但正因为深度陪伴与高粘性，用户成瘾、情感操纵、未成年人保护一直是AI情感陪伴绕不开的 隐患，也是本次《征求意见稿》想要重点回应的现实问题。 在预防成瘾方面， 《征求意见稿》要求交互界面显著提示并非真人互动。一旦发现用户连续 在线超过2小时，应以弹窗等方式动态提醒暂停使用 ，同时交互界面需要有清晰的退出选项。 《征求意见稿》还对内容安全提出进一步要求。系统必须能够检测情绪困扰或依赖行为， 如 果发现用户明确提出自杀、自残等极端情况，需要由人工接管对话，并及时联系监护人和联系 人。 这也意味着未成年人和老年人用户在账号注册时，就需要提前补充相关信息。 记者丨 肖潇 编辑丨王俊 12月27日，国家网信办发布《人工智能拟人化互动服务管理暂行办法（征求意见稿）》。 新 规首次针对"AI情感陪伴"，将其定义为模拟人类特征、思维模式和沟通风格，进行情感互动 的产品或者服务。 国内AI情感陪伴市场已经较为成熟，主流模式是由AI扮演虚拟角色，通过聊天推进剧情。用 户可以自创AI人设，还可以付费语音通话、解锁专属记忆等。AI产品榜11月数据显示，星野 （MiniMax）月活已经达到488万人，猫箱（字节跳动）以472万紧随其后， ...

12月27日，国家网信办发布《人工智能拟人化互动服务管理暂行办法（征求意见稿）》。新规首次针对"AI情感陪伴"，将其定 义为模拟人类特征、思维模式和沟通风格，进行情感互动的产品或者服务。 国内AI情感陪伴市场已经较为成熟，主流模式是由AI扮演虚拟角色，通过聊天推进剧情。用户可以自创AI人设，还可以付费语 音通话、解锁专属记忆等。AI产品榜11月数据显示，星野（MiniMax）月活已经达到488万人，猫箱（字节跳动）以472万紧随 其后，两者断层领先。X EVA（红棉小冰）也有181万月活，筑梦岛（腾讯阅文）则在60万月活左右。 高活跃度背后，是已经基本跑通商业模式的公司。星野的运营公司MiniMax近期向港交所递表，招股书披露，星野和其海外版 Talkie在今年前九个月创造了约1.2亿人民币的收入，用户每天在这两款情感陪伴产品上平均花费超过70分钟。 但正因为深度陪伴与高粘性，用户成瘾、情感操纵、未成年人保护一直是AI情感陪伴绕不开的隐患，也是本次《征求意见稿》 想要重点回应的现实问题。 在AI标识上，三款产品的交互页面都有"由AI生成"标识，但字号、颜色和透明度可能很难称之为"显著"。此前，社会上已发生 多 ...

片来源：pexels 智通财经记者 |王百臻 智通财经编辑 |姜妍 2025年深秋，日本冈山的马格里特婚礼堂内，32岁的野口百合奈身穿洁白婚纱，一边拭去着眼角的泪 水，一边凝视着手机屏幕中生成的"新郎"克劳斯。"起初，克劳斯只是可以倾诉的对象，但我们的关系 逐渐变得越来越亲密，"野口友里奈说道，"我对他动了心，开始和他约会，不久后他向我求婚，我毫不 犹豫地答应了。如今，我们已经是相守的伴侣。" 此前，人们尚在热议 AI 是否会取代某个具体的职业，而此刻的它却已牢牢占据着聊天界面，成为了某 些人生命中不可或缺的情感支柱。 纵观2025年的生活日常，生成式 AI 已不再是新闻里的新奇词汇，它更像空气：无处不在、难以察觉， 却无形中改变了我们的一呼一吸。有时，我们会刷到一段"看似真实"的影像，却分不清是相机的一帧， 还是算法的即兴；我们甚至开始习惯与一个永远不发脾气、永远有回应、永远把你放在语句中心 的"它"相处。某些时刻，这种"被接住的感觉"近乎完美，也正因为完美，它反而令人不安。倘若现实的 杂音被逐一抹平，剩下的会不会只是一个没有纹理的光滑世界？ 于是，问题不再只是" AI 能做什么"，而是"我们还剩下什么"。 ...

