移动互联网丨研究报告 核心摘要： 用户变化 Q1移动互联网流量同比小幅增长，增量用户空间收窄： 2025年一季度，中国移动互联 网月独立设备数均值同比增长2.6%，但单月环比增速较低，分别为0.27%、-0.03%、 0.08%，市场需求趋稳，行业进入存量竞争深化阶段。 用户粘性持续走低，存量用户关注争夺白热化： 截至Q1末，移动互联网用户单机单日 有效使用时间268.0分钟，同比下降3.9%，使用次数为63.4次，同比下降5.1%。 行业变化 电商 - 送礼功能升级驱动社交消费： Q1 电商行业流量峰值达 12.16 亿，社交场景消费 潜力释放，淘 宝、京东、微信小店推出送礼服务，如"一礼多收""自选时效""隐藏价 格"等，并借力春节营销。 美食外卖 - 三巨头激烈角逐： 京东 外卖 2 月入局，以"品质外卖 + 低佣金"策略单日订 单破千万；美团闪购覆盖 3000 余县区市；淘宝闪购联合饿了么首周订单破千万，行业 呈现多强争霸格局。 社交网络 - 小红书借势国际化： 1 月超 1.7 亿" TikTok 难民"涌入，小红书登顶多国 应 用商店下载榜 ，英文翻译功能随后上线， APP 月活跃设备数逼近 3 ...

Core Insights - The article highlights the top 10 AI products from Product Hunt for the week of June 23-29, 2025, with a focus on innovative solutions developed by Chinese teams [3][4]. Group 1: Top AI Products Overview - **Pally**: An AI relationship management tool that integrates contacts from multiple social platforms to enhance networking efficiency, receiving 1,017 Upvotes and 173 comments [6][7][9]. - **Twenty**: An open-source, highly customizable modern CRM that offers complete data control and flexibility, garnering 983 Upvotes and 127 comments [10][13][22]. - **mysite.ai**: A platform for quickly building customized websites through conversational AI, achieving 758 Upvotes and 91 comments [14][16][17]. - **Pythagora**: An AI-driven full-stack application development platform that reduces development time from months to hours, with 707 Upvotes and 54 comments [18][20][22]. - **FlashDocs API**: A tool for automatically generating slideshows from various content formats, receiving 677 Upvotes and 70 comments [23][26][27]. - **HeyBoss AI Boss Mode**: An all-in-one AI business management platform that simplifies website creation and business operations, with 639 Upvotes and 87 comments [28][31][33]. - **Ops AI by Middleware**: A full-stack AI observability platform designed for developers and operations teams, achieving 608 Upvotes and 140 comments [34][35][38]. - **NativeMind**: A local browser-based AI assistant that ensures data privacy, receiving 607 Upvotes and 52 comments [39][40][42]. - **Runbear**: A no-code AI assistant building platform integrated with communication tools like Slack, achieving 599 Upvotes and 69 comments [43][44][46]. - **Dyad**: A free, open-source AI programming assistant that runs locally, garnering 569 Upvotes and 43 comments [48][49][51]. Group 2: Market Opportunities and User Insights - The products cater to various user segments, including professionals needing efficient networking tools, developers seeking rapid application development, and small businesses requiring automated management solutions [7][20][31]. - The increasing complexity of social networks and the demand for intelligent relationship management tools present significant market opportunities for products like Pally [8]. - The trend towards open-source solutions and customizable platforms, as seen with Twenty and Dyad, reflects a growing preference for user control and flexibility in software [10][49].

6.23-6.29 TOP10 TOP1: Pally 一句话描述： Pally 是一款整合多社交平台联系人信息的 AI 工具。 图片来源： Product Hunt 简介： Pally 是一款基于 AI 的关系管理工具，定位于帮助专业人士整合来自多个社交平台的联系人信息，提升人脉管理效率。其核心价值在于通过自动搜 集和分析联系人在线动态，辅助用户准备会议、维持联系和高效搜索网络，解决了传统 CRM 信息分散、更新不及时的痛点。 目标用户主要是需要频繁维护职业关系的职场人士和销售、市场等角色，市场机会在于日益增长的社交网络复杂度和对智能人脉管理工具的需求。 功能上， Pally 亮点包括多平台联系人整合、自动内容研究以及智能提醒和搜索，差异化体现在深度内容分析和全方位社交数据融合。用户体验注重简洁直 观，帮助用户快速获取关键信息，提升沟通效率。 数据表现： Pally 获得了 1017 个 Upvote ， 173 条 comment 。 TOP2 ： Twenty 一句话描述： Twenty 是一款开源且高度可定制的现代 CRM 。 简介： Twenty 是一款现代开源 CRM ，定位为 Salesforc ...

