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 ...

1月29日，京东集团创始人、董事局主席刘强东通过京东App下单的超万件年货，送到了江苏宿迁来龙 镇光明村村民手中。刘强东今年给老家送的年货，不仅包括米、面、油等生活必需品，还贴心准备了微 波炉等实用家电、血糖仪和筋膜枪等健康类产品。其中的"科技年货"吸引了外界关注：给老人准备的大 屏AI手机，装有能识别方言的适老AI应用"东东"，让老人也能轻松使用AI方便生活；给村里打造的AI 教室则接入了搭载JoyInside的AI玩具等电子产品，为小朋友们提供更智能的陪伴学习体验。 "东东"是京东JoyAI APP的适老版，是专为老年用户打造的AI助手。在送年货活动现场，东东内置的数 字人助手"万能博士"一开口便吸引了全场乡亲的目光。"乡亲们好啊！我是你的万能小助手，在这里随 时陪你说话，聊聊健康养生，帮你买东西、点外卖，还能为你解读新闻"。面对叔叔阿姨的现场提问， 万能博士条理清晰地解答了日常锻炼的科学方法，贴心地给出可选的运动建议，并配合智元机器人示范 起标准的太极拳动作，瞬间赢得乡亲们的欢呼与惊叹。 "科技年货"不止于银发乡亲们，今年京东还为光明村的小朋友们搭建了一间AI教室。基于京东JoyAI大 模型，JoyIn ...

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]

21世纪经济报道记者孔海丽 除AI消费外，许冉指出，AI技术也在融入到AI购物助手、数字人直播等更多行业应用。 2025年京东"双11"，京东平台数字人直播总成交额突破24亿元，5万商家通过数字人主播实现24小时不 间断开播，带动平台整体转化率提升30%；业务举措还包括京东智能客服、物流AI 智能机器人等。 此外，为培训员工拥有适应AI需求的新技能，本次达沃斯会议期间，京东成为首个加入WEF"技能重塑 倡议"项目的中国企业。 （文章来源：21世纪经济报道） 世界经济论坛2026年年会（冬季达沃斯年会）正在瑞士达沃斯举行。京东集团SEC副主席、京东集团 CEO许冉在"中国经济已全面崛起？"圆桌论坛上透露，2025年是AI消费的"爆发元年"，"AI"相关搜索量 全年同比增长超百倍，AI正深度融入手机、穿戴设备、家电家居等生活场景，并广泛应用到数字人直 播等行业。 京东消费洞察数据显示，2025年，京东上的智能产品销量同比增长了超2倍，智能机器人、智能眼镜等 产品销量同比分别增长了超3倍、10倍。 搜索方面，2025年，与"AI"相关的搜索量在京东上激增了100 倍。"我们针对消费者对AI产品的兴趣度 开展了调研， ...

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]

扬子晚报网1月21日讯(记者高峰)化身成为听你倾诉的"姐姐"、陪你玩的"哥哥"、陪写作业不炸毛的"妈妈"、随时有空讲故事的"爸爸"，甚至是全天候陪伴 的"宠物狗"……1月20日，京东在宿迁举办的AI玩具大会成果展上，多款针对儿童交互场景的AI玩具，吸引了与会嘉宾的目光。 会上，京东依托JoyAI大模型，正式发布了专为智能硬件终端打造的JoyInside软硬一体化解决方案，适配多硬件、多场景、多尺寸，具备超高兼容性，为 行业伙伴提供从技术底层到产品落地的全链路支持。目前，JoyInside已接入超过40家头部品牌，带动终端交互轮次提升120%。 据京东会展有关人士介绍，这些硬件方案可应用于IoT设备、机器人、毛绒玩具、早教机等硬件终端，支持Wi-Fi/蓝牙/4G等多种连接方式，并通过了相关 认证。JoyInside还面向品牌提供定制化硬件，更适配个性化需求，方便合作伙伴快速集成，推出新品面市。此外，JoyInside还为品牌提供全生命周期支 持，从用户洞察、产品共创，到技术集成、体验评测，与品牌方联合打造爆款。 JoyInside与京东京造联合打造的第二批AI玩具也随之上线，新开发了针对年轻人和老年人的AI玩具 ...

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]