转自：前瞻产业研究院 行业主要上市公司：奥飞娱乐(002292)、星辉娱乐(300043)、实丰文化(002862)、高乐股份(002348)、汤 姆猫(300459)、华立科技(301011)等 本文核心数据：AI玩具行业规模;AI玩具竞争格局;AI玩具发展前景 行业概况 1、 定义 2、 产业链剖析 AI玩具产业链上游为原材料及软硬件供应，原材料为制作玩具所需材料包括金属材料、纺织布材料、 塑料等;硬件包括芯片、传感器、电池等;软件包括语音识别、AI大模型等人工智能技术。产业链中游为 AI玩具产品的设计和制造以及大模型设计环节，主要包括智能玩偶、机器人玩具、AI毛绒玩具、AI动 漫IP玩具、AI挂件玩具等。下游为产品的销售环节，包含线下零售渠道和线上电商平台等。 我国AI玩具制造环节较复杂，涉及企业较多。产业链上游原材料供应企业主要有沧州明珠、国风新 材、中国铝业、云铝股份等;芯片企业主要有英伟达、寒武纪等;传感器企业主要有歌尔股份、韦尔股份 等;人工智能技术供应企业主要包括科大讯飞等。产业链中游产品制造企业主要有奥飞娱乐、实丰文 化、星辉娱乐、跃然创新等企业。产业链下游线上渠道主要是电商平台、二手交易平 ...

Group 1 - The core idea of the articles emphasizes the importance of innovative marketing strategies for "Shenzhen Intelligent Manufacturing" products to reach the right consumer demographics effectively [1][2][3] - "Machine Era" has established an AI experience center at Shenzhen Bao'an International Airport, showcasing thousands of high-tech products, with over 80% sourced from local Shenzhen companies [1] - By July 2025, "Machine Era" plans to operate 44 airport experience centers across 24 cities in China, targeting over 400 million high-end business travelers [1] Group 2 - Traditional sales methods are inadequate for new products, as they require consumers with updated consumption concepts, higher purchasing power, and skills [2] - The global AI terminal exhibition held on May 22, 2023, highlighted the government's commitment to promoting "Shenzhen Intelligent Manufacturing," showcasing various AI terminal products [2] - The Shenzhen intelligent terminal industry cluster is projected to reach an added value of 204.55 billion yuan in 2024, reflecting a year-on-year growth of 9.9% [2] Group 3 - The emerging smart consumer products are on the verge of a market explosion, presenting significant opportunities for early adopters to capitalize on market benefits [3] - The dual drive of innovation and revenue generation is crucial for the sustainable development of "Shenzhen Intelligent Manufacturing" [3]

Core Viewpoint - The article highlights the significant advancements and applications of AI technology in the education and smart wearable sectors, particularly through the innovations presented by Turing Robot at the recent trade fair [1][3]. Group 1: Event Overview - The 20th China International Small and Medium Enterprises Fair showcased nearly a hundred renowned exhibitors, with Turing Robot representing AI technology [1]. - Turing Robot demonstrated its full-stack technology system, which includes algorithm/model research and development, AI application development, and hardware empowerment [1]. Group 2: Product Offerings - In the smart wearable sector, Turing Robot's AI glasses integrate AR display, computer vision, voice recognition, and biometric identification, offering functionalities such as translation, poetry recitation, and video recording [1]. - The AI training machine consists of a lamp, learning machine, and emotional watch, utilizing large model technology for personalized tutoring and emotional recognition [2]. - The AI plush toy features a full-link voice interaction AI, providing personalized dialogue content tailored to children's cognitive characteristics [2]. - The AI learning machine covers K12 curriculum, offering precise learning assistance, homework correction, and oral practice [2]. - The AI question-answering machine uses deep learning and natural language processing to provide clear explanations for questions, enhancing learning efficiency [2]. - The AI bilingual reading machine integrates extensive resources to create an immersive bilingual learning environment [2]. Group 3: Company Profile - Turing Robot, established in 2014, is one of the earliest AI dialogue robot development platforms in China, holding nearly 500 invention patents in AI technology and applications [4]. - The company has deployed over 100 million AI hardware units, facilitating billions of AI interactions daily across various commercial scenarios, including education and robotics [4].

