本报讯 （记者冯思婕） 7月22日，浙江金科汤姆猫文化产业股份有限公司（以下简称"汤姆猫"）与深圳市奋达科技股份有限公司（以下简称"奋达 科技"）、浙江福莱新材料股份有限公司（以下简称"福莱新材"）在浙江省绍兴市上虞区举行战略合作签约仪式，三方正式携 手，将利用各自的资源，在消费级AI智能陪伴机器人等终端硬件业务上，开展从研发生产到销售渠道、从人才引进与培养到资 本合作等方面的全方位深入合作。 汤姆猫董事长朱志刚、奋达科技董事长肖奋、福莱新材董事长夏厚君对此次合作均表达了深切期许，以及对未来携手发展 的坚定信心。未来三方将在AI智能硬件产业链发挥各自优势、深化合作。 具体来看，汤姆猫是一家围绕"会说话的汤姆猫"IP为核心的、线上与线下协同发展的全栖IP生态运营商，在2024年确立 了"AI+IP+Agent"战略。 奋达科技是智能硬件领域垂直一体化解决方案的佼佼者。公司主要产品涵盖电声产品、健康电器、智能可穿戴产品、智能 家居、消费机器人、具身机器人核心零部件等多个品类。在消费电子领域持续深耕三十多年，奋达科技已具备强大的交付能力 和研发实力，这将为三方合作中AI智能硬件的生产制造和市场推广提供坚实的保障。 ...

据证券时报报道，火山引擎正在封测新一代数字人平台，该平台取名为"奇美拉"。业内研发人士表示， 目前，奇美拉数字人平台的使用采用定向邀请模式，在邀测阶段，服务暂不收费，月底或开始公测。据 新浪科技了解，奇美拉数字人平台由字节跳动旗下的智能创作数字人团队打造。前述研发人士介绍称， 依托火山引擎的AI大模型等技术，奇美拉数字人平台可以提供数字人、图片换装、视频翻译等服务。 服务正式上线后将会有具体的计费方式和收费标准，一般以使用次数或视频生成时长计费。 证券时报指出，作为字节跳动旗下的云与AI服务平台，火山引擎近年来在数字人领域积极布局。2022 年6月，火山引擎虚拟人数字平台已获得信通院首批数字人系统基础能力认证。2023年4月，火山引擎正 式发布"善听"、"会说"、"能想"虚拟数字人产品，并推出了交互型数字人、播报型数字人和直播型数字 人三大产品方案。2024年至今，火山引擎推出AI数字人综合解决方案，覆盖金融、直播、营销等场 景。 分析认为，当前数字人行业正处于快速发展阶段，技术进步、市场需求和资本投入形成良性循环。随着 AI大模型、多语言交互等技术的成熟，数字人将进一步拓展应用场景，提升交互体验，推动行业进 ...

Core Insights - 2024 is seen as a pivotal year for the gaming industry, with companies facing challenges due to market changes and increased competition, leading to difficulties in finding suitable investment opportunities [1] - A total of 30 listed gaming companies reported asset impairment, indicating significant operational issues and a decline in goodwill value [1][2] Group 1: Company Performance and Impairment - 13 older gaming companies, once successful, are now facing asset value reductions due to failure to adapt to market changes and poor performance of new products [2] - Shanghai Tianxi Interactive Entertainment reported an impairment of approximately 437 million yuan due to underperforming new releases, including the MMORPG "Sword and Knight" [4][5] - Taole Network, known for its classic MMORPG "Peach Blossom Source," faced a 29.16 million yuan impairment, attributed to declining revenues from older games and poor performance of new titles [10][26] Group 2: Market Competition and Strategy - Companies that previously thrived in stable user bases are now struggling due to intensified competition in their respective genres, leading to financial losses [4] - The gaming market is shifting towards mini-games, but many companies, including Junhai, have seen a significant drop in revenue, with a 41.3% year-on-year decline reported [26] - Companies like Shenzhen Daoxi are focusing on maintaining older games rather than developing new ones, which has become a risky strategy as market preferences evolve [30] Group 3: Investment and Acquisition Trends - Many companies were initially acquired for their strong performance, but as they lost competitiveness, they faced substantial asset losses, highlighting the risks associated with high acquisition premiums [50] - The gaming industry is experiencing a transformation, with companies like Webzen Inc. reporting a 9% revenue increase despite facing impairments, indicating that even leading firms are not immune to market volatility [21][24]

