As the 2026 Spring Festival approaches, amidst the fierce competition between traditional New Year gifts boasting "time-honored brands" and "local specialties," AI toys have swiftly emerged as a new favorite in the New Year gift market, sparking a fresh wave of consumer enthusiasm. According to Shujubao's data, there are 24 AI toy concept stocks listed on the A-share market. By the market close on February 25, the combined market value of these concept stocks had soared to RMB 330.504 billion. Since the beginning of the year, AI toy concept stocks have, on average, seen a 6.15% increase, slightly outpacing the Shanghai Composite Index's performance over the same period. When it comes to institutional interest, 18 AI toy concept stocks have garnered "positive" ratings from institutions (including recommendations such as "buy," "overweight," and "strongly recommend"). Among these, Kaiying Network, Guanghetong, Meig Smart, Heer Tai, and Kidswant have particularly caught the eye of rating agencies.