来源：飞书深诺 2024年全球经济仍处于复苏阶段，移动市场的收入保持着8%的增速，但获客表现有小幅回落。与此同时，中国移动市场出海获客增长进入瓶颈期，下载量 明显回落，而应用内收入还在保持上涨的态势，其中出海的移动游戏收入增速超整体移动游戏表现，且在大部分地区的收入增速均高于海外发行商，出海移 动应用的收入增速仍保持在20%以上，在日本、北欧及拉美地区的收入增速均超50%。 2025年，全球移动市场将进入更加成熟和分化的阶段。收入增长将趋于平稳，增速预计仅5%,市场饱和及用户付费意愿下降将成为主要制约因素。获客难度 和成本将继续上升，厂商将更加注重用户留存和精细化运营。中国移动出海业务仍将面临地缘政治风险和本地化挑战，但AI技术的应用与创新可能为行业 带来新的增长点。 2025年全球 移动市场趋势洞察 Meet Intelligence 出品 Q Powered by Meetsocial 飞 书 课 诺 INDEX 目录 01 全球移动市场趋势变化 02 移动游戏市场回顾及中国出海表现 03 移动应用市场回顾及中国出海表现 全球移动市场 趋势变化 全球移动市场 | 宏观环境趋势 挑战叠加的2025年，移动出 ...

Group 1 - The core viewpoint of the article highlights Ctrip's (TCOM) financial performance and upcoming earnings report, indicating a revenue growth of 16.17% year-on-year, while net profit slightly decreased by 0.81% [1] - Ctrip is recognized as a leading one-stop travel platform globally, providing a wide range of travel products and services, catering to both Asian tourists and an increasing number of international travelers [1] - The company operates under several brands, including Ctrip, Qunar, Trip.com, and Skyscanner, and emphasizes its mission to create perfect journeys and build a better world [1] Group 2 - Ctrip offers over 1.7 million accommodation options worldwide, including hotels, motels, resorts, apartments, and other properties [2] - The flight booking service provides tickets from over 600 airlines, covering more than 3,400 airports in over 220 countries and regions [2] - The company serves non-Mainland Chinese users through Trip.com and Skyscanner, enhancing its global reach [3] Group 3 - Trip.com provides services in 24 languages and accepts 35 local currencies, while Skyscanner operates in over 50 countries and regions with support for more than 35 languages [4] - Ctrip offers a variety of channels for customer engagement, including mobile applications, multilingual websites, offline stores, and customer service centers [4] - As of December 31, 2023, the company employs 36,249 staff members [4]

Group 1 - Ctrip (TCOM) opened at $63.64 per share on August 18, 2023, with a market capitalization of $41.595 billion and a trading volume of $8.8578 million [1] - As of March 31, 2025, Ctrip reported total revenue of 13.83 billion RMB, a year-on-year increase of 16.17%, while net profit attributable to shareholders was 4.277 billion RMB, a slight decrease of 0.81% year-on-year [1] - Ctrip is set to release its fiscal year 2025 interim report after market close on August 27, 2023 [1] Group 2 - The company offers a one-stop travel service through Ctrip and Qunar, providing over 1.7 million accommodation options globally, including hotels, motels, resorts, and other properties [2] - Ctrip's flight services cover over 600 airlines, offering tickets for more than 3,400 airports across over 220 countries and regions [2] Group 3 - Ctrip provides travel product bookings for non-mainland Chinese users through Trip.com and Skyscanner, with Trip.com offering services in 24 languages and 35 local currencies [3] - Skyscanner operates in over 50 countries and regions, supporting more than 35 languages [3] - The company employs 36,249 staff members as of December 31, 2023 [3]

Group 1 - Ctrip (TCOM) opened at $59.98 per share on August 11, 2023, with a market capitalization of $39.203 billion and a trading volume of $8.8389 million [1] - As of March 31, 2025, Ctrip reported total revenue of 13.83 billion RMB, representing a year-on-year growth of 16.17%, while net profit attributable to shareholders was 4.277 billion RMB, a slight decrease of 0.81% year-on-year [1] Group 2 - Ctrip is a leading one-stop travel platform globally, offering a comprehensive range of travel products and services, and is a preferred choice for many Asian tourists and an increasing number of travelers worldwide [2] - The company was founded in 1999, went public on NASDAQ in 2003, and was listed on the Hong Kong Stock Exchange in 2021, operating brands including Ctrip, Qunar, Trip.com, and Skyscanner [2] - Ctrip provides over 1.7 million accommodation options globally, including hotels, motels, resorts, apartments, and other properties, and offers flight services from over 600 airlines covering more than 3,400 airports in over 220 countries and regions [2] Group 3 - The company primarily serves non-Mainland China users through Trip.com and Skyscanner, with Trip.com offering services in 24 languages and 35 local currencies [3] - Skyscanner provides services in over 50 countries and regions and supports more than 35 languages [3] - As of December 31, 2023, Ctrip employed 36,249 staff members [3]

Core Viewpoint - The National Computer Virus Emergency Response Center has detected 68 mobile applications that illegally collect and use personal information, in accordance with laws such as the Cybersecurity Law and the Personal Information Protection Law [1] Group 1: Legal Compliance - The detection was conducted based on the requirements of the announcement from the Central Cyberspace Administration, the Ministry of Industry and Information Technology, the Ministry of Public Security, and the State Administration for Market Regulation regarding the 2025 personal information protection initiative [1]

