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].

核心发现 用户变化 中国移动互联网流量 丨季度报告 核心摘要： 本报告利用艾瑞咨询UserTracker多平台网民行为监测数据库等产品数据及桌面研究，综合分析了2025年 移动互联网的用户变化、行业流量变化、APP流量变化。报告指出，2025年第三季度，移动互联网流量小 幅增长，用户行为向低频深用变迁。在用户结构方面，用户性别、年龄结构稳定，中高线未婚群体驱动增 长，用户触媒偏好呈现年龄和城市级别差异。在行业方面，美食外卖巨头大战落幕，短期流量激增后续增长 乏力；旅游出行需求持续释放，使用时长增长亮眼；人工智能流量增长迅猛，语言模型用户规模爆发增长； 游戏服务流量整体下滑，行业存量竞争加剧。APP方面，2025年9月MAU（月活跃设备数）亿级以上的 APP复合增长前三名为：铁路12306、豆包、全民K歌；MAU达5000万级以上的APP复合增长前三名是： 腾讯元宝、汽水音乐、转转。 移动互联网流量小幅增长，用户行为向低频深用变迁 ：2025Q3中国移动互联网月独立设备数增至 14.52亿，环比Q2增长0.83%；用户单日使用次数为59.8次，环比Q2下降2.9%；时长为282.9分钟， 环比Q2增长2.3%， ...

核心发现 用户变化 用户触媒偏好呈现年龄差异 ：不同年龄段和城市级别的用户在行业偏好上存在明显差异，00后群 体倾向于关注游戏等娱乐内容；25-30岁的青年群体更偏好亲子育儿等。 中国移动互联网流量 丨季度报告 移动互联网流量小幅增长，用户行为向低频深用变迁 ：2025Q3中国移动互联网月独立设备数增至 14.52亿，环比Q2增长0.83%；用户单日使用次数为59.8次，环比Q2下降2.9%；时长为282.9分钟， 环比Q2增长2.3%，用户使用行为深度提升。 行业变化 核心摘要： 美食外卖巨头大战落幕，短期流量激增后续增长乏力 ：京东成功入局，市监局叫停巨头不正当内 卷，强化行业规范，行业流量短期激增，8-9月环比下滑，后续增长动能不足。 本报告利用艾瑞咨询UserTracker多平台网民行为监测数据库等产品数据及桌面研究，综合分析了2025年 移动互联网的用户变化、行业流量变化、APP流量变化。报告指出，2025年第三季度，移动互联网流量小 幅增长，用户行为向低频深用变迁。在用户结构方面，用户性别、年龄结构稳定，中高线未婚群体驱动增 长，用户触媒偏好呈现年龄和城市级别差异。在行业方面，美食外卖巨头大战落幕 ...

中国移动互联网流量季度 2025Q3 报告由艾瑞咨询发布，基于多平台网民行为监测数据，全面呈现2025年Q3中国移动互联网整体发展态势、细分行业动态及用户行为特征，为行业决策提供 参考。 整体来看，移动互联网流量稳步增长，用户行为向"低频深用"转型。截至2025Q3，月独立设备数增至14.52亿台，环比增长0.83%；用户单机单日使用时长达 282.9分钟，环比增长2.3%，但使用次数降至59.8次，显示用户更倾向于深度沉浸使用。用户结构方面，未婚群体占比32.7%，同比提升1.39%，二线及以上 城市用户占比提升4.2%，中高线未婚群体成为增长核心驱动力，不同年龄与城市级别用户的触媒偏好差异显著。 细分行业呈现差异化发展格局。人工智能成为最大增长黑马，行业MAU达4.7亿台，三季度月均新增用户超1000万，语言模型用户规模同比增长321%，豆包 等APP流量高速扩张；旅游出行需求持续释放，MAU达11.3亿台，使用时长同比增长超15%，铁路12306、携程旅行等APP增速领先。内容消费领域，短视 频仍占据用户注意力首位，优酷凭借精品内容战略实现用户规模与粘性双增长；长视频进入成熟期，存量竞争聚焦内容创新；电 ...

Core Insights - HarmonyOS 5 has surpassed 10 million devices, marking a significant milestone for the Hongmeng ecosystem [1] - The construction of a new application ecosystem is deemed more challenging than developing the operating system itself, requiring advanced technology and collective effort from various partners [3][4] - Key partners such as Tencent, Alibaba, and Railway 12306 are actively participating in the Hongmeng ecosystem, showcasing their commitment to collaborative innovation [5][9] Group 1: Ecosystem Development - The construction of the application ecosystem involves substantial work, including developer willingness to migrate and the challenges associated with it [4] - Tencent has adapted over 50 applications to HarmonyOS 5, covering various aspects of digital life, while Alibaba aims for 100% adaptation of its applications by September 30 [7] - Railway 12306 has launched a new version of its app on HarmonyOS, enhancing user experience with real-time travel information [11] Group 2: Collaborative Efforts - Partners express confidence in the ecosystem's potential, with Tencent highlighting the importance of a secure and controllable operating system [5] - Alibaba's representative noted that initial hesitations were overcome through continuous communication and recognition of Huawei's determination [7] - The concept of "listening to feedback" has been emphasized, with partners rapidly iterating applications based on user input [15][16] Group 3: Future Prospects - The development of a new operating system is expected to follow a "smile curve" pattern, with initial challenges leading to eventual user satisfaction [16] - Huawei is investing significant resources to support developers in migrating to HarmonyOS, aiming to create a robust market for applications [16] - There is a vision for HarmonyOS to not only become a leading operating system in China but also to gain a significant global presence [16]

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]

Core Insights - The report titled "2025 Mobile Internet Application Aging Adaptation Status and Innovation Trends" was released by New Beijing News Think Tank, focusing on the current state of aging adaptation in mobile internet applications in China, analyzing various sectors such as e-commerce, financial services, travel, healthcare, food, social entertainment, and reading [1] Evaluation Sample and Methodology - The evaluation sample consisted of 84 applications, selected from the top 10 applications in various categories on iOS and several Android app markets, ensuring a comprehensive assessment of popular applications [2] - The evaluation methodology included a deeper assessment of typical technological applications, such as voice input, focusing on accuracy and fluency, alongside direct operation and internet research to uncover less obvious content [2] Evaluation Criteria - The evaluation criteria were based on the "General Design Specifications for Aging Adaptation of Mobile Internet Applications" published by the Ministry of Industry and Information Technology, focusing on perceptibility, operability, understandability, safety, and compatibility, with an additional emphasis on innovation [3] - The criteria included 5 primary indicators and a total of "23+X" dimensions, where X represents innovation, aimed at promoting the aging adaptation of digital products [3][4] Quality Applications for Aging Adaptation - The report identified a list of "Top Ten Quality Applications for Aging Adaptation," showcasing applications that excel in overall adaptation or innovation in specific areas [5] - Notable applications in various categories include: - Financial Services: Bank of China, Industrial and Commercial Bank of China, Agricultural Bank of China [9] - Travel: Tencent Maps, Didi Chuxing, Railway 12306 [9] - E-commerce: Taobao, Pinduoduo, JD.com [10] - Social Entertainment: WeChat, Douyin, Kuaishou [10]