846 lines
37 KiB
HTML
846 lines
37 KiB
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<title>字节AI情感陪伴概念分析</title>
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<body class="p-4 md:p-8">
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<div class="max-w-7xl mx-auto">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">字节AI情感陪伴概念分析</h1>
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<p class="text-lg text-gray-300">从概念验证到产品放量的产业变革</p>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 gradient-text flex items-center">
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<i class="fas fa-lightbulb mr-3"></i>核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6">
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h3 class="text-lg font-semibold mb-2 text-blue-300">阶段判断</h3>
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<p>字节AI情感陪伴已从"概念验证"进入<span class="highlight">产品放量+技术迭代</span>的临界点，猫箱MAU 688万+显眼包二手溢价验证需求爆发。</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h3 class="text-lg font-semibold mb-2 text-blue-300">核心驱动力</h3>
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<p><span class="highlight">豆包情感大模型</span>（拟人化语音交互）+ <span class="highlight">抖音生态流量</span>（4亿MAU导流）+ <span class="highlight">低成本硬件方案</span>（ESP32芯片+云端调用）。</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h3 class="text-lg font-semibold mb-2 text-blue-300">未来潜力</h3>
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<p>2025-2028年国内AI情感陪伴市场<span class="highlight">CAGR 148%</span>（东吴预测），字节凭全栈能力（模型-流量-硬件）或成最大受益者。</p>
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</div>
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</div>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text flex items-center">
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<i class="fas fa-history mr-3"></i>概念事件（时间轴+催化）
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</h2>
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<div class="relative">
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<div class="timeline-line"></div>
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<div class="space-y-8">
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<div class="timeline-item relative pl-8">
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<div class="timeline-content">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-300 font-semibold mr-4">2024-03</span>
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<h3 class="text-lg font-semibold">字节上线「猫箱」APP（原"话炉"）</h3>
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</div>
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<p class="mt-2 text-gray-300">基于云雀大模型，主打虚拟角色实时聊天，<span class="highlight">12月MAU已达688万，环比增速50%</span>（招商传媒）。</p>
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</div>
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</div>
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<div class="timeline-item relative pl-8">
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<div class="timeline-content">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-300 font-semibold mr-4">2024-07</span>
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<h3 class="text-lg font-semibold">字节AI玩具「显眼包」出圈</h3>
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</div>
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<p class="mt-2 text-gray-300">非卖品礼品，二手价炒至<span class="highlight">500元</span>（财联社），验证情感陪伴硬件需求。</p>
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</div>
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</div>
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<div class="timeline-item relative pl-8">
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<div class="timeline-content">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-300 font-semibold mr-4">2024-11</span>
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<h3 class="text-lg font-semibold">CES 2025 AI玩具集中发布</h3>
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</div>
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<p class="mt-2 text-gray-300">日本Moflin、国内BubblePal等竞品涌现，<span class="highlight">字节情感大模型传闻</span>（东吴传媒）。</p>
