能聊天、会读书、有记忆的AI玩具，正成为很多人的新朋友。近期，华为发布陪聊机器人"智能憨憨"， 开售即售罄；京东京造上新AI毛绒玩具，构建"全龄陪伴"生态；购物平台AI玩具的搜索量持续提升，淘 宝2025年度十大商品中AI陪伴玩偶入选…… 工业和信息化部消费品工业司司长何亚琼表示，人工智能及大模型的应用为玩具产品注入新灵魂，显著 提升玩具产品交互体验，已成为行业竞争的新赛道。据统计，2024年我国AI玩具市场规模约246亿元， 预计2025年全年将增至290亿元。 以前的玩具主要是儿童玩耍的玩伴，以娱乐为主。随着AI技术在玩具产品中的融合应用，玩具在人们 生活中的角色从单一的娱乐功能进化为融合教育启蒙、情感陪护、创造力激发等属性于一体的"智慧伙 伴"，从"一成不变"到"越来越懂你"。蔡常青表示，搭载AI大模型的玩具，通过语义理解和多维情绪识 别，可以记住用户的爱好和生活习惯，实现了从"指令响应"到"情感共鸣"的跨越。针对未成年用户，大 模型不断优化信息内容，做到AI向上向善。 AI玩具打破了传统玩具产品的年龄限制，实现了"老、中、青、幼"全覆盖，极大满足了各年龄层群体的 多样化消费需求。AI玩具在儿童市场侧重 ...

全球核聚变相关研究已进入面向工程新阶段 OpenAI发布ChatGPT健康，押注万亿AI医疗市场 【热点导读】 AI玩具从细分赛道跃升为主流消费新宠，未来市场规模或达千亿量级 广州：到2035年打造具有全球影响力的天空之城 新游密集上线及老游运营更新有望进一步驱动流水增长 AI或将率先颠覆编程领域，国内外多个科技巨头推出相关产品 【主题详情】 AI玩具从细分赛道跃升为主流消费新宠，未来市场规模或达千亿量级 据媒体报道，京东京造于2025年底推出的自研AI毛绒玩具首批上线即售罄，且已进行多轮补货。京东 称，第二批AI玩具计划1月中旬上线，将覆盖全年龄段用户。记者浏览京东电商平台发现，除京东自研 AI玩具外，华为、Haivivi、优必选等第三方品牌AI玩具也在热卖中，均价约300元。 AI玩具是将人工智能（对话模型、语音识别、情感计算、知识图谱等）嵌入传统玩具，赋予玩具交 互、记忆与场景感知能力的产品。据京东AI玩具白皮书研究数据分析，AI玩具市场规模2023年达一百 亿元以上，预计到2030年市场规模破千亿量级，年复合增长率CAGR超过50%以上。华安证券研报指 出，随着AI技术快速迭代，AI玩具从细分赛道跃升 ...

值得注意的是，京东推出的"高定数字人"已进入高端品牌直播间，在MCM、COACH等品牌的直播中实 现双人互动、细节展示等专业场景，用户停留时长最高提升3倍，转化效果超越80%真人主播。 刘强东在AI方面有了新动作。 《科创板日报》记者获悉，京东成立"变色龙业务部"，全面承接JoyAI App、JoyInside具身智能品牌、 数字人等核心AI产品的研发打造与商业化落地工作。 《科创板日报》记者了解到，京东探索研究院此前曾下设变色龙项目，据业内人士透露，团队核心聚焦 AI软硬件融合领域。针对变色龙事业部在京东体系内的属性以及层级，记者向京东方面发去采访需 求，截至发稿，暂未获得回应。 回溯2025世界人工智能大会（WAIC）期间，京东正式推出大模型品牌JoyAI，并发布具身智能品牌 JoyInside及AI应用全景图，构建起"大模型+具身智能"的双核心技术架构。据披露，JoyAI大模型涵盖3B 到750B全尺寸模型家族，可适配不同场景下的响应速度与性能需求，同时覆盖语言、语音、图像、视 频、数字人等多模态能力。 京东方面称，JoyAI大模型通过动态分层蒸馏、跨领域数据治理等核心技术，使JoyAI大模型推理效率平 ...

