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銀河證券:AI+玩具會成為市場爆發方向之一
銀河證券研報稱,2024年,泡泡瑪特為代表的潮玩、布魯可為代表的穀子業績和股價表現出色。其中潮玩消費主體為剛工作,有一定購買力的年輕女性。穀子的消費主體是還在學校的學生。研報預計,隨着AI與具身智能技術的成熟,AI+玩具會成為市場爆發方向之一,主要原因是玩具成本低、對AI的容錯度高。AI+玩具將全面覆蓋Z世代,其中毛茸茸的情感類陪護玩具將覆蓋學齡前兒童,具身智能類的機器人玩具將覆蓋有購買力的男性消費者。中國年輕人的愛玩之心下培養的產業更具有時代的活力,能夠向全球輸出中國文化的正面影響。例如遊戲“黑悟空”、電影“哪吒2”在年輕人的愛玩之心下將中國優秀的傳統文化重新演繹,以更強的生命力擴大的全球。潮玩、穀子、AI玩具也正在起到類似的作用。
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