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</div>
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</div>
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<div class="timeline-item relative pl-8">
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<div class="timeline-content">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-300 font-semibold mr-4">2025-01-15</span>
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<h3 class="text-lg font-semibold">字节情感大模型预期发布</h3>
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</div>
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<p class="mt-2 text-gray-300">传闻<span class="highlight">1月10-15日上线</span>，初期1%灰度测试，春节全量开放（未知来源）。</p>
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</div>
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</div>
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<div class="timeline-item relative pl-8">
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<div class="timeline-content">
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<div class="flex flex-col md:flex-row md:items-center">
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<span class="text-blue-300 font-semibold mr-4">2025-01-20</span>
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<h3 class="text-lg font-semibold">豆包实时语音大模型全量上线</h3>
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</div>
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<p class="mt-2 text-gray-300"><span class="highlight">情感表达满意度4.36分（GPT-4o仅3.18）</span>，直接赋能猫箱/玩具（广发传媒）。</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text flex items-center">
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<i class="fas fa-brain mr-3"></i>核心逻辑与市场认知分析
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">核心驱动力拆解</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">技术突破</h4>
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<p>豆包实时语音大模型实现<span class="highlight">端到端情感对话</span>（打断/记忆/多音色），测试显示<span class="highlight">中文情感表达显著优于GPT-4o</span>（广发路演）。</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">场景刚需</h4>
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<p>儿童陪伴（3-12岁）+成年情感缺口（社恐/银发），<span class="highlight">Talkie海外DAU 400万</span>验证全球需求（东吴数据）。</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2">成本拐点</h4>
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<p>AI玩具客单价<span class="highlight">450元</span>（传统毛绒玩具6倍），但硬件BOM成本<100元（乐鑫ESP32方案），<span class="highlight">毛利率>70%</span>（开源传媒测算）。</p>
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</div>
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</div>
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</div>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">市场热度与情绪</h3>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<p class="mb-3"><span class="highlight">研报密度</span>：2024年11月-2025年1月，<span class="highlight">东吴/广发/开源等7家机构</span>连发9篇报告，关键词从"AI玩具"升级为"情感大模型"。</p>
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<p><span class="highlight">情绪指标</span>：</p>
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<ul class="list-disc pl-5 mt-2 space-y-1">
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<li><span class="highlight">猫箱12月环比增速50%</span>（AI产品榜），<span class="highlight">抖音#显眼包话题播放量2.1亿次</span>；</li>
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<li>但路演透露<span class="highlight">多数AI玩具公司尚未盈利</span>（浙商专家会），情绪存在"硬件放量≠利润兑现"的分歧。</li>
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</ul>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="w-full">
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<thead>
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<tr>
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<th class="text-left">市场共识</th>
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<th class="text-left">潜在预期差</th>
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<th class="text-left">来源</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>情感大模型将推动玩具销量爆发</td>
