From Scroll to Study: Xiaohongshu Bets on Depth to Challenge China’s Video Giants

Xiaohongshu is pivoting toward mid-to-long-form video to capitalize on a 43% growth in consumption time for deep content. By restructuring its organization and deploying massive creator subsidies, the platform aims to evolve from a lifestyle social app into a high-utility 'knowledge search engine' that challenges Bilibili and Douyin.

Charming boutique with colorful bags and people browsing, bicycles parked outside at dusk.

Key Takeaways

  • 1Xiaohongshu's monthly active users (MAU) have officially exceeded 400 million, with daily searches hitting 800 million.
  • 2The platform is allocating 50 billion traffic points and tens of millions in cash to support creators making videos longer than two minutes.
  • 3A major internal restructuring has split the community business into 'Live' (professional long-form) and 'Village' (organic UGC) sectors.
  • 4Consumption of mid-to-long-form video on the app grew 43% year-on-year, indicating a user preference for high-information density over short entertainment.
  • 5Strategic hires, including a senior operations veteran from Bilibili, underline the platform's intent to capture the professional video market.

Editor's
Desk

Strategic Analysis

Xiaohongshu’s pivot reflects a broader 'quality over quantity' trend in the Chinese internet landscape. As short-video platforms like Douyin face saturation and 'entertainment fatigue,' there is a growing vacuum for systematic, high-density information. By bifurcating its operations into PGC (Professional Generated Content) and UGC (User Generated Content), Xiaohongshu is attempting a difficult balancing act: scaling into a professional media powerhouse without alienating the grassroots community that provides its authenticity. The 'search engine' narrative is particularly critical here; if Xiaohongshu can successfully pair its social trust with deep-form tutorials and reviews, it could potentially displace traditional search engines like Baidu for the Gen-Z demographic, while simultaneously siphoning the 'educational' audience away from Bilibili.

China Daily Brief Editorial
Strategic Insight
China Daily Brief

Xiaohongshu, the platform often described as China’s answer to Instagram, is undergoing a profound structural evolution as it seeks to move beyond its roots in static 'lifestyle seeding.' With its monthly active users (MAU) recently surpassing the 400 million mark, the platform has announced a massive strategic pivot toward mid-to-long-form video. This shift, backed by tens of millions of yuan in creator subsidies and a staggering 50 billion traffic-view allocation, signals a direct challenge to incumbents like Bilibili and Douyin.

The strategic realignment is more than just a feature update; it is a fundamental reorganization of the company’s core community business. Under a new internal structure, the platform has bifurcated into 'Live' and 'Village' sectors. The 'Live' division, led by a former senior executive from Bilibili, focuses exclusively on professional content exceeding two minutes in length. Meanwhile, the 'Village' sector maintains the platform’s original DNA by fostering organic, user-generated content and the community atmosphere that built its reputation.

This aggressive move into longer formats is driven by a clear shift in user behavior. Recent data shows that consumption time for mid-to-long-form video on the platform grew by 43% year-on-year, reflecting a market that is growing weary of the 'fast food' nature of short-form clips. As the digital economy matures, Chinese consumers are increasingly seeking 'high-value' content—systematic knowledge, professional product reviews, and detailed life tutorials—that the 15-second scroll of Douyin or Kuaishou often fails to provide.

By positioning itself as a 'practical content search engine,' Xiaohongshu is leveraging its unique community trust to capture the structural inflection point of the attention economy. With 800 million daily searches already occurring on the app, the transition to longer video formats allows the platform to bridge the gap between superficial discovery and deep utility. Success in this arena would transform Xiaohongshu from a lifestyle gallery into an indispensable utility for the modern Chinese internet user.

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