wen | techxingqiu renxueyun

zaishejiaopingtaifenxiang“xianyanbao”detiezizhong，pinfanchuxian“chuma”、“gaojiashou”leisidepinglun。“xianyanbao”shizijieciqianjikehusongchuqudewanju，qubiechuantongwanju，zheishiyikuanneiqianledoubaodamoxing、kouzizhuanyeban、yuyinshibie、yuyinhechengdengjishudeaiwanju。

zheikuanfeimaipinyijingzaiershoupingtaibeichaodao300yuanzuoyoudejiage。“xianyanbao”dechuquanyinzhengleyigeshishi：zheiguyingjianaihuadefengyijingchuidaolewanjushichang。

yiweiaiwanjuchuangyezhegaosutechxingqiu，zuijinyigeyuejiedaohezuo、daigongdezixunshuliangbiaozhang。erjushichangyanjiujigouresearch and marketsdebaogaoshujuxianshi，quanqiuaiwanjushichangyujijiangcong2022niandeyue87yimeiyuan，zengzhangdao2030niande351.1yimeiyuan，nianfuhezengzhanglvchaoguo16%。

jierji、yanjing、shouji、diannaodengzhuliuyingjianbeiaihuazhihou，aiwanjuzhengchengweidamoxingnenglitupocduanluodikunjingdexinxiwang。zaizheigufengzhixia，zijie、tesiladengjutou，yijizhongduochuangyeqiyezhengzaijiasuyongru。

01 抢跑AI玩具赛道

zaiyigeaiyingjiandechuangyejiaoliuqunzhong，guanyu“aiwanju”huatidetaolunyuelaiyuehuore，chuangyezhemenjiangqishiweiyigeyouzhewuxianqianjingdexinshichang，yourenshenzhihanchule“aizhongzuowanjushichang”dekouhao。

yiweicongyezhegaosutechxingqiu，muqianaiwanjuchuangyedegongtongdiantixianzaijishulujingshang，dadouhuixuanzewaijiedamoxingdefangshi，tongguojierutongyongdamoxing，jinxingchuizhilingyudexiaomoxingxunlian，jiangdizizhuyanfadetouru，ranhoupipeiheshideyingjian。

danbutongdeshiqimianxiangdexiaofeiqunti。biru，zhenduiertongshichang，xiangguandeaiwanjuchanpinyimibujiazhangpeibanbuzu，manzuxingqu、aihaoweizhu，ermianxiangchengren，aiwanjuzeyimanzuqingxujiazhi，huanjiegudugandengfumianqingxuweizhu。

yushi，chengxianzaiertongduandeaiwanjudadouyi“wanou”weizhu，jubeijiaoyushuxing，erchengxianzaichengrenduandeaiwanjuzejubeile“chongwu”deshuxing。

jinqi，zheigu“aiwanju”deredubeiduoci、xiaofanweiyanzhengguo。

jinnian11yueshi，tesilazaiqiwangshangshangdiantuichuleyikuanshoujia 40 meiyuandeoptimusjiqirenmoxing，tuichuhoubudaoyitianjiuxiaoshouyikong，zhijinweibuhuo，zaiebaydengershoujiaoyipingtaishang，zheikuanjiqirenjiagezuigaochaodaole1300meiyuan。

tongyangzai11yue，ribendianzichanpingongsicasiozhengshifashouleaijiqichongwumoflin，dingjia59400riyuan（zheherenminbi 2779 yuan），yushoujieduanjiuyiduanhuo，xianyuershoupingtaishang，moflindejiagebeichaozhiwanyuan。yiweiribendaigougaosutechxingqiu，guoneiyoubushaokehuzixun，danzheikuanchanpinmuqianxuyaoyuyue。

kanxiangguoneishichang，chudoubaotuichude“xianyanbao”yiwai，shangjiakaishoudeaiwanjuyuelaiyueduo。

aichuchuanggongsiyueranchuangxinhaiviviyujinnian7yuetuichuleyikuanzhenduimaorongwanjudewaizhiaiguajian——bubblepal。bubblepalguanfangshoujiawei449yuan，kaishoushouyuegmvcengtupo400wan，guanfangshujuchengshangxianlianggeyueneimaichu2wanduotai。

