“新年货”成交额涨10倍 京东京喜自营联合产业带商家打造AI、毛绒玩具

Core Insights - The Chinese New Year goods market is experiencing a surge, with both online and offline platforms launching various products themed around the holiday, including traditional items and innovative AI toys [1][4] - AI toys are projected to become a leading segment in the consumer market by 2025, driven by advancements in AI technology and the growing demand for emotional value in products [1][8] - The plush toy market is evolving to become a new medium for emotional expression and social interaction, with significant growth expected in the coming years [8][12] Group 1: AI Toys Market - AI toys, such as interactive pets, are gaining popularity due to their ability to provide emotional companionship and educational value, appealing to a wide demographic including children and the elderly [4][6] - The global AI toy market is expected to grow at a compound annual growth rate (CAGR) of approximately 14% to 16%, potentially exceeding $60 billion by 2034 [8] - Since the launch of the New Year goods festival, searches for "AI toys" on JD.com have increased by 125% year-on-year, indicating a strong consumer interest [8][11] Group 2: Plush Toys Market - The plush toy industry in China reached a market size of 14.3 billion yuan in 2024, with projections to grow to 24.1 billion yuan by 2028, reflecting a significant market opportunity [8][12] - The demographic of consumers for plush toys is predominantly younger generations, with those born after 2000 and in the 1990s accounting for 43% and 36% of the market, respectively [8][12] - The collaboration between JD.com and manufacturers like Deju Renhe has led to successful product launches, with plush toys becoming top-selling items during the New Year festival [11][12] Group 3: Consumer Behavior and Trends - Consumers are increasingly willing to pay for emotional value and quality in their purchases, moving beyond mere functionality [12] - The sales of plush toys and AI toys are being driven by a diverse consumer base, including students and professionals, with significant engagement from third- and fourth-tier cities [12][13] - JD.com has effectively connected manufacturers with consumers, allowing for a focus on product development and innovation while providing competitive pricing [13]