这年头，互联网大厂不做个输入法，好像就跟不上潮流似的。前有微信，后有豆包，都想在咱们的手机键盘上占个坑。 一个月前，我就在小红书上刷到过豆包在内测输入法的消息，当时还以为是小道传闻，没想到这周五正式版就悄悄上线了 。 你可能会问，现在输入法市场不是已经被搜狗、讯飞、百度这些"老登"瓜分得差不多了吗？字节为啥还要来掺和一脚？其实，从百度、微信到搜狗，大家 都在搞"AI+输入法"，豆包作为字节 AI技 术的集大成者，自然不能缺席。 所以，这个顶着"AI新贵"光环出生的豆包输入法，究竟是龙是虫？是来颠覆市场的，还是又一个凑热闹的？老狐这两天把它装上，替大家深度品鉴了一 番。 豆包的野心，写在脸上 首先，咱们来看看它的"卖相"。 豆包输入法的图标，是在它家大哥"豆包APP"的基础上，加了个语音输入的麦克风标志。第一眼看上去，你可能会误以为这是个什么语音聊天软件。 但其实从这里就初见端倪，豆包这是要做一个主打语音的输入法！ 首次启用时，豆包会给你三个选项："完整体验模式"和"基础打字模式"二选一，这个"基础打字模式"值得点个赞，因为它承诺数据完全在本地运行，不会 上传任何信息，给了注重隐私的用户一个安心选择。 进入主界 ...

Core Viewpoint - The strategic partnership between iFLYTEK and Sichuan Fine Arts Institute aims to integrate art and technology, focusing on talent cultivation, research innovation, and social services to enhance the cultural and entertainment industry [3][5]. Group 1: Strategic Collaboration - iFLYTEK and Sichuan Fine Arts Institute have officially established a strategic cooperation relationship to leverage their respective strengths in AI technology and design disciplines [1][3]. - The collaboration will explore a coordinated innovation mechanism between industry and academia, contributing to the high-quality development of the cultural and entertainment sector [3][4]. Group 2: AI and Cultural Integration - The partnership will focus on developing industry-leading AIGC tools and content products, combining iFLYTEK's AI capabilities with the artistic expertise of Sichuan Fine Arts Institute [3][4]. - iFLYTEK's AI entertainment business group integrates core segments such as input methods, music, and intellectual property, aiming to reconstruct content production and enhance efficiency and creativity in various entertainment sectors [4]. Group 3: Educational and Economic Impact - Sichuan Fine Arts Institute will promote the intersection of cutting-edge AI technology and traditional design disciplines, aiming to cultivate high-end artistic talents with technological literacy and social responsibility [4]. - The collaboration seeks to enhance the digital economy and cultural creative industry in the southwestern region, establishing a new benchmark for the integration of art and technology [5].

Core Insights - The rise of original Chinese cultural IPs is becoming increasingly prominent, with examples like LABUBU gaining significant traction both online and offline, indicating a shift from traditional IPs to a diverse array of original IPs driven by internet incubation and emotional value [1][6] - The trend of emotional consumption, particularly among the younger generation, is reshaping the market, with IPs serving as key vehicles for emotional value [6][11] - AI technology is being leveraged to enhance the IP industry, providing tools for creators and improving operational efficiency, thus expanding the potential of original IPs [9][12] Group 1: Market Trends - Original IPs are gaining popularity as social currency among young consumers, with a notable increase in the emotional value associated with these IPs [1][6] - The shift from functional consumption to emotional consumption is evident, particularly among the Z generation, who seek personal expression and emotional connection through their purchases [6][11] - The demand for unique and interactive IP products is driving new consumption patterns, with IPs becoming integral to daily life and social interactions [7][8] Group 2: AI Integration - AI is positioned as a transformative force in the IP industry, enhancing creativity, operational efficiency, and market responsiveness [9][12] - The "Love Skin Universe" initiative by iFLYTEK aims to serve as a connector and accelerator in the IP ecosystem, utilizing AI to empower creators and streamline processes [3][12] - AI technologies are being integrated throughout the IP creation process, from ideation to supply chain management, thereby reshaping the entire industry landscape [9][14] Group 3: Strategic Collaborations - iFLYTEK has announced a strategic partnership with Sichuan Fine Arts Institute to enhance its IP ecosystem through talent development and collaborative projects [3][16] - The initiative includes creating educational programs that merge technology with art, fostering a new generation of talent in the IP space [16][17] - The establishment of an innovation center focused on the fusion of art and AI aims to set industry standards and explore new creative avenues [17] Group 4: Future Outlook - The "Love Skin Universe" is positioned as a new player in the IP field, with ambitions to become a leading IP operation company by connecting creators with a vast user base [16][17] - The initiative seeks to democratize access to high-end creative capabilities through AI, lowering operational costs and enabling broader participation in the IP market [17] - By focusing on long-term value and collaborative growth, the project aims to redefine the landscape of original IPs in China [17]

