是护臀膏，千万别弄错了！""中，你放 心去吧！" 第二天晚上，我继续叮嘱："妈，小宝脸有点干，洗完澡多给他擦点霜，白色瓶子擦脸。" 第三天晚上，我给小宝洗完澡后，拿起白色瓶子擦脸，婆婆看着我问："这不是护臀膏吗？"我惊讶道："不是啊，粉色的才是护 臀膏！" 为了丰富婆婆的生活，我给她下载了抖音APP，教她使用技巧。一天，我 ...

Core Insights - The report indicates a slight growth in mobile internet traffic in Q3 2025, with user behavior shifting towards low-frequency deep usage. Monthly active devices reached 1.452 billion, a 0.83% increase from Q2 2025. Daily usage frequency decreased by 2.9% to 59.8 times, while usage duration increased by 2.3% to 282.9 minutes, indicating a deeper engagement from users [1][2][6]. User Changes - The proportion of unmarried users increased to 32.7%, up by 1.39% year-on-year, with growth driven by the unmarried demographic in mid-to-high tier cities. Users aged 35 and below accounted for 49.1% of the total, with a 4.2% increase in users from second-tier cities and above [2][8]. - User preferences vary significantly by age, with Gen Z (born after 2000) favoring gaming and entertainment, while the 25-30 age group shows a preference for parenting and childcare content [2][16]. Industry Changes - The food delivery sector saw a temporary surge in traffic due to intense competition among major players like Meituan and Ele.me, but subsequent growth has been weak. In contrast, the travel sector is experiencing steady growth, with a 15% year-on-year increase in usage duration [3][61]. - The artificial intelligence sector is witnessing rapid growth, with monthly active users reaching 470 million and a year-on-year increase of 321% in language model users, reflecting strong market demand [3][37]. - The gaming services sector is facing overall decline, with intensified competition among existing players, although MOBA and shooting games are experiencing growth [4][76]. APP Changes - In September 2025, the top three apps with over 100 million monthly active users were Railway 12306, Doubao, and Quanmin K Ge, while the top three apps with over 50 million monthly active users included Tencent Yuanbao, Soda Music, and Zhuanzhuan [5][81][82].

Core Viewpoint - Dolby Laboratories and Douyin have announced a partnership to integrate Dolby Vision into the Douyin platform, enhancing content creation, sharing, and viewing experiences for users [1][3][4] Group 1: Partnership Details - The collaboration allows Douyin to support Dolby Vision on iOS devices, enabling users to watch Dolby Vision videos directly through the Douyin app and create content using built-in editing tools or third-party software [3] - Douyin plans to expand support for more device types, with Android compatibility currently in progress [3] Group 2: Technology and Impact - Dolby Vision is recognized as a benchmark for image quality, utilizing dynamic metadata to optimize color, brightness, and contrast for each frame, capturing details that traditional methods cannot [3] - The partnership aims to lower the barriers for high-quality video creation, shifting the short video content landscape from "modeled imitation" to "personalized visual expression" [3] Group 3: Industry Trends - The short video industry is transitioning from a focus on traffic competition to enhancing content quality and creative experience, making image quality upgrades a significant trend [3] - The collaboration is expected to provide creators with richer expressive capabilities and improve user viewing experiences [3][4]

预计阅读时长 8 mins 告别天价合约时代，体育赛事正在寻找下一个转 播「金主」 我们的听友 September 很好奇，为什么 CBA 没有和长期合作的咪咕续约，而是将转播权交给了抖音呢？毕竟 咪咕有着奥运会、世界杯、NBA 等丰富的体育赛事转播经验，而抖音在这方面更像是一个「新手」。 确实，就像 September 说的一样，咪咕背靠中国移动，资金实力雄厚。由于入局长视频领域较晚，他们在影视 剧方面缺乏优势，既没有版权的积累，也没有足够的原创内容能力。于是，布局体育赛道就成了他们吸引用户 的打法。澎湃新闻指出，国资的背景，也让咪咕更容易在奥运会、世界杯等大赛版权方面与央视总台展开合 作，加上平台投入体育版权的意愿非常强烈，咪咕不仅在转播那些四年一届的国际大赛上从不缺席，还拥有英 超、中超、UFC 等体育垂类的头部赛事版权。 而他们和 CBA 的合作开始于 2018 年，并且在 2020 年成功续约。当时，这份赞助及转播合同长达 5 年，总价 值超过 20 亿元，是 CBA 史上最大的合同。不过，到今年的最新赛季，CBA 却迟迟没有确定转播平台。直到 开赛前一天的晚上，也就是 12 月 11 日，CBA ...