Group 1 - The article emphasizes the importance of children's literature in fostering curiosity and understanding of advanced industries among children, particularly in the context of Shanghai's technological advancements [1][3] - Shanghai is highlighted as a global hub for technological innovation, excelling in fields such as AI, aerospace, new materials, and future industries, which are reflected in the recommended children's books [1][3] - The selected books aim to create a network of industrial and technological knowledge for children, enhancing their appreciation for science and technology [1][3] Group 2 - "Shanghai is Talking" narrates the transformation of Shanghai into a modern industrial center, showcasing its unique industrial charm and the spirit of the city [3] - "Adventures with Fa Zai" introduces children to the complexities of aircraft engines, providing a comprehensive understanding of their design and function through a three-volume series [9] - "My Chinese Space Class" covers significant Chinese space projects, including the Long March rocket and the Tianhe space station, aimed at educating children about the country's space achievements [13] Group 3 - The "Exploring Energy Treasures" series offers insights into the oil industry, detailing the entire oil and gas production chain through engaging illustrations and expert guidance [17] - "Power Generation! Must-See New Energy Comics" presents the evolution of energy through a series of 47 questions and stories, focusing on traditional and green energy [19] - The "Artificial Intelligence Trilogy" introduces children to AI concepts, big data, and the functionalities of large language models like ChatGPT, fostering data literacy [21][23][26] Group 4 - "My 'China Chip': The Talking Chip" explores the significance of chips in modern society, illustrating their impact through a narrative that engages children with the technology [27][29] - "A Time Travel Journey of New Energy Vehicles" provides a historical perspective on the automotive industry, emphasizing the integration of new energy vehicles into daily life [31] - "Deep Blue Fleet: Naval Science Picture Book" aims to educate children about naval technology and its significance [34]

Core Insights - AI toys have become a lucrative market, with significant sales and growth potential driven by advancements in AI and embodied intelligence technology [1][3] - The market for AI toys is projected to exceed $30 billion by 2025, with a current market size of $18.1 billion in 2024 and expected to grow to $60 billion by 2033 [3][4] - The demand for AI toys is fueled by their ability to create emotional connections and provide companionship, particularly in the context of rising single-person households and aging populations [3][4] Group 1: Market Dynamics - The first batch of AI toy sellers, including notable figures like Elon Musk, have seen substantial profits, with products selling out rapidly [1] - ByteDance's AI companion toy, originally a non-retail gift, has been resold for as much as 500 yuan on second-hand platforms due to its advanced AI capabilities [3] - The AI toy market is characterized by a wide range of prices, from low-cost DIY options to high-end AI robots priced at 30,000 yuan [13][15] Group 2: Technological Advancements - The core competitiveness of AI toys lies in the chips that enable interaction and emotional computing, with a strong demand for specialized chips for multimodal interaction and AI processing [5][6] - Major chip manufacturers like Espressif, Allwinner, and Rockchip are providing solutions tailored for AI toys, with specific models designed for children's robots and interactive toys [6][8][10] - The integration of AI models into toys is enhancing their capabilities, allowing for real-time voice interaction and emotional recognition [11][13] Group 3: Industry Trends - The AI toy sector is attracting attention from executives of major companies, indicating a growing interest and investment in this market [5] - The emergence of subscription models for AI toys, where users pay for ongoing services, is a new trend that differentiates them from traditional toys [15][16] - Innovative products are being launched, such as AI plush toys and interactive pets, which are quickly selling out and gaining high resale values [16]

一、重要提示 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 中喜会计师事务所(特殊普通合伙)对本年度公司财务报告的审计意见为：标准的无保留意见。 非标准审计意见提示 □适用 √不适用 2、报告期主要业务或产品简介 公司是一家围绕汤姆猫家族IP为核心的、线上与线下协同发展的全栖IP生态运营商。公司通过线上移动 应用、动漫影视等优质内容的制作与发行满足用户的文化娱乐需求，线下通过开拓AI智能陪伴硬件、IP 衍生品与授权业务、新商业服务业务等业态，打造汤姆猫家族IP亲子生活品牌。 目前，线上移动应用是公司的核心业务。在线上移动应用领域，公司及旗下子公司深耕休闲移动应用十 余年。在"寓教于乐，智创家庭幸福"的企业使命下，公司海内外研发团队围绕全球知名IP一一"汤姆猫 家族"已先后研发上线了《会说话的汤姆猫》《我的汤姆猫》《我的安吉拉》《汤姆猫跑酷》《我的汤 姆猫2》《汤姆猫英雄跑酷》《汤姆猫总动员》《我的安吉拉2》等20余款绿色健康、休闲益智的移动应 用，业务覆盖欧盟、美国、中国、巴西 ...