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<td><span class="highlight">模型实际落地进度可能慢于预期</span>（春节仅灰度测试）</td>
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<td>未知来源传闻</td>
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</tr>
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<tr>
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<td>字节将垄断IP+硬件生态</td>
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<td><span class="highlight">IP授权分散</span>（奥飞/上海电影/汤姆猫均有布局）</td>
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<td>开源传媒路演</td>
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</tr>
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<tr>
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<td>硬件是主要变现路径</td>
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<td><span class="highlight">软件订阅更赚钱</span>（Talkie抽卡ARPPU $15/月）</td>
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<td>广发Talkie深度报告</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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<!-- 催化剂与发展路径 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text flex items-center">
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<i class="fas fa-rocket mr-3"></i>催化剂与发展路径
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<i class="fas fa-chevron-right text-blue-400 mt-1 mr-3"></i>
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<p><span class="highlight">字节情感大模型全量上线</span>（春节前后）：直接提升猫箱/玩具交互体验，或触发抖音流量倾斜。</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-chevron-right text-blue-400 mt-1 mr-3"></i>
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<p><span class="highlight">CES 2025后续订单</span>：BubblePal/显眼包等2024年销量数万台（开源传媒），2025年需跟踪汤姆猫AI机器人春节上市销量。</p>
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</div>
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<div class="flex items-start">
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<i class="fas fa-chevron-right text-blue-400 mt-1 mr-3"></i>
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<p><span class="highlight">政策窗口</span>：教育部《AI教育硬件标准》征求意见稿（2025Q1），儿童AI玩具或获合规背书。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-4 text-blue-300">长期路径（2025-2028）</h3>
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<div class="bg-gray-800 bg-opacity-50 p-6 rounded-lg">
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<div class="flex flex-col items-center">
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<div class="bg-blue-900 bg-opacity-50 px-4 py-2 rounded-lg mb-4 w-full md:w-auto text-center">2025:模型赋能</div>
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<div class="h-8 w-1 bg-blue-500 mb-4"></div>
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<div class="bg-blue-900 bg-opacity-50 px-4 py-2 rounded-lg mb-4 w-full md:w-auto text-center">猫箱MAU破1000万</div>
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<div class="h-8 w-1 bg-blue-500 mb-4"></div>
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<div class="bg-blue-900 bg-opacity-50 px-4 py-2 rounded-lg mb-4 w-full md:w-auto text-center">2026:硬件放量</div>
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<div class="h-8 w-1 bg-blue-500 mb-4"></div>
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<div class="bg-blue-900 bg-opacity-50 px-4 py-2 rounded-lg mb-4 w-full md:w-auto text-center">AI玩具渗透率35%→323亿市场</div>
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<div class="h-8 w-1 bg-blue-500 mb-4"></div>
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<div class="bg-blue-900 bg-opacity-50 px-4 py-2 rounded-lg mb-4 w-full md:w-auto text-center">2027:人形机器人场景</div>
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<div class="h-8 w-1 bg-blue-500 mb-4"></div>
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<div class="bg-blue-900 bg-opacity-50 px-4 py-2 rounded-lg w-full md:w-auto text-center">情感陪伴机器人千元级普及</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司 -->
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<div class="card rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-6 gradient-text flex items-center">
