Group 1 - The core viewpoint of the article highlights the growing emotional and social value of plush toys, which are evolving from traditional toys into new consumer products that fulfill the need for warmth and companionship, with the market size expected to grow from 143 billion yuan in 2024 to 241 billion yuan by 2028 [3] Group 2 - The plush toy industry is experiencing significant popularity, as evidenced by social media engagement, with "plush toys" topics reaching 22.1 billion views on Xiaohongshu and 180.1 billion views on Douyin [4] - The sales performance of plush toys is strong, with notable brands like STAYREAL's "Bubu" plush toy topping sales charts for three consecutive weeks, indicating a robust consumer demand [4] Group 3 - The global plush toy market is projected to exceed 10 billion USD in 2024, with an annual growth rate of approximately 15%, and the number of registered plush toy companies in China has shown a steady increase, reaching 1,483 in 2024, a year-on-year growth of over 16% [7] Group 4 - Plush toys derived from celebrity IPs are gaining traction, with products like the "Bubu" plush keychain and "Zhou Keke" doll achieving impressive sales figures, showcasing the emotional connection fans have with these items [10][12] - These plush products serve not only as toys but also as social symbols and emotional support for fans, enhancing their appeal [13] Group 5 - The integration of AI technology into plush toys is creating new interactive experiences, with the AI toy market in China expected to reach 246 billion yuan in 2024, growing to 290 billion yuan in 2025 [15] - Major companies are entering the AI plush toy market, offering products that combine appealing designs with AI capabilities for emotional engagement and companionship [15][18] Group 6 - The consumer demographic for plush toys is shifting, with post-00s accounting for 43% of the market and post-90s for 36%, indicating a trend towards emotional value and interest-driven purchases among younger consumers [18] - The rise of AI plush toys aligns with the trend of emotional consumption, providing new avenues for companionship and emotional expression [18]

今日冬至（2025年12月21日），寒意渐浓，人们对温暖与陪伴的需求愈发凸显。近年来，毛绒玩具正从传统玩具演变为承载情绪价值与社交属性的消费新 载体。华经产业研究院发布的报告显示，2024年我国毛绒玩具行业市场规模已达143亿元，预计到2028年将增长至241亿元。 为什么越来越多人愿意为毛绒公仔买单？明星IP加持下，毛绒玩具撬动了怎样的大市场？当毛绒玩具遇上AI，又将带来哪些新变化？本期《财经二十四节 气》带你看。 01 毛绒玩具赛道火热 小公仔撑起大产业 "毛绒绒"到底有多火？从社交平台的热度可见一斑：在小红书，"毛绒玩具"相关话题浏览量已达22.1亿次；在抖音，话题播放量更是高达180.1亿次。 消费端的火热同样直观。天猫毛绒公仔热卖榜上，自嘲熊等知名IP毛绒产品持续热销；泡泡玛特旗下IP Hirono小野、SKULLPANDA的毛绒公仔同样表现 不俗；而今年的一匹"黑马"——五月天主唱阿信共创品牌STAYREAL旗下IP"卜卜"（全名"魔魔胡胡胡萝卜"）毛绒公仔，截至12月18日已连续三周蝉联热 销榜榜首。 广东省玩具协会《2025 年度毛绒玩具产业发展报告》数据显示，2024年全球毛绒玩具市场规模突 ...