Core Viewpoint - The article discusses the rise of original cultural IPs in China, highlighting the role of AI technology and the new business model of "AIP Universe" by iFlytek to empower creators and enhance the commercial viability of IPs [2][3][6][10]. Group 1: Rise of Original IPs - Original cultural IPs in China are experiencing explosive growth, primarily driven by internet incubation and the creation of high-recognition emotional value images that resonate with young consumers [3][4]. - The trend of emotional consumption is becoming more pronounced, especially among the younger generation, with 68.16% of iFlytek's input method users being under 30 years old [4][11]. - Digital IPs have become an essential part of daily life, allowing users to express themselves through personalized content [6][12]. Group 2: iFlytek's Strategy - iFlytek aims to position itself as an "enabler" in the IP industry through its "AIP Universe," which serves as a connector and accelerator for the IP ecosystem [6][7]. - The company has formed a strategic partnership with Sichuan Fine Arts Institute to enhance its new business layout [7]. - The "AIP Universe" is designed to provide a one-stop service for IP commercialization, from market research to design, production, and sales [23][24]. Group 3: Challenges and Opportunities - New entrants in the IP market face challenges such as difficulty in fan engagement, short lifecycle, and weak monetization capabilities [22]. - iFlytek's "AIP Universe" aims to bridge the gap between creators and users, enhancing IP influence and extending lifecycle through improved operational efficiency [22][23]. - The company leverages AI technology to enhance user demand insights and accelerate creative output, thus addressing the operational challenges faced by individual creators [15][25]. Group 4: Long-term Vision - The "AIP Universe" is in its early stages but is rapidly developing organizational capabilities, including IP operations, business, product design, and channels [30][31]. - iFlytek is focused on recruiting talent that aligns with the IP industry and enhancing collaboration with educational institutions to foster innovation [36][38]. - The initiative aims to democratize high-end creative capabilities through AI, reducing operational costs and enabling broader participation in the original IP era [40][41].

Industry Overview - The Chinese third-party input method industry is entering a new growth cycle in 2025, driven by large model technology, which is transforming the industry in terms of scale, technology, products, competition, and user demand [1][8] - The overall industry scale is shifting into a growth phase, with generative AI products showing significant advancements in the first half of 2025, as 346 generative AI services have been registered in China [1][12] - The AI industry in China is projected to exceed 700 billion yuan in 2024, maintaining a growth rate of over 20% for several consecutive years [1][12] Technological Advancements - Key technological breakthroughs include lightweight deployment and multi-modal integration, which enable collaborative architecture and plugin expansion, driving product paradigm upgrades [1][13] - The input method is evolving from a passive tool to an active intelligent hub, addressing pain points in social creation and cross-language communication [1][14] Competitive Landscape - The market exhibits a "Matthew Effect," with Sogou, iFlytek, Baidu, and WeChat input methods capturing 84.4% of the market share [1][16] - In terms of new user growth, iFlytek leads with the highest increase and growth rate, while Sogou and Baidu also show significant monthly new user increments [1][19] User Insights - The primary user demographic consists of young adults, particularly those aged 18-24, with students being the largest audience segment [2][23] - Over half of the users are aware of AI-driven input methods, with the highest satisfaction reported for information search functions [2][26] Future Outlook - The industry is expected to upgrade the input experience under the influence of "hot topics + large models," leading to a trend of "broad empowerment" [2] - The input method may evolve into an intention-driven command center, continuously transitioning towards becoming an intelligent service hub [2]