Group 1 - The company officially launches its consumer-grade business strategy in 2024, focusing on edge AI development [2] - A wholly-owned subsidiary named "Luka Doctor" is established to operate independently in the children's educational sector, aiming to become the leading brand in AI children's smart hardware [2] - The company has invested in two AI hardware products: AI Learning Camera and AI Plush Toy, both utilizing proprietary "Yun Tian Book" multimodal large model to enhance user experience and differentiate from competitors [2] Group 2 - The company collaborates with Shanjite Technology and LOHO to launch the first mass-produced AI glasses in China, promoting the integration of AI technology with smart wearable devices [3] - Through the acquisition of Qiancheng Technology, the company enhances its hardware capabilities and promotes the application of its self-developed AI large model in smart devices [3] - The company plans to establish a comprehensive "online + offline" marketing system for its consumer-grade products and explore a "hardware + subscription content" business model while expanding into overseas markets [3]

在河北凤山镇的一所小学里，Kimi 定制的 AI 毛绒玩具也受到学生们的欢迎。这些集成了语音交互、个 性化学习路径的AI毛绒玩具，将AI浪潮中的大模型转化为山区课堂的启蒙伙伴。孩子们与这些智能玩 具亲密互动，通过与 AI 玩具的交流，了解到更多书本以外的知识，感受人工智能带来的全新体验。 来源：央广网 6月1日消息 2025年六一国际儿童节到来之际，月之暗面Kimi公益团队带着精心定制的AI毛绒玩具，前 往四川马边彝族自治县小谷溪村和河北丰宁凤山镇，与当地的孩子们一起度过了一个充满AI科技味儿 的节日。AI大模型定制的玩具为乡村孩子们打开新的知识之窗。 小谷溪村位于四川马边彝族自治县小凉山地区，教育资源的缺乏，加上少数民族的语言环境，孩子们学 习普通话和英语面临着比其他地区孩子更多的挑战。为了解决这一问题，Kimi联合玩具公司Folo Toy发 起公益行动，在定制的AI玩具中不仅加载了小学阶段全部专属内容的课程讲解，还配置了主动提问、 关键词记忆等语言功能，让AI大模型能随时为孩子们提供权威的信息检索和语言学习服务。这些 AI 玩 具不仅是一个个可爱的玩伴，更成为孩子们学习道路上的智能助手，为他们答疑解惑，开 ...

Core Viewpoint - The article highlights the efforts of Chinese foreign trade enterprises to pivot towards domestic sales in response to international challenges, emphasizing the importance of integrating domestic and foreign trade to expand market opportunities and support economic stability. Group 1: Market Integration and Support - The Ministry of Commerce initiated the "Foreign Trade Quality Products China Tour" event, resulting in procurement intentions exceeding 16.7 billion yuan, with participation from over 2,400 foreign trade companies and 6,500 buyers [1] - A significant number of foreign trade enterprises, approximately 85%, also engage in domestic sales, with domestic sales accounting for nearly 75% of their total revenue [1] - Major supermarket chains like Yonghui and Hualian have established "green channels" to facilitate the transition of export products to domestic sales, providing tailored support and rapid product placement [2][3] Group 2: E-commerce and Technological Support - E-commerce platforms such as Tencent and Meituan have launched initiatives to assist foreign trade enterprises in entering the domestic market, with Tencent's "New Journey for Foreign Trade" plan and Meituan's measures already engaging over 300 companies [3] - Taobao and Tmall initiated a "Foreign Trade Selection" program aimed at supporting at least 10,000 foreign trade merchants, significantly reducing the time required for new store approvals [3] - The Qingchuang City International Online Wholesale Center has helped over 300 foreign trade companies sell more than 300,000 clothing items since April [4] Group 3: Financial and Cost Reduction Measures - JD.com has committed to a substantial procurement plan, aiming to purchase at least 200 billion yuan worth of export-to-domestic goods over the next year, significantly aiding foreign trade companies [6] - Tencent's "0 deposit trial operation" policy allows foreign trade businesses to list products without upfront costs, further reducing operational expenses [7] - Financial institutions in Fuzhou are providing flexible credit solutions to alleviate the financial pressures faced by foreign trade companies, with a focus on supporting cross-border trade [8] Group 4: Product Innovation and Market Adaptation - Companies like Ningbo Jingshan Shuanglu Battery Co. are leveraging technology and innovation to enhance product competitiveness, with significant investments in R&D and new product development [10] - The shift from foreign trade to domestic sales is seen as a transition from "manufacturing" to "branding," emphasizing the need for quality products to meet domestic consumer demands [11] - Firms are adopting flexible production strategies to respond to the "small orders and quick response" market demand, enhancing their ability to adapt to changing consumer preferences [14][15]

