图片由AI生成 2013年，《她》（her）上映，影片讲述了一段人与人工智能相恋的科幻故事。故事结尾，虚拟完美伴 侣"她"的离去，暗示了技术替代与真实情感的复杂性。 12年后，科幻电影里曾经出现的场景开始在现实生活中上演。深夜，你会突然接到AI打来的电话。 在社交平台上，你会看到很多关于AI主动打来电话的帖子。讨论度较高的是，下载使用了星野APP，就 有可能收到AI打来的电话。 星野是MiniMax（稀宇科技）旗下的情感陪伴类产品，面向中国本土市场，它还有同款面向国际市场的 Talkie。 作者在下载体验星野之后，每天晚上十点半之后，都会接到星野主动打来电话。 从社交媒体上的一些反馈来看，在学生群体中，有人在上课期间接到星野打来的电话。 看样子，对于不同的用户群体，星野打来的电话时间有所不同。 AI主动来电，或许不是什么值得大惊小怪的事，只是其背后的公司为了提升用户活跃度、增加用户黏 性，特意设置的一种技术和运营手段。 而值得注意的是，不管是星野，还是其他如猫箱、筑梦岛这类APP，其底层逻辑都是通过语言和剧情， 去突破虚构与现实的次元壁，让用户沉浸于幻想关系，得到情感慰藉和稳定陪伴。 从被动回答问题，到主动提 ...

Core Insights - The AIGC sector in China has entered a phase of large-scale application, with a user base of 483 million and a market penetration rate exceeding 30% as of October 2025 [1][8]. User Demographics - The primary user group for AIGC applications consists of young white-collar workers under 35 years old, predominantly located in high-tier cities, characterized by strong purchasing power and a desire for social sharing [2][10][11]. Segment Analysis - **Language Models**: The Doubao APP leads in traffic within the language model segment, while Tencent Yuanbao has shown significant growth [3][13]. - **Intelligent Companion Chat**: The industry is experiencing sluggish growth, but the Xingye APP has achieved positive user growth [4][22]. - **Intelligent Tools**: This segment remains stable, with user traffic closely tied to platform devices [5][17]. - **Image Processing**: Jimeng AI holds a dominant position in the image processing sector [6][20]. Growth Rankings - As of October, Jimeng AI, Tencent Yuanbao, and Doubao are among the top apps with leading user growth rates over the past ten months [7][27]. Overall Traffic Trends - The AIGC sector's monthly independent device count increased from 318 million to 483 million from January to October 2025, with penetration rising from 22.1% to 33.2%, indicating a shift from novelty to mainstream application [8]. User Characteristics - The user base is balanced in gender, with significant representation from first-tier and new first-tier cities. Users under 35 account for nearly 50%, with white-collar workers making up 30% of the demographic [11]. Segment-Specific Traffic Insights - **Language Models**: The top language model apps, including Doubao and Tencent Yuanbao, have monthly independent device counts exceeding 50 million, while smaller apps struggle to grow [13]. - **Intelligent Tools**: The user base for intelligent tools has remained stable above 20 million, with Huawei's "Smart Search, Xiao Yi Suggestions, Smart Voice" leading the top three apps [17]. - **Image Processing**: Jimeng APP dominates the image processing sector, accounting for over 95% of the market share in terms of monthly independent device count and usage metrics [20]. - **Intelligent Companion Chat**: The segment is facing a decline in user engagement, with only Xingye APP showing positive growth amidst a general trend of user loss [22].

出品I下海fallsea 撰文I胡不知 2025年12月21日，港交所的一则聆讯公告，为喧嚣的AI行业投下了一枚重磅炸弹——通用人工智能公司MiniMax（稀宇科技）正式通过上市聆讯，计划不久 后挂牌上市。若进程顺利，这家成立不足四年的AI独角兽，将不仅刷新"从成立到IPO历时最短AI公司"的纪录，更将成为全球范围内"C端大模型第一股"。 这一事件的意义远超一家公司的资本化进程。在智谱AI冲刺"全球大模型第一股"的赛道上，MiniMax的加速入局，让中国大模型行业的资本化竞争进入"双 雄并跑"阶段，更清晰地勾勒出行业两条核心商业化路径的对决：一条是智谱AI代表的"B端基座模型+国产化"路径，另一条则是MiniMax践行的"C端原生应 用+全模态全球化"路径。 聆讯后资料集（PHIP）揭开了MiniMax的神秘面纱：385名员工支撑起覆盖200个国家、2.12亿个人用户的全球化产品矩阵，累计研发投入仅5亿美元（约35 亿元人民币），不足OpenAI的1%，却实现全模态模型跻身全球第一梯队；2025年前九个月营收同比增长170%，海外收入占比超70%，经调整净亏损同比近 乎持平，展现出大模型行业罕见的"高效增长、 ...

