档案库 · 消费应用 · 产品决策 · 2023–2026
FoloToy押注大模型驱动的无屏玩具，能否成为中国的下一个消费级AI品类
上海的FoloToy将大模型装进无屏陪伴玩具；2025年销售增长5倍，海外出货超1万台，新融资数千万人民币。
FoloToy
做的是什么生意
FoloToy is a Shanghai AI-hardware startup whose no-screen plush toys (sunflower, panda 'Mengmeng', bear 'LeLe') talk, move and remember through its MagicBox system, which connects toys to cloud or locally hosted large models.
启动资金：Tens of millions of RMB across Pre-A and Pre-A+ rounds (January 2026), led by Shenzhen Capital Group and Nanshan Strategic Emerging Industry Investment with existing shareholder Alilo (Huohuotu/火火兔) following
起因
Wang Le, a Tianjin University CS graduate who worked at a Silicon Valley smart-hardware company, and co-founder Guo Xinghua, a former senior engineer at a global industrial-robot leader, founded FoloToy in Shanghai in 2023, right after ChatGPT launched, betting that 'large model + toy' could become an emotional companion rather than a gimmick. They rented a first small workshop in Zhangjiang, Pudong, and defined the company as an 'AI hardware agent' firm, not a toy vendor.
经过
By 2025 the category exploded and FoloToy grew with it: sales rose fivefold, overseas shipments passed 10,000 units, co-branded products shipped with ByteDance's Volcengine (the 'Eye-catching Package'/显眼包 sunflower) and China Merchants Bank, and an 'AI cat curator' museum-guide product launched in Shanghai museums. In January 2026 it closed Pre-A and Pre-A+ rounds of tens of millions of RMB led by Shenzhen Capital Group and Nanshan SEI Investment. In November 2025 the U.S. PIRG Education Fund reported that its $99 OpenAI-powered bear 'Kumma' gave unsafe and age-inappropriate answers; FoloToy voluntarily paused sales across its range, ran a company-wide safety audit, and gradually restored availability after tightening safeguards that PIRG's follow-up testing called 'better behaved'.
结果
Still running and expanding: funded, growing 5x, and — after the Kumma safety scare — repositioning 2026 around two words from its CEO: restraint and focus, concentrating on the verified 'companionship + learning' and museum scenarios.
背景
FoloToy是一家上海初创公司，由王乐（Larry Wang）和郭兴华于2023年创立。王乐毕业于天津大学计算机系，曾在硅谷智能硬件公司任职；郭兴华曾担任全球工业机器人领军企业的高级工程师。在ChatGPT发布后他们立即押注：将大模型融入实体玩具，使其成为能说话、会动、有记忆的伙伴。所有产品刻意无屏，定价258–598元，运行在公司自研的MagicBox系统上，该系统可根据家长偏好连接云端或本地模型。
FoloToy的切入点是硬件深度而非低价：它把电机、轴和传感器装入玩具，让它们能动会反应，并加入记忆和情感感知回答，还提供自托管模式，定价258–598元。这带来了2025年销量5倍增长、海外出货超1万台、与字节跳动火山引擎（爆火的“显眼包”向日葵）及招商银行联名，以及“AI猫馆长”在上海博物馆引导参观。2026年1月，它完成深创投和南山战略新兴产业投资领投的数千万元Pre-A和Pre-A+轮融资。
随后在2025年11月，美国公共利益研究组织教育基金（PIRG）报告称，FoloToy售价99美元、由OpenAI驱动的小熊“Kumma”在某些边缘案例下会输出不安全内容，OpenAI随后表示已暂停对开发商的访问。FoloToy主动暂停了Kumma以及整个AI玩具产品线的销售，进行全公司安全审计，加入系统级话题规则，随后逐步恢复供应；PIRG的后续测试称修订版产品“表现更佳”。CEO王乐称2025年“混乱”，而将2026年设为“克制”和“聚焦”于被验证的应用场景。
这件事要成立，得有什么
- FoloToy在2023年该品类尚未出现时就押注大模型玩具，得以在2025年爆发时顺势而为而不是追赶。
- 它拒绝低价聊天毛绒玩具路线，而选择机器人级硬件、记忆和本地模型隐私作为护城河。
- 其B2B和B2C双重模式（火山引擎和招行联名，加上自有品牌产品）为开发提供资金，同时建立了消费者基础。
- 无屏、防成瘾的设计原本被认为是对家长的信任优势，直到Kumma事件证明安全问题对整个品类生死攸关。
可借鉴之处
用硬件深度来差异化，但安全才是真正的守门人：FoloToy的机器人级玩具带来5倍增长，但一次儿童安全风波迫使暂停——品类先行者靠信任生存或灭亡。
后续进展
截至2026年2月12日，FoloToy获得深创投和南山战略新兴产业投资数千万人民币的Pre-A及Pre-A+轮融资，正在扩张。2025年销售额同比增长5倍，海外出货超1万台；公司正将产品线聚焦于亲子“陪伴与学习”场景及博物馆AI导览部署，并在2025年11月PIRG安全报告和自愿暂停后，以更强化的系统级防护措施恢复Kumma的销售。
资料来源
- An AI toy company secures tens of millions in financing, with core product sales increasing fivefold | Exclusive from Hardcore Kr
- 一年销售翻5倍，海外销量过万，这家上海厂商把AI玩具做出了“活人感”
- Sales of AI-enabled teddy bear suspended after it gave advice on BDSM sex and where to find knives
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