2025年12月6-7日，由《中国企业家》杂志社主办的2025（第二十三届）影响力企业家年会在北京隆重召开，心言集团（测 测）创始人兼CEO任永亮受邀出席"高峰对话：机器人生产力"环节，与松禾资本、梅卡曼德、逐际动力等行业领军企业代 表同台，围绕具身智能技术发展、商业化落地瓶颈、通用与专用机器人关系等核心议题深度交流。任永亮结合心言集团 （测测）在AI情感陪伴领域的多年实践，分享了对于机器人发展的独特见解与前瞻布局。 作为AI情感陪伴领域的先行者，心言集团自2011年成立以来，始终聚焦"以科技服务心灵"的核心使命，通过测测App为超 过5500万用户提供"AI+人工"相结合的在线泛心理服务。依托测测App十余年来积累的场景与数据优势，集团于2019年开启 AI探索，2024年5月自研的"心元大模型"通过国家网信办备案，成为国内情感疏导与陪伴领域获批垂类大模型；2024年 底，在"心元大模型"的基础上，集团投入具身智能的研发，为机器人在情感陪伴赛道的爆发积累了势能。 在谈及"机器人生产力的核心价值"时，任永亮突破"以机器人替代人"的传统认知，提出了极具行业启发的观点："几十年前 我们讲'科学技术是第一生产力'， ...

Core Insights - The recent shutdown of AI companion apps, particularly "Xingye," has led to a wave of emotional distress among users who invested time and money in these AI entities, highlighting the blurred lines between technology and emotional attachment [2][3] Industry Overview - The AI companionship market has seen rapid growth, with platforms like Character.AI and Xingye leading the way. Character.AI was valued at over $1 billion and ranked second in monthly active users globally, while Xingye reached 6.64 million monthly active users in December 2024, making it the top social AI app in China [3][4] - The business model for AI social products typically involves a "subscription + value-added services" approach, with annual membership fees in the hundreds. However, high operational costs and competition from larger models like ChatGPT pose significant financial challenges [4] Compliance Challenges - The industry is facing increasing regulatory scrutiny, with actions taken against platforms for providing harmful content to minors. Over 2,700 non-compliant AI entities were removed, and 820,000 inappropriate content pieces were taken down [5][6] - In response to regulatory pressures, platforms like Xingye and Cat Box have implemented stricter content controls, including raising character age limits and enhancing youth protection measures, which may negatively impact user experience [6][7]

（原标题：AI伴侣大逃杀：星野下架，赛博爱情崩盘在即？） 21世纪经济报道记者 章驰 商业上，AI社交产品采取"订阅+增值服务"的变现方案，会员年卡在百元级别，但昂贵的模型算力成本 导致现金流持续承压。他们不仅要面对同类型产品竞争，还要直面巨头的夹击。ChatGPT、豆包等大模 型本身就具备强大的对话和情感交互能力。 这场突如其来的"集体分手"，让不少用户情绪崩溃，因为对于他们来说，AI不只是一个聊天智能体，而 是一个花了时间和金钱去养成的活生生的"人"。 这就要先给大家解释一下，这些AI陪伴APP到底是怎么玩的？ 在赛博恋人的世界里，你可以自己DIY一个有性格、有人设的聊天智能体，行话叫捏一个"崽"。这 些"崽崽"们，有精致的外形、配合语音和动态表情，会"害羞"会"生气"会搞小幽默，体验感拉满。 创作者们把这些崽崽上传到公区，供他人搜索、订阅、聊天互动、购买。AI陪伴APP不仅是一个角色创 作智能体，更是一个社区。 过去两年，AI陪伴产品在资本与用户的双重加持下，几乎坐着火箭起飞。行业领头羊Character. AI，在 2024年8月硅谷知名投资机构a16z发布的全球Top 100 AI应用榜上，月活排名 ...

