对话 Robopoet 孙兆治：全行业销量最高的 AI 陪伴玩具，Fuzozo 是如何「养成」的？

Core Insights - The article highlights the success of Robopoet's AI companion robot, Fuzozo, which has sold over 120,000 units since its launch in June 2025, with a monthly sales peak of over 50,000 units in December [2][3] - The founder, Sun Zhaozhi, emphasizes the unique positioning of Fuzozo as a new category of interactive hardware that fosters emotional connections, akin to the relationship between humans and pets [5][12] Sales Performance - Fuzozo's sales performance is notable, with a daily token consumption exceeding 10 billion and a net return rate maintained below 10% in a typically high-return hardware market [2] - The product's pricing strategy at 399 yuan has effectively penetrated the market, leading to a significant increase in sales volume [12][25] Product Development and Market Positioning - The development of Fuzozo involved iterative processes, with the first generation being a learning experience that aimed to identify target user groups and their interaction preferences [14][15] - Sun Zhaozhi believes that the AI companion hardware market is poised for growth, with potential for small giants to emerge, and positions Fuzozo as a new category rather than merely an AI toy [18][20] User Demographics and Emotional Value - The user base is primarily composed of women (80%), with significant segments being young children (6-12 years) and adults around 30 years old, indicating diverse emotional needs [32][36] - Emotional value is a core aspect of Fuzozo's appeal, with users seeking companionship and emotional support, which traditional products have not adequately addressed [38][39] Product Features and Future Development - Fuzozo's design incorporates elements of nurturing and social interaction, aiming to create a bond similar to that between humans and pets, while also encouraging real-life social connections [46][48] - Future iterations of the product will focus on enhancing social features and expanding the emotional engagement capabilities of the AI [50][52] Competitive Landscape and Market Strategy - The competitive landscape is evolving, with potential entrants like Pop Mart expected to enter the market, but the company aims to establish barriers through data-driven strategies and strong IP storytelling [97][98] - The collaboration with Huawei has significantly boosted brand visibility and sales, demonstrating the importance of strategic partnerships in scaling the business [91][92]