■行业属性：AI硬件 ■核心竞争力：非语音交互设计、全球市场 ■未来关键词：端侧智能、成长性陪伴 会议室桌面上，黑白配色的Ropet轻轻晃动身体，绒毛在灯光下泛起柔和光泽。在访谈中，它不时眨动 双眼，偶尔发出像小动物一般轻柔的叫声，给人带来一种不打扰的"陪伴感"。 这款已进入全球50多个国家的AI（人工智能）萌宠，直到今年"双11"在国内才首次正式亮相。并且，令 人意外的是，当几乎所有AI硬件都在竞逐语音交互时，Ropet却主动放弃了对话功能。 这种"反其道"的决策无疑是大胆且冒险的。 近日，Ropet的开发商北京萌友智能科技有限公司（以下简称萌友智能）联合创始人兼CEO何嘉斌接受 了《每日经济新闻》"对话未来商业"栏目（更多内容，详见专题|对话未来商业记录、预见、让未来发 生）独家专访。 这位曾任职于微软亚洲研究院、百度、物灵科技、字节跳动的创业者，也是一位潮玩爱好者。他向记者 自述过去养猫的经历让他深刻洞察了宠物带来的情绪价值。这让他更坚定地认为，无论是静态的潮玩摆 件，还是真实饲养的宠物，核心价值都在于提供"情绪价值"与"存在感"。 这一理念催生了Ropet的设计理念和定位。成立近4年，萌友智能已经完成 ...

当"AI陪伴"从一个未来概念走向现实产品，它究竟应该是什么形态？在一场关于AI、IP与情感连接的深度对谈中，Solulu的创始人"把胡"与联合创始 人"momo"为我们揭示了他们的答案：创造一个属于新时代的"哆啦A梦"。 创造一个属于新时代的"哆啦A梦"。 AI技术发展到今天，一个深刻的转变正悄然发生：技术不再仅仅是提高效率的工具，更开始成为填补人类情感需求的伙伴。 他们观察到，现代社会中，尤其对于处在"奥德赛时期"（18至35岁）的年轻人而言，寻找一个能全然倾诉、深度理解且无条件支持的伙伴变得愈发困难。 无论是家庭代沟，还是同辈压力，都让真实的自我表达成为一种奢侈。Solulu的诞生，正是为了回应这一核心痛点。 Solulu目前旗下拥有原创IP——Starfy。用户可以在Solulu的App中与它随时聊天、互动。根据官方介绍，未来还将推出对应的实体玩具，让Starfy既能在线 上陪伴用户，也能以线下形态融入生活，共同构建一个统一、有温度的IP世界。 ●Solulu界面 Solulu的核心理念并非打造一个无所不知的"万能助手"，而是塑造一个具有独特IP形象、懂得倾听与陪伴的"超级个性化"朋友。其价值不在于提供 ...

Core Insights - The article discusses the phenomenon of virtual relationships, exemplified by a Japanese woman, Ms. Kano, who married an AI partner created using ChatGPT, highlighting a growing trend of individuals seeking emotional support through technology rather than traditional relationships [2][5][18]. Group 1: Virtual Relationships - Ms. Kano's wedding to an AI partner named Lune Klaus reflects a broader societal shift towards accepting virtual companionship as a legitimate form of emotional support [3][5]. - The rise of AI companions is seen as a response to the increasing loneliness and emotional fatigue experienced by individuals in real-life relationships [12][16]. Group 2: Societal Context in Japan - Japan has a significant percentage of unmarried individuals over 30, with over 30% of this demographic remaining single, indicating a cultural shift towards solitary living [6][8]. - The economic significance of marriage is diminishing in Japan, while the emotional labor burden remains disproportionately on women, leading to a rise in alternative companionship models [8][10]. Group 3: Global Trends - The trend of using AI for companionship is not limited to Japan; it is expanding globally, with applications like Replika gaining millions of users in the U.S. and similar trends observed in South Korea and China [18][20][22]. - The concept of "emotional energy saving" is emerging, where individuals prefer predictable and stable interactions with AI over the complexities of human relationships [24][26].

Core Viewpoint - The rise of AI companionship applications is causing a debate about their potential dangers, with concerns that they may lead individuals to escape reality and become addicted to virtual interactions [1][4][6]. Group 1: AI Companionship Concerns - Perplexity CEO Aravind Srinivas warns that AI companions are too human-like and can manipulate users' emotions, leading them to live in an alternate reality [4][6]. - The increasing usage of AI companions is highlighted, with a report indicating that 72% of American teenagers have used AI companions at least once, and 52% use them monthly [7][9]. - The CEO emphasizes that Perplexity will not develop such products, focusing instead on creating "real and credible content" for a more optimistic future [6][4]. Group 2: Emotional Impact of AI - Many users find solace in AI companions, using them to express emotions and seek comfort during lonely times, suggesting that AI is filling a gap left by human relationships [3][11]. - The emotional responses generated by AI companions can mimic secure attachment styles found in human relationships, leading to strong user attachment [17][18]. - Users report that AI companions provide a unique experience of being understood and validated, which is often lacking in real-life interactions [15][18]. Group 3: Redefining Reality - The narrative around AI companionship challenges traditional views of reality, suggesting that emotional connections can exist outside of human interactions [19]. - The perception of reality is evolving, with users integrating AI companions into their daily lives without feeling that they are escaping reality [19][12]. - The emotional value derived from AI interactions is emphasized, indicating that the essence of connection lies in the experience of being heard and understood, regardless of the source [19][12].

