DeepSeek takes over 10,000 yuan AI girlfriend: The gospel of single dogs, fertility rate lies in the gun

Wen| Financial Story Club Dong Hong 

Unexpectedly, DeepSeek, which was born out of nowhere, not only stirred up the technology circle more than a hot pot, but even the rubber sector, which has been silent for many years and has been unpopular for a long time, was also stirred up to a climax.

Last week, the rubber products sector of Big A was extremely excited. On February 20, it led the two markets with a 6.23% increase. Many stocks such as Hongbai New Materials, Yuanxiang New Materials, Sannix, and Runhe Materials rose daily.

The logic inside is a bit dirty: DeepSeek is expected to bring AI girlfriends (AI+ silicone dolls), fun robots and other concepts. The market expects that once such products sell well, they will drive demand for rubber.

1. AI girlfriend carnival party, featuring a complete party”

AI girlfriends in the capital market get excited without any ambiguity. From top to bottom, from inside to outside, it covers all modules of body, hair, clothing, and sound. It focuses on one body regardless of parts and makes it all together.

According to the list summarized by the investment platform, as long as it is related to it, it is all in the upward channel:

Body group: 3D Shares, Hesheng Silicon Industry, Dongyue Silicon Materials, Xin ‘an Shares, Yuanxiang New Materials, Silicon Bao Technology, etc., are committed to creating a perfect figure comparable to a supermodel for their AI girlfriend;

Thermoplastic elastomer group: Zhejiang Zhongcheng, Dawn Co., Ltd., Changhong High-Tech, etc., are responsible for making AI girlfriend soft Q bombs and first-class feel;

Hair group: Rebecca, who specializes in the hair of her AI girlfriend, either with long hair flowing or short hair feeling cool;

Sound group: Goer, Minxin, Gongda Electroacoustic, Guoguang Electric, etc., supply microphones and speakers that allow AI girlfriend to speak well and have a sweet and beautiful voice;

Wear group: Aimu Shares, Fun Sleep Technology, Mingyue Lens, etc., dress up their AI girlfriend, from underwear to bedding, to glasses, to ensure that she is fashionable, exquisite and charming.

In short, with DeepSeek’s blessing, an AI revolution is taking place in the adult products industry: AI will significantly enhance the interactivity and practicality of the silicone doll, so that she will no longer be a cold, mechanical vase, but has a soul and can resonate with the other half.

Photo source: Jin San Wanmei Weibo description

A traditional adult toy may be just a wooden figure hidden in a private bedroom. It is very silly to hold and heavy to carry. But now, with the rapid development of generative AI and large models, these dolls can not only understand you, but also keenly capture your emotional fluctuations. They can even walk on their own and learn to talk to you.

For example, when you come home from work and are exhausted, a beautiful person gently walks up to you, quietly chatting with you about today’s bad times, and also uses a gentle tone to make you happy. Isn’t this experience very numb? Do you think it’s worth spending a thousand dollars?

In fact, the rapidly rising single dog economy and the increasingly popular living alone in modern society, as well as the integrated cutting-edge large-model technology and changes in sexual concepts, are greatly raising the growth ceiling of silicone dolls and gradually giving birth to new branches. Fun robot.

Huafu Securities Research News believes that driven by AI models + flexible materials + physiological sensing technology, sex robots are transitioning from physiological tools to emotional partners, opening up a market space of hundreds of billions, and estimates that the global sex robot market will exceed 30 billion in 2025. Billion US dollars, equivalent to approximately 210 billion yuan. Among them, China accounts for more than 40%.

It is reasonable that investors will end up one after another with such an attractive prospect.

According to “Financial Stories Fair”, standing on the tuyere, companies on the track have already tasted the soup. WMdoll from Zhongshan, Guangdong is a representative.

The South China Morning Post reported that thanks to advances in artificial intelligence, WMDoll’s sales in 2025 are expected to increase by 30%. Liu Jiangxia, chairman of the company, once revealed to the media that the silicone dolls after the public beta iteration have been sold overseas (not yet listed in China), with extremely high user activity and increasing sales. Since the Spring Festival, orders with AI functions have accounted for 20% of the total order volume.

