如果盘点2025年，投资热情最高，资金集中度拉满的赛道，必然无法绕开AI玩具。 作为大模型成熟之后，商业化落地最便捷的领域，被赋予「AI灵魂」的「智能玩具」，过去两年成为创业热情最高涨的所在。一批 新公司密集涌现，顺势点燃了机构的投资热情。 或者说，在经历AI六小龙的短暂辉煌继而快速沉寂之后，大家不得不接受一个现实：大模型通用APP的机会还是掌握在阿里、字节 和腾讯等大公司手里。 但是大模型水平已经越来越成熟，token消耗量摆在那里，总要找到新的应用机会。AI玩具就是被证明，有市场需求，产业链也有支 撑，能快速交付产品并推向市场的理想投资赛道。 根据Statista的预测数据，2024年全球AI玩具市场规模已接近200亿美元。预计未来十年内，市场将以约14%—16%的复合年增长率持 续攀升，到2030年，全球AI玩具市场规模将有望达到351.1亿美元，到2034年可能突破600亿美元。 投资机构终于迎来久违的一次狂欢。甚至一些此前在一线市场并不是很活跃的生面孔，也开始出现在融资新闻。 毕竟，没有投资人愿意错过下一个「Labubu」。 AI玩具赛道融资双雄 与自创立起便以打造新一代的人机交互硬件OS的灵宇宙不 ...

● 本报记者 郑萃颖 12月6日，2025科创投资大会在安徽合肥举行。四川具身人形机器人科技有限公司首席执行官、首席技 术官冯振宇在会上表示，人形机器人是第四次工业革命的最佳载体，有望成为未来生产力的重要因素。 他认为，人形机器人行业进入量产关键时期，各家企业积极探索商业化落地路径，以当前技术水平判 断，情感陪伴场景更易落地。 情感交互成商业化破局关键 冯振宇表示，2025年成为人形机器人量产元年，相关技术已迈过及格线，但产业发展仍面临多重瓶颈。 比如操作精度方面，上肢末端操作精度存在厘米级差异，难以满足高精度场景需求；核心部件领域，在 当前功率半导体与材料技术限制下，全尺寸高功率密度关节尚未实现市场化应用。此外，具身智能大模 型性能仍需提升等因素制约着人形机器人的大规模落地。 从应用场景来看，冯振宇认为，全尺寸人形机器人进军工业生产线仍需时日。他分析称，工业场景对操 作精度要求极高，毫米级误差便可能导致生产事故，而当前技术水平尚无法完全满足这一刚性需求，乐 观估计仍需三至五年的技术攻坚。与之形成对比的是，情感交互陪伴场景展现出更强的落地可行性。 技术创新是企业发展的核心驱动力。四川具身科技依托四川省人形机器 ...

