记者：霍思颖、毛思倩、肖恩楠 新华社音视频部制作 0:00 中国作为全球最大的玩具制造与出口国，正在AI浪潮中展现出强大的产业整合力与创新活力，以广东 等地为代表的产业集群，正利用产业优势加速从"制造"向"智造"升级。2025年以来，越来越多融合AI技 术的玩具面世，玩具厂商拥抱AI、技术厂商加速支持的"双向奔赴"趋势明显。 与传统的玩具产品相比，AI玩具搭载大模型，可以通过人脸识别、表情分析、手势识别、自然语言处 理、深度学习、情感分析等技术，实现玩具和人的自然、多样交互和反馈，提供个性化的学习和娱乐体 验。相较于其他AI终端，AI玩具具备人机可互动性强、玩具产品形态丰富、应用场景多样化、目标群 体广泛等优势，成为"陪伴经济"发展下的"新宠"。 ...

应该意识到，陪伴经济的价值不仅仅是满足了人们的情感诉求，还培育了不少新的消费增长点。它将陪 伴、孤独等抽象的社会需求转化为一种服务，通过满足人们的新需求为市场带来了新增量。报道显示， 有机构预测，到2025年，中国"陪伴经济"的市场规模将突破500亿元。"陪伴+文旅""陪伴+养老""陪伴 +AI"等融合场景的出现，不仅提升了相关产业的服务附加值与体验感、拉动了相关产业的增长，更创 造了"陪诊师""陪爬师"等灵活就业岗位，可谓潜力无限。 银发陪护、宠物陪伴、机器陪人……据近日新华社报道，在过去的几年间，陪伴经济打破了传统消费模 式的边界，呈全面开花之势：从线下真人服务到线上虚拟陪伴，从实体宠物到智能设备，陪伴经济的内 涵与外延不断拓展，在满足公众情感需求的同时，为消费市场注入新的动能。 陪伴经济模式下，人们往往通过消费来获取情感支持、生活协助或共同体验，进而达到缓解内心孤独和 满足陪伴需求等目的。比如，"陪诊师"陪伴老年人看病就医，"陪爬师"给年轻人爬山加油鼓劲、背包引 路，AI陪伴机器人为人们提供精准、高效、全天候的情感陪伴，等等。这些社会生活中的互助场景， 如今都已成为陪伴经济的典型体现。 陪伴经济的兴起， ...

Core Insights - The concept of "resilience" is highlighted as a key term for understanding China's economy in 2025, showcasing strong domestic demand through new consumption phenomena [1] - The "accompanying economy" is emerging as a new form of the gig economy, responding to societal changes and individual needs, with significant contributions to economic growth [2][3] Economic Growth Projections - China's economy is expected to grow by around 5% in 2025, with a total economic output projected to reach approximately 140 trillion yuan [2] - The "accompanying economy" is anticipated to play a substantial role in this growth, with market size predictions exceeding 50 billion yuan by 2025 [4] Characteristics of the Accompanying Economy - The "accompanying economy" is categorized into emotional and functional companionship, addressing both immediate emotional support and specialized services [2][3] - It is a response to demographic changes, such as an aging population and increasing numbers of single-person households, creating a demand for both emotional and practical support [3] Market Dynamics and Employment - The "accompanying economy" is expected to create numerous flexible job opportunities, acting as a buffer in the employment market [4] - It promotes service specialization and opens new consumption avenues, contributing to economic resilience and growth [4] Challenges and Development Needs - The industry faces challenges such as inconsistent service quality and varying qualifications among service providers, which could undermine consumer trust [4][5] - To ensure sustainable development, it is essential to establish industry standards, enhance platform responsibilities, and protect the rights of both consumers and service providers [5]

宠经济"爱"升 级！大湾区宠物 备受追捧，当宠 物医院不再只是 看病的地方，还 能喝咖啡、看非 遗展览——中国 宠物经济早已不 是"喂饱宠物"那 么简单，正经历 着一场暖心又热 闹的大蜕变。 深耕行业21年的 广州萤萤管理咨 询有限公司创始 人刘步雄，既是 经营者、资深养 宠人，也是曾经 的动物救助者。 她见证了中国宠 物行业从野蛮生 长到规范发展的 每一步。 在"媒体+"首届 大湾区宠物行业 年度盛典公益直 播中，她以接地 气的观察和鲜活 案例，勾勒出宠 物经济的现在与 未来。 盛典邀您共同见 证行业进步_南 方+_南方plus 当"中华田园 犬"取代"土 狗"走进大众视 野，当狸花猫被 冠以"国猫"之名 广州萤萤管理咨询有限公司创始人刘步雄 从"工具"到"家 人"，毛孩子 的"娃经济" "21年前刚入行 时，几乎没见过 有人带猫看 病。"刘步雄的 回忆里，藏着早 期宠物行业的模 样：农村猫生 病，主人只愿花 零钱治疗，贵了 就放弃；狗狗因 疫苗普及不足， 常扎堆得传染 病。那时养宠多 为抓老鼠、看家 护院，"陪伴"还 未真正走进养宠 人心里。 如今的变化，每 位宠物主都感同 身受。最直观的 是称呼升 级， ...