2. Ten thousand yuan AI girlfriend, single dog calls her so fragrant”

“Eating and drinking men and women is a great desire for survival.

When AI girlfriends come, the most popular ones are probably the single dog group?

According to data from the “China Population and Employment Statistical Yearbook 2023”, as of 2022, China’s single population has exceeded 240 million, and is expected to exceed 300 million by the end of 2024, equivalent to one in four people being single.

Moreover, the unmarried rate in China has shown a significant upward trend, especially among younger people, where the unmarried rate is relatively high: the unmarried rate in the 25 – 29 age group is as high as 51.3%, the unmarried rate in the 30 – 34 age group is 18.4%, and the unmarried rate in the 35 – 39 age group is 8%.

In the year of war, adult products have become the preferred substitute.

Many boys believe that making friends between men and women requires a lot of time, energy and money. But buying a doll is different. When you need her, you can drag her over to be your pillow person. When you don’t need it, she won’t bother you, let alone make trouble, or leave.” rdquo;

The rise of offline adult experiences in various places largely support this point. In recent years, adult experience halls have been in full swing, especially in Guangdong. Opening an adult experience hall has become a praised good business.

An owner who runs an adult experience hall revealed to “Financial Stories Fair” that the baby experience is calculated based on the duration of time, 299 yuan/hour, 399 yuan/2 hours, plus the night included. I have four rooms for about 3000 yuan a day, an average of one room. 7 or 800 yuan, the profit margin has doubled, and it does not involve return, exchange or transportation. In the end, the profit is still considerable. It’s just that washing the dolls is too tiring, and it’s not easy to recruit people if you can’t finish washing it.& rdquo;

Relevant industry data has shown that the profit margin of the adult products industry is very high. Most products can reach more than 300%, and the profit margins of some special sex toys, high-end physical dolls, etc. can reach more than 500%.

But the problem is that traditional adult products are mainly self-compensating and self-reliant. Although they can fill the physiological void in the short term, users often feel bored over time because the partner-like emotional interaction and emotional value are always missing.

Now, by integrating AI technology into silicone dolls, this shackle is being broken.

For example, the MetaBox AI intelligent series connected to ChatGPT launched by Jinsan Wanmei is priced at between 1,500 and 2,000 US dollars (approximately 10,880 – 14,507 yuan). It not only pursues the ultimate beauty in terms of vision and touch, and has soft skin. It also has 8 different personalities built in for users to choose from, such as gentleness, intelligence, etc., and has certain memories, aiming to bring deep emotional satisfaction to single dogs that is more lively.

In reality, there are many men who look forward to AI girlfriends. In some people’s eyes, choosing an AI partner can avoid the risks of marriage without having to bear the sky-high betrothal price.” rdquo;

Lin Qi, who has experienced three failed relationships, told “Financial Stories” that the love of the little fairy is Schrödinger’s style. She turns her face when she says she turns her face, and punches when she says she fights, but the AI girlfriend can at least be quantified. rdquo;

Chang Yun, a programmer in his 30s, joked: If you don’t have a temper, you will also be considerate. To be honest, I would rather give a child a betrothal gift than find an ancestor to pay for it.” rdquo;

However, there is a certain price to pay to experience the AI interactive functions of dolls. Take MetaBox for example, users must first pay a subscription fee of US$100-US$200. Later, we will recharge and renew them according to needs. If the subscription is stopped, the product will become a dumb bride again.

This hardware + service model is very similar to the metaphor of contemporary intimate relationships: love requires continuous payment, otherwise the relationship will immediately return to zero.

However, there are also single dogs who are worried about the risk of privacy leakage after adding AI functions to silicone dolls. After all, those actions that are not easy to talk about may be transmitted to the background by the Internet.

