（右）在深圳的全球创新旗舰店inno100，一名儿童与AI玩具互动。新华社记者 毛思倩摄 春节期间，AI玩具成了家长为孩子挑选的热门新年礼物，频频成为购物网站热搜词。当人工智能技术 融入传统玩具，能聊天、会共情、有记忆的"智能伙伴"强势出圈。在AI玩具热度飙升、产品迭代上新的 背后，内容安全隐患、心理健康影响等隐忧也随之浮现。如何让AI玩具从"科技狂欢"进阶为"有效陪 伴"，实现规范健康发展？带着这一疑问，记者展开了实地探访。 销售火投资热 打开主流电商平台搜索"AI玩具"，各式商品令人眼花缭乱——既有与经典动漫IP联名的毛绒玩偶，也有 充满科技感的仿生机器狗与机器人等造型。京东平台数据显示，自京喜自营年货节启动以来，"AI玩 具"搜索次数同比增长125%。在北京朝阳区一家商场的智能玩具专卖区，货架上的AI玩具整齐排列，不 时有家长带着孩子驻足围观、试用。 这些多样外形之下，都内置了一颗"会思考"的智能"大脑"，这也是吸引消费者的核心所在。工业和信息 化部消费品工业司司长何亚琼表示，人工智能及大模型的应用为玩具产品注入新灵魂，提升交互体验， 成为行业竞争的新赛道。 AI玩具的热度也辐射海外。海关总署副署长王军 ...

Group 1 - The core point of the article is that the company,汤姆猫 (Tom Cat), has clarified that it does not have any business cooperation with NVIDIA in its main operations [1]

Group 1 - The company,汤姆猫 (Tom Cat), has stated that there are currently no plans for mergers or acquisitions [1]

Summary of Conference Call Records Industry Overview - The conference call focuses on the gaming industry, highlighting the impact of AI and new technologies on industry development and the anticipation of upcoming annual and quarterly reports [1][2]. Key Companies and Highlights - **Century Huatong**: Achieved notable rankings in the global mobile game export list for January, with "Whiteout Survival" at second, "Kingshot" at third, "TTM" at tenth, and "Truck Star" at twenty-ninth. The company has a high overseas game revenue share, with new games "TTM" and "Truck Star" showing significant growth in December and January [1]. - **Giant Network**: The game "Evergreen" is expected to innovate during the Spring Festival, having launched in Hong Kong and Macau on November 27. As of January 31, the daily active users (DAU) surpassed 100 million, with upcoming Valentine's Day and Spring Festival events anticipated [1]. - **37 Interactive Entertainment**: The mini-program game "Find the Book" has consistently ranked in the top five, with a launch in Hong Kong and Macau on January 15. The company has a rich pipeline of new products [1]. - **Kying Network**: The "Legend Box" is expected to create platform growth, with the AI companion application "Find the Book" scheduled for release on March 14 [1]. - **G-bits**: Launched a new Three Kingdoms-themed SLG game "Find the Book" on December 18 [1]. - **Perfect World**: The key game "Find the Book" has completed its third testing phase, receiving high ratings on Bilibili and Taptap [1]. - **Xindong Company**: Launched "Find the Book" overseas on January 8, with another release planned for February 6 [1]. Market Opportunities - The overseas market and the female gaming segment present significant opportunities for the industry. In the Chinese market, sales revenue is projected to reach 168 billion yuan in the first half of 2025, a year-on-year increase of 14.08%, with a user base of 679 million, up 0.72% year-on-year [2]. - The global mobile gaming market is shifting from user growth to consumption power enhancement, with expected revenue of $81.7 billion in 2024, reaching a three-year high. Chinese self-developed games are projected to generate $9.5 billion in overseas revenue in the first half of 2025, a year-on-year increase of 11% [2]. - The market for female-oriented games is expected to reach 8 billion yuan in 2024, with a growth rate of 124.1%, significantly outpacing the overall market [2]. - Policy changes are supporting the industry, with over 140 domestic game licenses expected to be issued monthly by 2025, promoting game exports and positioning gaming as a new consumer driver [2]. Technological Impact - The application of AI and other technologies in the gaming industry is showing promising results. Since 2023, AI has been integrated into game production and advertising, leading to significant cost reductions and efficiency improvements, particularly in art production [3]. - Emotional companion games are identified as a key area for AI application in the short term, with Kying Network's product "Find the Book" set for public testing on March 14 [3]. - Other technological advancements, such as brain-machine interface technology, are seen as potential commercial applications for the gaming sector, with companies like 37 Interactive Entertainment investing $20 million in related technologies [3]. - Marketing strategies like GEO marketing are expected to influence game distribution, with 37 Interactive Entertainment investing in leading domestic tech companies [3]. - Giant Network is collaborating with Volcano Engine on AI NPCs [3].

