9月13日，2025亚布力企业家论坛第21届夏季年会在广州召开。 在本次年会上，图灵机器人（北京光年无限科技有限公司）创始人兼CEO俞志晨接受了专访。他详细讲述了图灵 机器人的转型路径，并谈及对AI教育行业发展现状的思考。 大模型出现以来，教育行业一直被认为是AI落地应用的"黄金赛道"。俞志晨告诉每经记者，"AI+教育"市场足够 大，机会还很多。但要想让AI技术真正去变革教育行业，还需要更专业的教育行业公司和人来做。图灵机器人从 今年开始就在反向补"教育"这一课，下深水去理解教育行业。 俞志晨还表示，在校园端，大模型要大规模落地应用，AI技术要大力渗透，还需要解决政策预算与科技发展的平 衡问题。 俞志晨 图片来源：受访者提供 "AI教育产业的机会还很多" 在政策层面推动和技术加速发展的背景下，AI教育已成大势所趋。 今年5月，教育部发布《中国智慧教育白皮书》并启动国家教育数字化战略行动2.0；8月底，国务院印发《关于深 入实施"人工智能+"行动的意见》，进一步提到要把人工智能融入教育教学全要素、全过程，创新智能学伴、智能 教师等人机协同教育教学新模式，推动育人从以知识传授为重向以能力提升为本转变，加快实现大规 ...

Industry Overview - AI toys are products that integrate AI technology with traditional toys, offering interactive and personalized experiences through voice recognition, image recognition, natural language processing, deep learning, and emotional analysis [1][4] - The advantages of AI toys include multimodal interaction, emotional understanding and feedback, and intelligent learning and adaptation [3] Industry Chain Analysis - The upstream of the AI toy industry chain includes raw materials (metals, textiles, plastics), hardware (chips, sensors, batteries), and software (AI technologies) [4][5] - The midstream involves the design and manufacturing of AI toy products, including smart dolls, robot toys, AI plush toys, and AI-themed merchandise [4][5] - The downstream consists of sales channels, including offline retail and online e-commerce platforms [4][5] Industry Development History - The period before 2020 was characterized as a technology exploration phase, with limited AI applications in children's educational hardware [6][10] - From 2020 to 2023, the market entered a budding phase, with the introduction of interactive products and policy support for AI education, although product functionality was often homogeneous [6][10] - Post-2024, the industry is expected to enter a rapid development phase, with multimodal interaction becoming standard and significant advancements in AI technology [6][10] Industry Policy Direction - The government is promoting the "Artificial Intelligence +" action plan, which aims to integrate AI with traditional and emerging industries, creating a conducive environment for AI toy development [11][12] Current Industry Status - The toy market in China is projected to exceed 150 billion yuan in 2024, with AI toys expected to reach a market size of approximately 246 billion yuan [14][22] - The number of registered AI toy companies has shown a fluctuating trend, with a peak in 2019 and a decline in new registrations from 2021 to 2025 due to increased technical barriers and market regulation [15] Competitive Landscape - The AI toy market features a diverse competitive landscape, including traditional toy companies, tech startups, internet tech firms, and companies with strong IP reserves [21][22] - AI toy prices vary significantly, ranging from around 300-400 yuan for basic models to over 10,000 yuan for high-end products with advanced features [17][21] Future Development Trends - The AI toy market is expected to continue expanding, with a focus on emotional connection and deep companionship, targeting not only children but also young adults and the elderly [22] - By 2030, the AI toy market in China is predicted to exceed 700 billion yuan, driven by the integration of AI technology into various toy categories [22]

Core Insights - The AI toy market is experiencing significant growth, driven by the integration of large language model technology into new-generation toys [1] - Sales of AI toys have surged, with a reported year-on-year growth rate exceeding 200% and a projected sixfold increase in sales volume by the first half of 2025 [1] - The consumer demographic for AI toys is expanding beyond children to include various age groups [1] Market Trends - AI toys are priced between several hundred to thousands of yuan, with popular categories including AI plush toys, AI early education machines, AI learning machines, and AI pets [1] - The market is witnessing a rapid increase in demand, indicating a strong trend towards the adoption of AI technology in consumer products [1]

Core Viewpoint - The article discusses the acceleration of integrating domestic and foreign trade in China, highlighting the government's support for foreign trade products to expand into the domestic market, which is seen as a crucial strategy to boost consumption and support foreign trade enterprises [1][2]. Group 1: Government Initiatives - The Ministry of Commerce launched the "Foreign Trade Quality Products China Tour" in April, resulting in over 16.7 billion yuan in procurement intentions by early May, with participation from over 2,400 foreign trade companies and 6,500 buyers [1]. - A recent meeting of the Central Political Bureau emphasized the need to accelerate the integration of domestic and foreign trade, with a focus on supporting foreign trade products to enter the domestic market [1]. - The "Special Action Plan to Boost Consumption" encourages foreign trade companies to cultivate their own brands and expand into domestic sales [1]. Group 2: Corporate Responses - Zhejiang Hangzhou Lianhua Supermarket quickly facilitated the sale of nearly $2 million worth of seafood products that were initially intended for export, demonstrating the urgency for new sales channels due to tariff impacts [2][3]. - Major supermarket chains like Yonghui and Tencent have opened "green channels" for foreign trade enterprises to facilitate their transition to domestic sales, providing tailored support and rapid product placement [3][4]. - E-commerce platforms such as Meituan and Taobao have initiated programs to assist foreign trade companies in entering the domestic market, with significant participation from over 300 companies [4][5]. Group 3: Financial Support and Cost Reduction - JD.com announced a procurement plan to purchase at least 200 billion yuan worth of export products for domestic sales, receiving over 8,000 applications for cooperation within a week [8][9]. - Tencent has implemented a "zero deposit trial operation" for over 2,600 business categories, allowing foreign trade enterprises to list products without upfront costs, thus reducing operational expenses [9][10]. - Financial institutions in Fuzhou are providing flexible credit solutions to support foreign trade companies facing cash flow issues due to canceled orders [10][11]. Group 4: Technological Empowerment - Companies like Ningbo Jinshan Shuanglu Battery Co. are leveraging advanced technologies such as 5G and AI to enhance production efficiency and product quality, which is crucial for competing in the domestic market [12][13]. - The integration of AI in product development, as seen in the case of Dongguan's toy companies, is driving innovation and meeting domestic consumer preferences [15][16]. - The implementation of flexible production lines allows companies to respond quickly to market demands, exemplified by Xiangxing Group's ability to adapt to sudden spikes in product popularity [17][18]. Group 5: Market Dynamics and Future Outlook - The shift from foreign trade to domestic sales is viewed as an opportunity to expand market space rather than merely redistributing existing market shares [14]. - Companies are encouraged to focus on quality and brand development to meet the evolving demands of domestic consumers, as highlighted by the experiences of various enterprises [16][19]. - The article concludes with a positive outlook on China's ability to leverage its vast market potential to counter external uncertainties, emphasizing the importance of high-quality development [20].

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]