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<i class="fas fa-sitemap mr-3"></i>产业链与核心公司
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</h2>
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<div class="mb-8">
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<h3 class="text-xl font-semibold mb-4 text-blue-300">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2 text-center">上游</h4>
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<p class="text-center">算力（润泽科技/亚康股份）+芯片（乐鑫科技ESP32）+数据（海天瑞声）</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2 text-center">中游</h4>
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<p class="text-center">模型（豆包大模型）+硬件方案（FoloToy/悦然创新）</p>
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</div>
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<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold mb-2 text-center">下游</h4>
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<p class="text-center">IP方（奥飞娱乐喜羊羊/汤姆猫IP）+渠道（抖音电商/小红书）</p>
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</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left">公司</th>
|
||
<th class="text-left">角色</th>
|
||
<th class="text-left">进展验证</th>
|
||
<th class="text-left">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><span class="highlight">汤姆猫</span></td>
|
||
<td>IP+硬件龙头</td>
|
||
<td>AI机器人接入DeepSeek，<span class="highlight">春节首批上市</span></td>
|
||
<td>硬件销量待验证</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">奥飞娱乐</span></td>
|
||
<td>IP授权方</td>
|
||
<td>喜羊羊AI毛绒玩具<span class="highlight">299元定价</span>，合作红棉小冰</td>
|
||
<td>依赖外部模型能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">乐鑫科技</span></td>
|
||
<td>芯片供应商</td>
|
||
<td>ESP32已用于显眼包/BubblePal，<span class="highlight">成本<50元</span></td>
|
||
<td>竞争加剧（瑞芯微）</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">实丰文化</span></td>
|
||
<td>玩具ODM</td>
|
||
<td>CES展示AI玩具狗，<span class="highlight">豆包模型+宝可梦IP</span></td>
|
||
<td>无自有IP</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">验证与证伪</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-green-900 bg-opacity-30 p-4 rounded-lg border-l-4 border-green-500">
|
||
<p><span class="text-green-400 font-semibold">印证</span>：乐鑫科技路演确认<span class="highlight">ESP32芯片已批量用于字节玩具</span>（2025-01-24）。</p>
|
||
</div>
|
||
<div class="bg-red-900 bg-opacity-30 p-4 rounded-lg border-l-4 border-red-500">
|
||
<p><span class="text-red-400 font-semibold">矛盾</span>：东吴预测2025年市场规模38.66亿，但路演显示<span class="highlight">多数公司单款销量<10万台</span>（浙商专家会），需警惕过度乐观。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 gradient-text flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left">风险类型</th>
|
||
<th class="text-left">具体表现</th>
|
||
<th class="text-left">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><span class="highlight">技术瓶颈</span></td>
|
||
<td>长对话记忆一致性不足（猫箱用户反馈"重复回答"）</td>
|
||
<td>
|
||
<div class="flex items-center">
|
||
<span class="mr-2">高</span>
|
||
<div class="w-24 progress-bar">
|
||
<div class="progress-fill" style="width: 90%;"></div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">商业化风险</span></td>
|
||
<td>硬件毛利率虽高，但<span class="highlight">用户付费意愿低</span>（浙商会：仅星野靠图片付费盈利）</td>
|
||
<td>
|
||
<div class="flex items-center">
|
||
<span class="mr-2">中</span>
|
||
<div class="w-24 progress-bar">
|
||
<div class="progress-fill" style="width: 60%;"></div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">政策监管</span></td>
|
||
<td>儿童AI玩具需通过<span class="highlight">3C认证+教育内容审核</span>（教育部标准）</td>
|
||
<td>
|
||
<div class="flex items-center">
|
||
<span class="mr-2">中</span>
|
||
<div class="w-24 progress-bar">
|
||
<div class="progress-fill" style="width: 60%;"></div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">信息矛盾</span></td>
|
||
<td>传闻1月15日情感大模型上线，但<span class="highlight">字节官方未确认</span></td>
|
||
<td>
|
||
<div class="flex items-center">
|
||
<span class="mr-2">高</span>
|
||
<div class="w-24 progress-bar">
|
||
<div class="progress-fill" style="width: 90%;"></div>
|
||
</div>
|
||
</div>
|
||
</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 gradient-text flex items-center">