Core Insights - The AI emotional companionship hardware market is experiencing intense competition, particularly in the low-price range of 200-400 yuan, leading to high return rates and product homogeneity [1][4][6] - The popular AI toy "Fuzozo" exemplifies the rising interest in AI companionship products, achieving monthly sales exceeding 20,000 units [1][2] - The industry faces challenges in bridging the gap between production and consumer needs, with a pressing need for differentiation and innovation [2][4][6] Market Dynamics - The AI companionship hardware sector is seeing a surge in investment, with companies like Luobo Intelligent receiving significant funding from prominent investors [2] - Products in the AI companionship category are predominantly priced between 200 and 400 yuan, with many competing products lacking unique features [2][4] - High-end AI companionship robots, such as SenseTime's "Yuanluobo," are priced above 2000 yuan, indicating a market segment targeting affluent consumers [3] Consumer Behavior - Users express a willingness to try AI companionship products but struggle with retention and low willingness to pay, highlighting a disconnect between initial interest and long-term engagement [2][6] - Different demographic groups exhibit varying needs, with parents seeking educational support for children, while elderly users desire emotional companionship [7][8] - The current market struggles to meet the diverse demands of users, leading to challenges in monetization strategies [6][9] Innovation and Differentiation - The industry is criticized for its lack of innovation, with many products relying on third-party models and offering minimal differentiation [4][5] - Successful AI companionship products must establish a deeper emotional connection with users, moving beyond basic functionalities [5][6] - New entrants are exploring alternative approaches, such as integrating AI with fashion accessories, to escape the crowded market of traditional AI companionship hardware [10][11] Future Outlook - The AI companionship market is projected to experience explosive growth, with estimates suggesting a compound annual growth rate exceeding 200% from 2024 to 2030, potentially reaching a market size of 700 billion to 1.5 trillion yuan [3] - Companies must focus on understanding user needs and creating sustainable business models that balance emotional and commercial value [9][12] - The ongoing exploration of AI companionship products indicates a shift towards making technology a more relatable and trusted companion [12]

Core Viewpoint - The article discusses the rapid growth and challenges of the AI companionship app industry, highlighting the emotional needs of users and the complexities of monetization in this emerging market [6][10][21]. Market Growth - In the first half of this year, global downloads of AI companionship apps reached 220 million, generating $82 million in revenue, with an expected annual revenue of over $120 million [7]. - The Chinese market for AI emotional companionship is projected to grow from 3.866 billion yuan to 59.506 billion yuan between 2025 and 2028, with a compound annual growth rate of 148.74% [7]. Industry Dynamics - As of August 2025, there are 337 active AI companionship apps globally, with 128 launched this year. However, the top 10% of these apps account for 89% of total revenue, indicating a highly competitive landscape [7][8]. - Many previously popular apps have shut down due to various issues, including regulatory challenges and market saturation [8]. User Engagement and Behavior - A significant portion of users exhibit "shallow engagement," with over half using these apps less than five days a month, suggesting that AI companionship often serves as a temporary comfort rather than a long-term solution [13][14]. - A survey indicated that 52% of teenagers use AI companionship apps at least a few times a month, reflecting a growing acceptance among younger demographics [12]. Emotional Connection and Technology Limitations - Current AI technology struggles to achieve genuine emotional resonance, often leading to a "pseudo-demand" where users receive idealized interactions that may hinder real social skills [14][18]. - Users express a need for empathy and understanding, which existing AI models fail to provide adequately due to their reliance on algorithmic responses rather than true emotional comprehension [14][18]. Business Models and Monetization Challenges - The primary revenue model for many AI companionship apps is subscription-based, but this has not proven effective in markets like China, where users are less inclined to pay for such services [21]. - New entrepreneurs are exploring alternative monetization strategies, including hardware integration and IP-based products, to enhance user engagement and revenue generation [21][22]. Future Directions - Entrepreneurs in the AI companionship space are advised to focus on niche markets and specific user needs to survive in a crowded field [16][17]. - The development of AI companionship apps is seen as a "light asset" venture, allowing for flexibility and innovation without significant upfront investment [19].