Core Viewpoint - Ctrip (TCOM) shows a positive stock performance with a 2.76% increase, reaching $60.36 per share, and a total market capitalization of $39.452 billion as of July 7 [1] Financial Performance - As of March 31, 2025, Ctrip's total revenue reached 13.83 billion RMB, reflecting a year-on-year growth of 16.17% [1] - The net profit attributable to shareholders was 4.277 billion RMB, showing a slight decrease of 0.81% year-on-year [1] Company Overview - Ctrip Group Limited is a leading one-stop travel platform globally, offering a comprehensive range of travel products, services, and differentiated travel content [1] - Established in 1999, Ctrip went public on NASDAQ in 2003 and was listed on the Hong Kong Stock Exchange in 2021 [1] - The company operates major brands including Ctrip, Qunar, Trip.com, and Skyscanner, and aims to provide high-quality travel booking experiences [1] Service Offerings - Ctrip's accommodation services offer over 1.7 million options worldwide, including hotels, motels, resorts, apartments, and other properties [1] - The flight service provides ticketing from over 600 airlines, covering more than 3,400 airports across over 220 countries and regions [2] - Trip.com offers products and services in 24 languages and 35 local currencies [3] - Skyscanner provides services in over 50 countries and regions, supporting more than 35 languages [4] Employee and Operational Insights - As of December 31, 2023, the company employed 36,249 staff members [4]

Core Viewpoint - The National Cybersecurity and Information Security Information Notification Center reported that 64 mobile applications are found to illegally collect and use personal information [1] Group 1 - 64 mobile applications have been detected for illegal collection and usage of personal information [1]

Group 1 - The National Cybersecurity Notification Center reported 65 mobile applications that illegally collected and used personal information, violating the Cybersecurity Law and the Personal Information Protection Law [1] - Issues identified include lack of clear prompts for users to read privacy policies, difficulty in accessing privacy policies, failure to inform users about information recipients, and absence of effective personal information correction and deletion features [1] - Some applications did not obtain user consent for processing sensitive information, lacked rules for handling minors' information, and failed to implement necessary security measures [1] Group 2 - The notification aims to strengthen personal information protection [1]

Core Insights - Ctrip (TCOM) shares increased by 2.07% on May 6, closing at $61.745 with a market capitalization of $40.357 billion [1] - For the fiscal year ending December 31, 2024, Ctrip's total revenue is projected to be 53.294 billion RMB, representing a year-on-year growth of 19.73%, while net profit attributable to shareholders is expected to reach 17.067 billion RMB, a 72.08% increase [1] - Ctrip is set to release its Q1 2025 financial report on May 19 [1] Company Overview - Ctrip Group is a leading one-stop travel platform globally, offering a comprehensive range of travel products, services, and differentiated travel content [1] - The company assists users in exploring travel options, providing inspiration and information for cost-effective travel bookings, and offering in-trip services [1] - Established in 1999, Ctrip went public on NASDAQ in 2003 and was listed on the Hong Kong Stock Exchange in 2021, operating brands including Ctrip, Qunar, Trip.com, and Skyscanner [1] Service Offerings - Ctrip and Qunar provide one-stop travel services, with accommodation options exceeding 1.7 million globally, including hotels, motels, resorts, apartments, and other properties [2] - The flight service offers tickets from over 600 airlines, covering more than 3,400 airports across over 220 countries and regions [2] International Operations - Trip.com and Skyscanner cater to non-mainland Chinese users, with Trip.com offering services in 24 languages and 35 local currencies [3] - Skyscanner provides services in over 50 countries and regions, available in more than 35 languages [3] - The company utilizes mobile applications, various mobile channels, multilingual websites, physical stores, and customer service centers to deliver a rich array of products, services, and content [3] - As of December 31, 2023, the company employed 36,249 staff members [3]

Core Insights - The report emphasizes the need to enhance the protection of cultural heritage and historical culture in urban and rural construction, highlighting its significance as a carrier of human civilization [1] - The integration of modern technology, such as H5 interactive design, XR technology, mobile applications, and social media platforms, is crucial for innovating the dissemination of cultural heritage [1] Group 1: H5 Interactive Technology - H5 interactive technology serves as a core medium for cultural heritage dissemination due to its low threshold, cross-platform capabilities, and social characteristics [2] - It deconstructs complex cultural content into accessible interactive units, reducing cognitive load and enhancing user engagement [2] - H5 can integrate location-based services (LBS) and real-time data interfaces to intelligently push cultural content based on user location and behavior, creating a virtual-physical integration [3] Group 2: XR Technology - XR technology, encompassing VR, AR, and MR, provides a multi-dimensional solution for the digital narrative and interactive experience of cultural heritage [4] - It transforms static cultural entities into interactive digital twins using high-precision digitization, allowing users to engage with multi-modal information in a virtual-physical context [5] - The non-linear narrative model of XR technology enables users to become active explorers, constructing personalized cognitive maps through autonomous interactions [5] Group 3: Mobile Applications and Social Media - Mobile applications and social media platforms create an ecological matrix for cultural heritage dissemination through terminal adaptability, data-driven approaches, and community operations [6] - They facilitate the transformation of physical spaces into intelligent cultural narrative environments, enhancing user interaction through ergonomic design and multi-dimensional feedback mechanisms [6] - User-generated content and algorithmic recommendations on social media activate community-driven cultural heritage dissemination, while data analytics provide quantitative support for cultural strategies [7]