SIASUN(SZ:300024) Sou Hu Cai Jing·2025-04-01 03:35Core Insights - The debut of the AI robot host, Yushu Robot G1, on Taobao's live streaming platform achieved a remarkable sales record of 1 million yuan within one minute, a feat typically reserved for experienced top hosts during promotional events [1] - The event sparked significant public interest, transforming from a social news highlight into a trending shopping phenomenon [1] Group 1: Industry Impact - The introduction of AI and humanoid robots is expected to enter a period of explosive growth starting in 2025, with multiple domestic companies launching advanced robotic products [8] - Taobao Live, as a leading entity in the e-commerce live streaming ecosystem, incorporating robots for live sales could represent a milestone event, potentially disrupting the development trajectory of both the e-commerce and robotics industries [8] Group 2: Product and Interaction - During the live stream, the Yushu Robot G1 utilized a human-like approach to explain products, showcasing the Yushu Technology GO2 robotic dog, priced from 9,997 yuan [8] - The robot demonstrated various actions such as handshakes, greetings, and jumping, enhancing viewer engagement [8] Group 3: Market Position and Future Directions - The event highlighted the capabilities of the robot host in interacting with human hosts, with notable responses to spontaneous questions, leading to discussions about its "high emotional intelligence" [13] - Taobao Live has maintained a high compound growth rate for eight consecutive years since the inception of the e-commerce live streaming model in 2016, indicating a strong market position [13] - The strategic move to introduce AI robot hosts may signify a shift from "internet celebrity economy" to "quality live streaming," aiming to further elevate industry standards through technological innovation [13]