t 2017 40 11:5 id 0 n the last A 0 201 Cabo PACE lo 6 a 1 1 12 2 r the ● - 0 ATE Pre Property x r 6 cke apply for 4 4 P SPR 12 real 6 PAC P 1 cs 12 27 p 之前更新了《AI御三家年终"火拼"》，现在聊聊国内AI原生应用铁王座上的"豆包"。 据《晚点 LatePost》 独家 爆料，字节跳动旗下的火山引擎已正式敲定成为2026年中央广播电视总台春节联欢晚会的 独家 AI 云合作伙伴，旗下智 能助手"豆包"也将深度参与，上线多种 AI 互动玩法。 从2015年开始，互联网巨头们轮番登上春晚舞台，通过互动红包等形式疯狂"吸粉"。这些产品在登上春晚时往往标志着其用户规模或行业地位达 到关键节点，成为"国民级"应用。 01 2015年 – 微信红包：腾讯的微信成为春晚首个独家新媒体互动伙伴，推出"摇一摇抢红包"。除夕当晚微信红包收发总量达10.1亿次，摇一摇互动 峰值每分钟8.1亿次。更重要的是，通过春晚红包必须绑定银行卡，微信支付一夜之间新增1亿绑卡用户，迅速追平了支付 ...

Core Insights - The active user base of typical new media platforms is projected to reach 1.149 billion by October 2025, with an average monthly usage time of 3,367.5 minutes, reflecting year-on-year growth of 7.3% and 5.4% respectively, indicating increasing user engagement driven by diverse content and algorithmic recommendations [1] User Demographics and Behavior - The competitive landscape among platforms has stabilized, with distinct user demographics: platforms like Weibo, Xiaohongshu, and Bilibili have a significant proportion of users under 30 years old, at 58.6%, 54.2%, and 66.5% respectively, while Douyin and Kuaishou have 22.2% and 22.6% of users aged 51 and above [1] - Users are increasingly adopting a multi-platform usage habit, with 39.8% of users engaging with three or more new media platforms, and 54.2% of these users are under 30 years old [1] Content and Platform Dynamics - New media platforms are capturing user attention through enhanced content quality and technology, leading to deeper user engagement [7] - The growth in user engagement time is increasingly reliant on content quality and recommendation technology rather than just user base expansion [12] - Platforms are shifting from merely attracting users to seeking them across various scenarios, enhancing flow through capability output and ecosystem integration [14] User Segmentation and Growth Drivers - The competition is becoming more segmented, with growth driven by diverse user groups, including younger and older demographics, as well as lower-tier markets [17] - Multi-faceted users, primarily young and high-spending, are using different platforms to meet various needs such as socializing, entertainment, and learning, fostering a complementary ecosystem among platforms [20] Content Ecosystem Characteristics - Platforms are transitioning from broad traffic competition to enhancing their unique ecological characteristics, with strategies tailored to their specific user bases [23] - AI-related content has seen a 9.9 percentage point increase in user penetration year-on-year, with younger male users showing a higher interest [26] - The rise of knowledge-based influencers reflects a shift in user demand from entertainment to practical value [32][38] Commercialization Strategies - New media platforms are entering a phase of strategic deepening in commercialization, with hard advertising revenues leading the way [40] - The unique characteristics of platform ecosystems are shaping differentiated advertising models, with soft advertising becoming a significant monetization method [42] - Platforms are enhancing local business strategies, extending their reach from online to offline commerce, with various initiatives to support local merchants [54]

Core Insights - The article discusses the evolving landscape of new media platforms and their user engagement trends, highlighting the growth in active users and usage duration by 2025 [4][5][6]. User Engagement and Demographics - By October 2025, the active user base of typical new media platforms is projected to reach 1.149 billion, with an average monthly usage time of 3367.5 minutes, reflecting year-on-year growth of 7.3% and 5.4% respectively [5]. - Platforms like Weibo, Xiaohongshu, and Bilibili show a significant concentration of users under 30 years old, with respective proportions of 58.6%, 54.2%, and 66.5%, while Douyin and Kuaishou have 22.2% and 22.6% of users aged 51 and above [5][6]. Multi-Platform Usage - A notable trend is the combination usage of multiple platforms, with 39.8% of users engaging with three or more new media platforms, particularly among users under 30 (54.2%) and those from first and new first-tier cities (31.6%) [6]. Content Quality and User Attention - The article emphasizes that the growth in user engagement is increasingly driven by content quality and algorithmic recommendations rather than just user base expansion [18]. - New media platforms are focusing on enhancing user attention through improved content quality and technology, leading to deeper user participation [13][18]. Competitive Landscape - The competitive landscape among platforms is stabilizing, with distinct user demographics and content strategies emerging. Platforms are shifting from broad traffic competition to focusing on unique ecological characteristics and user engagement [30][32]. - The rise of AI content and tools is reshaping user engagement, with a 9.9 percentage point increase in AI-related content penetration among users by October 2025 [34][36]. Monetization Strategies - New media platforms are entering a phase of strategic deepening in monetization, with hard advertising revenues leading the way. The unique characteristics of each platform are shaping differentiated advertising models [48][50]. - Soft advertising is becoming a significant revenue stream, with brands selecting platforms based on their marketing goals, reflecting the alignment of KOL income with platform content and user expectations [54]. Local Business Integration - Platforms are increasingly integrating local businesses into their ecosystems, transitioning from rapid growth to a more stable phase in local merchant numbers [63].

