FIBOCOM(SZ:300638) Mei Ri Shang Bao·2025-12-02 23:19Core Insights - Huawei's AI emotional toy "Smart Hanhai" has gained immense popularity, selling out immediately upon release, indicating strong consumer demand for AI companionship products [1][2] - The stock market has reacted positively, with significant increases in related AI toy concept stocks, including a notable rise in A-share and H-share prices [1][2] Company Developments - The "Smart Hanhai" was developed in collaboration with Luobo Intelligent and is Huawei's first AI emotional companionship product [1] - Other companies like UBTECH, JD.com, and Honor are also entering the AI toy market, showcasing a growing trend in emotional companionship toys [4] Market Trends - The AI toy market is projected to grow significantly, with estimates suggesting a market size of approximately 246 billion yuan in 2024, increasing to 290 billion yuan by 2025 [6] - Global AI toy market is expected to rise from 18.1 billion USD in 2024 to 60 billion USD by 2033, with a compound annual growth rate of about 14% [6] Stock Performance - A-share AI toy concept stocks have collectively reached a market capitalization close to 340 billion yuan, with several stocks experiencing over 50% growth this year [2][4] - Notable stock performances include Gaole Co., which saw a significant increase in share price, reflecting investor confidence in the AI toy sector [2] Consumer Demand - The surge in popularity of AI toys is driven by their perceived value in education and companionship, catering to diverse consumer needs [4][5] - The market is witnessing a shift from simple interactive toys to more complex emotional companionship solutions, appealing to various demographics including children, the elderly, and single adults [4]