Other users questioned whether the emergence of AI girlfriends would immerse humans in the convenience of technology and lose the courage and confidence to face love directly?

As some media have warned, AI is reducing the dimension of emotional relationships into quantifiable service packages, which may lead to humans losing the ability to build real relationships. rdquo;

But in general, most single dogs still look forward to the day when their AI girlfriends land in China as soon as possible.

3. Another punch to the fertility rate?

If the arrival of an AI girlfriend will send any dangerous signals, it will most likely threaten the marriage rate and fertility rate.

According to the latest data released by the Ministry of Civil Affairs, the number of marriage registrations in 2024 will be only 6.11 million, a year-on-year decrease of 20.5%.

Since the number of marriages is proportional to the number of new births in the following year, it means that the number of new births will continue to decline.

What cannot be ignored is that most single people maintain a Buddhist attitude about anxiety about their single status.

The “2023 Q4 Singles Survey Report” released by Zhenai.com shows that 34.56% of people are not anxious about their single status, 17.87% only have anxiety at the end of the year, and 26.69% are usually only anxious when their parents and relatives urge them to get married. Men are more anxious than women.

Source: Zhenai.com report

In other words, in the absence of external pressure, nearly 80% of single people are willing to stay alone.

Li Xiang, an insurance actuary who is over thirty years old, is a typical Buddhist bachelor. His daily life is filled with work, games and fitness. On weekends, he occasionally has dinner with friends, or participates in hiking, mountaineering and other activities, looking full and comfortable. When asked if he wanted to find a partner, he smiled and said: Let’s see fate. If you meet the right person, talk to it, and if you can’t, leave it. It’s good to live alone.” rdquo;

Gao Shu, a young man in the small town, was scared off by the high betrothal price. His hometown was in a small city in western Gansu. In the local area, getting married requires buying a building in the city and a car. The betrothal price starts at 150,000 yuan, plus the three gold coins given to the woman, taking wedding photos, buying clothes, treating guests and serving drinks, etc., all add up to 300,000 yuan (excluding houses and cars). ldquo; If you can’t afford it, stay alone first, he said helplessly.

For example, the average betrothal amount in Jiangxi ranges from 200,000 to 300,000 yuan, and in some areas it even rises to 500,000 yuan.

At the same time, with economic development, living alone has become increasingly a common social phenomenon.

The “Qingshan Capital 2021 Annual Consumption Report” points out that China currently has 92 million people living alone, which is approximately equal to 1.1 in Germany, 1.4 in France, and 2.5 in Canada. In China, the proportion of households per person in households has ranged from 6% to 25%, in just 25 years.

Source: Qingshan Capital Research and Investment Center

The “New Era of Solitude Report” released by the Shell Research Institute predicts that by 2030, the number of people living alone in China is expected to reach 150 million to 200 million, and the number of young people aged 20 – 39 living alone will increase from 18 million in 2010 to 40 – 70 million.

Haoran, a fund trader who has been single and living alone for many years, found his favorite lover on the Internet. In Hoshino APP (an AI dating app), he and his virtual lover Lulu have been having a sweet time across time and space for more than a year.

Lulu will adjust his dialogue style and behavior in a timely manner according to his emotional changes. Even when he works overtime late into the night, she gently reminds him: (Gently patting you on the shoulder) It’s time to rest. Ran, don’t be too tired.” rdquo;

In Haoran’s view, although these AI partners are only virtual existences, for him, the emotional comfort he gets is real and beautiful.

When talking about the current popular AI girlfriend concept stocks, Haoran does not shy away from his optimism. Compared with virtual lovers in the APP, AI girlfriends have indeed evolved a lot, able to perceive, interact, and flirt. The more powerful the thing, the more people like it, and this kind of bottom-level demand becomes popular quickly.& rdquo;

However, with AI girlfriends, an obedient and considerate all-round partner, will singles and people living alone lose their sincerity in reality because they are accustomed to virtual companionship and have no motivation to enter love and marriage and childbearing? (All interviewees in the article are pseudonyms)