|
||
<i class="fas fa-chart-line mr-3"></i>综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<p><span class="highlight">阶段判断</span>：<span class="highlight">主题炒作向基本面过渡</span>——猫箱MAU和显眼包溢价已验证需求，但利润兑现需跟踪春节硬件销量。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">高价值细分</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
|
||
<p><span class="text-blue-400 font-semibold">1. IP变现</span>：汤姆猫/奥飞娱乐（<span class="highlight">IP+硬件</span>组合，抖音渠道优势）；</p>
|
||
</div>
|
||
<div class="bg-gray-800 bg-opacity-50 p-4 rounded-lg">
|
||
<p><span class="text-blue-400 font-semibold">2. 芯片供应链</span>：乐鑫科技（<span class="highlight">ESP32方案成本最低</span>，绑定字节生态）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
|
||
<p><span class="highlight">猫箱MAU突破1000万</span>（流量拐点）；</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
|
||
<p><span class="highlight">汤姆猫AI机器人春节销量</span>（首批5万台售罄？）；</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<i class="fas fa-check-circle text-green-400 mt-1 mr-3"></i>
|
||
<p><span class="highlight">字节情感大模型灰度测试用户留存率</span>（技术验证）。</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 bg-yellow-900 bg-opacity-30 p-4 rounded-lg border-l-4 border-yellow-500">
|
||
<p><span class="text-yellow-400 font-semibold">风险提示</span>：若春节后模型落地延迟或硬件销量不及预期，板块或面临回调压力。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-6 gradient-text flex items-center">
|
||
<i class="fas fa-chart-bar mr-3"></i>关联股票数据
|
||
</h2>
|
||
|
||
<div class="space-y-8">
|
||
<!-- AI陪伴(250111) -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">AI陪伴(250111)</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left">股票</th>
|
||
<th class="text-left">项目</th>
|
||
<th class="text-left">行业</th>
|
||
<th class="text-left">产业链/分类</th>
|
||
<th class="text-left">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><span class="highlight">博通集成</span></td>
|
||
<td>玩具智能套件</td>
|
||
<td>AI玩具</td>
|
||
<td>智能硬件</td>
|
||
<td>与奥比合作推出搭载AI大模型的玩具智能套件</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">实丰文化</span></td>
|
||
<td>AI玩具</td>
|
||
<td>情感陪伴</td>
|
||
<td>智能玩具</td>
|
||
<td>CES黑马AI玩具结合情感大模型，推出智能玩具产品</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">苏豪弘业</span></td>
|
||
<td>AI陪伴玩偶</td>
|
||
<td>智能玩具</td>
|
||
<td>机器人</td>
|
||
<td>与华麦机器人共同研发AI陪伴玩偶粉红猪</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">贝仕达克</span></td>
|
||
<td>宠物产品</td>
|
||
<td>智能宠物</td>
|
||
<td>智能硬件</td>
|
||
<td>人工智能应用于智能宠物产品系列，代表产品为"皮克方"</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">汤姆猫</span></td>
|
||
<td>心辰Lingo</td>
|
||
<td>情感陪伴</td>
|
||
<td>多模态大模型</td>
|
||
<td>投资的西湖心辰发布全新语音大模型"心辰Lingo"</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">润欣科技</span></td>
|
||
<td>Chatbot</td>
|
||
<td>智能客服</td>
|
||
<td>数字虚拟人</td>
|
||
<td>合作开发Chatbot陪伴式数字对话机器人项目</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">视觉中国</span></td>
|
||
<td>文生图</td>
|
||
<td>视觉内容</td>
|
||
<td>数据支持</td>
|
||
<td>为文生图、图生图等应用提供图片视频素材</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">润泽科技</span></td>
|
||
<td>算力服务</td>
|
||
<td>算力支持</td>
|
||
<td>AI基础设施</td>
|
||
<td>为字节跳动等AI产品提供算力支持</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">亚康股份</span></td>
|
||
<td>AI基础设施</td>
|
||
<td>算力支持</td>
|
||
<td>综合服务</td>
|
||
<td>为字节跳动提供算力基础设施综合服务</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">掌阅科技</span></td>
|
||
<td>阅爱聊</td>
|
||
<td>智能阅读</td>
|
||
<td>AI聊天</td>
|
||
<td>与MiniMax合作推出聊天式阅读平台"阅爱聊"</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">值得买</span></td>
|
||
<td>合作伙伴</td>
|
||
<td>AI合作</td>
|
||
<td>电商</td>
|
||
<td>2024年7月与MiniMax达成官方合作伙伴关系</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">乐鑫科技</span></td>
|
||
<td>处理器芯片</td>
|
||
<td>芯片制造</td>
|
||
<td>智能硬件</td>
|
||
<td>提供带连接属性的处理器芯片，合作推出内置大模型AI玩具</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">中科创达</span></td>
|
||
<td>智能硬件</td>
|
||
<td>智能终端</td>
|
||
<td>AI应用</td>
|
||
<td>与字节跳动火山引擎共建实验室推动大模型落地</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">海天瑞声</span></td>
|
||
<td>语音文本数据</td>
|
||
<td>数据服务</td>
|
||
<td>AI数据</td>
|
||
<td>为字节跳动等大模型提供高质量语音文本训练数据</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">顺网科技</span></td>
