AI+沉浸式社交平台Soul App向港交所主板递交上市申请，腾讯作为战略投资者（不参与日常管理及业 务运营）持股49.9%，中信证券为此次IPO的独家保荐人。 ...

新浪科技讯 11月27日晚间消息，AI+沉浸式社交平台Soul App向港交所主板递交上市申请，腾讯作为战 略投资者（不参与日常管理及业务运营）持股49.9%，中信证券为此次IPO的独家保荐人。 平台累计注册用户约3.9亿，2025年前八个月日均活跃用户（DAU）约1100万，用户日均使用时长超50 分钟，人均每日发出点对点私信交流约75 条，月均三个月用户留存率达80%。根据弗若斯特沙利文报 告，截至2025 年前八个月，公司日均活跃用户（DAU）、日人均启动次数（20.1次），及新安装用户 30日留存率（23%）均在中国AI+沉浸式社交平台中排名第一。 根据上市申请文件，Soul日均活跃用户（DAU）中逾78.7%为Z世代。弗若斯特沙利文报告显示，Soul 是国内首个所有用户均以虚拟身份（avatars）进行互动的AI+沉浸式社交网络平台。平台基于用户兴趣 图谱，依托以自研的原生情绪价值第一大模型SoulX为代表的AI技术，为用户提供沉浸式互动及情绪价 值体验。 2022至2024年，公司收入分别为16.67亿元（人民币，下同）、18.46亿元及22.11亿元，2025年前八个月 收入为16.83亿元，2 ...

智通财经APP获悉，AI+沉浸式社交平台Soul App向港交所主板递交上市申请，腾讯（00700）作为战略 投资者（不参与日常管理及业务运营）持股49.9%，中信证券为此次IPO的独家保荐人。 AI技术是Soul App在沉浸式情绪经济领域快速发展的核心引擎。公司自研原生情绪价值第一大模型 SoulX极大地提升了用户体验与社区活跃度。用户的高参与度推动模型和算法持续优化，及AI应用的智 能化，加速平台数字社会的繁荣和用户体验提升，拓宽AI赋能下情绪经济商业化的潜在市场空间，赋 能广告及IP生态等业务增长，形成了独特的"用户–AI–平台"飞轮体系，实现商业化复利效应。 Soul此次申请上市，其他股东包括米哈游、Genesis Capital、Morningside China等。根据文件，公司发售 所得款项将用于AI能力研发、全球范围拓展、用户群扩大、各类内容开发，以及用作营运资金及一般 企业用途。 公司财务稳健增长，2022至2024年收入分别为16.67亿元（人民币，下同）、18.46亿元及22.11亿元， 2025年前八个月收入为16.83亿元，2022至2024年收入复合增长率超15%。公司自2023 ...

Core Insights - The report highlights the increasing participation of Generation Z in the "Double 11" shopping event, with over 93.1% expected to engage in 2025, indicating a strong integration of this event into their lifestyle [1][2] - Generation Z exhibits a "passionate yet rational" consumer mindset, with nearly 40% of respondents planning to increase their spending budget compared to the previous year [2] - There is a notable shift towards domestic brands, particularly in categories like smartphones, home appliances, and health supplements, with 57.6% of respondents indicating a growing preference for domestic products [3] Group 1: Participation Trends - Generation Z's participation in "Double 11" has shown a consistent increase from 81.3% in 2021 to 93.1% in 2025, reflecting a deepening significance of this shopping event [1] - 39.1% of surveyed youth feel that the sense of celebration for "Double 11" has intensified compared to previous years, especially in major cities [1] Group 2: Budget and Spending Behavior - Approximately 38.6% of young respondents plan to increase their spending budget for "Double 11," with this trend being more pronounced among youth in major cities [2] - The proportion of respondents indicating they will spend more than the previous year has risen from 27.3% in 2021 to 38.6% in 2025 [2] Group 3: Shift in Consumption Channels - Over 70% of young consumers are paying more attention to offline activities during "Double 11," indicating a shift in consumption from solely online to a more integrated approach [2] - 31.3% of respondents express a higher interest in participating in offline store events, showcasing the importance of physical retail in their shopping experience [2][3] Group 4: Preference for Domestic Brands - There is a significant increase in the inclination to purchase domestic brands, particularly in the categories of smartphones, home appliances, and health supplements [3] - The preference for domestic products is notably higher among youth in major cities, with 57.6% indicating they are buying more domestic brands [3]

