
Eager to tap into a huge potential customer base, industry players are accelerating their push into the artificial intelligence-driven toys market, hoping to unlock new growth as supportive policies inject fresh momentum into the sector.
为挖掘庞大的潜在客户群体,行业参与者正加速进军人工智能驱动的玩具市场,期待借政策支持为该领域注入新动能,从而开启新的增长空间。
Experts and business leaders noted that AI toys, created to provide emotional support and companionship, are well-positioned to spark the next wave of consumer trends by using advanced technologies to foster emotional connections with consumers.
专家和商业领袖指出,人工智能玩具旨在提供情感支持与陪伴,凭借先进技术与消费者建立情感纽带,有望引领下一波消费潮流。
"Young consumers are increasingly paying for emotional value, and AI companionship is emerging as a key early-use case," said Sun Zhaozhi, founder and CEO of Shanghai-based AI-driven toy startup Robopoet.
上海人工智能玩具初创企业珞博智能科技有限公司创始人兼首席执行官孙兆治表示:“年轻消费者越来越愿意为情感价值买单,而人工智能陪伴正成为关键的早期应用场景。”
"This is attracting more companies, including major firms, into the field," Sun said.
孙兆治表示:“这正吸引着更多企业,包括大型企业,进入该领域。”
According to data from the Ministry of Industry and Information Technology, China's AI toy market was valued at 24.6 billion yuan ($3.49 billion) in 2024, and is expected to be worth 29 billion yuan this year.
根据工业和信息化部的数据显示,2024年中国人工智能玩具市场规模达246亿元(约合34.9亿美元),预计今年将达到290亿元。
The growth momentum is backed by an action plan released by the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Commerce, the Ministry of Culture and Tourism, the People's Bank of China and the State Administration for Market Regulation last month, where collectible toys were listed as a priority support consumption category for the first time, making it one of 10 consumer segments targeted to exceed the 100 billion yuan mark by 2027.
增长势头得益于上月由工业和信息化部、国家发展和改革委员会、商务部、文化和旅游部、中国人民银行及国家市场监督管理总局联合发布的行动方案。该方案首次将收藏玩具列为重点扶持消费品类,使其成为十个目标消费领域之一,力争到2027年实现规模突破千亿人民币大关。
"The deep integration of AI with traditional toy manufacturing is reshaping product forms and value chains, making AI toys a new engine for high-quality industrial development," said He Yaqiong, head of the consumer products industry department at the Ministry of Industry and Information Technology.
工业和信息化部消费品司司长何亚琼表示:“人工智能与传统玩具制造的深度融合,正在重塑产品形态和价值链,使智能玩具成为高质量产业发展的全新引擎。”
Priced at 399 yuan, Robopoet's flagship AI plush toy Fuzozo, which talks to and makes eye contact with users, sold over 1,000 units in the first 10 minutes of the "618" shopping festival presale and ranked No 1 in AI toy sales on both JD and Tmall during this year's Double 11 shopping festival, Sun said.
珞博智能旗下旗舰AI毛绒玩具“芙崽”售价399元,具备与用户对话及眼神交流功能。据孙兆治透露,该产品在“618”购物节预售阶段开售10分钟内销量突破千台,并在今年双11购物节期间同时荣登京东、天猫两大平台AI玩具销量榜首。
The senior executive added that the product has sold about 100,000 units so far this year and targets 1 million next year, aiming for 400-500 million yuan in gross merchandise value.
孙兆治补充道,该产品今年迄今已售出约10万台,明年目标为100万台,力争实现4亿至5亿元人民币的商品交易总额。
As consumer demand grows more diverse, more companies are shifting their focus toward AI-powered pet companions.
随着消费者需求日益多元化,越来越多的企业正将目光转向人工智能驱动的宠物伴侣。
"Unlike typical robots designed to serve humans, our product simulates a live pet that needs care. The process of caring offers users a sense of healing, helping them to cope with anxiety and loneliness," said He Jiabin, co-founder and CEO of AI robot pet manufacturer Ropet.