Core Insights - The article discusses a business model that combines public accounts with AI, which has reportedly generated returns in the range of 100,000 yuan within six months [1] - The model is characterized by its strong operability, with detailed execution processes provided [1] Project Fundamentals - The core business logic of the public account AI sector involves publishing content about new applications and innovations in artificial intelligence on public account platforms, leading to monetization through the sale of customized intelligent agents, coze codes, or AI community services [3] - For instance, if a community is priced at 999 yuan per year, recruiting 100 members within six months can achieve a revenue target of approximately 100,000 yuan [3] Standard Operations - The standard operation involves publishing AI-related educational content, sharing practical tips, and guiding users to join paid communities at the end of the articles [5] - The main challenges faced by the project include efficiently discovering quality benchmark accounts and continuously tracking the latest trends and technologies in the AI field [5] Specific Operational Process - To find benchmark accounts, one can use the "Search" function in WeChat by entering specific AI-related keywords, which will return a series of relevant public account articles and accounts [6] - Bilibili is also highlighted as a valuable platform for finding high-quality AI tutorials [9] Content Creation Methodology - The selection criteria for accounts include a focus on the AI field and good recent performance in terms of readership or viewership [14] - The content creation can follow a "learn-practice-rephrase" model, where one first fully engages with benchmark tutorials and then reorganizes and expresses the content in their own words [14] - Tools like iFlytek's input method can significantly enhance content production efficiency, allowing for the completion of a 1,000-word article in about half an hour [14] Initial Project Focus - In the initial stages of the project, the focus should not be overly on monetization; the core tasks should be learning AI skills and accumulating content [15] - The project aims to provide information and ideas, emphasizing that each individual's situation is different, and profitability should be independently assessed and tested [15]

Financial Performance - In the first half of 2025, the company's operating revenue reached 10.911 billion yuan, a 17.01% increase from 9.325 billion yuan in the same period last year [1] - Gross profit was 4.389 billion yuan, reflecting a year-on-year growth of 17.12% [1] - The net profit attributable to shareholders was -239 million yuan, an improvement of 40.37% compared to -401 million yuan in the previous year [1] - The net profit after deducting non-recurring gains and losses was -364 million yuan, showing a year-on-year increase of 24.62% [1] - The net cash flow from operating activities was -772 million yuan, narrowing by 49.73% from -1.536 billion yuan in the same period last year [1] Sales and Collection - The company achieved sales collections of 10.361 billion yuan in the first half of 2025, a year-on-year increase of 14.99%, marking the first time collections exceeded 10 billion yuan in a half-year period [1] - The collection rate has improved for three consecutive years, rising from 93.75% in 2022 to 97.20% in 2024 [1] Business Structure and R&D Investment - The revenue structure of the GBC segment continues to optimize, with C-end business revenue becoming the main growth driver. G-end accounts for 26%, C-end for 32%, and B-end for 42% [1] - R&D investment in the first half of 2025 grew by 9.2%, accounting for 21.92% of revenue, maintaining stable investment intensity [1] - R&D expenses increased by 610 million yuan, focusing on three main areas: core technology related to the Spark large model, industry application product development and market promotion, and C-end hardware product channel marketing [1] Technological Advancements - The company has achieved a breakthrough in deep reasoning models, being the only one to train a large model based on domestic computing power, with the 70B parameter Spark-X1-0420 model surpassing several international benchmarks [2] - The model supports over 130 languages, providing a fully autonomous and controllable large model base as an alternative for the global market [2] Industry Applications - In the education sector, the Spark X1 has been implemented in over 270 regions, with more than 200,000 teachers participating in teaching practices, achieving an 88.4% activity rate [2] - In the healthcare sector, the medical large model has shown superior performance in tasks such as general consultation and report interpretation, with a 52% year-on-year revenue growth in grassroots consultation [2] - The company collaborates with leading financial institutions and state-owned enterprises to develop large models for various industries [2] C-end Product Performance - Revenue from learning machines increased by 104% year-on-year, with a strong presence in high-end shopping malls and rapid expansion into lower-tier markets [3] - Other products, including translation machines and recording pens, continue to see iterative improvements, with significant user engagement in applications like the iFlytek input method [3]