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 ...

不止于治愈，MOMOTOY 的IP 矩阵还覆盖了更多元的情绪与态度表达，进一步拓宽差异化边界："果核宇宙" 系列里以 "暗黑先锋风情绪精灵" 切入年轻群 体的个性需求：源自由水果构成的 "甜核星系"，四位性格迥异的果灵因一场 "情绪能量大爆炸" 降临地球，它们能感知人类的压力与焦虑，也能捕捉人们对 快乐的渴望，最终决定留下成为连接人类情感的情绪精灵。 为了持续强化 IP 生命力，MOMOTOY 采用 "自有 + 签约" 双轮驱动的布局策略。其设计团队以 95 后、00 后为主力，成员多来自清华美院、中央圣马丁等 顶尖院校；未来，品牌还计划签约全球新锐艺术家、联动二次元及影视 IP、与博物馆等专业机构共创，进一步拓宽 IP 矩阵的边界。 当潮玩从小众圈层的收藏爱好，成长为年规模超千亿的大众消费赛道，市场新玩家的出现从未停止。尤其近一年多时间，泡泡玛特业绩爆发式增长掀起的行 业震动，吸引了大量品牌入局。 亿级潮玩市场看似热闹非凡，但繁荣背后隐忧渐显：相似的造型、单薄的故事内核、缺乏新意的静态体验，让 IP 同质化成为新品牌突围的最大阻碍。 36氪接触到的「MOMOTOY」，破局思路则是以"萌系外观+智能交互+稀缺 ...

2025年，经济挑战虽未消退，但对于充满创新韧性、价值洞察与变革勇气的市场主体，消费的黄金期才刚刚开 始。 12月12日，每日经济新闻联合海南国际经济发展局在海口举办"2025第十四届上市公司发展年会·国际消费新机遇 专场"。会上，每日经济新闻联合QuestMobile发布专属消费趋势报告。该报告以财经媒体的洞见为市场主体提供 穿越周期的战略参考——存量不是见顶，竞争也并非零和博弈，经济发展从"铺摊子"转向"上台阶"。未来属于兼 具创新韧性与长期视野、在提质增效中开辟增量空间的行动者。 国家"十五五"（2026年—2030年）规划显示，我国经济基础稳、优势多、韧性强、潜能大，长期向好的支撑条件 和基本趋势没有变。坚持高质量发展，是"十五五"时期经济社会发展必须遵循的原则之一，其中专门提到"做优 增量、盘活存量"。 存量竞争，是今年甚至是未来五年的经济发展关键词之一。存量竞争是指在经济增速放缓背景下，经济发展 从"铺摊子"转向"上台阶"，从规模扩张转向质量提升，从争夺新增资源转向优化配置现有资源的竞争模式。 作为全国消费升级的前沿阵地和自贸港建设核心载体，海南2025年紧扣"做优增量、盘活存量"主线，在政策红利 ...

正在读这篇文章的大伙，小时候有没有幻想过拥有一只属于自己的"哆啦A梦"？想要的请举一下手。 嗯，虽然我隔着屏幕看不到，但我估计举手的人数绝对不在少数。 要我说，这种对"机械伙伴"的向往，其实刻在了很多人的DNA里。无论是《超能陆战队》里那个软乎乎的大白，还是《钢铁侠》里不仅能干活还能吐槽的 贾维斯，这种拥有自我意识、能懂你心思的机器人，应该没有人不想领回家吧。 有趣的是，在这个AI技术狂飙的2025年，科幻电影里的场景正在加速变成现实。 11月20日，京东京造宣布上线搭载JoyInside系统的AI毛绒玩具系列，目标群体锁定儿童与家庭市场，围绕想象力游戏、故事陪伴、知识启蒙与情绪感知展 开，构建"成长型陪伴玩具"场景，试图重新定义孩子与玩具、家庭与陪伴之间的关系结构。 然后，在前天的发布会上，除了备受瞩目的Mate 80系列手机，华为居然不声不响地掏出了一个让全场惊掉下巴的小玩意儿。 就是这个看起来憨态可掬、名字也土萌土萌的——智能憨憨。 （图源：华为） 官方宣称，这是首款搭载HarmonyOS 6原生情感引擎的桌面设备，主打共情治愈，售价直接定在了让人跌破眼镜的399元。 奇怪了，向来严肃的大厂们，怎么突然 ...

