3 6 Ke·2026-01-23 09:46Core Insights - The article discusses the launch and market performance of Huawei's AI companion product "Smart Hanhai," which sold out within seconds of its release, indicating strong consumer demand for AI toys [1][2]. Industry Overview - The AI toy market is experiencing rapid growth, with global market size expected to exceed 100 billion yuan by 2030, and a compound annual growth rate (CAGR) of over 70% in China [8]. - Major companies like JD.com and Baidu are entering the AI toy sector, with JD.com launching its JoyInside brand and integrating AI capabilities into various toy products [8][10]. Consumer Behavior - Consumers are willing to pay a premium for AI toys, with "Smart Hanhai" initially selling for 399 yuan but reaching market prices as high as 699 yuan, reflecting a 75% markup [2][5]. - The demand for emotional companionship is driving the value of AI toys, as consumers shift from functional satisfaction to emotional connection [11][12]. Product Features - "Smart Hanhai" offers unique features such as multi-modal emotional interaction, personality evolution, and long-term memory capabilities, making it more akin to a pet than a traditional toy [12][13]. - The product's design and functionality cater to various age groups, addressing emotional needs and enhancing user engagement [11][12].