Group 1 - Tom Cat's stock price fell by 2.71% to 5.02 CNY per share, with a trading volume of 772 million CNY and a turnover rate of 4.61%, resulting in a total market capitalization of 17.649 billion CNY [1] - The stock has experienced a continuous decline over three days, with a cumulative drop of 5.99% during this period [1] - Tom Cat, officially known as Zhejiang Jinke Tom Cat Cultural Industry Co., Ltd., was established on June 12, 2007, and went public on May 15, 2015, focusing on the mobile internet cultural industry [1] Group 2 - The largest circulating shareholder of Tom Cat is a fund under GF Fund Management, specifically the GF CSI 1000 ETF, which reduced its holdings by 553,700 shares, now holding 14.8418 million shares, representing 0.45% of the circulating shares [2] - The estimated floating loss for the fund today is approximately 2.0779 million CNY, with a total floating loss of 4.7494 million CNY during the three-day decline [2] - The GF CSI 1000 ETF was established on July 28, 2022, with a current scale of 35.872 billion CNY, and has achieved a year-to-date return of 9.39% [2]

Group 1 - The core viewpoint of the news highlights the ongoing fluctuations in the software sector, particularly within the ChiNext software ETF, which saw a slight decline of 0.09% as of February 11, 2026, while individual stocks like Wangsu Science & Technology and Guangliwei experienced significant gains of 10.60% and 9.04% respectively [1] - The report from Huatai Securities indicates that 2025 is expected to be the "Year of Agents," with 2026 likely marking a period of accelerated implementation of Agent technologies, driven by rapid iterations in Agentic Coding and fierce competition among major companies for personal agent assistants [1] - The rapid iteration of Agentic Coding is anticipated to reshape the software industry, potentially leading to a paradox where the value of standalone software may decline despite a surge in personalized, AI-generated software [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the ChiNext software index include Tonghuashun, Runze Technology, and Kunlun Wanwei, collectively accounting for 48.61% of the index [2] - The performance of individual stocks within the index shows varied results, with notable declines in stocks like Kunlun Wanwei at -4.13% and Tonghuashun at -1.26%, while others like Shenshuo Technology and Zhongke Chuangda showed positive movements [3]

浙江京衡律师事务所 关于浙江金科汤姆猫文化产业股份有限公司 2026 年第一次临时股东会的 法律意见书 中国·杭州·杭大路黄龙世纪广场 C 区二层 2F.C Area Of Huanglong Century Plaza.Hangda Road .Hangzhou.China 电话（Tel）：(0571)28006970 传真（Fax）：(0571)87901646 浙江京衡律师事务所 法律意见书 法律意见书 致：浙江金科汤姆猫文化产业股份有限公司 浙江京衡律师事务所（以下简称"本所"）接受浙江金科汤姆猫文化产业股 份有限公司（以下简称"公司"）的委托，根据《中华人民共和国公司法》（以 下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、 中国证券监督管理委员会（以下简称"中国证监会"）《上市公司股东会规则》 （以下简称"《股东会规则》"）等法律、行政法规、规范性文件及现行有效的 《浙江金科汤姆猫文化产业股份有限公司章程》（以下简称"《公司章程》"） 的规定，指派律师出席公司于 2026 年 2 月 10 日召开的 2026 年第一次临时股东 会（以下简称"本次股东会"），并就本次股东 ...