【1】北京中小学将全面普及人工智能通识教育 近日，北京市教委发布《北京市中小学人工智能教育地方课程纲要（试行）（2025年版）》，明确小 学、初中、高中要建立学段衔接机制，将人工智能课程评价结果纳入学生综合素质评价体系。《课程纲 要》显示，从2025年秋季学期开始，全市中小学校开展人工智能通识教育，每学年不少于8课时，实现 中小学生全面普及。落实国家课程方案和课程标准要求，开齐开足人工智能教育相关课程。学校可将人 工智能课程独立设置，也可以与信息科技（信息技术）、通用技术、科学、综合实践活动、劳动等课程 融合开展，注重一体化设计，防止重复交叉。 【2】北京海淀启动新毕业大学生专项配租工作 6月30日，北京市教委发布消息，近日，海淀区启动面向新毕业大学生专项配租保障性住房工作，吸引 新毕业大学生留海就业，缓解青年人才在海淀发展初期的住房问题。此次配租项目为燕保·辛店家园、 苏家坨同泽园东里西里、馨瑞嘉园、三嘉信苑4个项目750套房源，均由北京保障房中心有限公司持有并 运营。 【3】湖北省教育厅发布暑假安全提示 暑假即将来临，孩子们享受假期的同时，要时刻注意安全。近日，湖北省教育厅发布《2025年幼儿园暑 假安全 ...

BOSS直聘发行3,450万股，每股发行价66港元或每份ADS 16.82美元。 ...

Core Viewpoint - BOSS Zhipin's recent public offering in the Hong Kong market is not merely a capital-raising exercise but a strategic move to reshape its shareholder structure and enhance market liquidity [1][2][4]. Group 1: Public Offering Details - On June 25, BOSS Zhipin launched a public offering of 30 million Class A ordinary shares, representing 3.2% of the post-offering share capital, with an option to increase by up to 4.5 million shares [1]. - The offering is notable for allocating 10% of the shares, or 3 million shares, to individual investors, which is uncommon in typical institutional-focused offerings [1][2]. - The offering has seen strong demand, with international placements oversubscribed by over three times, indicating confidence from long-term investors in the company's future [1][2]. Group 2: Strategic Intent - The offering aims to create a more diverse shareholder base, transitioning from merely having a stock code to having a multi-faceted group of shareholders [2][6]. - BOSS Zhipin's management emphasizes that the offering is about establishing a genuine connection with the local market rather than just raising funds [4][6]. - The company seeks to address liquidity issues and reduce shareholder concentration, which has been a challenge since its initial public offering in 2022 [5][6]. Group 3: Financial Health - BOSS Zhipin is in a strong financial position, with a projected net profit of 1.567 billion RMB in 2024 and a net profit margin exceeding 42% [2]. - The company has maintained robust operating cash flow, exceeding 800 million RMB for five consecutive quarters, with cash equivalents nearing 15 billion RMB [2][4]. Group 4: Market Positioning - The public offering is designed to create initial stock supply, breaking the "no stock, no buy" market structure that has hindered trading activity [5][9]. - BOSS Zhipin aims to build a local investor base in the Hong Kong market, which is crucial for its long-term growth and stability [6][7]. - The company is focused on establishing a deeper relationship with investors, enhancing market understanding and engagement [9][16]. Group 5: Business Model and Growth - BOSS Zhipin's growth strategy is centered around improving matching efficiency in recruitment, leveraging a unique platform that integrates direct chat, recommendations, and mobile access [11][13]. - The company has successfully expanded its user base, serving over 16.6 million enterprises and achieving 57 million monthly active users by Q1 2025 [11][14]. - BOSS Zhipin is also diversifying its offerings by targeting blue-collar job markets and integrating AI technology to enhance platform capabilities [14][15]. Group 6: Long-term Vision - The company is focused on building a resilient matching model that can adapt to diverse and complex recruitment needs, ensuring long-term sustainability [15][16]. - BOSS Zhipin's approach contrasts with the fast-paced strategies of many peers, emphasizing steady growth and strategic stability [17][18]. - The goal is to create a capital market product that allows investors to genuinely "hold" the company rather than just "hear about" it [18].