Group 1 - The development of artificial intelligence technology is leading to the integration of embodied intelligent robots into production and daily life, creating new ways for human-robot collaboration [1] - Toy companies are combining artificial intelligence with manufacturing aesthetics, as seen in the toy exhibition at the Canton Fair [1] - A toy company from Dongguan has created an AI plush toy that features a rubber face and LED screen, capable of speaking multiple languages to cater to children from different countries [3] Group 2 - The response to AI smart plush toys at the Canton Fair has been overwhelmingly positive, with exhibitors reporting no time to sit down due to high interest [5] - Various regions are increasing the application of embodied intelligence, promoting the integration of intelligent robots into daily life to enhance safety and efficiency in production [7] - In Mianyang, Sichuan, a four-legged police robot is equipped with sound, light, and panoramic capabilities to assist police in their duties [7] Group 3 - The first humanoid robot with explosion-proof certification is undergoing training exercises in Nanjing, equipped with tools like drills and saws for inspections in high-risk environments [8] - A nursing robot developed at Hebei University of Technology can lift individuals from beds to wheelchairs, showcasing advancements in robotics for elder care [10] - The nursing robot can handle a total load of 90 kilograms and features joints that mimic human movement, with plans to enhance tactile and visual integration for better interaction and safety [12]

Summary of AI Toy Industry Conference Call Industry Overview - The conference focused on the AI toy industry, highlighting the current stage of development and key players involved in the market [1][2] - The industry is experiencing a surge in interest, particularly with the rise of domestic AI models and their applications in toys [1] Key Players and Developments - Companies like Polotoy and YueRan Innovation are recognized for their early moves into the AI toy sector, identifying opportunities for commercialization [2] - Notable figures in the industry include Huang Yingming from Alibaba Cloud OS and Guo Renjie, former CEO of a major Chinese entertainment company, who are exploring innovative AI toy products [3][4] - The market is characterized by a lack of dominant players, with many companies entering the space but not achieving significant scale [6] Market Size and Growth Projections - The current market size for AI toys is estimated at around 50 billion, with AI plush toys contributing approximately 3 to 4 billion [5] - Projections for 2024 suggest the market could grow to between 100 billion and 150 billion, driven by increased competition and innovation [5] Challenges and Pain Points - The industry faces challenges in finding effective commercial applications for AI technology in toys, with many products still lacking advanced interaction capabilities [2][6] - There is a noted difficulty in achieving emotional engagement and interaction quality in AI toys, which is crucial for consumer acceptance [7][14] Technological Innovations - The integration of advanced algorithms and emotional recognition technologies is seen as essential for the future of AI toys [17][18] - The potential for using biometric feedback, such as temperature and micro-expressions, to enhance emotional interaction is being explored [18][32] Consumer Insights and Market Dynamics - Consumer feedback indicates a desire for more engaging and responsive AI toys, with current offerings often falling short in terms of interaction speed and emotional depth [14][15] - The market is witnessing a mix of traditional toy manufacturers and new entrants from tech backgrounds, leading to a diverse range of product offerings [21][22] IP and Branding Considerations - The importance of intellectual property (IP) in the AI toy market is emphasized, with successful products likely to leverage strong IP to attract consumers [17][33] - The challenge of securing IP rights and the lengthy authorization processes are noted as barriers to rapid product development [34] Future Outlook - The industry is expected to see significant developments and product launches in the coming year, with a focus on enhancing emotional engagement and interactivity [40][41] - The potential for AI toys to integrate into educational contexts, particularly for preschool-aged children, is identified as a promising avenue for growth [37][38] Conclusion - The AI toy industry is in a dynamic phase of growth, with numerous players vying for market share and innovation. The focus on emotional engagement, technological advancements, and strong branding will be critical for success in this evolving landscape [6][17][40]