1月8日，《每日经济新闻》记者从京东方面获悉，京东京造于2025年底推出的自研AI毛绒玩具首批上 线即售罄，且已进行多轮补货。京东称，第二批AI玩具计划1月中旬上线，将覆盖全年龄段用户。记者 浏览京东电商平台发现，除京东自研AI玩具外，华为、Haivivi、优必选等第三方品牌AI玩具也在热卖 中，均价约300元。 与此同时，京东还宣布已于近日成立"变色龙业务部"，全面承接JoyAI App（应用程序）、JoyInside （京东附身智能品牌）、数字人等核心AI产品的打造与商业化。这意味着，京东AI战略中的关键业务 线正在被内部显著提级。 AI端侧产品井喷 2026年谁能抢到首块商业化"蛋糕"？ AI端侧产品井喷的2025年，"豆包手机"再次点燃市场对 AI 硬件的想象。 去年12月1日，字节跳动首次发布豆包手机助手技术预览版，并与中兴合作发售了工程样机nubia M153，该机型因具备"系统级控制权"而引发行业广泛关注。随后，字节跳动正与联想集团开展AI手机 相关合作的消息又添一把火。 去年12月，"豆包手机"引发热议，AI端侧产品的争夺持续白热化。事实上，京东早已入局——在去年9 月举行的京东全球科技探索者 ...

新京报贝壳财经讯(记者程子姣)1月8日，新京报贝壳财经记者多方获悉，京东已正式成立"变色龙业务 部"，全面承接JoyAIApp、JoyInside、数字人等核心AI(人工智能)产品的打造与商业化。此次调整意味 着京东在推动围绕AI的产品打造及商业化上迈出了关键一步。 京东JoyInside平台已与40余家头部机器人和AI玩具品牌实现技术对接，为智能终端植入科技"大脑"， 2025年底推出自研AI毛绒玩具。 新京报贝壳财经记者了解到，京东全新的第二批AI玩具已经在紧锣密鼓筹备中，此次新品将推出面向 全年龄段人群的AI玩具，将于1月中旬全面上线。 ...

值得注意的是，2025年年底京东推出自研AI毛绒玩具，首批上线即售罄，进行了多轮补货。京东全新 的第二批AI玩具已经在紧锣密鼓筹备中，此次新品将推出面向全年龄段人群的AI玩具，将于1月中旬全 面上线。 分析认为，京东此次组织架构调整与其在2025JDD大会提出的"价值导向型AI"战略一脉相承。通过成立 专属业务部门，京东有望打通技术研发与商业转化的关键环节，将前期积累的AI能力系统性输出至产 业端。中经记者 李静 北京报道 【京东成立"变色龙业务部"】1月8日，京东对外披露公司于近日正式成立"变色龙业务部"，旨在系统性 整合JoyAI App、JoyInside、数字人等核心AI资产。此次调整意味着京东在推动围绕AI的产品打造及商 业化上迈出了关键一步。 根据公开信息，京东AI业务已形成清晰布局：JoyAl App通过融合多模态大模型技术与京东供应链体 系，打造个人智能助手；JoyInside平台已对接40余个头部机器人品牌，使硬件设备对话轮次提升超 120%；数字人业务则覆盖直播、客服等多元场景，累计服务品牌超5万家。 ...

Group 1 - JD has established a "Chameleon Business Department" to fully undertake the development and commercialization of core AI products such as JoyAI App, JoyInside, and digital humans, marking a significant step in its AI product strategy [1] - The JD JoyAI App utilizes advanced language, voice, image, and digital human technologies, integrated with JD's complete supply chain ecosystem, to serve as a super personal assistant for users [1] - The JoyInside platform has achieved technical integration with over 40 leading robotics and AI toy brands, significantly enhancing the interaction capabilities of hardware devices, with an average increase of over 120% in dialogue rounds [1] Group 2 - The establishment of the Chameleon Business Department is a key initiative to systematically deliver JD's advanced technological capabilities to the industry, enhancing the integration of technology, products, market, and sales resources [2] - This move is expected to improve the responsiveness to market demands and commercial efficiency, injecting stronger vitality into the long-term development of JD's AI business [2] - JD's digital humans have been applied in various scenarios including live streaming, customer service, cultural tourism, brand endorsement, event commentary, and celebrity avatars, serving over 50,000 brands [1][2]

每经AI快讯，有投资者在投资者互动平台提问：请问近两年是否出口欧盟国家？ （文章来源：每日经济新闻） 云天励飞（688343.SH）12月22日在投资者互动平台表示，公司目前主要以国内业务为主，海外占比较 小。公司于2024年正式启动消费级业务战略，并投入研发拍学机与AI毛绒玩具两款AI硬件产品。未 来，公司将推出多款消费级产品，启动"噜咔博士"品牌IP化运营，拓展海外市场，开发面向海外市场的 多语言版本系列产品。 ...

