证券日报网讯1月13日，竞业达（003005）在互动平台回答投资者提问时表示，根据中国证券登记结算 公司下发的证券持有人名册可知，截至2026年1月9日，公司总户数为31166户(未合并融资融券信用账 户)，其中个人户数为29600户，机构户数为1566户。 ...

Group 1 - The core viewpoint of the news is that Jingyeda's stock has shown fluctuations in price and trading volume, with a recent increase in share price and a notable market capitalization of 4.834 billion yuan [1] - As of January 8, Jingyeda's stock price increased by 2.00% to 20.89 yuan per share, with a trading volume of 53.77 million yuan and a turnover rate of 2.05% [1] - The company has experienced a year-to-date stock price increase of 2.45%, with a 4.19% increase over the last five trading days, but a decline of 11.14% over the last 60 days [1] Group 2 - For the fiscal year ending December 31, Jingyeda reported a revenue of 191 million yuan, a year-on-year decrease of 36.79%, and a net profit attributable to shareholders of -33.61 million yuan, a decrease of 238.08% [2] - The company has distributed a total of 122 million yuan in dividends since its A-share listing, with 52.89 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders decreased by 0.86% to 31,300, while the average number of circulating shares per person increased by 0.87% to 4,055 shares [2]

Core Insights - The article discusses the transformation of the education industry driven by AI, highlighting the strategic shift of the company, Jingyeda, towards becoming a comprehensive AI education provider [4][5][6]. Group 1: Company Strategy - Jingyeda aims to transition from providing single educational tools to creating a full-stack AI ecosystem that empowers the entire talent cultivation process [6][7]. - The company emphasizes a "full-stack" development approach, which allows for a complete feedback loop from perception to improvement, providing integrated solutions [6][8]. - The "AI classroom quality diagnosis" example illustrates how AI can generate personalized diagnostic reports based on data collected from classrooms, moving from subjective evaluations to objective, data-driven assessments [6][8]. Group 2: Competitive Advantage - Jingyeda's competitive edge lies in its deep understanding of educational scenarios and the accumulation of high-quality closed-loop data over 28 years [8][9]. - The company believes that while technology can be replicated, deep scenario understanding requires time and experience, which gives it a significant advantage over cross-industry players [8][9]. Group 3: Organizational Development - The company is currently in a strategic investment and capability-building phase, focusing on developing its "Starry Sky" model and full-stack product capabilities [9][10]. - A new "Smart Education BG" has been established to integrate all smart education business units into a cohesive strategic entity, ensuring effective resource allocation and goal achievement [9][10]. Group 4: Future Vision - Jingyeda is initiating a "second entrepreneurship" aimed at becoming a key player in AI education, focusing on deep involvement in the talent cultivation process [11][12]. - The company plans to expand its role from merely supporting talent cultivation to actively participating in it, aligning with policies promoting integrated education technology [11][12]. - The CEO expresses confidence in AI as the most significant variable in educational development over the next decade, despite challenges such as AI safety and alignment with educational principles [11][12]. Group 5: Market Expansion - Following its strategic upgrade, Jingyeda is focused on converting its product and solution advantages into widespread commercial success [12]. - The company is building a denser national marketing and service network to ensure that cutting-edge AI solutions effectively reach and serve customers nationwide [12].

Group 1 - The current phase is crucial for the empowerment of the real economy through data elements, with digital service providers leading the way towards intelligent transformation [1][2] - Taiji Co., a core industrial platform under China Electronics Corporation, is transitioning to a "data intelligence service provider" by addressing data flow bottlenecks and supporting intelligent transformation across various industries [1] - The development framework of Taiji Co. is summarized as "one body, two wings, and three engines," focusing on digitalization in key sectors like energy and transportation, and enhancing capabilities from project delivery to sustainable services [1] Group 2 - Jingyeda, with 28 years of experience, aims to create the "most education-friendly AI," recognizing AI as the biggest variable and increment in educational development over the next decade [2] - The company adopts a "full-stack" approach, integrating its self-developed "Starry Sky" model into the entire teaching process, transforming traditional evaluation methods into data-driven diagnostics [2] - The core value of digitalization is shifting from "project construction" to "operational capability," emphasizing the need for both accessible infrastructure and intelligent applications in various sectors [2]