Investment Rating - The report does not explicitly provide an investment rating for the mobile internet industry in China. Core Insights - The mobile internet traffic in China has shown steady growth, with the number of monthly active devices reaching 1.452 billion by the end of Q3 2025. User engagement metrics indicate a shift from "high-frequency shallow use" to "low-frequency deep use," with daily effective usage time per device increasing from 272.4 minutes to 282.9 minutes, while the number of daily usage instances decreased from 65.1 to 59.8 [10][14]. Summary by Sections 01 Overview - The mobile internet traffic in China has experienced slight growth, with a monthly active device count of 1.452 billion as of Q3 2025. User stickiness remains stable, with daily effective usage time per device increasing to 282.9 minutes, while the frequency of usage has decreased [10][14]. 02 Segmentation - The report highlights that the user demographics are stable, with unmarried users making up 32.7% of the mobile internet population, reflecting the influence of the single economy on traffic growth. Users aged 35 and below account for 49.1%, and there is a notable increase in users from second-tier cities and above [17][18]. - Short video content continues to dominate user attention, with significant growth in daily usage time for travel and communication services, indicating a strong demand for immersive and personalized digital experiences [20][21]. - The top sectors in the mobile internet include communication and chat services, e-commerce, and aggregated information, with communication services achieving a penetration rate of 89.0%. The artificial intelligence sector has shown remarkable growth at 59.3% year-on-year [26][28]. - User engagement in high-frequency applications such as communication and short video services has increased, while sectors like social networking and aggregated information have seen declines, indicating a shift in user preferences towards high-quality content and innovative services [31][32]. 03 Value Rankings - The report does not provide a specific value ranking for the mobile internet industry in China.

Group 1 - The 2025 "Double Eleven" shopping festival features an earlier start and a longer duration, with JD.com extending its promotional period to 37 days, while Tmall/Taobao also follows suit. Content platforms like Kuaishou began pre-sales on October 7, with Douyin and Xiaohongshu joining later [2][4]. - Major e-commerce platforms simplified promotional rules through methods like "direct discounts" and "no need to meet minimum purchase requirements," which ignited consumer enthusiasm and drove traffic growth. Taobao and JD.com introduced "minute-level delivery" in instant retail, contributing to new consumption growth [4][8]. - The extended promotional periods and simplified rules led to an increase in the proportion of post-00s and users from first-tier cities across various platforms compared to the previous year [7]. Group 2 - Various platforms set multiple promotional waves to stimulate consumer purchases and increase usage frequency. Additionally, AI technology has been deeply integrated into the entire consumption process this year, enhancing user experience [8]. - On November 11, 2025, Taobao's app traffic increased by 4.2% year-on-year to 508 million, Pinduoduo's app traffic grew by 2.5% to 414 million, and JD.com's app traffic rose by 9.8% to 227 million [4].

Core Insights - The 2025 Double Eleven shopping festival is characterized by an earlier start and a longer duration, with major platforms extending their promotional periods to attract users [7][10] - E-commerce platforms are simplifying promotional rules to enhance consumer engagement, while content platforms are leveraging user interest to drive conversions [5][10] E-commerce Platform Strategies - JD.com has extended its promotional period to 37 days, while Taobao and other platforms have also lengthened their sales cycles [7] - Major platforms like Douyin and Kuaishou began pre-sales early in October, with Kuaishou starting on October 7 [7] User Engagement and Growth - The early launch of Double Eleven has led to significant growth in monthly active users across platforms, with Taobao's traffic surpassing 1 billion for the first time [8] - In October 2025, the monthly active user growth rates for major apps were as follows: Taobao (3.7%), Douyin (14.4%), Pinduoduo (0.9%), JD.com (14.4%), Kuaishou (3.7%), and Xiaohongshu (6.4%) [8] Promotional Tactics - E-commerce platforms are using simplified promotional strategies such as direct discounts and no minimum purchase requirements to stimulate consumer spending [10] - Instant retail services, like "minute-level delivery," are being introduced by Taobao and JD.com to drive new consumption growth [10] Content E-commerce Performance - Content e-commerce platforms like Douyin, Kuaishou, and Xiaohongshu have seen significant traffic growth on November 11, leveraging their ability to activate user interest and demand [12] User Demographics - The proportion of post-00s users on platforms like JD.com and Xiaohongshu has increased, with JD.com at 18% and Xiaohongshu at 26.1%, reflecting a year-on-year growth of 2.7% and 2.4% respectively [5][15] Technology Integration - AI technology is deeply integrated into the consumer experience across platforms, enhancing user engagement and satisfaction during the shopping festival [14] Market Outlook - The report anticipates a continued evolution in the market landscape, with insights into industry trends and growth strategies for 2025-2026 [19]