千亿玩具赛道迎新国标 AI玩具成新竞争点

Core Viewpoint - The recent revision of the GB6675 "Toy Safety" standards significantly raises the quality requirements for toy products, reflecting a shift from a passing score of 60 to 90, aimed at enhancing child safety and product quality [1] Industry Overview - China's toy industry has established the most comprehensive toy supply chain globally, with retail sales expected to reach 97.85 billion yuan in 2024 and surpass 100 billion yuan in 2025 [2] - The GB6675 "Toy Safety" standards have been continuously improved since the 1980s, forming a mandatory national standard system focused on toy safety [2] Standard Revision Details - The new standards introduce limits on ten harmful substances, including formaldehyde and total volatile organic compounds (TVOC), addressing health risks associated with toys [2] - Mechanical and physical safety requirements have been updated to include new product categories and enhance existing safety measures for specific toy types [2] - Fire safety standards have been improved, adding requirements for flame-retardant properties in certain toys [2] Market Trends - The AI toy market is rapidly growing, projected to reach approximately 24.6 billion yuan in 2024 and 29 billion yuan in 2025, driven by advancements in technology and materials [4] - The integration of AI technology into toys is expected to enhance interactive experiences and foster creativity in children [6] Regulatory Actions - The Ministry of Industry and Information Technology (MIIT) plans to collaborate with relevant departments to promote high-quality development in the AI toy sector, focusing on policy support and product innovation [5][6] - Recent investigations revealed that popular toys like "squishy toys" and "crystal mud" had excessive harmful substances, prompting regulatory scrutiny and updates to safety standards [6][7] - The MIIT aims to address safety concerns by optimizing limits on harmful substances in toys, particularly those that have garnered public attention [6][7]