人工智能宠物机器人Ropet的联合创始人兼首席执行官何嘉斌表示:“与传统服务型机器人不同,我们的产品模拟了需要照料的活体宠物。照料过程能为用户带来治愈感,帮助他们缓解焦虑与孤独。”
He added that AI-powered robot pets better suit the lifestyles of young people today, as challenges such as allergies, time constraints and a training process are not present.
何嘉斌补充道,人工智能驱动的机器人宠物更适合当今年轻人的生活方式,因为它们避免了过敏、时间限制和训练过程等难题。
Supported by an emotional large language model and behavioral learning, Ropet can continuously adapt to users' habits and gradually develop distinctive traits, allowing it to interact more like a personalized pet, the executive said.
何嘉斌表示,在情感化大型语言模型和行为学习技术的支持下,Ropet能够持续适应用户习惯并逐步形成独特个性,使其互动体验更接近于个性化宠物。
Following its domestic debut on JD in late October, the AI pet product quickly made its way into the platform's top three ranking in the robot category by sales volume during the Double 11 shopping festival.
这款人工智能宠物产品于十月下旬在京东平台国内首发后,在双十一购物节期间迅速跻身该平台机器人品类销量前三名。
"Our business logic is straightforward: first create an appealing hardware product, then use high usage rates to accumulate behavioral data, and finally leverage this data to deliver true intelligence," He said.
他说道:“我们的商业逻辑很简单:先打造一款吸引人的硬件产品,再通过高使用率积累行为数据,最后利用这些数据实现真正的智能化。”
As domestic momentum builds, Chinese AI toys are also finding strong traction abroad.
随着国内势头增强,中国的人工智能玩具在海外市场也获得了强劲的牵引力。
In 2024, China's domestic toy retail market was worth 97.85 billion yuan, up 25.5 percent from 2020, while toy exports totaled $39.87 billion, rising 19.1 percent from 2020, Ministry of Industry and Information Technology said.
工业和信息化部数据显示:2024年中国国内玩具零售市场规模达978.5亿元,较2020年增长25.5%;玩具出口总额达398.7亿美元,较2020年增长19.1%。
"Consumers in the United States and Europe have shown high acceptance of AI robots with visual understanding and personalized interaction. Many describe our products as 'little desktop creatures', 'AI pets' or an 'emotional charging station'," said Yi Qi, marketing manager at Shenzhen-based AI hardware company TangibleFuture.
深圳可触未来智能硬件有限公司的市场经理陈怡琦表示:“美国和欧洲消费者对具备视觉理解和个性化交互功能的人工智能机器人表现出高度接受度。许多人将我们的产品称为‘桌面小精灵’、‘人工智能宠物’或‘情感充电站’。”
The company's LOOI Robot, priced at around $150, differs from typical companion robots with its phone-dock form factor. Once a smartphone is placed on it, the device activates intelligent interaction and obstacle detection functions.
该公司推出的LOOI机器人售价约150美元,其手机底座造型设计区别于传统伴侣机器人。当智能手机放置于底座后,设备即刻激活智能交互与障碍物检测功能。
Since mass production began in November 2024, more than 10,000 units have been shipped, with 90 percent sold overseas. The product even received a social media endorsement from Tesla CEO Elon Musk.
自2024年11月启动量产以来,LOOI机器人已交付逾万台,其中90%销往海外市场。该产品甚至获得了特斯拉首席执行官埃隆·马斯克在社交媒体上的推荐。
"Boasting the world's most complete toy industry chain, strong manufacturing capabilities and a highly skilled labor force, China is now able to offer more high-quality and well-priced toys to global consumers," said He Ya qiong, from the Ministry of Industry and Information Technology.
工业和信息化部部长何亚琼表示:“中国拥有全球最完整的玩具产业链、强大的制造能力和高素质的劳动力队伍,如今能够为全球消费者提供更多高品质、高性价比的玩具。”
gross merchandise value(GMV)
商品交易总额
traction
n.[ˈtrækʃn]
吸引力
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