weizijietiaodong“xianyanbao”tigongdamoxingaijixindefolotoytuandui，chulemianxiangbduantigongjiejuefanganyiwai，yemianxiangcduanshichang，lianxutuichulefofohuohuotu、“guichu”xianrenzhangdengaiwanju。

haiyouyixieqiye，muqianchanpinshangweiwanquanshangshi，danqueyinweichuangshirenbeijingyinqileguangfanguanzhu。

jutechxingqiubuwanquantongji，qianmeituanfuzongcaibaotachuanglideqidianlingzhi，zhenduiertongquntikaifaledazaidamoxingdeaizhinengyingjian；weiruandpsquanqiufanganchuangxinbumenqianzongjingliguozhichuangliyijiayiban，tuichuleaiwanbanjiqiren“aixiaoban”；xiaopengjiqirenchanpinshejiyuanfuzerensunzhaozhichengliluobozhineng，dingweiaipeibanjiqiren，qishoukuanchanpinwei“aichaowan”；qiandisifanshiaioszongjinglihuangyingningchenglibeipeikeji，jujiaoaidamoxingjiaoyupeibandexiangguanwanjuyingjian。

ciwai，yixieshangshigongsiyezairuju，qizhongtangmumaoaijiqirenjihuayuchunjieqianshixiandiyipichanpindeshangshi。aofeiyulezetuichulexiyangyangshoukuanaizhinengchanpin——“xiyangyangchaonenglingdangwawa”。

02 沾上AI，传统玩具价格翻十倍

“aiwanjudeyuanlijiushizaigeleixingtaideyingjianshangdazairuanjian，tongguoapidediaoyongfangshishixianduidamoxingdejieru，yuyonghujinxingduihuadenghudong”，yiweiaicongyezhecheng。

zaitakanlai，xiangbizhinengyinxiang、gushiji、zaojiaoji、dianhuashoubiaodengchanpin，aiwanjudebutongzhuyaotixianzaihudonghefankuizhizhong，tongguodazaidamoxing，shixianyuyonghujinxingziranduihua、huidawenti。

yiyueranchuangxinhaiviviqixiabubblepalweili，tanenggouyiguajiandexingshipeidaizairenhewanoushenshang，zaigongnengshangkeyiweiyonghujianggushi、ciyujielong，bingqiezhichibanyanbutongdeipxingxiang。

duoweigoumailechanpindejiazhangbiaoshi，xiangbitianmaojinglinghexiaoaiyinxiang，takeyijibenlijieertongdeqingxu，erqiezaiheertongdejiaoliuzhong，shiyongdeyuyangengjiandanyidong。

weici，xiangbichuantongwanjugengzhuzhongwaixingheipdetedian，aiwanjudailaideteshutiyanzhuyaolaiziyuzirandehudong。

yinci，yiweizhengzairujudechuangyezhegaosutechxingqiu，aiwanjuyuqishuoshimaiwanju，burushuoshimaijiejuefangan，“chuangyezhezhixuyaotigongairuanjiandefangan，jiuyouhenduogongchangkeyijiedandingzhinishejideaiwanju。”

yiweimaorongwanjuchangdelaobangaosutechxingqiu，jinnianxiabannianjiedaoguojidanaimaorongwanjudingdan，“shuoshihua，heshengchanqitamaorongchanpinmeiyoushenmequbie，liugeneizhijixindekoudaijike。”

yidandazailexiangyingdejiejuefangan，zheixieyuanbenpingpingwuqidewanjujiagejiunengshixianshibeishenzhigenggaodezhangfu。zhengrushangshuchuangyezhesuoyan，yigemaorongaiwanjudeyingjianchengbenyibanzhizhandaochanpinshoujiadeshifenzhiyi，shenzhigengdi，qidazaideaifangancaishizheileiwanjumaidaojibaiyuan、shangqianyuandeguanjian。

ciwai，xiangbiputongwanjumaiduandetedian，aifanganhaifuyulezheileiwanjugengzhangweideshoufeimoshi，chengxianchulechixuhuadetedian。

zheigeshoufeimoshiyidamoxingweizhongxin，xiangshangaiwanjuqiyetongguodamoxingchangshangapidiaoyongfuwu，fuchuxiangyingdechengben。erxiangxia，aiwanjuqiyejiangchanpintuixiangcduanshichangshi，huizhidingdingyuedeluoji。