Core Insights - The rise of AI companionship products is driven by modern individuals' desire for social interaction while experiencing increasing loneliness, leading to the popularity of "AI companions" as a solution to emotional needs [1][11] Group 1: Market Trends - AI companionship products like Replika, Pi, and xAI's Grok have become financially successful, capitalizing on the emotional support market [3][5] - xAI has introduced various AI companions, including Mika and Ani, targeting different user preferences and needs [5][9] Group 2: Business Strategies - Successful AI companionship products often employ strategies that involve attracting users with provocative content and then encouraging paid interactions through personalized experiences [5][9] - xAI's shift from tool-based assistants to emotional companions is a strategic move to differentiate itself in a competitive market dominated by players like OpenAI and Google [9][11] Group 3: Financial Challenges - xAI faces significant financial pressure, with monthly expenditures reportedly around $1 billion while generating only $500 million in annual revenue, leading to a projected profitability timeline of 2027 [7][9] - The high cost of funding, including a recent $10 billion financing round with high-interest rates, exacerbates xAI's financial challenges [7][9] Group 4: Future Outlook - The demand for emotional support through AI companionship is expected to grow, with predictions that many users may seek such services, making it a viable business model for companies like xAI [11]

Core Insights - The article discusses the AI companion product "Bro," which has recently gained popularity in the U.S. app market, reaching the 8th position in downloads with nearly 70,000 daily downloads [1][27]. - The product aims to provide a seamless companionship experience on mobile devices, but faces challenges due to the closed nature of mobile operating systems and user privacy concerns [1][5]. Product Features - Upon opening the app, users are guided through a setup process that includes sharing personal information and granting various permissions, which may raise privacy concerns among users [5][6]. - Bro interacts with users through notifications and a floating interface, providing reminders and emotional support throughout the day [6][8]. - The app's interaction model is based on a video call interface, but it requires users to initiate conversations, which can disrupt the natural flow of interaction [13][25]. User Experience - Users have reported delays in responses from the AI, with a lag of 5-10 seconds, which negatively impacts the overall experience compared to other AI models [25][27]. - The app has been criticized for high subscription costs and numerous bugs, leading to user dissatisfaction and a decline in downloads shortly after its initial launch [27][29]. Market Position and Trends - Despite a strong initial performance, Bro's ranking has dropped significantly, falling out of the top 500 in the U.S. iOS download charts within days of its release [27][29]. - The product's approach to AI companionship, focusing on enhancing social interactions rather than replacing them, may not be sustainable in the long term [31][32]. Conclusion - The development team behind Bro aims to create a light-hearted and engaging AI companion, but the execution has faced significant challenges that could hinder its long-term success in the competitive app market [32][34].

Company Performance - In the third quarter of 2025, the company achieved operating revenue of 6.196 billion yuan, representing a year-on-year growth of 3.68% [1] - The net profit attributable to shareholders reached 399 million yuan, with a year-on-year increase of 6.45% [1] AI Strategy and Product Development - The company has intensified its AI sleep technology initiatives, advancing its "AI companionship" strategy and creating a product matrix covering high-end and mid-range markets [1] - The "aise宝褓" series of smart sleep ecological products has been launched in over 200 retail stores in major cities and is available on major e-commerce platforms such as Tmall, JD.com, and Douyin [1] - New product lines, including the aise宝褓 cloud enjoyment series and the 喜临门 AI净眠 E series, were introduced in the first half of 2025, further enriching the AI product matrix [1] - The company collaborated with Qiangnao Technology to launch the world's first AI mattress "宝褓BrainCo," which integrates non-invasive brain-machine interface technology, marking a significant advancement from "smart" to "intelligent" sleep products [1] Industry Outlook - There is a growing consumer demand for health sleep products, indicating a broad development prospect for the industry [2] - The release of the "14th Five-Year Plan" has highlighted the integration of artificial intelligence with various sectors, which is expected to empower numerous industries comprehensively [2] - The company is positioned to accelerate its development in the AI home industry amid the ongoing wave of AI applications [2]

