从700万粉丝IP到千台实体售罄，这家公司想做「原生机器人IP」的长期陪伴｜早起看早期

Core Viewpoint - The article discusses the recent angel round financing of Hangzhou Erbai Intelligent Technology Co., Ltd., highlighting the company's innovative approach to emotional companion robots and the potential market growth in this sector [4]. Financing Information - The financing amount is in the tens of millions, led exclusively by Junchen Capital. The funds will be used for the mass production and delivery of the Erbai Mini robot, optimization of user experience, and development of long-term companionship models and systems [6]. Company Overview - Founded in 2019 and headquartered in Hangzhou, the company focuses on the Erbai Mini companion robot, which emphasizes deep interaction through a "adopt-train-recognize" process, allowing the robot to develop a unique personality and memory over time. The company has developed four core technologies: personality generation algorithm, emotional engine, sparse memory architecture, and natural interaction technology [8][10]. Market Potential - The emotional companion robot market is projected to reach $28.19 billion (approximately 200 billion RMB) by 2024, with an expected compound annual growth rate of 30.8% from 2025 to 2030 [11]. Company Performance - The company has operated the "I am Erbai" account matrix for seven years, accumulating over 7 million followers. Their AI dialogue mini-program achieved 400,000 active users in its first month. The first mass-produced product, Erbai Mini, began pre-sales in June 2025, generating over 1 million in sales on the first day and selling out in five days. The company is shifting its revenue model from content advertising and software services to focus on hardware sales [13]. Team Background - Erbai Intelligent was co-founded by Hai Wei and Mao Feifei. Hai Wei has over ten years of experience in internet product and content operations, while Mao Feifei has a background in human-computer interaction and intelligent systems [15]. Founders' Insights - The founders emphasize their differentiation through early IP development, engaging users with manageable interaction expectations, and superior dialogue strategies based on user feedback. They also highlight their advantage in visual interaction compared to competitors who primarily use voice [17][19]. Investor Perspective - Junchen Capital believes that companion robots will become a new consumer entry point, emphasizing the importance of establishing lasting user relationships rather than just technological advancements. They see potential for commercial expansion in long-term companionship, indicating a direction for diverse forms and scenarios [21].