马年新春将至，AI 玩具凭借家庭陪伴与情感联结的核心价值，成为年货市场的新晋热门。 春节的核心是团聚，是情感的流动与交融，而 JoyInside 此次双功能升级，正是深度融入春节场景，为 消费者打造的解决"跨代陪伴"痛点的差异化新年礼物。 对于孩子，它是"会社交的智能玩伴"，让孩子能以安全的方式，向小伙伴、远方的祖辈传递思念与新春 祝福，培养社交表达能力；对于长辈，它是"懂乡音的暖心陪伴"，一声地道的方言问候，瞬间拉近亲情 距离，填补陪伴空白；对于整个家庭，它更是集"社交连接、乡音陪伴、歌声欢乐"于一体的情感载体， 一台设备即可激活全家互动，让大人孩子围坐一起体验趣味功能，让科技的温暖弥漫在新春团圆的每一 刻。 JoyInside 此次双功能升级，是基于京东JoyAI大模型能力，在"社交 + 智能交互"领域的又一次重要探 索。未来，JoyInside 将持续深耕这一双生态，不断迭代完善功能体验，以"守护家庭情感联结"为初心， 让科技成为亲情的纽带，让每一个家庭的团聚，都更有暖意、更具新意。 长久以来，智能硬件市场始终存在 "品牌孤岛" 的行业痛点，不同品牌、不同品类的设备之间无法实现 互联，导致用户体验高度割 ...

Group 1 - JD Group's founder Liu Qiangdong delivered over 10,000 New Year goods to villagers in Jiangsu, including essential items and practical appliances, highlighting the company's commitment to community support [1] - The "Tech New Year Goods" included an AI smartphone for seniors, equipped with a dialect-recognizing AI application called "Dongdong," aimed at making technology accessible for the elderly [1][3] - The AI classroom created for children features various smart devices powered by JD's JoyAI model, providing an interactive learning experience with AI toys that can engage in conversations and offer knowledge [7][8] Group 2 - The "Dongdong" AI assistant, designed for elderly users, can understand multiple dialects and assist with daily tasks such as health advice, shopping, and news interpretation, enhancing the quality of life for seniors [3][5] - The AI classroom for children includes interactive devices like the JoyInside chess robot, which not only plays chess but also engages in meaningful dialogue, enriching children's learning experiences [7] - JD's innovative AI toy social features allow children to connect with each other safely, creating a controlled social environment that fosters interaction among different AI devices [8]

Group 1 - JD Group's founder Liu Qiangdong delivered over 10,000 New Year goods to villagers in Jiangsu, including essential items and practical appliances [1] - The "technology New Year goods" included an AI smartphone for the elderly, equipped with a dialect-recognizing AI application called "Dongdong" [1][3] - An AI classroom was established for children in the village, featuring AI toys and devices powered by JD's JoyAI model to enhance learning experiences [6] Group 2 - "Dongdong" serves as an AI assistant tailored for elderly users, capable of engaging in conversations and providing health advice [3][4] - The AI assistant can perform various tasks such as online shopping, food ordering, and health consultations through voice commands [4] - JD's innovative AI toys allow children to connect and interact with different devices, creating a safe social environment for them [8]

Group 1 - The World Economic Forum 2026 Annual Meeting is taking place in Davos, Switzerland, where JD Group's CEO Xu Ran stated that 2025 will be the "explosion year" for AI consumption, with related search volume increasing over 100 times year-on-year [1] - JD's consumer insights indicate that in 2025, sales of smart products on JD's platform will grow by over 200% year-on-year, with sales of smart robots and smart glasses increasing by over 300% and 1000% respectively [3] - Nearly 50% of surveyed consumers (46.8%) believe that products must integrate AI capabilities, indicating that AI functionality is becoming a necessary feature [3] Group 2 - JD has developed its AI business through the JoyInside brand, collaborating with over 40 hardware brands to launch various AI products, with sales of JoyInside ecosystem products during the 2025 Double 11 shopping festival increasing by over 2000% compared to the 618 shopping festival [3] - AI technology is also being integrated into applications such as AI shopping assistants and digital human live streaming, with total transaction volume from digital human live streaming on JD's platform exceeding 2.4 billion yuan during the 2025 Double 11 [3] - JD has become the first Chinese company to join the WEF's "Reskilling Initiative" project to train employees in new skills to meet AI demands [4]

