QuestMobile report: AI investment and financing in the second half of 2025 increased by 20.8% year-on-year, with plugins accounting for 81.5% of 205 new AI applications According to QuestMobile's "Report on AI Application Interaction Innovation and Ecological Implementation in the Second Half of 2025", the AI application field is showing a trend of multimodal technology breakthroughs and accelerated ecological layout in the second half of the year. The report points out that the top three active users of AI native apps are Doubao (155 million), DeepSeek (81.56 million), and Yuanbao (20.84 million). Newcomers such as Ant Group and Lingguang have performed well, ranking fourth and tenth on the weekly active list, respectively. The capital market is also active. From July to November, the AI industry completed 186 investment and financing events, with a total amount of 33.67 billion yuan, a year-on-year increase of 20.8%. Multimodal interaction has become the mainstream in the industry, accounting for 73.3%, while full modal large models, although accounting for only 1.9%, are considered a key direction for the future. At the application level, among the 205 new AI applications, plugin forms account for 81.5%, and vertical tracks such as AI image processing and AI professional consultants have strong demand. Top companies actively promote ecological layout, such as Tencent achieving full scene matrix coverage through "Yuanbao", and Ant Group's Lingguang App achieving a 7-fold increase in daily active user scale, showing strong performance. In addition, mobile phone manufacturers are using GUI intelligent agent technology of "screen viewing+tapping" to promote the transformation of interaction from "app led" to "intelligent agent led", further improving user experience and task completion efficiency. The report believes that multimodality and ecologicalization will become the core driving forces for the future growth of AI applications.