Industry and Company Analysis Summary Industry Overview - The smart driving and cockpit industry is experiencing significant collaboration among domestic OEMs, including BYD, Geely, Chery, FAW, Dongfeng, Changan, BAIC, SAIC, and GAC, with China Automotive Intelligent Technology (Tianjin) Co., Ltd. for research and user experience evaluation of intelligent connected vehicles [1][3] - The evaluation system for smart driving performance is based on N-CAP and CICAP standards, combined with consumer subjective evaluations, providing objective and scientific improvement suggestions for automakers [1] Key Companies and Their Performance - **Huawei**: Leading in L3 level autonomous driving with an aggressive strategy. Their ADS system has version differences, with high-end models like the Aito M8/M9 using ADS 4.0, while the M7 uses a downgraded version. Full features require additional payment, but the downgraded version is sufficient for low traffic cities and highways [1][8] - **Xpeng Motors**: Shows slightly lower stability compared to Huawei but performs well in certain scenarios [6] - **Li Auto**: Has a conservative but stable strategy, closely matching Huawei and Xpeng in overall performance [7] - **NIO and Xiaomi**: Positioned in the third tier, with NIO showing limited progress and Xiaomi needing algorithm optimization for better urban performance [7] Technological Developments - **Qualcomm 8,397 Chip**: Expected to be adopted by Li Auto and Xiaomi in 2026, with some traditional manufacturers potentially following suit due to issues with NVIDIA's Sora development [4][15] - **L2 Mandatory Standards**: Implementation is expected to increase compliance costs for automakers by 15%-20%, particularly affecting Xiaomi due to recent accident scenarios [4][17] User Experience Evaluation - The user experience evaluation for smart driving includes fixed-route tests in urban and highway environments, assessing various scenarios such as tunnels and complex intersections. The results are based on both professional evaluations and actual user feedback, ensuring a comprehensive analysis [5][10] Smart Cockpit Interaction - The evaluation of smart cockpit human-machine interaction focuses on usability, safety, creativity, and emotional engagement. New force car companies like NIO, Xpeng, and Li Auto excel in this area, while traditional manufacturers like BYD and Geely are catching up [12][13] - Huawei's HarmonyOS cockpit system is competitive but lacks customization features, leading to product homogenization [13] Future Trends - The future of smart cockpits will focus on five dimensions: visual, auditory, tactile, physiological monitoring, and optoelectronic applications. Key developments include DMS and OMS becoming mandatory standards, enhanced auditory quality, and more natural human-machine dialogue [19] - Touch interaction technology will rely on advancements in holographic technology, which could enable more complex gesture controls [20] Emerging Technologies Impacting Supply Chain - Technologies such as HUD and AR HUD, electronic rearview mirror systems, and smart seating are expected to significantly impact the automotive supply chain. These innovations will drive demand for related components and systems [22][25] Conclusion - The smart driving and cockpit industry is rapidly evolving, with significant advancements in technology and user experience evaluation. Key players like Huawei, Xpeng, and Li Auto are leading the charge, while regulatory changes are reshaping compliance costs and testing requirements. The future will see a focus on enhanced interaction and emerging technologies that will further transform the automotive landscape [1][4][19]

文 | 机器最前线 2025年5月，一段机器人"苏醒"的视频引爆网络。 首形科技在2025年6月至9月期间密集完成了三轮融资。其Pre-A轮和A轮融资先后由招商局创投、深创 投和顺为资本领投，而于9月底完成的A+轮融资则迎来了蚂蚁集团的领投。 值得注意的是，其连续多轮融资的用途均明确指向情绪基座模型的迭代，以及多场景应用的落地。 | 创投融资4 | | | | | 0. 합금 | | --- | --- | --- | --- | --- | --- | | ਫੇਵੇ | 融资日期 | 融资较次: | 融资金额 | 投资方 | 关联机构 | | 1 | 2025-09-29 | Pre-ASC | 超亿元 | 配载集团 娱乐 | 时被回 | | | | | | Taihill Venture | Taihill Venture | | | | | | 厚雪液本 | 材温暖 | | | | | | 引擎基金 | 引擎基金 | | | | | | 泡筒感到形 | 招商局创投 | | | | | | 材质年加盟 | 我会在爱本 | | | | | | 规划基金 | 城秋基金 | | | | | | 顺为资本 | 顾 ...

张志会敏锐地捕捉到AI陪伴产品中缺失的女性视角，并大胆地将AI技术与乙女游戏相结合，催化出全新的“情绪引擎” 。她分享了如何从零开始，打造一个能理解并回应女性细腻情感的AI伴侣，让冰冷的科技，成为了催化真实情感连接的温暖介质，为AI时代的情感交互带来了全新的想象。 张志会将最前沿的人工智能与创新叙事结合，为女性打造独一无二的情感交互与虚拟陪伴体验。她提出女性“情绪引擎”概念，探索AI如何深刻理解、回应并承载女性情感，让科技成为真实情感连接的催化剂。 她拥有中国传媒大学自动化学士、康奈尔大学服务管理硕士与北京大学MBA学位，曾任职于国家大剧院、美国与上海迪士尼等顶尖文化娱乐机构，积累了十余年横跨娱乐与科技的创新经验。 2022年，她联合创立AI计算机视觉公司素鳞科技，项目曾获多项海内外AI创业创新大奖，并代表中国AI企业生态亮相2024 NVIDIA GTC全球大会。如今，她创立“女性情绪服务”公司CYBERPINKY，获ANTLER与英伟达孵化支持，主导《如意情探》系列产品，融合大模型、多模态交互、IP打造与游戏化创新叙事，推动女性情感与虚拟陪伴的全新升级。 作为少数深耕“女性 × 科技”赛道的创业者，她正持 ...