从这款产品身上，能够看到一种"减法设计"理念。它保留了毛茸茸的外观，却摒弃了当今AI硬件中几乎 成为标配的语音交互模块与视觉传感器，转而依托于内置的多组传感器与机械结构实现互动。这种设计 使"mirumi"能够探测到用户的靠近与触摸，并通过转动头部、改变视线方向这种极其拟生却沉默的方式 作出反馈。 《科创板日报》1月12日讯（记者 李佳怡）AI版泡泡玛特，何时诞生？ 在CES 2026的聚光灯下，日本Yukai Engineering的AI萌宠"mirumi"和中国AI玩具机器人火爆出圈。与此 同时，京东、字节、华为等科技巨头也敏锐洞察到AI玩具赛道的广阔前景，正在积极加码布局这一赛 道。 从静态的收藏玩偶到动态的情感伙伴，新一代AI硬件正通过感知与交互，将玩具从展示柜带入日常生 活。这也标志着玩具产业的核心价值正从IP外观的"静观"，转向情感互动的"共在"。 ▎切中情绪消费的AI玩具引爆全球 在美国拉斯维加斯举办的2026年国际消费电子展（CES）上，日本Yukai Engineering公司推出的一款AI 萌宠机器人"mirumi"成为全场焦点。这款产品被许多观众戏称为"最没用处却又最想让人掏钱"的AI硬 ...

Core Viewpoint - The AI toy market is experiencing significant growth, driven by a surge of new companies entering the space, focusing on emotional value and user engagement rather than just technological capabilities [6][8][21] Group 1: Market Dynamics - The AI toy sector has seen over 30 emerging companies, with products designed to cater to both children and adults, reflecting a diverse range of user needs [6][8] - The market is characterized by a low entry barrier for consumers, allowing for a variety of products that fulfill different emotional and psychological needs [8][20] - The success of AI toys will depend on achieving significant sales volumes, with a benchmark of 100,000 units being crucial for establishing a product as a market leader [8][19] Group 2: Key Players and Products - Notable companies include Mengyou Intelligent, which launched the Ropet AI toy, and Luobo Intelligent, which introduced the Fuzozo, both targeting female consumers [6][12] - Ropet has achieved significant crowdfunding success in Japan, raising 26 million yen on its first day, while Fuzozo has gained traction in China through effective marketing strategies [12][13] - The products differ in their interaction capabilities, with Fuzozo utilizing a multimodal model for language interaction, while Ropet focuses on non-verbal responses to enhance user experience [13][14] Group 3: Consumer Insights - The primary purchasing motivation for consumers is the aesthetic appeal of the toys, particularly among female users, indicating a strong link between product design and consumer engagement [14][20] - The emotional value created by AI toys is paramount, with companies exploring various approaches to meet the emotional and psychological needs of users [20][21] - The market is still evolving, with opportunities for new entrants to address unmet needs, particularly in areas like mental health and emotional support [20][21] Group 4: Future Trends - The AI toy industry is expected to continue diversifying, with products aimed at both emotional companionship and practical applications in mental health [20][21] - Companies are leveraging advanced AI technologies to enhance user interaction and product functionality, which will be critical for long-term success [19][20] - The competition is intensifying as larger companies like Pop Mart enter the market, potentially reshaping the landscape of AI toys [8][21]

Group 1 - JD.com has led a 1 billion yuan Series A financing round for PaxiNi Intelligent Technology, marking its sixth investment in the field of embodied intelligence within three months [2][3] - The company aims to establish a comprehensive AI ecosystem through investments in various companies, including Zhiyuan Robotics, Qianxun Intelligent, and others, covering the entire industry chain from core components to interaction models [2][3] - JD.com has launched the JoyInside brand to create a "neural hub" for embodied intelligence, focusing on providing end-to-end solutions for robots to interact with humans [4][6] Group 2 - The investments include a 1.2 billion yuan order for Zhiyuan Robotics, which is the first company in China to achieve mass production of general-purpose embodied intelligence robots [2][3] - The company has also invested in Qianxun Intelligent, which focuses on "brain capabilities" for robotic task execution, and RoboScience, a startup with a strong background in industry-academia collaboration [3][6] - JD.com is building a technology open platform that attracts mainstream brands and aims to lower the barriers for enterprises to deploy embodied intelligence technology [6][7] Group 3 - JD.com has established a dedicated business unit for embodied intelligence and has showcased its capabilities at the World Artificial Intelligence Conference [4][8] - The company leverages its extensive commercial scenario resources across logistics, retail, and industrial sectors to facilitate the practical application of AI technologies [8][9] - The competitive landscape in the embodied intelligence sector is shifting towards an ecosystem-driven model, with cross-shareholding among major internet companies indicating a new phase of collaborative development [9]