techxingqiutongguogejiadianpukefulejiedao，folotoyqixiadeaixianrenzhangzhinengwanjushoujiawei258yuan，zengsong6geyuedehuiyuandingyue，cihouyinianshoufeiwei99yuan。

genjuguanfangjieshaocheng，gaichanpinmuqianzhichijieruchatgpt、zijiedoubao、kouzi、tongyiqianwen、yuezhianmian、baiduernie、deepseekdengzhongduomoxing。

eryueranchuangxinhaiviviqixiadebubblepalshoujia499yuan，zengsong3niandehuiyuandingyue，cihouyinianshoufeiwei99yuan。

ciwai，shangshulianggepinpaidekefudouqiangdiao，weilaibuchonghuiyuan，zheixiechanpinjiangwufajixushiyong。

zaib duan，aijiejuefangantongyangshiaiwanjuqiyedehexinbianxianfangshi。folotoyjiuyoudandudexiaoshou“jixin”deyewu，erciqianyueranchuangxinyecengjihuatuichu“yueranwanwu”pingtai，weiwanjugongsitigongzhengtaoaiyingjianheruanjianjiejuefangan。

03 成为爆款之前，泡沫隐现

jinguanaiwanjusaidaochaodehuore，danmuqianshichangshangweichuxianbaokuanchanpin，chuhuoliangdadaoshangwantaidepinpaibingbuduo。

yiweiyingjiancongyezhecheng，zhuyaogenchanpintiyanyouguan。jutaguancha，dangqianshimianshangkansiyouhenduodaizhe“ai”biaoqiandewanju，qishibenzhishangzhibuguoshizaiyingjianchanpinzhongneizhileyigedaiyoushaoergushihebaikequanshudelanyayinxiang。

zaiaiwanjudianshangpingtaidepinglunquli，dafeisuowen、xingjiabidi、pinkongcha、jingchangchuguzhangdengtucaocengchubuqiong，yiweixiaofeizherenweizheijiushiyikuanronghelesousuoheyuyingongnengdeyinxiang，yuxiaodudengchanpinbingmeiyoubenzhiqubie。

shenzhizaiyingjianchuangyequnli，yixiechuangyezheyerenwei，aiwanjuzhibuguoshixiaoxingzhinengyinxianghuanshanglemaorongdewaiqiao。

yiweidamoxingcongyezhegaosutechxingqiu，zaochengzheizhongrenzhidebenzhiyuanyinzaiyudamoxingchengbenzaixiajiang，qizhongshejidaodeyuyinzhuanwenbendengjishuyeshikaiyuan，zheijiudaozhibufenyongrudechuangyezherenweiaiwanjuchuangyemeiyoumenjian。

danshijishang，damoxinggaizaoaiwanjudeguanjianshi，jiyusuanfanenglirangchanpinyingjianheyunduandamoxingshixianshunchanglianjie，congertigaoxiaofeiduandetiyan。yucitongshi，zaizheigexunliandeguochengzhong，qiyehaixuyaoyongyouzugoudadeyuliaoku。“biruzuodiyouertongshichangdewanju，kendingbunengcaiyongchengnianrendeyuyinyangben。”

yidanchanpinweijingdamochendian，zhishiyinzhuiganfengkouertuichu，zehuixianruyonghushiyongwufenzhongjiushiquxingqudekunjingzhong。

zaiaiwanjuzheigufengguaqilaizhiqian，jiaoyuyingjianzhongzhuruxuexiji、cidianbi、zaojiaoji、gushiji、dancikayezaibeichixuzhuru“aiyuansu”。

duici，yiweixingyerenshibiaoshi，leisixuexijizhongaigongneng，shifounenggoushixianxuanchuandezuoyong，haixuyaokanchangshangdeziyouziyuanhejileideshuju，bingqieyaojinglizhangqidedamo。congzheigejiaoduchufa，aiwanjuxianranhaimeiyoucongchanpinshangwanchengbaofadejichu。

buguo，bukefourendeshi，wulunshiertongwanjuhaishijiaoyuyingjian，chulechanyelianyoushi，dequeyouzhebukedigudeshichangxuqiu。

zaizheigexuqiuzhixia，zhiyouliyonghaodamoxingzheigehexingongju，bingbuduantigaoneirongchanpinnengli，huoxucainengbangzhuaiwanjuqiyeshixianbaofa。