AI养成系潮玩受资本追捧，“不看好早期具身智能”的朱啸虎也出手了

Core Insights - The rapid growth of the trendy toy market is highlighted by the success of Pop Mart's Labubu and the increasing interest in the "AI pet" sector [1] - Shanghai Luobo Intelligent Technology Co., Ltd. has completed a multi-million RMB angel round financing, indicating strong investor confidence in AI emotional companionship hardware [1][2] - The AI toy sector has seen over 20 financing events since last year, with several exceeding 100 million RMB this year, showcasing a significant investment trend [1][5] Company Overview - Luobo Intelligent was established in 2024, focusing on AI nurturing toys, with its first product "Fuzozo" launched in June 2025 [2] - The product features a plush design and multi-modal interaction, allowing users to form emotional bonds through pet-like nurturing gameplay [2] - The core technologies include the MultiEmotion Model (MEM) for emotional interaction and the EchoChain system for long-term memory, enhancing user engagement [2] Investment Landscape - The AI toy sector has attracted significant investment interest, with major players and former executives from large companies entering the market [5] - The trend reflects a broader shift in consumer preferences towards emotional value in products, moving away from traditional functional consumption [6] - The investment enthusiasm in the consumer sector is returning, with nearly 200 investment events reported this year, indicating a warming market [6] Market Dynamics - The integration of AI and smart hardware is transforming the companionship toy market, emphasizing emotional value over functional capabilities [3][4] - The rise of "emotional consumption" in China is driving demand for products that provide psychological comfort and cultural resonance [6] - Companies in the AI toy space face challenges such as technology integration and product differentiation to stand out in a competitive market [6]