The car was quiet for a moment. We adults looked at each other and didn't answer for a while:
Yes, which post-90s generation didn't fantasize about having a Doraemon who can talk and has a "treasure chest" when he was a child? Which post-2000s child didn't hug the silent teddy bear in the middle of the night and quietly make a wish - I hope it can say good morning when it wakes up tomorrow?
It turned out that we were looking forward to the company, but now our children are still looking forward to...
Fortunately, with the advent of the AI era, making toys such as Doraemon talk and dance is gradually becoming a reality.
In the past year or so, there have been more than 30 investment and financing events on the domestic AI toy track, attracting the participation of nearly 100 investment institutions. At the same time, the JD platform also shows that in the first half of 2025, the sales of AI toy products increased by 6 times month-on-month, with a year-on-year growth rate of more than 200%.
Against this background, an AI genius clown duck (AI plush toy) launched by Babycare has become the most eye-catching presence in the wind. It not only exceeded 2 million in sales in the first month, but also proved the product strength with market results, and also attracted many media reports such as People's Daily...
As a traditional mother and baby brand, how does Babycare do it? How far has the whole AI toy industry developed?
// Let the "plush toy" speak, how many childhood dreams has AI fulfilled?
Times are changing, and so are people's consumption trends.
From the teddy bear that I loved when I was a child, to the popular Lena Belle two years ago, to the popular labubu now, in recent years, there have also been some new changes in the plush toy market:
I. The target user group is expanding from children to all ages.
According to statistics, in the current Chinese plush toy market, children are still the most stable consumer groups, but the proportion of adult consumers is also increasing, and the overall crossing line is accelerating to exceed 50%. Among them, the core demand of 64% of buyers is to "relieve loneliness".
This trend is very obvious on the consumer side, just like people's love for labubu, Lena Belle and strawberry bear, which is basically regardless of age.
Plush toys can be children's "Abebei" or spiritual comforting products for adults.
This is a preference written in human genes - a study by Nature pointed out that plush materials stimulate the secretion of oxytocin, which is 32% higher than the benchmark value, and the level of cortisol (stress hormone) decreases by 28%.
The furry touch can help people relieve anxiety, release stress, and bring a sense of security and healing. Plush toys are like a kind of "touchable psychological treatment" that human beings actively seek...
II. Consumer culture is undergoing a complex transformation from "fun" to "fashion play" and then to "emotional support".
It can be found that now, whether it is labubu, teddy bear, adults or children, people's love for plush toys is basically from the very beginning of "fun and interesting" to becoming a social monetary role, and then gradually becoming a way to satisfy emotional values and show their emotions.
For example, many children will treat Doraemon and teddy bear dolls as good friends and take them with them wherever they go;
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