正值秋日，正是里尔克名句中"谁此刻孤独，谁永远孤独"的季节。对当下的年轻人而言，孤独已然不只 是偶发的情绪，而是演变为周期性的生活常态——在深夜的自我对话中，在周末的错位感里，在节日欢 庆的衬托下。 Soul App旗下社会研究机构Just So Soul研究院近日发布《2025 Z世代孤独指数报告》，基于3046份有效 样本，深入描绘当下年轻人的孤独图景。在样本覆盖中，00后（37.2%）与95后（34.3%）成为主要发 声群体，与此同时，不同代际、地域的受访者也对孤独的感受呈现出差异化特征。 报告从"孤独"入手，尝试解读当代年轻人的情感需求——当孤独成为一种时代症状，理解孤独，便是理 解当下的年轻人，以下为报告摘录： 一、孤独时间到——夜晚，周末，还有节日 人在一年、一月、一日中的什么时刻最为孤独？报告发现，"孤独感"的时间分布有其潮汐般的规律—— "深夜回忆遗憾往事"以4.74分（满分5分）高居榜首，如上一章所述，深夜本身加重孤独的强度，而回 忆起遗憾的过去，更是有种"想起一生后悔的事，梅花便落满了南山"的"悲怆"。 "遭遇打击时无人陪伴"（4.09分），"在聚会中自觉格格不入"（3.72分），"另一半 ...

Core Insights - Soul App has released its "2025 Q3 Ecological Safety Report," highlighting advancements in ecological safety and showcasing its innovative practices in user information protection, anti-fraud measures, minor protection, online violence governance, and community co-governance [1][2]. Group 1: AI Technology and Safety Measures - The platform has optimized its AI-based image anti-fraud model, achieving an approximately 80% reduction in false positives and increasing recognition coverage to over 90%, ensuring comprehensive protection against mainstream image production scenarios [2]. - The high-risk user identification coverage has improved from below 50% to over 70%, enhancing the platform's ability to preemptively warn and identify potential fraudulent users [2]. - Soul App has maintained close cooperation with regulatory authorities and law enforcement, contributing over 100 reports of illegal harmful information and participating in multiple collaborative efforts to combat such content [2]. Group 2: Content Moderation and Community Engagement - In Q3, the platform intercepted 4.39 million pieces of violating content through automated systems, processed 15.78 million related comments, and blacklisted 30,600 violating accounts, effectively curbing the proliferation of inappropriate content [2]. - The community governance initiative has seen over 78,000 users participating as content recommenders and discipline committee members, with daily contributions of over 22,000 votes leading to the generation of more than 2,900 quality posts [3]. - The report serves as a commitment to users and society, demonstrating Soul's dedication to building a robust safety defense through AI technology, strict enforcement, and community collaboration [3].

Core Insights - Shanghai Anydoor Technology Co., Ltd., a subsidiary of Soul, has recently undergone a business change, increasing its registered capital from 10 million yuan to 10.101 million yuan [1] - The new shareholder is Kandu Oriental (Shanghai) Media Co., Ltd., a subsidiary of SMG, which holds a 1% stake in the company [1] Company Structure - The largest shareholder of Anydoor is Zhang Lu, who holds 83.1412% of the shares [1] - Other shareholders include Beijing Mingjun Equity Investment Management Co., Ltd., Shanghai Jianming Enterprise Management Co., Ltd., Zhulian Technology (Shenzhen) Co., Ltd., and Shanghai Molang Venture Capital Center [1]

