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5 news: Douyin AI Boom, WeChat Shop & Short-Drama Surge, Bilibili Ad Flywheel

1. WeChat Mini Program Shop with Active Sales Grow 170% YOY

At WeChat Open Class PRO 2026, WeChat Mini Program Shop reported that the monthly average number of merchants with active sales was 1.7 times the same period last year, and GPM grew to 1.5 times.

In 2025:

The growth appears to be powered by three compounding levers: product features that “socialize” buying, new traffic entry points inside WeChat, and platform-led operations that accelerate new customer acquisition.

WeChat rolled out commerce mechanics such as “Send as Gift,” “Buy Together,” “Like-to-Buy,” and “Bundle Deals,” which align with how users already interact in WeChat.

During the 2025 shopping festival period, snacks brand Three Squirrels generated RMB 15M in just two weeks solely through ‘Send as Gift’.

Invite three friends to “like” a product, and you unlock a RMB 10 discount at checkout. This kind of incentivized sharing used to be restricted on WeChat, but WeChat Shop is now allowing it as an exception to drive social commerce.

When friends “like” the product, it not only increases the product page impression, but the brand can also launch a re-targeting campaign to convert the “page-view” users.

Within WeChat, WeChat’s traffic mix is expanding beyond traditional discovery into high-intent surfaces such as “Orders & Cards” (小店与卡包), Search, Gift Zones, Moments, and social virality loops.

In December 2025, visits to “Orders & Cards” increased 132% vs. August 2025.

For top-tier brands, WeChat is launching Super Brand Day (just another shopping holiday). ERDOS achieved RMB 17M+ in sales in 3 days, with new customers accounting for 88%+ of buyers. This is achieved via collaboration with WeChat Ads, WeChat live-streaming discounts, and in-App promotion.

Although the data looks promising, many products featured in the WeChat marketplace—especially grocery and daily essentials—are priced around RMB 20. For premium brands, it’s often smarter to test the waters first via WeChat Channels live-streaming and a Channels account, before scaling into the broader marketplace.

2. Over 90 companies in 2025 exceeded RMB 10 million in short-drama revenue on WeChat

At the WeChat Open Class PRO 2026 short drama session, WeChat announced it has built an end-to-end integrated solution for the short drama ecosystem.

Data shared there said that in 2025, the number of short drama entities grew by over 31%, and more than 90 companies surpassed RMB 10 million in revenue. Specifically, the number of live-action short dramas was close to 300,000, while the number of comic dramas launched increased by 3,380%.

However, WeChat’s short-drama traffic still isn’t comparable to Douyin. Even the most-promoted WeChat dramas often have fewer than 500 engagements, while Douyin short dramas can easily surpass 30,000. As WeChat tries to build out this mature ecosystem, it’s still an open question whether it can realistically catch up.

3. Xiaohongshu quietly tests a “Paid Notes” feature

Recently, reports said that Xiaohongshu has quietly started beta testing a “paid notes” feature. If a note provides enough value, creators can charge readers directly. This is a new exploration of content monetization, aiming to add a creator-to-user paid channel beyond ads and e-commerce.

The current test mainly covers three formats:

4. Douyin releases its 2025 tech content ecosystem report: AI-interest users up 105% YoY

The 2025 Douyin Tech Content Ecosystem Report was released, describing changes in Douyin’s tech content ecosystem in 2025.

The report mentioned:

5. Bilibili ad revenues grew over 20% for 11 consecutive quarters

Bilibili held its 2026 AD TALK marketing partner conference, where Vice Chairwoman and COO Li Ni delivered remarks as a digital human.

Li Ni said:

She said that in a healthy content ecosystem, commercialization is an important component alongside the community and creators. As of last year’s third quarter, Bilibili’s ad revenue has grown over 20% for 11 consecutive quarters; advertiser count continued to increase; retention for million-level clients was close to 90%; and average UP creator income increased 22% year over year.

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