|
||
<td>智能体</td>
|
||
<td>情感陪伴</td>
|
||
<td>自然语言处理</td>
|
||
<td>通过自然语言技术构建个性化智能体</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">盛天网络</span></td>
|
||
<td>大模型接入</td>
|
||
<td>AI应用</td>
|
||
<td>互联网服务</td>
|
||
<td>接入GPT、LLaMA等国内外优秀大模型</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">恺英网络</span></td>
|
||
<td>EVE</td>
|
||
<td>虚拟陪伴</td>
|
||
<td>AI产品</td>
|
||
<td>投资推出AI虚拟陪伴产品《EVE》</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">物产中大</span></td>
|
||
<td>AIGC</td>
|
||
<td>智能语音</td>
|
||
<td>智能服务</td>
|
||
<td>参股北京灵伴即时智能科技，打造智能语音产品线</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">物产金轮</span></td>
|
||
<td>音乐生成</td>
|
||
<td>AI音乐</td>
|
||
<td>参股合作</td>
|
||
<td>参股北京灵伴即时，拥有音乐生成算法技术</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">科大讯飞</span></td>
|
||
<td>星火模型</td>
|
||
<td>大模型</td>
|
||
<td>情感陪伴</td>
|
||
<td>升级星火语音大模型，具备情感表达能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">昆仑万维</span></td>
|
||
<td>天工模型</td>
|
||
<td>智能语音</td>
|
||
<td>情感陪伴</td>
|
||
<td>推出天工大模型4.0及智能语音助手Skyo</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 字节AI陪伴（250115） -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-blue-300">字节AI陪伴（250115）</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full">
|
||
<thead>
|
||
<tr>
|
||
<th class="text-left">股票</th>
|
||
<th class="text-left">行业/产品</th>
|
||
<th class="text-left">项目/产业链</th>
|
||
<th class="text-left">用户群体/合作</th>
|
||
<th class="text-left">关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><span class="highlight">新元科技</span></td>
|
||
<td>5G-AR眼镜、数据存储、多晶硅提纯、云计算服务器</td>
|
||
<td>智能穿戴设备研发</td>
|
||
<td>-</td>
|
||
<td>5G-AR眼镜、数据存储、多晶硅提纯、云计算服务器、智能穿戴设备研发</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">富春股份</span></td>
|
||
<td>AI宠物功能、小红书数据服务、移动游戏IP</td>
|
||
<td>VR游戏、数字福建咨询</td>
|
||
<td>-</td>
|
||
<td>AI宠物功能、小红书数据服务、移动游戏IP战略、VR游戏、数字福建咨询</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">移远通信</span></td>
|
||
<td>AI玩具体机厂、智能模组、车规级GNSS定位模组</td>
|
||
<td>5G AI模组、蜂窝物联网模组厂商</td>
|
||
<td>-</td>
|
||
<td>AI玩具体机厂、智能模组、车规级GNSS定位模组、5G AI模组、蜂窝物联网模组厂商</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">瑞芯微</span></td>
|
||
<td>端侧AI芯片、机器人应用、视觉类芯片、集成电路设计</td>
|
||
<td>算力芯片提供</td>
|
||
<td>-</td>
|
||
<td>端侧AI芯片、机器人应用、视觉类芯片、集成电路设计、算力芯片提供</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">奥飞娱乐</span></td>
|
||
<td>小红书渠道布局、玩点无限小红书店、菲梦少女官方小红书账号</td>
|
||
<td>-</td>
|
||
<td>国内Z世代、知名IP矩阵</td>
|
||
<td>公司布局小红书渠道，开设有"玩点无限"小红书店、"菲梦少女官方"小红书账号。国内Z世代、拥有广泛知名度的IP矩阵</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">博通集成</span></td>
|
||
<td>-</td>
|
||
<td>与奥比中光合作推出搭载AI大模型的玩具智能套件</td>
|
||
<td>-</td>
|
||
<td>与奥比中光合作推出的搭载AI大模型的玩具智能套件</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">实丰文化</span></td>
|
||
<td>CES黑科技AI玩具狗ROPEIT、宝可梦IP</td>
|
||
<td>蛋仔派对等IP合作</td>
|
||
<td>-</td>
|
||
<td>CES黑科技AI玩具狗ROPEIT，AI玩具结合情感大模型。实丰文化有宝可梦、奶龙、蛋仔派对等IP，目前实丰用的是豆包大模型+玩具结合</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">苏豪弘业</span></td>
|
||
<td>广交会智能毛绒玩具</td>
|
||
<td>与华麦机器人共同研发AI陪伴玩偶粉红猪搭载豆包大模型</td>
|
||
<td>-</td>
|
||
<td>苏豪弘业与华麦机器人共同研发的AI陪伴玩偶粉红猪搭载豆包大模型。在广交会上展出的智能毛绒玩具也植入了采用大语言模型的AI"心脏"</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">贝仕达克</span></td>
|
||
<td>智能宠物产品系列、皮克方(Pickfun)3</td>
|
||
<td>-</td>
|
||
<td>-</td>
|
||
<td>贝仕达克的人工智能主要应用于智能宠物产品系列，代表产品为"皮克方(Pickfun)3"。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">汤姆猫</span></td>
|
||
<td>西湖心辰情感陪伴多模态大模型、心辰Lingo</td>
|
||
<td>-</td>
|
||
<td>与西湖心辰合作</td>
|
||
<td>由其投资的西湖心辰持续深耕情感陪伴多模态大模型，发布的全新语音大模型"心辰Lingo"实现了端到端语音技术的突破。</td>
|
||
</tr>
|
||
<tr>
|
||
<td><span class="highlight">润欣科技</span></td>
|
||
<td>Chatbot陪式数字对话机器人、智慧社区和养老陪护</td>
|
||
<td>-</td>
|
||
<td>与交通数字生态合作开发</td>
|
||
<td>与交通数字生态合作开发了《Chatbot陪式数字对话机器人的智能终端适配和模型训练》项目，为智慧社区和养老陪护行业提供定制化的数字虚拟人服务，包括情感陪护等。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
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</div>
|
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</div>
|
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</div>
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