Core Insights - The World Economic Forum 2026 Annual Meeting opened in Davos, Switzerland, with key participation from JD Group's founder Liu Qiangdong and CEO Xu Ran [1] - Xu Ran highlighted that 2025 will be the "explosion year" for AI consumption, with related search volumes expected to increase over 100 times year-on-year [2][3] - JD Group is intensifying its focus on AI consumption, launching a second batch of self-developed AI toys, which sold out quickly after their initial release [1][4] AI Consumption Trends - JD's platform is projected to see a more than twofold increase in smart product sales in 2025, with smart robots and smart glasses experiencing year-on-year sales growth of over 300% and 1000%, respectively [2] - Nearly 50% of surveyed consumers indicated that AI capabilities are essential for products, reflecting a significant shift in consumer preferences [2] - The JoyInside smart brand has collaborated with over 40 hardware brands to launch various AI products, with sales during last year's "Double 11" shopping festival increasing over 20 times compared to the "618" event [2] Strategic Developments - JD has established the "Chameleon Business Unit" to oversee the development and commercialization of core AI products, including JoyAI App and digital humans [5] - The company aims to leverage a "super supply chain" and C2M (customer-to-manufacturer) model to drive new supply iterations and stimulate consumer demand [5] - JD's AI strategy has been significantly elevated within the organization, with Liu Qiangdong personally leading the JD Exploration Institute, focusing on cutting-edge technology and AI applications [3][5] Competitive Landscape - The competition in AI consumption is intensifying, with other players like Alibaba also making significant moves in the AI space, such as integrating AI functionalities into their ecosystem [5] - The battle for dominance in the AI consumption market is critical for companies like JD, ByteDance, Alibaba, and Meituan, as it will determine their future success [5]

Core Insights - The AI toy market in China is rapidly growing, projected to reach 24.6 billion yuan in 2024 and 29 billion yuan in 2025, doubling the growth rate of traditional toys [1] - Major tech companies and IP giants are entering the AI toy sector, creating a multi-dimensional competitive landscape [3][4] - The emotional value of AI toys is becoming a key factor in consumer decision-making, shifting focus from mere functionality to emotional companionship [6][12] Market Dynamics - The AI toy market is characterized by a significant influx of major players, including internet giants and consumer electronics companies, leading to intense competition [3][4] - The market is currently in a "startup phase" with a focus on emotional connection and user experience, rather than just technological advancement [12][15] - The global AI toy market is expected to grow at a compound annual growth rate of approximately 14%-16% over the next decade, potentially exceeding $60 billion by 2034 [7] Product Development and Innovation - Companies are focusing on creating AI toys that cater to various age groups and needs, from children's education to elderly companionship [4][5] - Startups are leveraging emotional connections and niche market demands to differentiate themselves from larger competitors [5][10] - The integration of advanced AI technologies, such as natural language processing and emotional recognition, is crucial for product development [4][11] Ethical and Safety Concerns - The rise of AI toys raises significant ethical questions regarding data privacy, emotional dependency, and the potential impact on children's social skills [12][13][14] - Companies are urged to implement strict safety measures and ethical guidelines to protect user data and ensure the well-being of children [14][15] - The industry faces challenges related to content safety and the risk of harmful interactions, necessitating robust content filtering and security protocols [13][14] Future Outlook - The AI toy industry is expected to undergo a significant transformation, with a focus on value-driven competition rather than price wars [12][15] - Companies that can effectively balance technological innovation with emotional engagement and ethical considerations are likely to succeed in this evolving market [11][15] - The concept of "emotional economy" is becoming central to the development of AI toys, indicating a shift in consumer preferences towards products that offer companionship and emotional support [12][15]

Core Insights - The AI toy market in China is rapidly growing, with projections indicating a market size of 246 billion yuan in 2024 and an expected increase to 290 billion yuan in 2025, which is double the growth rate of traditional toys [3][8] - Major tech companies and IP giants are entering the AI toy sector, creating a multi-dimensional competitive landscape, while traditional toy manufacturers and startups are adapting by leveraging their strengths [3][8] - The emotional connection and understanding of user needs are becoming the core value propositions of AI toys, shifting the focus from mere functionality to companionship [11][12] Market Dynamics - The AI toy market is characterized by significant participation from internet giants and leading consumer electronics companies, indicating a shift towards AI toys as the next generation of human-computer interaction and family data gateways [8][9] - Sales data shows a booming market, with products like "显眼包" achieving over 1.2 billion yuan in GMV within 48 hours of launch, and AI toys integrated with JoyInside seeing a 20-fold increase in sales during the "双11" shopping festival compared to earlier periods [14][16] - The market is still in its early stages, with a projected compound annual growth rate of 14%-16% over the next decade, potentially exceeding 60 billion USD by 2034 [13][22] Competitive Landscape - The entry of major players has created a protective barrier in the AI toy market, compelling traditional manufacturers and startups to innovate and differentiate themselves [9][18] - Different companies are focusing on various aspects of the market: internet giants on data and AI capabilities, consumer electronics firms on supply chain management, and IP companies on emotional connections and content creation [18][21] - The competition is expected to evolve into a differentiation strategy rather than a price war, with companies focusing on unique emotional and technological offerings [21][22] Consumer Trends - The AI toy market caters to a wide range of age groups, with children aged 3-12 making up 62% of the market, while the Z generation (ages 18-35) shows a 45% repurchase rate driven by emotional needs [22] - The demand for AI toys is fueled by the increasing need for companionship among various demographics, including children, young adults, and the elderly [22][25] - The emotional value of AI toys is becoming a key selling point, with consumers seeking products that provide companionship rather than just functionality [12][22] Ethical and Safety Concerns - The rapid growth of the AI toy market raises concerns about data privacy, as these toys collect sensitive information from users, particularly children [23][27] - There are worries about the potential negative impact of AI toys on children's social skills and emotional development, as reliance on these products may hinder real-life interactions [25][27] - Industry experts emphasize the need for strict content filtering and data protection measures to ensure the safety and ethical use of AI toys [27][28]