Core Insights - The article discusses the transformation of social platforms with the integration of AI technology, focusing on Soul App's efforts to provide long-term emotional value to users through AI [1] Group 1: AI Integration and User Engagement - Soul App is leveraging AI technology to blur the lines between tools and community, transitioning AI assistants from "event-driven" to "relationship-building" [1] - The platform has seen 18% of new posts addressing real social dilemmas, indicating a growing need for emotional connection among users [1] Group 2: Content Creation and Personalization - With the integration of the DeepSeek model, Soul is reshaping content production and interaction modes based on user interests and historical data [3] - Soul aims to create a low-threshold, personalized content publishing tool that automatically recommends topics and generates multimedia content [3] Group 3: Virtual Community and AI Agents - Soul is exploring the creation of a virtual community utilizing various AI Agents to provide diverse content and support users in decision-making processes [4] - The AI Agents, such as the Musk-AI and Jack Ma-AI, assist users in analyzing problems rather than providing direct answers, fostering dialogue and exploration of different viewpoints [4] Group 4: Future Goals and Emotional Connection - Soul's objective extends beyond enhancing content production; it seeks to merge AI with human social interactions to shift from "information exchange" to "emotional symbiosis" [4] - The company is committed to deepening its AI technology to deliver a warmer and more emotionally fulfilling social experience for users [4]

Core Insights - The report titled "2025 Z Generation Emotional Consumption Report" reveals the rising trend of emotional consumption among Generation Z, highlighting the importance of "emotional value" in their purchasing decisions [1][13] Group 1: Emotional Value Recognition - Over 90% of young people recognize "emotional value" and seek "emotional anchoring" in various ways [4] - Nearly 60% of youth are willing to pay for emotional value, marking a 16.2% increase from 2024 [4] - 44.8% of young people focus on "quality upgrades" driven by emotional needs rather than mere self-indulgence [4] Group 2: Spending Patterns - The average monthly spending on emotional consumption among young people is 949 yuan [7] - 37.6% of youth are willing to pay for value resonance, while 34.2% seek self-healing and 32.3% appreciate the significance of rituals in their purchases [7] Group 3: Age-Related Consumption Trends - Younger individuals (post-2005) spend the most on social relationships/services, while those born after 2000 focus more on digital consumption [9] - The trend indicates a growing preference for paying for social relationships and digital experiences among younger demographics [5] Group 4: AI Companionship Innovations - Soul App has developed an AI virtual companionship system, creating highly personalized "AI virtual humans" capable of real-time interaction through various media [10] - The engagement with AI companionship has surged, with related post volume increasing by 6.2 times and search volume by 12 times year-on-year in Q2 2025 [10] Group 5: Consumption Timing and Rationality - Emotional consumption peaks during specific times, notably after 10 PM and during work breaks, with over 50% of youth showing time-dependent consumption patterns [13] - More than 70% of young people believe the threshold for obtaining emotional value through consumption is rising, with 35.7% stating that ordinary products no longer satisfy them [13]

Core Insights - The report highlights that "emotional value" has become a core necessity in the spiritual lives of young people by 2025, driven by the rise of emotional consumption among the youth [1] - The findings are based on a survey conducted by Soul App, which collected 2,338 valid responses, with approximately 70% of respondents being from Generation Z (post-1995 and post-2000) [3] Emotional Consumption Trends - Over 90% of young people recognize "emotional value," with many having experiences of paying for it, and nearly 40% are frequent consumers [3][4] - The average monthly expenditure on emotional consumption is 949 yuan, with 18.1% of youth willing to spend over 2,000 yuan monthly [4] Motivations and Preferences - The primary motivations for young people to pay for emotional value are "emotional tuning" and "gaining understanding and recognition," with women favoring self-rewarding consumption and men seeking understanding through consumption [6] - The top five categories of emotional consumption include physical goods (40.7%), experiential consumption (39.4%), social relationship consumption (28.1%), digital consumption (27.7%), and co-branded/IP-related consumption (24.9%) [6] Age-Related Consumption Patterns - Younger groups are more inclined to pay for social relationships and digital consumption, with the highest average spending in these categories observed among those aged 18-20 and 21-25, respectively [7] - Significant growth in interest for "AI companionship" and "digital avatars" has been noted, with post volumes and search volumes increasing dramatically on the Soul platform [7] Consumption Timing and Psychological Aspects - More than half of young people exhibit regular consumption patterns, with peak times occurring after 10 PM and during work breaks [9] - Emotional consumption serves dual purposes: 48.4% engage in it for emotional stability, while 34.9% do so to celebrate happiness [10] - The report indicates a shift towards a more rational and mature perspective on emotional consumption among young people, emphasizing the importance of diverse social networks for long-term emotional health [10]