2、本次股东会不涉及变更以往股东会已通过的决议的情形。 证券代码：300459 证券简称：汤姆猫 公告编号：2026-007 浙江金科汤姆猫文化产业股份有限公司 2026 年第一次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现否决议案的情况； 的股东及股东代表 2,440 人，代表公司 55,758,262 股股份，占公司有表决权股份 总数的 1.5859%。 本次股东会由公司董事会召集，公司董事长朱志刚先生担任会议主持人。公 司董事、董事会秘书出席了本次会议；公司高级管理人员列席了本次会议。浙江 京衡律师事务所委派张少锋律师、厉子彦律师见证了本次会议并出具了法律意见 书。本次会议的召集、召开与表决程序符合法律、行政法规、部门规章、规范性 文件和《公司章程》的规定。 二、议案审议和表决情况 本次股东会以现场记名投票表决与网络投票表决相结合的方式，审议通过了 以下议案并形成本决议： （一）审议通过了《关于与浙江时代金泰环保科技有限公司及其全资子公 司延续互保关系的议案》 表决结果：同意 351,002,068 ...

Core Viewpoint - The software index of the ChiNext market has shown positive performance, driven by advancements in AI technology and its commercialization, with significant movements in key stocks within the sector [1]. Group 1: Market Performance - As of February 10, 2026, the ChiNext Software Index (399264) increased by 0.89%, with notable gains from stocks such as Guotou Intelligent (+9.11%), Wanxing Technology (+6.59%), and Information Development (+4.88%) [1]. - The ChiNext Software ETF (159256) rose by 1.09%, with a trading volume of 101 million yuan, indicating active market participation [1]. Group 2: AI Technology Developments - Since early February 2026, the iteration and commercialization of AI Agent technology have accelerated, highlighted by Google's integration of Gemini 3 into all desktop Chrome browsers on February 1 [1]. - On February 3, the AI assistant OpenClaw achieved a breakthrough, enabling local computer deployment to execute commands for file reading and software operation [1]. - Anthropic released a new AI tool for enterprise legal services on February 3, raising concerns about the potential disruption of the enterprise software industry by AI programming tools [1]. Group 3: Index Composition - As of January 30, 2026, the top ten weighted stocks in the ChiNext Software Index accounted for 48.61% of the index, including Tonghuashun, Runze Technology, and Kunlun Wanwei [1]. - The top ten stocks by weight are as follows: - Tonghuashun: 8.68% - Zhina Zhen: 6.38% - Runhe Software: 4.93% - Kunlun Wanwei: 4.66% - Shensinfeng: 3.58% - Runtong Power: 3.82% - Zhongke Chuangda: 3.08% - Huada Jiutian: 2.87% - Shenzhou Taiyue: 2.83% [3].

Core Insights - The AI toy industry is experiencing significant growth, driven by emotional interaction and advanced technology, particularly in Yiwu, China, which has become a global hub for smart toys [1][2][7][10]. Group 1: Industry Trends - The demand for AI toys has surged, with a 125% increase in search queries on e-commerce platforms like JD.com during the New Year shopping season [2]. - AI toys are evolving from traditional playthings to emotional companions, catering to both children and adults, thus expanding their market reach [2][4]. - The global market for AI toys is projected to exceed 100 billion yuan by 2030, with a compound annual growth rate of over 50% [10]. Group 2: Technological Advancements - AI toys have undergone multiple iterations, improving their interaction capabilities significantly, allowing them to understand and respond to user emotions [3][5][6]. - The latest AI toys incorporate multi-modal sensing and offline content, enhancing emotional interaction with users [5][6]. - The integration of AI technology into traditional toy manufacturing is transforming the industry, shifting from a product-driven to a demand-driven approach [6]. Group 3: Market Dynamics - The export value of Yiwu toys reached 21.81 billion yuan in the first ten months of last year, with smart toys being a key growth driver [9]. - Companies are increasingly focusing on developing AI toys for international markets, adapting products to meet diverse cultural and consumer needs [7][8]. - The AI toy sector is attracting significant investment, with a notable increase in funding events and amounts in recent years, indicating strong market interest [10][11]. Group 4: Consumer Insights - The primary consumers of AI toys are children, but there is a growing interest among young adults seeking emotional companionship [15][17]. - There is an emerging market for AI toys tailored to the elderly, addressing their emotional and entertainment needs [15][17]. - Consumers are looking for AI toys that offer rich interactive experiences, combining various sensory inputs beyond just voice interaction [15][16].