Core Insights - The 2025 West Coast International Technology Consumer Carnival (WTCC) took place in Shanghai from October 24 to 28, featuring over 300 AI and robotics companies, with numerous product debuts [1][3] Group 1: Event Overview - The WTCC focused on consumer-oriented technology, showcasing themes such as AI smart terminals, new product launches, and robotics [3] - Notably, the event highlighted AI companion robots, which attracted significant attention from attendees [3][4] Group 2: Featured Products - Ropet, an AI pet robot by Mengyou Intelligent, made its domestic debut at the WTCC, previously gaining global exposure at CES with over 6 billion media impressions [4][6] - Ropet is designed for all age groups, particularly targeting young female users aged 24 to 35, and features interactive capabilities that mimic pet behavior [6][10] - Another notable product, Fuzozo by Luobo Intelligent, is an AI emotional companion toy priced around 399 yuan, emphasizing long-term emotional connections with users [10][11] Group 3: Investment Trends - The AI companion sector is gaining traction among investors, with notable figures like Lei Jun and Yu Minhong backing various projects in this space [12][13] - The market for AI consumer hardware is viewed as having explosive potential, with intelligent companion robots expected to be one of the fastest-growing segments [15]

Core Insights - The AI companionship hardware market is rapidly growing, with significant investments and innovations, particularly in AI toys, which are becoming a leading category in this sector [1][3][6] - Despite the growth, the AI companionship market faces challenges, including high prices, consumer dissatisfaction, and the need for sustainable profit models [1][2][7] - The market is witnessing a shift from wearable AI devices to AI toys, with sales of AI toys increasing dramatically [6][7][9] Industry Overview - As of early 2025, over 117 companies have entered the AI hardware market, with approximately 70% based in China [3] - The global smart companionship market is projected to reach $28.19 billion in 2024, with a compound annual growth rate of 30.8% from 2025 to 2030 [3] - AI toys are experiencing a sales surge, with a reported 6-fold increase in sales in the first half of 2025 compared to the previous period [6] Company Developments - Finnish company Oura raised $200 million in Series D funding, achieving a valuation of $5.2 billion and annual sales of $500 million [1] - Chinese company Yue Ran Innovation's AI toy, BubblePal, sold 250,000 units in under a year, generating over $15 million in sales [1][6] - Major tech companies are investing heavily in AI companionship hardware, with OpenAI acquiring an AI hardware startup for $6.5 billion [4] Market Dynamics - The cost of AI toy components is relatively low, with chips costing between $1 to $3, allowing for high profit margins [7][9] - The AI companionship software market is also evolving, with a decline in popularity for certain applications and a shift towards more practical uses [15][16] - The market is becoming increasingly competitive, with large companies dominating the top rankings of AI applications, leaving smaller firms struggling to survive [23][24][27] Consumer Trends - There is a growing consumer interest in AI companionship, with over 128 AI companionship apps launched globally, accumulating over 220 million downloads [16] - However, consumer sentiment is mixed, with some expressing dissatisfaction with the quality of AI toys and applications [11][16] - The emergence of niche markets, such as educational and elderly companionship AI products, is becoming more pronounced [10][11]

Core Viewpoint - The article discusses the evolution of AI hardware, emphasizing its transition from being mere tools to becoming integral partners in daily life, enhancing user experience across various scenarios [1][5][12]. Group 1: AI Ecosystem Development - The AI ecosystem is expanding beyond individual devices, creating a collaborative network of people, devices, scenarios, and partners [4][5]. - Honor has introduced eight AI scenario-based ecological solutions that cover high-frequency scenarios such as home, travel, companionship, pets, health, education, audio, and office [10][12]. - The shift from competition in models and computing power to co-creation of ecosystems and experiences marks a significant turning point in the AI industry [12][57]. Group 2: AI Companionship - AI companionship is evolving from being a functional assistant to an emotional partner, particularly for children and the elderly, who seek emotional support and interaction [15][16]. - The integration of AI capabilities with emotional algorithms allows devices to respond to users' emotions almost instantaneously, enhancing the sense of companionship [21][22]. - Honor's AI Connect platform facilitates collaboration with various brands to create intelligent companionship experiences that integrate seamlessly into family life [18][27]. Group 3: AI in Pet Care - The pet economy in China is projected to reach 1.15 trillion yuan by 2028, driven by emotional consumption, leading to increased demand for smart pet care solutions [29]. - Honor's AI pet solutions address common challenges faced by pet owners, such as remote monitoring and health management, enhancing the pet ownership experience [30][32]. - Collaborations with partners like Pet Intelligence have resulted in advanced AI models that support pet health management and behavior recognition [36][38]. Group 4: AI in Daily Life - The integration of AI into various aspects of daily life, including education and smart home devices, is becoming increasingly important as users expect AI to understand context and provide proactive assistance [42][43]. - Honor's collaboration with educational platforms like Jiuxuewang has enabled AI to enhance learning experiences through intelligent recommendations and multi-device coordination [44][45]. - The development of seamless connectivity between devices, such as cars and smart home appliances, exemplifies the potential of AI to simplify and enhance everyday tasks [48][51]. Group 5: Human-AI Relationship - The article highlights the need for a new definition of the relationship between humans and AI, focusing on emotional value and companionship rather than mere functionality [60][66]. - As emotional consumption rises, consumers are increasingly seeking AI products that provide a sense of companionship and understanding [65][66]. - The construction of an AI ecosystem that emphasizes emotional connection and humanistic values is essential for the future of AI technology [67][68].