Core Viewpoint - The surge in visitor numbers at major theme parks like Shanghai Disneyland during the recent autumn break has exposed service gaps, leading to the emergence of "play guides" as a gray market response to the demand for personalized services [1][2][4] Group 1: Visitor Trends and Market Dynamics - Shanghai Disneyland received over 14.7 million visitors annually and was seen as a resilient option for holiday consumption, yet it struggled to manage the influx during the autumn break [1][3] - The autumn break has primarily driven tourism consumption in nearby travel markets, with families, especially those with school-age children, showing a strong preference for theme parks [2][3] - The potential consumer base in Zhejiang province alone could reach approximately 17.92 million, based on the number of school students and average family size [3] Group 2: Emergence of "Play Guides" - "Play guides" have emerged as a spontaneous market response to the lack of sufficient supply from official services, with some operating as intermediaries to profit from ticket resales and other services [2][6][11] - The pricing for "play guides" varies significantly, ranging from 60 to 1500 yuan, depending on the type of service and the number of participants [8][10] - The presence of "play guides" has raised concerns about the legality and regulation of their services, as many operate without proper licenses and can lead to consumer disputes [11][12] Group 3: Consumer Experience and Service Gaps - Visitors have reported long wait times and discrepancies between app-reported queue times and actual experiences, highlighting operational inefficiencies at Shanghai Disneyland [4][5] - The "play guides" offer various services, including route planning and discounts on food, which some consumers find valuable despite the risks associated with unregulated services [7][8] - The demand for personalized and efficient services has led to a growing acceptance of "play guides," which could evolve into a more formalized service sector if properly regulated [14][15] Group 4: Regulatory and Industry Perspectives - Industry experts suggest that the "play guide" phenomenon reflects a broader trend in the "accompanying economy," which is projected to reach a market size of 50 billion yuan by 2025 [14] - There is a call for the formalization of "play guides" into recognized service roles within the tourism industry, which could enhance consumer protection and service quality [15][17] - The lack of clear regulatory frameworks and the potential for increased operational costs pose challenges to the formalization of "play guides" as a legitimate service [16][17]

Core Insights - The surge in visitor numbers at Shanghai Disneyland and other theme parks during the autumn holiday has exposed service gaps, leading to the emergence of "play guides" as a gray market response to high demand [2][4][11] - The "play guides" are seen as a spontaneous market response to the lack of sufficient supply in the theme park industry, with a hidden profit chain involving intermediaries [3][18] - The demand for personalized services in the tourism sector is growing, with the "accompanying economy" projected to reach a market size of 500 billion yuan by 2025 [35][41] Group 1: Visitor Experience and Demand - Shanghai Disneyland experienced overwhelming crowds during the autumn holiday, with wait times for attractions reaching up to 150 minutes, highlighting the park's inability to manage the influx of visitors [4][11] - The autumn holiday has driven significant tourism consumption, particularly among families with school-aged children, with potential consumer groups estimated at around 17.92 million in Zhejiang province alone [6][7] - The park's strong brand and emotional connection with consumers make it a preferred choice for families seeking safe and enjoyable experiences during peak times [6][11] Group 2: Emergence of "Play Guides" - "Play guides" have emerged as a response to the high demand for personalized services, offering assistance in navigating the parks and even selling premium tickets at a markup [3][24] - The pricing for "play guide" services varies widely, from 60 yuan for online guidance to 1,500 yuan for personalized, on-site assistance, indicating a diverse market catering to different consumer needs [22][24] - The presence of "play guides" raises concerns about the legality and regulation of such services, as many operate without proper licenses and can lead to consumer risks [29][41] Group 3: Industry Response and Future Outlook - Industry experts suggest that rather than outright banning "play guides," there should be a move towards formalizing their role within the tourism sector, potentially transforming them into legitimate service providers [35][41] - The ongoing demand for personalized and efficient services indicates that if official offerings do not meet consumer expectations, the market will continue to fill the gap with informal services [35][41] - Regulatory frameworks may need to be established to ensure the safety and reliability of "play guides," including certification and oversight to protect consumers and maintain industry standards [41][41]