（文章来源：证券日报） 证券日报网讯 1月6日，竞业达在互动平台回答投资者提问时表示，截至2025年12月31日，公司总户数 为31309户（未合并融资融券信用账户），其中个人户数为30562户，机构户数为747户。 ...

证券日报网讯 12月23日，竞业达在互动平台回答投资者提问时表示，截至2025年12月19日，公司总户 数为31582户（未合并融资融券信用账户），其中个人户数为30583户，机构户数为999户。 （文章来源：证券日报） ...

Core Viewpoint - The company, Jingyeda, reported that as of December 10, 2025, it expects to have a total of 31,591 accounts, including 30,936 individual accounts and 655 institutional accounts [1] Summary by Categories Company Accounts - The total number of accounts projected by the company is 31,591 [1] - Individual accounts are expected to reach 30,936 [1] - Institutional accounts are anticipated to be 655 [1]

Core Viewpoint - The company anticipates significant growth in the education market driven by an expanding base of students and the demand for smart classrooms and AI-enabled teaching applications [1] Industry Insights - The number of candidates and enrolled students is expected to continue increasing in the coming years, leading to a release of demand for the construction of new schools and campuses [1] - The penetration rate of smart classrooms is currently below 20%, compared to nearly 70% for multimedia classrooms, indicating substantial room for growth [1] - Supportive policies such as the "Education Strong Nation 2035" initiative and the push for digital education and AI integration are expected to contribute to considerable market expansion [1] Market Opportunities - There is a structural shift in user demand towards smart classrooms and AI-driven educational systems, which will create new opportunities for the industry [1] - The demand for evaluation and assessment services based on new technologies and models is expected to rise, further benefiting the sector [1] - The emergence of AIGC and large models is anticipated to reshape the competitive landscape of the market [1] Company Strategy - The company plans to leverage its advantages in scenario chains, training data, and large model technology to seize market opportunities and enhance its competitiveness within the industry [1]

Group 1 - The core focus of the company for 2025 will be on technological advancements and AI application scenarios [1] - The company plans to enhance the performance of its core educational model and develop specialized vertical models and intelligent agents [1] - AI applications will be deepened in areas such as smart examination, smart teaching, and smart rail systems, with a series of AI product matrices being developed [1] Group 2 - The company has made comprehensive investments in building its sales system, completing a "100-person special recruitment" initiative [1] - A new organizational structure has been established, consisting of "1 headquarters + 7 major regions + 2 new productivity centers" [1] - The company is enhancing its brand credibility and market coverage through participation in educational exhibitions, seminars with higher education associations, and expanding new media outreach [1]

Core Viewpoint - The integration of AI in education is leading to a profound transformation, not just in tools but also in educational philosophy and structure, reshaping traditional teaching models [1] Group 1: Impact on Students - AI enables personalized learning paths and resources through large model analysis, knowledge graphs, and learning diagnostics, facilitating tailored education for students [1] Group 2: Impact on Teachers - AIGC technology allows for the one-click generation of ideological case studies, teaching plans, and homework exercises, significantly enhancing teaching efficiency [1] - AI tools for classroom behavior analysis and teaching quality assessment support continuous improvement in teaching practices [1] Group 3: Impact on Schools - AI assists in the development of professional settings and subject layouts, aiding in the formulation of educational programs and continuously supporting the monitoring, evaluation, and improvement of educational quality [1] - The integration of AI contributes to the enhancement of quality assurance systems and the improvement of talent cultivation quality in educational institutions [1]