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唱衰人形机器人后,朱啸虎投了一家AI陪伴机器人公司
SIASUNSIASUN(SZ:300024) 3 6 Ke·2025-06-19 02:27

Core Insights - The article discusses the shift in investment focus from humanoid robots to AI emotional companionship hardware, exemplified by the recent funding of Robopoet, a company specializing in AI emotional companionship products [1][6] - The founder of Robopoet, Sun Zhaozhi, emphasizes that the core capability of emotional companionship products is not conversation but "nurturing" relationships [5] Company Overview - Robopoet has completed a multi-million RMB angel round financing led by Shanghai New Vision Fund and GSR Ventures, with participation from Zero One Ventures [1] - The company was established in 2024 and focuses on AI nurturing toys, with its first product being "Fuzozo," which is priced at 399 RMB and features over 200 expressions [3][5] Product Features - Fuzozo is designed to evolve its personality through daily interactions, utilizing a proprietary Multi-Emotion Model (MEM) to create a unique bond with users [5] - The product also incorporates a bionic memory system called EchoChain, allowing it to remember user preferences and characteristics, thus enhancing its companionship capabilities [5] Market Trends - There is a growing demand for emotional companionship robots, particularly among the Z generation, as evidenced by the popularity of similar products showcased at CES [5][6] - The shift from functional tools to emotional partners in human-robot relationships indicates a market trend towards "technology with warmth" [6]