Group 1 - The core viewpoint of the article highlights the growing emotional and social value of plush toys, which are evolving from traditional toys into new consumer products that fulfill the need for warmth and companionship, with the market size expected to grow from 143 billion yuan in 2024 to 241 billion yuan by 2028 [3] Group 2 - The plush toy industry is experiencing significant popularity, as evidenced by social media engagement, with "plush toys" topics reaching 22.1 billion views on Xiaohongshu and 180.1 billion views on Douyin [4] - The sales performance of plush toys is strong, with notable brands like STAYREAL's "Bubu" plush toy topping sales charts for three consecutive weeks, indicating a robust consumer demand [4] Group 3 - The global plush toy market is projected to exceed 10 billion USD in 2024, with an annual growth rate of approximately 15%, and the number of registered plush toy companies in China has shown a steady increase, reaching 1,483 in 2024, a year-on-year growth of over 16% [7] Group 4 - Plush toys derived from celebrity IPs are gaining traction, with products like the "Bubu" plush keychain and "Zhou Keke" doll achieving impressive sales figures, showcasing the emotional connection fans have with these items [10][12] - These plush products serve not only as toys but also as social symbols and emotional support for fans, enhancing their appeal [13] Group 5 - The integration of AI technology into plush toys is creating new interactive experiences, with the AI toy market in China expected to reach 246 billion yuan in 2024, growing to 290 billion yuan in 2025 [15] - Major companies are entering the AI plush toy market, offering products that combine appealing designs with AI capabilities for emotional engagement and companionship [15][18] Group 6 - The consumer demographic for plush toys is shifting, with post-00s accounting for 43% of the market and post-90s for 36%, indicating a trend towards emotional value and interest-driven purchases among younger consumers [18] - The rise of AI plush toys aligns with the trend of emotional consumption, providing new avenues for companionship and emotional expression [18]

Core Viewpoint - The plush toy industry in China is experiencing significant growth, driven by emotional value and social attributes, with the market expected to reach 241 billion yuan by 2028 from 143 billion yuan in 2024 [3][8]. Group 1: Market Trends - The plush toy market in China is projected to grow from 143 billion yuan in 2024 to 241 billion yuan by 2028 [3]. - The global plush toy market is expected to exceed 10 billion USD in 2024, with an annual growth rate of approximately 15% [8]. - The number of registered plush toy-related companies in China has remained above 1,000 annually from 2015 to 2024, with a notable increase to 1,483 companies in 2024, reflecting a year-on-year growth of over 16% [8]. Group 2: Consumer Engagement - The popularity of plush toys is evident on social media platforms, with "plush toys" related topics garnering 22.1 billion views on Xiaohongshu and 180.1 billion views on Douyin [6]. - Star IP-derived plush toys are highly favored, with products like the "卜卜" plush toy from the band Mayday selling over 100,000 units [14]. - The emotional connection and social symbolism of plush toys are becoming increasingly important, as they serve as a means for fans to express their identity and connect with others [14]. Group 3: Financial Performance - Bubble Mart reported a dramatic increase in revenue from plush products, rising from 446 million yuan in the first half of 2024 to 6.139 billion yuan in the first half of 2025, marking a year-on-year growth of 1,276.2% [11]. - The top-selling plush toys include various IP collaborations, with notable sales figures indicating strong consumer demand [7]. Group 4: Technological Integration - The integration of AI technology into plush toys is creating new interactive experiences, with the AI toy market in China expected to reach 24.6 billion yuan in 2024 and grow to 29 billion yuan in 2025 [19]. - Major companies are launching AI plush toys that offer personalized interactions and emotional companionship, aligning with the trend of emotional consumption among younger demographics [22].