以下文章来源于e公司 ，作者证券时报 聂英好 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 10月24日—28日，2025西岸国际科技消费嘉年华（WTCC）在上海举行。本次展会共有300余家AI或机器人企业参与，其中十余款海外产品完成中国大陆首 秀，20余款国内新品在现场发布。 AI陪伴机器人现场最火 萌友智能Ropet 旗下AI宠物机器人亮相本次展会，这也是该公司在国内的首秀。记者在现场了解到，Ropet萌友智能成立于2022年，是一家AI陪伴机器人公 司，是前字节产品设计师创业的企业。Ropet此前在2025国际消费电子展（CES）亮相，被多家海外媒体报道，在全球获得超60亿次传播，在一定程度上将市 场的目光引向AI陪伴赛道。 记者看到，Ropet是一款桌面机器人宠物，采用可爱的形象设计与毛绒绒的表面材质，两个水汪汪的大眼睛是其最大的特点。据Ropet相关负责人向记者介绍， Ropet此前主要面向美国和日本市场， ...

Core Insights - The 2025 West Coast International Technology Consumer Carnival (WTCC) took place in Shanghai from October 24 to 28, featuring over 300 AI and robotics companies, with numerous product debuts [1][3] Group 1: Event Overview - The WTCC focused on consumer-oriented technology, showcasing themes such as AI smart terminals, new product launches, and robotics [3] - Notably, the event highlighted AI companion robots, which attracted significant attention from attendees [3][4] Group 2: Featured Products - Ropet, an AI pet robot by Mengyou Intelligent, made its domestic debut at the WTCC, previously gaining global exposure at CES with over 6 billion media impressions [4][6] - Ropet is designed for all age groups, particularly targeting young female users aged 24 to 35, and features interactive capabilities that mimic pet behavior [6][10] - Another notable product, Fuzozo by Luobo Intelligent, is an AI emotional companion toy priced around 399 yuan, emphasizing long-term emotional connections with users [10][11] Group 3: Investment Trends - The AI companion sector is gaining traction among investors, with notable figures like Lei Jun and Yu Minhong backing various projects in this space [12][13] - The market for AI consumer hardware is viewed as having explosive potential, with intelligent companion robots expected to be one of the fastest-growing segments [15]

Core Insights - The rise of "companion robots" has become a focal point in the AI industry, driven by increasing loneliness and emotional needs in society [2][10][11] - Major entrepreneurs like Lei Jun, Liu Qiangdong, Zhu Xiaohu, and Yu Minhong are investing heavily in this sector, indicating a strong belief in its market potential [3][9][17] Investment Trends - Lei Jun's Shunwei Capital invested in "Beipei Technology," focusing on children's companion robots, highlighting a strategic alignment with Xiaomi's ecosystem [5][9] - Zhu Xiaohu's investment in "Luobo Intelligent" reflects a quick decision-making process based on the perceived value of AI in creating emotional connections [6][9] - Yu Minhong's investment in "Ingram Robotics" aligns with his focus on educational technology and mental health, indicating a unique positioning in the market [7][9] - Liu Qiangdong's systematic approach includes investments in multiple robotics companies and the launch of the JoyInside brand, showcasing a comprehensive strategy [9][17] Market Potential - The global AI companion market is projected to grow from $30 million in 2023 to between $70 billion and $150 billion by 2030, with a compound annual growth rate (CAGR) exceeding 200% [3][11] - In China, the AI emotional companionship industry is expected to grow from 3.866 billion yuan to 59.506 billion yuan from 2025 to 2028, with a CAGR of 148.74% [3][11] Societal Context - The aging population and the rise of single-person households are contributing to a growing demand for emotional support solutions, creating a fertile ground for companion robots [10][11] - The loneliness epidemic is becoming a societal norm, with significant implications for various demographics, including children, the elderly, and single adults [10][13] Business Model Innovations - The industry is evolving from traditional hardware sales to a mixed model that includes hardware, software, and services, reflecting a maturation of the market [14][15] - Subscription services are emerging as a key revenue driver, enhancing user engagement and addressing the "buy and discard" issue prevalent in the industry [15][16] - B2B2C models are gaining traction, particularly in professional settings like elder care and education, where integrated solutions are becoming more common [15][16] Consumer Insights - The target user base for companion robots is diversifying, with distinct needs across different age groups, from educational functions for Z-generation parents to emotional support for single adults and health monitoring for the elderly [13][14] - The unique value proposition of companion robots lies in their ability to provide companionship without the emotional burdens of traditional relationships, appealing to modern societal trends [13][16]

Group 1 - Amazon's global logistics centers have deployed over 1 million robots, covering 75% of the package processing workflow, with daily handling exceeding 600,000 items at some warehouses [1] - The automation in the logistics industry is accelerating, leading to a significant reduction in traditional labor-intensive jobs while increasing demand for new technology roles such as robot maintenance and system management [1] Group 2 - Junpu Robotics has initiated universal product certification, with its core products, including the G1 robot and A2 humanoid robot, set for mass production [5] - The first pilot production line for humanoid robots covers 2,000 square meters with an expected annual capacity of 1,000 units, aiming for a "robot manufacturing robots" scenario in the future [5] Group 3 - Yingma Robotics has completed a multi-million angel round financing, focusing on the development of intelligent robots in the psychological health sector [6] - The MokoMoko product integrates emotional monitoring and psychological assessment features, catering to the growing demand for professional psychological rehabilitation [6] Group 4 - A team from Jiangnan University has developed a humanoid robot named "Aide," which features 32 degrees of freedom and can lift over 6 kg, aimed at enhancing logistics in smart workshops [7] - The robot has passed initial functional tests for warehouse logistics and will undergo further enhancements in perception and collaboration capabilities [7] Group 5 - Juwei Technology has launched the world's first fully autonomous wheeled quadruped robot, featuring a multi-modal perception system for centimeter-level mapping and millisecond-level path planning [10] - The innovative service model focuses on scenario-based experiences, personalized customization, and full lifecycle services, marking a breakthrough into the consumer market [10]