"不做低端，只攻高端！这是我创业的坚持。"金成语气坚定。 从2014年踏入这个隐秘而又赚钱的行业，设计师出身的金成大方公开身份，成功将"行业羞耻感"转化 为"行业责任感"，聚焦高端客户，带领斯汉德实现年入过亿，逆袭成亚马逊头牌供应商，并完成三重身 份蜕变：从跟随者成长为行业标准制定者，从代工厂转型为出海创新实践者，从传统制造商升级为科技 融合推动者。 "未来不是价格竞争的时代，是价值认同的时代。"谈起斯汉德的下一个黄金十年，金成说，"要把工厂 做出价值感，让每个员工成为创客。" 在他眼中，坐拥千亿规模市场的情趣赛道，还有哪些发展趋势？未来行业又将面临怎样的大变革？日 前，雨果跨境名人堂与深圳斯汉德科技创始人金成进行了一场深度对话，以十年为期，看情趣出海赛道 的变与不变，以下为对话实录： 01 不避标签的十年创业者：情趣用品当事业，坚守长期价值 雨果跨境名人堂-陈林：第一次创业，为什么会选择了"敏感但又刚需"的赛道？ 金成：作为设计专业出身的人，我2014年进入这个行业时的第一印象就是：整体产品品质和设计水平确 实比较落后。当时市面上充斥着使用低端TPE材料的仿真产品，不仅存在潜在的健康隐患，而且设计美 学严重 ...

Overview - The adult products industry in China is experiencing significant growth, with the market size expected to reach 164.53 billion yuan in 2024, representing a year-on-year increase of 8.47% [1][10] - The acceptance of adult products has increased due to changing societal attitudes, particularly among younger consumers who prioritize quality of life and personal experiences [1][10] Industry Development History - Prior to 2002, strict regulations limited the production and sale of adult products in China, leading to a negative societal perception [4] - In 2003, regulatory changes allowed for a more open market, but traditional views still hindered growth [4] - The rapid development of e-commerce and social media post-2014 facilitated market expansion, meeting consumer demands for privacy and convenience [4] Industry Chain - The upstream of the adult products industry includes materials such as silicone, latex, and electronic components [5] - The midstream consists of manufacturers producing various adult products [5] - The downstream includes sales channels like supermarkets, specialty stores, and e-commerce platforms, with e-commerce being the primary purchasing method due to its convenience and privacy [5] Consumer Demographics - The majority of adult product consumers in China are from Generation Z (ages 18-26) and Millennials (ages 27-42), accounting for over 80% of the market [8] - Key factors influencing purchasing decisions include material and tactile experience (46.09%), product functionality (40.00%), and purchasing privacy (38.70%) [8] Competitive Landscape - The current market is characterized by a fragmented structure with many brands, although leading brands are gaining market share [12] - Notable companies in the industry include Xiamen Haibao Tahu Information Technology Co., Ltd., Ailv Health Technology Co., Ltd., and Changzhou Chunshuitang Health Technology Co., Ltd. [12][14][16] Industry Trends - Future demand will diversify across different demographics, with younger consumers seeking unique and creative products, while married couples will focus on practicality and quality [18] - The LGBTQ+ community will have a strong demand for inclusive products, and there is an increasing interest in health-related adult products among older adults [18] - As the largest producer of adult products globally, China is expected to expand its export scale, leveraging advantages in product quality and production costs [18]

Core Insights - The report "2025 Insights into the Online Market of the Adult Industry" indicates that the market size of adult products in China has grown from 44.05 billion yuan in 2016 to 168.53 billion yuan in 2022, with continued growth expected by 2025, highlighting significant domestic consumption potential despite a high export ratio [1][14][19] - The industry has undergone various phases: strict control, exploration, initiation, explosion, and maturity, with current policies emphasizing complete product labeling, quality standards, and privacy protection in logistics packaging [1][20][23] Market Overview - The adult products market in China is projected to reach 208.13 billion yuan by 2025, with a substantial potential for domestic consumption as acceptance of sexual health products increases [14][19] - Online channels accounted for 63% of the global adult products market in 2022, indicating a strong trend towards e-commerce platforms for sales [16][19] Consumer Demographics - The consumer base is diversifying, with Generation Z showing an increasing share, characterized by openness to sexual health awareness and a preference for personalized products, with over 60% penetration of adult toys and lubricants [1][28] - Married households are focusing on product quality and practicality, with significant growth in sales of family-sized condoms and couple's toys [1][37] - The LGBTQ+ community has a purchasing power three times that of heterosexual consumers, seeking quality and identity recognition [1] - There is a notable surge in demand from the middle-aged and elderly demographic, particularly for health-related products [1] Product Categories - Key categories include female devices, male devices, and adult lingerie, with female devices seeing a year-on-year sales increase of 1212.9% and male devices increasing by 685.2% [2] - The adult lingerie market is stabilizing, with a coexistence of high-end and personalized products, as brands like Feimu strengthen their positions through original designs and multi-channel strategies [2] Consumer Preferences - Consumers prioritize material and tactile experience when selecting adult products, with a focus on functionality and privacy, while brand and price sensitivity are relatively lower [33] - The shift in consumer attitudes shows that 54% identify as open enjoyers of adult products, with 42% purchasing at least once every three months [25][26]

Core Insights - The article discusses the evolution of AI sex dolls in China, highlighting their transition from mere physical objects to emotional companions, driven by advancements in AI technology [5][17][46] - The price of these domestic AI dolls is significantly lower than their Western counterparts, making them more accessible to consumers [4][5] - The target market primarily consists of male users, with female users accounting for less than 1% of the customer base [5][39] Group 1: Product Features and Innovations - The AI dolls are equipped with long-term memory, allowing them to remember user preferences and respond accordingly, creating a more personalized experience [5][13] - Users can customize the dolls' personalities and physical features through an app, with options for different traits and even the ability to change heads for a new look [15][27] - The dolls can simulate human-like responses, such as blushing and increased body temperature when touched, enhancing the realism of the interaction [15][17] Group 2: Market Dynamics and Consumer Behavior - The demand for AI dolls is growing, with factories in Zhongshan receiving numerous customer visits, indicating a robust interest in the product [9][21] - The majority of male customers exhibit hesitance in physical interaction with the dolls, reflecting societal norms around masculinity and intimacy [9][39] - The article notes that while the dolls serve as companions for many, they also raise ethical concerns regarding the objectification of women and the potential for reinforcing negative behaviors [48][51] Group 3: Industry Challenges and Future Outlook - The industry faces significant challenges, including high costs associated with AI development and the technical difficulties of integrating advanced features into the dolls [17][48] - There is a growing concern about the implications of AI dolls on human relationships, with experts warning that they may undermine genuine emotional connections [46][51] - The vision for the future includes making the dolls increasingly lifelike, which could further blur the lines between human and machine interactions [46][51]