小宇宙因为用户的"万字长文"而加入鸿蒙生态，他们看到的不只有商业的增长，更看到了以实际需求出发的用户市场。陈鲁豫说到："鸿蒙的可贵在于帮大 家把这些想法，把这些痛点落到实处"。同时，小宇宙团队和华为团队并肩作战的解决开发难点，这种亲密的伙伴关系让小宇宙的团队感受到了技术背后的 许多人对程序员开发者有"刻板印象"，状态千篇一律，生活两点一线，感觉乏味且枯燥。当你深入了解后会发现，开发者生活也可以活出精彩万分。鸿蒙生 态持续发展为开发者注入新动力，在华为联合新浪打造微访谈《向鸿蒙生活比个6》中，鸿蒙合作伙伴带来有趣、温暖的故事，打破大众对于开发者的刻板 认知。 陈鲁豫主持对话鸿蒙开发者，四位开发者分别代表不同的领域，每个人都经历了与鸿蒙相识、相知的过程，并收获满满。比如独立开发者李尚儒，当时只是 想做个简单记录咖啡摄入量的小工具，用户更好的了解生活习惯，没想到鸿蒙给他一个"意外之喜"。 李尚儒开发的"每日咖啡"成为独家爆款，因为产品做的精致、有想法，在鸿蒙生态中被推荐给更多用户。不同于传统应用的下载使用逻辑，鸿蒙生态"元服 务"拥有跨设备能力，一个人可以完成调用整个系统的力量，以前只有大厂团队才能完成。李尚儒凭借 ...

当技术褪去，让每一个个体被看见。 撰文｜ 杨柳 图片来源｜鸿蒙 一种被珍视的感觉，让无数年轻的创造者奔向这片新大陆。 有人还没起床，就已经在屏幕里把一天拆解成待办事项；有人在通勤路上，把世界调成播客频道；还有人每天记录日出日落、饮 咖数量，甚至排便次数。这些看似零散、私密的瞬间，拼接成高度个人化的赛博日常。 当数字生活被不断细分，新的需求便自然涌现。一个小众兴趣、一个被忽略的使用场景，都可能生长出新的应用形态，甚至引发 一场产品风暴。 年初，小宇宙团队收到了一封"万字长文"。一位已经怀孕的用户在信中回顾了自己人生的重要阶段——考研、工作、结婚、生 育，而小宇宙几乎贯穿其中。 信的最后，她留下了一句话： "我现在用的是鸿蒙手机，但我真的不能没有小宇宙。" 近几年，这样的故事开始频繁出现在鸿蒙生态里。 越来越多抓住机会的年轻人，在这里不断创造——播客创作、视觉表达、旅行规划、生活记录……作为一个面向多终端全场景的 操作系统，鸿蒙正在成为开发者争相涌入的一片广阔海洋。 近日，作为鸿蒙体验官的陈鲁豫与多位年轻开发者展开生动的对话，他们的讲述，让人们看到了一种久违的氛围—— 每个人的需 求都被关照，每个人的创造都被珍视 ...

来源：美通社 北京2025年12月24日 /美通社/ -- 随着跨设备、跨场景创作逐渐成为内容生产的常态，用户对工作流连贯 性与灵感延续性的需求不断提升。围绕这一趋势，全球视觉传播与协作平台Canva可画近日正式上线鸿 蒙系统，支持手机、平板及电脑多端协同，进一步融入中国本土数字生态，为创作者提供更流畅、贴合 使用习惯的全场景创作体验。 几乎同期，Canva可画中国区总经理王可辛受邀参与微博综艺节目《向鸿蒙生活比个6》，与多位创业 者及应用开发者共同探讨鸿蒙生态下的数字生活与创作方式演进。该节目由主持人陈鲁豫主持，于12月 24日正式上线。 从产品上线到本地化实践 Canva可画此次登陆鸿蒙是其深耕中国市场、本地化策略的重要一步。自2018年进入中国以来，Canva 可画持续围绕中文内容与本土创作需求进行投入，目前已构建起包含超过16万款中文模板、300余种中 文字体及上亿级素材的内容体系，平台平均每秒产生12个设计。 随着设备形态和使用场景的不断演进，创作工具在不同终端之间保持体验一致性的能力，正成为影响用 户体验的重要因素。Canva可画与鸿蒙的合作，不仅解决了当下的跨端协同需求，也勾勒出一个"灵感自 由 ...

"与鸿蒙的合作，是并肩作战、托付后背的感觉。"一位开发者的肺腑之言，道出了这个生态最动人的底 色。在《向鸿蒙生活比个6》中，主持人鲁豫首次与四位鸿蒙开发者围坐深谈，一幅由具体的人、鲜活 的梦想与坚定的支持共同织就的图景，缓缓展开——在鸿蒙生态里，每一个"好想法"都被珍视，每一 颗"星"都能被点亮。 选择，始于一声声真实的回响 为什么选择鸿蒙？四位开发者的故事里，藏着同一个答案：用户。 "我现在用的是鸿蒙手机，真的不能没有小宇宙。"一封来自怀孕用户的万字长信，成了团队必须上线 的"军令状"，三个月火速上线鸿蒙版。 成长，来自对体验极致的追求 当应用遇上鸿蒙，用户体验的焕新，往往始于一个"无须多言"的瞬间。 主持人鲁豫分享平常在使用鸿蒙版小宇宙时，惊喜地发现退出应用后，播放条依然悬浮在屏幕上方。这 个小小的"播控中心"，让她无需反复切换应用，就能随时掌控播客播放。这种便捷在分享时被进一步放 大——通过"碰一碰"的一发多收功能，她瞬间将喜爱的播客节目分享给了现场四位伙伴。 "用户更多地都选择鸿蒙生态，这就是我们Canva可画这个产品应该去的地方。"Canva可画中国区总经理 王可辛笑着分享。用户催更背后，是这家全球 ...

