Industry Overview - AI Companion refers to the use of artificial intelligence technologies, particularly natural language processing, emotional recognition, and machine learning, to provide emotional support, interactive communication, and companionship services [5][6] - The rise of AI companions is driven by societal factors such as increased loneliness due to high mobility, demographic changes like aging populations, and the prevalence of online social interactions [5] - Future AI companions are expected to evolve from simple interactions to more emotionally engaging experiences, potentially taking on physical forms that can integrate into daily life [6] Technology and Applications - AI companions are categorized into virtual software forms, such as Replika and Character.AI, and physical hardware forms, like ElliQ and Ropet, each utilizing different technologies for interaction [6][8] - The core technology driving virtual companions is emotional computing based on large language models, while physical companions rely on multimodal interaction and embodied intelligence [8] - AI companions are being integrated into various sectors, including education and elderly care, with specialized models tailored to specific needs [8][9] Industry Chain - The AI companion industry chain consists of upstream (core technologies and materials), midstream (product design and manufacturing), and downstream (market promotion and user services) segments [9][10] - Upstream technologies include AI chips, sensors, and algorithms that enable interaction, while midstream focuses on product design and assembly, integrating AI with popular content [9] - Downstream activities involve marketing, sales channels, and ongoing services, with a focus on diverse applications for different age groups [10] Market Trends - The AI companion sector has seen a significant increase in investment activity, with funding events rising from 13 in 2020 to 22 in 2023, indicating growing capital interest [10] - Companies like Lomi Intelligent and Luobo Intelligent are emerging in the AI companion space, focusing on emotional interaction and multi-modal technologies [12][15] - SLAY GmbH's product, Pengu, has gained over 15 million users globally, showcasing the potential for AI companions to integrate into social relationships [18][19] Regulatory Environment - New regulations for AI emotional companions were proposed in December 2025, emphasizing strict data usage policies for training models [23] - The regulations aim to protect user data and ensure ethical practices in AI interactions, which could impact the development and deployment of AI companions [23]

在年会现场，麦迪科技首席技术官范小锋围绕产品定位与应用方向进行了详细介绍，他在会上强调，优 麦康养陪伴机器人采用全栈式自主可控研发路径，涵盖本体结构、运动控制、感知交互、AI对话与系 统平台等核心环节，面向真实康养场景进行设计与迭代。据现场反馈，机器人的外形高度仿真，皮肤纹 理细腻。范小锋指出："冰冷的机器无法做到情感陪伴，它没有温度，所以我们选择市面上成熟的仿真 人本体厂家合作，以类肤材质和柔性触感，营造真实的情感陪伴。" 产品发布的同时，麦迪科技正式启动优麦康养陪伴机器人001号CR认证。据了解，CR认证属于中国机 器人领域的最高标准之一，也是目前全国范围内康养陪伴机器人单品类的唯一认证。公司指出，该认证 的启动，意味着优麦机器人在安全性、可靠性、功能适配性等方面全面对标国家要求与康养场景需求， 是行业发展的重要里程碑。上海机器人产研院院长郑军奇、副院长周梅杰与麦迪科技副总裁吴镝、首席 技术官范小锋共同参与了认证启动仪式。 12月28日，麦迪科技（603990）(603990.SH)二十周年年会在苏州凯宾斯基酒店隆重举行，以"医疗科技 二十载，具身智能启新程"为主题，正式开启面向未来的新征程。年会现场，麦 ...

值得关注的是，发布会同步启动的首张康养陪伴机器人CR认证，由上海机器人产业技术研究院协同推 进。作为中国机器人领域最高标准之一，该认证将从安全性、可靠性、功能适配性等维度，为优麦康养 陪伴机器人建立合规标杆。上海机器人产业技术研究院院长郑军奇在发布会上表示，将与麦迪科技协同 推进认证体系建设，助力产业规范化发展。 麦迪科技创始人翁康在主题演讲中明确新战略："以数据要素为核心，以AI医疗和AI机器人为重要抓 手，打造AI时代的'新麦迪'"。据悉，公司已在医疗可信数据空间建设取得实质性进展，近期中标航天 鸿翼1800万元存力中心智能平台项目，并携手浙二医院、景联文科技等伙伴，探索医疗AI与数据要素 的深度融合。 公司首席技术官范小锋介绍，该产品聚焦老年群体"孤独、健康、安全"三大核心痛点，将实现AI语音聊 天、按时服药提醒、远程家电控制、毫米波生命体征监测、智能呼叫与应急警报等功能。日前优麦康养 陪伴机器人已在苏州市社会福利总院、浙江台州康复医院完成投放测试，产品定价5万元，在当晚首发 活动背景下，首发100台机器人售罄。 中证报中证网讯(程雪儿熊永红)12月28日，麦迪科技（603990）在二十周年年会期间，与 ...