Group 1 - JD.com held the AI Toy Conference in Suqian, Jiangsu, and signed an agreement with the Suqian government to establish an AI toy industry zone, aiming to create a regional benchmark for innovative development in AI toys [1] - JD.com launched the JoyInside integrated hardware and software solution designed for smart hardware terminals, which is highly compatible and supports various hardware, scenarios, and sizes, providing full-link support from technical foundation to product implementation [1] - The company has introduced multiple mass-produced hardware cores that cover a wide range of applications from plush toys to smart home devices, including features like continuous dialogue, offline voice, emotional interaction, and long-term memory [1] Group 2 - JoyInside utilizes technologies such as child scene optimization, long-term memory system integration, and human-like response algorithms, achieving a response delay of less than 2 seconds and a children's voice recognition rate of over 95%, enabling smart terminals to have core capabilities of "perceiving emotions, remembering preferences, and continuous growth" [2] - The solution has been integrated with over 40 leading hardware brands, covering various categories including robots, robotic dogs, and AI toys [2]

Group 1 - JD launched multiple AI toys at the AI Toy Conference, designed for various interactive scenarios for children, including roles like "sister," "brother," "mother," "father," and "pet dog" [1] - The JoyInside solution, based on the JoyAI model, was introduced, providing a soft and hard integration solution for smart hardware, compatible with various devices and scenarios, enhancing interaction rounds by 120% [3][5] - JoyInside supports IoT devices, robots, plush toys, and early education machines, offering customizable hardware solutions and lifecycle support for brands, facilitating quick integration and product launches [5] Group 2 - The second batch of AI toys developed in collaboration with JD Jingzao targets both young and elderly users, including products like "Lao Lao Parrot" for seniors and "Qiu Qiu and Mo Mo" for young adults [5] - The global first customizable AI toy, MEO, developed by Greybon Technology, can create personalized 3D avatars and has an annual output value of 1.2 billion [7] - JD signed an agreement with the government of Suqian to establish an AI toy industrial belt, aiming to create a regional benchmark for innovative development in the AI toy sector [7]

Core Insights - JD.com has launched a new line of self-developed AI toys targeting all age groups, expanding from previous offerings aimed at children to include products for young adults and seniors, marking a global first in comprehensive age coverage [2][4] Group 1: Product Offerings - The new AI toys include "Lao Lao Parrot" designed for seniors, featuring dialect understanding, health-related content, and emergency call functions [2] - "Qiu Qiu and Mo Mo" serve as emotional companions for young adults, while "Pet Smart Dog Dong Dong" is aimed at children, providing storytelling and interactive features [4] - The first batch of AI toys has significantly reduced children's reliance on electronic screens, becoming versatile companions that serve multiple roles [4] Group 2: Technological Advancements - JD.com’s JoyInside platform enhances hardware with "long-term memory" and "contextual awareness," allowing for tailored interactions based on user age and preferences [4] - The platform can recognize infant cries, provide educational guidance for children, engage in deep conversations with young adults, and offer companionship to seniors in their dialect [4] Group 3: Market Expansion and Partnerships - JD.com has opened its validated AI technology and supply chain capabilities to over 40 hardware brands, creating a diverse AI companionship ecosystem [5] - Sales of JoyInside-enabled products surged over 20 times during the 2025 Double 11 shopping festival compared to the 2025 618 event, indicating strong market acceptance [5] Group 4: Organizational Developments - In January, JD.com established the "Chameleon Business Unit" to focus on the development and commercialization of core AI products, signaling a strategic move towards enhancing AI product offerings [6]