Investment Rating - The industry investment rating is "Outperform the Market" (maintained) [4][10] Core Viewpoints - The AI competition landscape is deepening in multiple dimensions, accelerating the evolution of ecological applications [2] - AI creative and reasoning applications are entering a high growth phase, with programming and role-playing becoming core scenarios [7] - The report highlights the significant user growth and engagement in the AI creative sector, with active users exceeding one million for leading products [7] Summary by Relevant Sections Industry Performance - The relative return over 1 month is -0.86%, over 3 months is -7.8%, and over 12 months is -4.17% [6] - The absolute return over 1 month is -3.01%, over 3 months is -7.71%, and over 12 months is 9.95% [6] AI Creative Sector Insights - In November 2025, over 200 AI creative web products had a total visit count exceeding 27 million, with independent visitors surpassing 7.7 million [7] - Leading products like Jimeng AI and Gaoding AI have over one million active users, with significant growth in independent visitor numbers for Canva and Keling AI [7] - The average usage time for several products exceeds 8 minutes, indicating strong user engagement [7] AI Development Trends - The AI development is entering a "great divergence" phase, with open-source models capturing 30% of traffic globally, and Chinese open-source models leading in specific scenarios [7] - The report notes a shift from generating text to problem-solving capabilities in AI, with programming requests increasing from 11% to over 50% [7] - The multi-model ecosystem is becoming clearer, with closed-source models handling high-value tasks and open-source models focusing on low-cost, high-concurrency needs [7] Investment Recommendations - The report suggests focusing on companies such as BlueFocus, Kunlun Wanwei, Tianyu Digital Science, Yinsai Group, Visual China, and HuiLiang Technology as potential investment opportunities [7]

Core Insights - The 2025 China International Service Trade Fair (CIFTIS) held in Beijing from September 10 to 14 showcased the growth and innovation in China's service industry and trade, receiving positive responses from the international community [1] - The theme "Digital Intelligence Leading, Service Trade Renewed" was emphasized, with numerous forums and discussions highlighting China's significant role in global service trade and its commitment to opening up [2][3] Industry Developments - China's service trade imports and exports reached 3.9 trillion yuan in the first half of the year, marking an 8% year-on-year increase, the highest for the same period historically [2] - The implementation of a negative list for cross-border service trade and the promotion of comprehensive pilot demonstrations for service industry expansion are key initiatives driving this growth [2] Innovation and Technology - Artificial intelligence (AI) was a major highlight at the fair, with companies like Canva showcasing how AI can enhance design processes and efficiency [4] - Schneider Electric presented its upgraded "New Quality Service System," integrating service business into its strategy to provide comprehensive lifecycle services [5][6] Global Collaboration - The fair featured participation from 85 countries and international organizations, with nearly 2,000 enterprises exhibiting, fostering significant cooperation opportunities [6] - The event served as a platform for enhancing mutual understanding and exploring collaboration opportunities amidst global trade challenges [6] Case Studies - COFCO Group demonstrated its digital trade innovations, particularly in the China-Singapore "Digital Trade Port" project, which utilized blockchain technology to enhance trade document efficiency [7] - Australia's participation as the guest country highlighted the growing demand for high-quality wine in China, emphasizing the complementary nature of bilateral trade [7]

Core Insights - The report highlights the significant growth and decline trends in various AI application sectors in China, particularly focusing on Web and APP platforms, with a notable emphasis on user engagement metrics such as Monthly Active Users (MAU) [3][4][7][17]. Web Platform Insights - Among 20 Web-based AI application types, only one surpassed 100 million MAU, while 13 exceeded 1 million, indicating a clear dominance of AI chatbots [3]. - The top 20 applications showed a mixed trend, with 3 experiencing growth (average increase of 9.27%) and 17 declining (average decrease of 13.53%), highlighting a general downturn in the sector [3]. - AI writing tools saw a significant increase in demand, with a 21.53% rise in MAU, attributed to the peak period for thesis submissions among students [3]. - The AI office tools sector faced a 45.02% decline in MAU, primarily due to a lack of differentiation among applications, leading to reduced user engagement [3]. - The AI virtual character sector experienced a 34.56% drop in MAU, as users faced fatigue from similar product experiences and a lack of emotional resonance [3]. APP Platform Insights - In the APP sector, only one application surpassed 100 million MAU, while five exceeded 10 million, indicating a higher overall engagement compared to the Web platform [7]. - The APP sector saw 7 applications grow (average increase of 11.98%), with the highest growth in AI translation tools (+44.39%) [7]. - AI chatbots on the APP platform experienced a 9.21% decline in MAU, largely due to a significant drop in DeepSeek's user base [7]. - A trend of single applications dominating user engagement was noted, with some applications capturing over 90% of their respective market segments [7]. Leading Applications Insights - DeepSeek led the Web platform with a MAU of 6,316.62, despite a 10.43% decline [20]. - On the APP platform, Doubao maintained its position with a MAU of 15,210.53, reflecting a 3.97% increase [27]. - The AI writing application, Orange Chapter, saw a 42.65% increase in MAU, driven by its capabilities in handling long texts and academic resources [24]. - Toolify AI experienced a 20.71% increase in MAU, attributed to its expanding tool offerings and user-friendly navigation [14]. Market Dynamics Insights - The report indicates a high concentration of AI applications in the chatbot, development tools, and design tools categories, with these three types comprising 60% of the top 50 applications [24]. - The competitive landscape is intensifying, with many applications experiencing declines in user engagement, while a few innovative applications are managing to grow [24]. - The overall trend suggests a shift towards a more concentrated market where user preferences lean towards established applications with proven performance and reliability [7][24].