Core Viewpoint - China remains the world's largest toy producer and exporter, with Guangdong Shantou Chenghai holding a 60% share of the global toy market, showcasing resilience and efficiency in the supply chain despite the off-peak season for traditional exports [1][3]. Group 1: Export Trends - Local toy manufacturers are experiencing a busy export period, with over 70% of their business coming from exports, and an expected 30% increase in shipment volume compared to last year [3][11]. - The ongoing export season has been extended due to tariff fluctuations, leading to a shift in overseas orders and a busy schedule for manufacturers [3][7]. Group 2: Market Dynamics - There is a growing trend among overseas buyers for toys with independent IP brands, indicating that the international market is becoming a new growth point for Chinese original IP [8][10]. - The demand for new products is increasing, particularly in Southeast Asia, with the speed of new product launches nearly doubling compared to last year [10][11]. Group 3: Supply Chain and Innovation - Companies are enhancing their supply chain management to meet rising order demands, with advanced storage solutions and automated sorting systems in place [13]. - The toy market is witnessing a surge in AI toys, which are attracting significant attention from overseas buyers, highlighting the competitive edge of domestic products due to lower costs and local manufacturing advantages [14][18]. Group 4: Future Market Potential - The global AI toy market is projected to grow significantly, with an expected increase from $18.1 billion in 2024 to $60 billion by 2033, reflecting a compound annual growth rate of approximately 14% [20].

Core Insights - China is the world's largest toy producer and exporter, with Shantou Chenghai holding a 60% share of the global toy market [1] - Despite not being the traditional peak export season, toy companies are experiencing high demand, particularly for new products in the Southeast Asian market [1] - The trend of "chasing new styles" is evident among overseas clients, with the speed of launching new products related to domestic cultural themes nearly doubling compared to last year [1] - AI toys, including smart robotic dogs and desktop companion robots, have gained significant attention at toy fairs this year, with strong market acceptance for products featuring advanced AI interaction [1] - In the first three quarters of this year, China's exports of holiday goods, dolls, and animal-shaped toys exceeded 50 billion yuan, reaching over 200 countries and regions [1] - Many domestic "trendy products" have become global bestsellers, highlighting a new bright spot in China's foreign trade exports [1]