基于QuestMobile数据的最新分析显示，2026年上半年中国移动互联网市场在多个典型行业呈现不同的增长态势。[1]AI原生应用正在成为行业发展的新引擎，其整体规模于6月达到4.99亿，同比增长85.4%，其中豆包、千问、DeepSeek的活跃用户规模分别为3.82亿、1.67亿和1.30亿。[1]
电商领域出现显著分化，抖音商城同比增长达184%，2026年618成为首个AI原生式电商促销节点。[1]短视频行业继续扩张，活跃渗透率已达92.6%，抖音APP月活跃用户规模超10亿。[1]短剧视频形成新的内容热点，行业月活跃用户规模突破4亿、同比增长71.5%，其中红果免费短剧月活跃用户规模达3.68亿、同比增长73.7%。[1]
游戏领域维持平稳增长，手机游戏APP行业月活跃用户规模达6.66亿、同比增长2.5%，而微信小游戏通过平台优势实现更强势增长，月活跃用户规模达6.52亿、同比增长21.2%。[1]在本地生活出行方面，滴滴APP月活跃用户规模超1.5亿，哈啰顺风车则以136.5%的增速领跑顺风车市场。[1]教育求职领域保持稳定规模，求职招聘行业月活跃用户规模达到1.19亿。[1]
QuestMobile released a comprehensive industry analysis report examining six major sectors of China's mobile internet landscape in the first half of 2026, based on platform usage data across consumer goods, artificial intelligence, online entertainment, financial services, travel, and recruitment.[1]
The AI sector demonstrated explosive growth, with AI-native applications reaching a combined user base of 499 million in June 2026, representing an 85.4% year-over-year increase.[1] Among leading AI assistants, Doubao, Qwen, and DeepSeek commanded active user bases of 382 million, 167 million, and 130 million respectively.[1] The 2026 618 shopping festival marked the first AI-native e-commerce promotion event, with Douyin Marketplace experiencing remarkable growth of 184% compared to the prior year.[1]
Short-form video content continues to dominate the entertainment sector, achieving a 92.6% penetration rate among mobile internet users, while Douyin maintained a monthly active user base exceeding one billion.[1] Short-drama video applications surged to over 400 million monthly active users with 71.5% year-over-year growth, with the platform Honguo leading the segment at 368 million users and 73.7% annual growth.[1] Mobile gaming remained stable with 666 million monthly active users and 2.5% growth, though WeChat mini-games showed stronger momentum with 652 million users, up 21.2% year-over-year.[1]
In the travel and transportation sector, Didi's monthly active user base exceeded 150 million, while Hellobike's ride-sharing service achieved accelerated growth of 136.5%.[1] The recruitment industry reached a user base of 119 million.[1]