部门：北京专项与营销组 数据说明 研究对象 1. 研究对象： 中国移动互联网网民 ©2025 iResearch Inc. 中国移动互联网AIGC赛道流量报告 2025年 2. 研究范围： 中国移动互联网AIGC赛道（即人工智能一级行业）APP使用行为 数据说明 ü 数据来源： 艾瑞咨询 UserTracker 多平台网民行为监测数据库 ü 数据统计时间： - 2025.01-2025.10 ©2025.10 iResearch Inc. www.iresearch.com.cn 2 摘要 ©2025.10 iResearch Inc. www.iresearch.com.cn 3 03 • 语言模型：豆包APP在语言模型领域流量领先，腾讯元宝流量跃升显著。 • 图像处理：即梦AI在图像处理领域断层式第一。 细分赛道分析 • 智能伴聊：行业增长低迷，但星野APP用户规模实现正增长。 • 智能工具：行业规模稳定，用户流量生态与平台设备深度绑定。 CONTENTS 01 • 2025年前10个月，AIGC赛道进入规模化应用期，用户规模 4.83 亿，市场渗透率突破30%。 市场动态 02 • AIGC应用的核心用 ...

Core Insights - The rise of AI companionship applications reflects a growing emotional need among women, with millions engaging in "human-machine love" as a form of emotional support [1][3][12] - AI companions provide a customizable and non-judgmental space for users to express their feelings, filling gaps left by complex real-life relationships [4][10][20] User Demographics and Engagement - By early 2025, monthly active users of AI emotional companionship applications in China are projected to exceed tens of millions, with significant engagement on platforms like Douban and Douyin [1][3] - Women, particularly those who are single or socially anxious, are increasingly turning to AI for companionship, often spending hours interacting with these virtual partners [8][12] Emotional Dynamics - Users report feeling a sense of safety and comfort in their interactions with AI, as these companions provide consistent emotional support without the complications of human relationships [4][10] - The ability to customize AI partners to fit personal preferences enhances user satisfaction, allowing for a tailored emotional experience [10][12] Challenges and Risks - Despite the initial appeal, users face challenges such as AI "memory loss" after system upgrades, leading to feelings of loss and disappointment [13][15] - Concerns about addiction to AI interactions are emerging, with some users reporting negative impacts on their daily lives and responsibilities due to excessive engagement [15][20] Privacy and Safety Concerns - The lack of stringent identity verification in AI companion applications raises significant privacy concerns, as users may inadvertently share sensitive personal information [18][19] - The potential for inappropriate content generation and the creation of harmful character profiles within these applications poses risks, particularly for younger users [19][20] Conclusion - While AI companions offer emotional solace, it is crucial to recognize their limitations as algorithmic constructs that cannot replace genuine human relationships [21][22]

Group 1: Mobile Internet Usage - As of the end of Q1, the effective daily usage time per mobile internet user is 268.0 minutes, a year-on-year decrease of 3.9%, with usage frequency at 63.4 times, down 5.1%, indicating a decline in user engagement [2] Group 2: Food Delivery Industry - The food delivery market is experiencing intensified competition with new entrants like JD's delivery service and Meituan's rapid expansion, potentially leading to a new round of industry reshuffling [6] - Ele.me and Meituan dominate the food delivery market share, while Luckin Coffee's app active user base grew by 5.2% year-on-year, leveraging high-frequency consumption scenarios and membership systems to enhance user stickiness [6] Group 3: E-commerce Industry - In Q1 2025, the e-commerce sector's traffic peak nearly matched last November, with effective daily usage time reaching 23.8 minutes and usage frequency at 7.5 times, showing a steady online consumption trend [7] - JD's app led the industry with a year-on-year traffic growth of 3.4%, while other platforms like Taobao and Pinduoduo saw slight reductions in active user numbers, indicating an evolving competitive landscape [7] Group 4: Travel and Transportation Industry - Gaode Map and Baidu Map hold leading positions in the navigation market, with traffic peaks for railway ticketing and travel apps closely linked to the Spring Festival travel season [10] Group 5: Automotive Services Industry - The automotive services sector saw continuous year-on-year traffic growth in Q1, with February reaching 374 million devices, and Autohome's app maintaining an average of over 67 million active devices [14] - Autohome is enhancing content production through AIGC and improving dealer operational efficiency while promoting the "old-for-new" policy through online and offline integration [14] Group 6: Artificial Intelligence Industry - The AI sector is experiencing explosive growth, with monthly independent device numbers increasing by 46.5% year-on-year, transitioning from concept validation to large-scale application [16] - In March, language model apps like DeepSeek and Doubao reached traffic of 105.51 million and 74.09 million devices, respectively, while intelligent companion and image processing apps also saw significant user engagement [16] Group 7: User Growth Trends - In March 2025, the top three apps with over 100 million monthly active users (MAU) in terms of compound growth are Personal Income Tax, WiFi Master Key, and Xianyu [21] - Among the Z generation, the most favored apps are Boss Zhipin, Honor of Kings, and Peace Elite, while the maternal and infant group prefers Meitu Xiuxiu, Xiaohongshu, and Xianyu [21]