FIBOCOM(SZ:300638) Shen Zhen Shang Bao·2025-04-27 16:49Group 1 - The core event was the establishment of the AI Special Committee of the Shenzhen Toy Industry Association, aimed at integrating resources and promoting the development of the AI toy industry in the Greater Bay Area [2][3] - Shenzhen has a complete ecological chain for AI toys, covering algorithm development to content services, with over fifty members from various sectors including chips and quality compliance [2][3] - The AI toy market is projected to grow significantly, with a current global market size of $132.5 billion and a penetration rate of 12%, indicating a strong potential for expansion in the coming years [3][4] Group 2 - AI toys are expected to have a gross margin of 70%-80%, with some exceeding 90%, highlighting their profitability compared to traditional toys [3][4] - The industry faces challenges such as product homogeneity and high R&D barriers, which may hinder traditional toy companies from successfully entering the AI market [4] - The integration of AI technology with educational and emotional support attributes is seen as a key driver for creating a new market ecosystem, potentially leading to a billion-dollar industry [4]