资料图。 BOSS直聘 发新股募资 掘金增量市场 王琳 尽管业绩依然亮眼，但自2023年第四季度达到峰值后，BOSS直聘的营收增速正在步入下降通道， BOSS直聘在财报中对下一季度的 审慎预期 更凸显了未来的增长压力 。 6月24日 晚间 ，BOSS直聘 公告 拟发行3000万股A类普通股， 预计净筹约22.61亿港元 。BOSS直 聘 表示 ，股份发售旨在增强财务灵活性、拓宽股东基础、增加股份流动性，并支持 公司 稳健可 持续发展。所得款项 用途方面 ，约45%将用于投资技术和相关基础设施，约35%将用于发展新业 务，约10%将用于与现有业务产生协同效应的战略收购或投资机会，另有约10%将用于营运资金及 一般企业用途。 当下，就业问题已然成为全社会高度关注的议题 ，摆在招聘平台面前的 难题，或许已 不再只是如 何赚钱， 如何 在商业价值与社会责任间找到更优的平衡点，更 是一个值得思考的新方向。 01 驱动 增长 的 新引擎 2025年第一季度，BOSS直聘 实现收入 19 . 23亿 元， 同比增加12.9% 。 其中， 对企业客户的在线招聘服务收入占比超 98% ， 为19 . 0 1 亿元，同比增加12 ...

Group 1 - Beijing's 2025 college admission minimum control scores have been announced, with the ordinary undergraduate score set at 430 points and special type admissions at 519 points [1] - The distribution of scores for the 2025 college entrance examination in Beijing shows that 113 students scored above 698 points, while 11,883 students scored above 600 points [2] - A technology company in Beijing is under investigation for illegal advertising related to "college volunteer planning teacher" fast-track training, misleading potential students about job prospects [3] Group 2 - BOSS Zhipin plans to raise approximately HKD 22.613 billion through an IPO in Hong Kong, offering up to 30 million new shares at a price range of HKD 78 per share [4] - Sheng Tong Co. announced the cancellation of repurchased shares, reducing its registered capital from 538 million yuan to 533 million yuan, following the expiration of unused repurchased shares [5] - Keda Xunfei has updated its AI learning machine with three core functions and introduced a new self-developed curriculum system, enhancing its educational offerings [6] - New Oriental has established a new intelligent technology company, focusing on AI application software development and educational consulting services [7]

Core Insights - The mobile internet traffic in China showed a slight year-on-year growth of 2.6% in Q1 2025, indicating a stabilization in market demand and a shift towards intensified competition in a saturated market [1] - User engagement metrics are declining, with the average daily effective usage time per device dropping to 268.0 minutes, a decrease of 3.9% year-on-year, and the number of daily usage instances falling by 5.1% to 63.4 times [1] Industry Changes - E-commerce sector saw peak traffic of 1.216 billion in Q1, driven by upgraded gifting features in platforms like Taobao, JD.com, and WeChat, leveraging the Spring Festival for marketing [2] - The food delivery market is characterized by fierce competition among major players, with JD.com entering the market in February and achieving over 10 million daily orders, while Meituan and Taobao's collaboration with Ele.me also reached similar order volumes [2] - Social networking app Xiaohongshu capitalized on the influx of over 170 million "TikTok refugees," topping download charts in multiple countries and enhancing its app with English translation features [2] - The AI sector experienced a year-on-year growth of 46.5% in Q1, with DeepSeek leading the industry and surpassing 100 million monthly active devices, focusing on practical applications in intelligent chat and image processing [2] App Changes - In March 2025, the top three apps with over 100 million monthly active users (MAU) showing the highest compound growth were Personal Income Tax, WiFi Master Key, and Xianyu [3] - Among apps with over 50 million MAU, the top three in compound growth were Huawei Health, Doubao, and Anjuke [3] - Preferences among Generation Z users favored Boss Zhipin, Honor of Kings, and Peacekeeper Elite, while the maternal and infant demographic preferred Meitu Xiuxiu, Xiaohongshu, and Xianyu [3]

BOSS直聘公告称，每股香港发售股份的最高公开发售价将为78港元。 ...