AI toy adult goods new top trend, institutions are focusing on these concept stocks

Spring Festival shopping frenzy sweeps across the country, with AI toys emerging as the top gift trend for the New Year.

Yunnan Energy Holdings Diversifies into Computing Power Assets

Stock Price Hits Five Consecutive Limit-Ups

Today (February 25), Yunnan Energy Holdings (001896) opened sharply higher in the morning, briefly dipped into the red during trading, but closed with a limit-up, marking five consecutive daily gains. The latest closing price hit a four-year high.

On the morning of February 11, Yunnan Energy Holdings announced that the company is planning to invest in a controlling stake in Xiantian Computing (Henan) Technology Co., Ltd. (“Xiantian Computing”), a subsidiary of its controlling shareholder Henan Investment Group, and is collaborating with Henan Investment Group to acquire controlling interest in Zhengzhou Heying Data Co., Ltd. (“Zhengzhou Heying”).

Zhengzhou Heying mainly operates large-scale third-party data centers, with facilities located in Huailai County, Zhangjiakou City, Hebei Province, and Langfang City, situated at the Beijing-Tianjin-Hebei node, serving real-time computing needs of the capital and surrounding areas.

Regarding this acquisition plan, Yunnan Energy Holdings stated that the company is aligning with current digital economy development trends, leveraging its experience and advantages in power and new energy sectors, exploring industry chain extensions, and strategically entering the data center field to open new growth avenues.

Besides Yunnan Energy Holdings, recent daily limit-ups include Hancock Cable, Roman Shares, and Farsight.

AI Toys Become the “Top New Year Gift”

By the 2026 Spring Festival, while traditional New Year gifts still compete over “old brands” and “local specialties,” AI toys have sparked a “battle for dominance.”

The “First Spring Festival AI Tech New Year Party” at Chengdu Chunxi Road Plaza attracts thousands of visitors daily, with AI cute pet robots drawing crowds of young people; at Chaozhou Chenghai Baoao International Toy City, out-of-town license plates are everywhere, and shoppers pull carts loaded with toys.

E-commerce platforms are also booming. Data from Taobao Tmall’s trend toy industry shows that during the Spring Festival, sales of AI toys during the festival period surged 500 times year-over-year, with product supply increasing over 500 times. Six products have surpassed one million in sales; JD.com’s search volume for “AI toys” increased by 125% YoY. This Spring Festival, AI toys have leapt from niche to mainstream gift.

The popularity of AI toys results from mature artificial intelligence technology, accelerated scene-based applications, and consumer upgrades. The shift from children-only to universal coverage marks the biggest change in the past year. With rapid evolution of embodied intelligence and large models, not only have humanoid robots on the Spring Festival Gala achieved breakthroughs in dynamic effects, but AI toys are now more than just companions for children’s play and learning—they are the new generation of intelligent entities capable of understanding, thinking, and interacting, thanks to AI technology.

Industry analysts say that traditional toys typically have profit margins of only 20-30%, while AI toys generally boast margins of 70-80%. Technology empowerment gives cold plastic “a soul,” motivating companies to increase investment.

Shenzhen Toy Industry Association and JD.com Release “AI Toy Consumer Trends White Paper” indicates that China’s AI toy market is expected to surpass 10 billion yuan around 2030, with a compound annual growth rate exceeding 70%.

Market Research Future reports that the global AI toy market will reach $11 billion in 2024 and is projected to grow to $58 billion by 2030. AI toy functions will evolve from simple companionship to multi-scenario integration: emotional interaction extending to health management, such as smart reminders for the elderly, transforming from standalone products into smart home gateways.

11 AI Toy Concept Stocks Report Strong Performance

According to Data Treasure, as of February 25, there are 24 concept stocks related to AI toys in the A-share market, with a total market value of 330.5 billion yuan. Since the start of the year, these stocks have averaged a 6.15% increase, slightly outperforming the Shanghai Composite Index. Six stocks have gained over 10%, including Liyad, Rongxin Culture, Goudian Electric Sound, China Stone Technology, Xinghui Entertainment, and Yuntian Lify-U.

In terms of earnings, based on fast reports and the lower bounds of earnings forecasts (or the announced figures if no lower bound is provided), 11 AI toy concept stocks are expected to return to profit or see profit growth in 2025. Liyad, Xinghui Entertainment, Aofei Entertainment, Broadcom Integration, and Weijie Chuangxin are forecasted to turn losses into profits.

Taking Liyad as an example, the company expects a net profit of 300 million to 380 million yuan in 2025. The company’s strategic goal is “embracing AI, leading visual effects, and achieving a second growth curve,” with significant progress made in exploring new opportunities across its three main business segments amid the AI era.

In terms of institutional attention, 18 AI toy concept stocks are rated as “positive” (including buy, hold, strong buy). Kaiying Network, Guanghetong, MegSmart, Heertai, Kidsland are among the most frequently covered by institutions.

Kaiying Network received attention from 30 institutions, ranking first. The company previously revealed that “Warm Star Valley Dream Tour” is its healing AI trendy toy brand, combining “smart dolls + virtual games” to meet emotional companionship needs for ages 12-35.

Guotai Haitong Securities believes that Kaiying Network’s active AI layout—including consumer AI applications (Natural Selection) and B2B AI gaming tools (Hangzhou Jiyi)—will benefit continuously from AI technology development and product improvements.

Guanghetong is covered by 17 institutions. The company has launched an AI toy large model solution, deeply integrating with AI large models like Doubao and equipped with Guanghetong’s Cat.1 modules, helping to upgrade smart toys with AI capabilities.

CITIC Securities states that the long-term development of AI will benefit module sectors, with Guanghetong actively exploring new opportunities in edge AI and robotics, deepening cooperation with leading industry partners, including collaborations with AR glasses leader XREAL and LiDAR leader Hesai Technology, with promising prospects.

(Source: Data Treasure)