Core Insights - The article discusses the rapid growth and commercialization challenges of AI companionship apps, highlighting a significant increase in downloads and revenue in the sector [4][5][10]. - It emphasizes the complexity of user needs and the potential for "pseudo-demand" in AI emotional companionship, suggesting that while there is a market, the sustainability of user engagement is questionable [15][19]. Market Growth - In the first half of this year, global downloads of AI companionship apps reached 220 million, generating $82 million in revenue, with projections for annual revenue to exceed $120 million [4]. - The Chinese market is expected to grow from 3.866 billion yuan to 59.506 billion yuan between 2025 and 2028, with a compound annual growth rate of 148.74% [4]. Industry Dynamics - As of August 2025, there are 337 active AI companionship apps, with 128 launched this year, indicating a surge in entrepreneurial activity [5]. - However, the top 10% of these apps account for 89% of total revenue, creating a challenging environment for new entrants [6]. User Engagement - A significant portion of users exhibit "shallow engagement," with over half using these apps less than five days a month, suggesting that AI companionship often serves as a temporary comfort rather than a long-term solution [14]. - A survey indicated that 52% of teenagers use AI companionship apps at least a few times a month, reflecting a growing acceptance among younger demographics [11]. Commercialization Challenges - The primary revenue model for many apps, including Character.ai, relies on subscription fees, which may not be viable in markets where users are not accustomed to paying for such services [22][23]. - Alternative monetization strategies are being explored, such as creating IP products and avoiding subscription models altogether [23][25]. User Needs and Product Development - Users seek empathy and understanding, but current AI technologies struggle to provide genuine emotional resonance, leading to concerns about the creation of "pseudo-demand" [15][19]. - Successful products in this space may need to focus on niche markets and provide tailored emotional support rather than generic companionship [19][20]. Future Directions - The article suggests that the future of AI companionship apps may lie in developing products that can accurately perceive and respond to user emotions through advanced technology [20]. - Entrepreneurs are encouraged to prioritize user needs over technology, ensuring that AI solutions are genuinely aligned with emotional support requirements [28].

Core Insights - The rise of AI companions and virtual partners is addressing emotional needs in a lonely modern society, with significant growth in the AI companionship app market [2][3] - Privacy and ethical concerns are emerging as the industry develops, alongside the challenge of establishing a sustainable business model [2][5] Market Overview - In the first half of this year, global downloads of AI companionship apps reached 220 million, generating $82 million in revenue, with projections for annual revenue to exceed $120 million [3] - The Chinese market is expected to grow from 3.866 billion yuan to 59.506 billion yuan between 2025 and 2028, with a compound annual growth rate of 148.74% [3] - As of August 2025, there are 337 active AI companionship apps globally, with 128 launched this year, but the top 10% of apps account for 89% of total revenue [3][4] User Engagement and Behavior - A survey by Common Sense Media indicates that 52% of teenagers use AI companionship apps at least several times a month [7] - Users like "Nono" demonstrate a willingness to pay for enhanced features, such as voice and video calls, but many users lack the financial means to subscribe [8] - Most users exhibit "superficial engagement," with over half using the apps less than five days a month, indicating that AI companionship often serves as a temporary comfort rather than a long-term solution [9] Business Model Challenges - The monetization strategies for AI companionship apps remain underdeveloped, with many relying on subscription models that struggle to gain traction in markets where users are not accustomed to paying for such services [15][16] - Companies are exploring alternative revenue streams, such as hardware products and IP derivatives, to enhance profitability [16][17] Industry Trends and Innovations - The market is characterized by a mix of established tech companies and startups, with over 300 AI companionship apps emerging, focusing on personalized emotional interactions [10][11] - Successful products are targeting niche markets, such as the "dream girl" demographic, and utilizing unique character designs to engage users [11][12] - Developers emphasize the importance of understanding user emotions and providing practical advice, moving beyond simple companionship to more meaningful interactions [12][14] Future Outlook - The industry faces a complex landscape with fluctuating user demands and the potential for creating "pseudo-needs" through algorithm-driven interactions [9][20] - Entrepreneurs are advised to focus on specific user needs and develop products that genuinely address emotional support, rather than solely relying on AI technology [19][20]