Core Insights - JD.com is collaborating with toy brands to create a hundred AI-driven products, leveraging free AI access and significant traffic support to drive innovation in the toy industry [1][2] Group 1: AI Toy Market Development - JD.com hosted the 2025 AI Toy Conference, inviting over 600 toy and smart hardware manufacturers to discuss methodologies for creating AI toy bestsellers [2] - The company aims to develop 20 "ten-million sales" products and 100 "million sales" products, positioning itself as an incubator for AI toy brands [2][8] - The AI toy market in China is projected to exceed 10 billion by 2030, with an annual growth rate exceeding 70% [4] Group 2: JoyInside Platform - JD.com introduced the JoyInside platform, offering a comprehensive end-to-end AI technology solution for toy and robot brands, which includes customer service, digital human interaction, and sales support [3][4] - JoyInside provides four key advantages: high emotional intelligence in dialogue, adaptability to various scenarios, a wide range of character options, and consistent behavior [4][5] - The platform integrates multiple AI capabilities, including retrieval-augmented generation (RAG), text-to-speech (TTS), automatic speech recognition (ASR), and large language models (LLM) [5] Group 3: Strategic Partnerships and Collaborations - Several mainstream brands, including Fuzozo and educational brands like Huohuo Rabbit and Yuanluobo, have already integrated with JD.com's JoyInside [6][7] - Fuzozo achieved significant sales success during the JD 618 event, selling out 3,000 units, while Yuanluobo's AI chess robot increased user interaction by 148% [7] - JD.com is offering limited-time free access to the JoyInside platform to help more brands leverage AI technology [8]

Core Insights - The 2025 World Artificial Intelligence Conference in Shanghai showcased over 800 companies and more than 3000 innovative technology exhibits, emphasizing the rapid evolution and application of domestic AI models across various industries [2][3] - AI is transitioning from technical breakthroughs to deep integration with industries, significantly enhancing operational efficiency in sectors like supply chain, logistics, and human resources [2][4] Group 1: AI Development and Application - Domestic AI models have seen rapid iteration and deployment in various sectors, with AI employees automating tasks such as order processing and resume screening, leading to notable efficiency improvements [2][3] - The data production in China is projected to reach 41.06 zettabytes in 2024, a 25% year-on-year increase, providing a rich foundation for deep AI applications [2][3] Group 2: JD's AI Innovations - JD's upgraded JoyAI model has been integrated into hundreds of business scenarios, demonstrating replicable industrial practices and significantly enhancing operational processes [4][5] - The intelligent replenishment system at JD exemplifies how continuous data feedback optimizes supply chain models, reducing inventory turnover days to nearly 30 [3][4] Group 3: Consumer and Business Impact - JD's digital human anchors have shown remarkable commercial viability, serving over 20,000 brands and increasing user engagement significantly in live streaming [6][7] - The collaboration with leading brands and the integration of AI in consumer products have transformed traditional business models, enhancing productivity and consumer interaction [5][6] Group 4: Future Directions - JD aims to leverage its advantages in scene scale and data resources to drive technological innovation and set industry standards, contributing to high-quality development in the real economy [7][8]

Core Viewpoint - The "Healthy Children's Paradise" project aims to address the early developmental delays in children aged 0-6 in rural areas of China by providing comprehensive health support and resources to families and kindergartens [2][3][7]. Group 1: Project Overview - The project was launched in 2021 and utilizes a model of "environment improvement + caregiver empowerment" to enhance the early development of children in rural areas [3]. - It has reached over 20 provinces, benefiting more than 200,000 children through the provision of educational materials and resources [28]. Group 2: Challenges in Rural Early Childhood Development - There is a significant gap in early childhood development between urban and rural areas, with rural children facing higher rates of developmental delays in social, emotional, and cognitive skills [4][7]. - A report indicates that 46.1% of children in underdeveloped rural areas show signs of social-emotional developmental delays, and over 40% experience cognitive and language development issues [4]. Group 3: Implementation and Resources - Families participating in the project receive a "big gift package" valued at 2,000 yuan, which includes books, toys, and educational materials to foster a conducive learning environment at home [8][11]. - The project emphasizes the importance of daily quality parent-child interaction, recommending at least 15 minutes of focused time each day [10][11]. Group 4: Educational Impact - The project has established "health classrooms" in kindergartens, equipped with age-appropriate educational materials and structured activities to enhance children's learning experiences [15][19]. - Teachers report improved engagement and emotional well-being among children, with a notable reduction in separation anxiety and increased participation in activities [17][20]. Group 5: Future Directions - The project aims to further enhance parental involvement and community engagement to ensure sustainable changes in early childhood development practices [29][30]. - There is a recognition that changing traditional parenting attitudes and practices will require long-term efforts and collaboration across various sectors [30][31].