（来源：淘金ETF） 教育ETF 1. 金现代 300830 公司专注行业数字化与低代码开发，主营电力、化工等领域信息化解决方案，拥有垂直领域专用大模型 与AI智能取数、AI配料智能体等核心产品，深度服务央企与工业企业数智化转型。在AI应用全面爆发 背景下，公司依托低代码+AI开发优势，可快速对接阿里云、华为云开放工具与大模型能力，大幅缩短 项目交付周期、降低研发成本，AI赋能工业生产、设备管理、质量管控等场景落地加速，订单与交付 效率同步提升，充分受益于全行业AI应用普及与企业数字化需求扩张，成长空间持续打开。公司在电 力信息化领域具备深厚积累，AI技术与行业Know-How深度融合，可快速响应客户智能化升级需求，随 着AI开发成本下降与落地效率提升，其在能源、化工等行业的AI解决方案有望加速复制，进一步巩固 市场地位，打开业绩增长新空间。 2. 赛意信息 300687 公司是国内领先的企业数智化服务商，聚焦智能制造、工业软件与ERP实施，为电子、光伏等行业提供 MES与工业互联网解决方案，自研谷神工业大模型与PCB行业垂直模型，AI解决方案已实现规模化订单 落地。作为华为MetaERP核心合作伙伴，公司深 ...

2025年年度报告披露在即：随着业绩预告发布，竞业达2025年正式年报预计将于2026年3月或4月披露 （具体时间以公司公告为准）。年报将提供更详细的财务数据、业务进展及未来规划，投资者可关注其 智慧教育、智慧轨道等核心业务的落地情况。 战略推进 公司战略与行业动态：竞业达持续聚焦"AI+场景"战略，加大人工智能、大模型技术在教育和轨道领域 的投入。行业层面，IT服务板块受数字化政策影响，可能产生轮动效应，但需注意公司当前市盈率为 负，基本面承压。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 竞业达（003005）2025年业绩预告显示净利润同比大幅下滑，公司加大AI研发投入导致费 用增加。 业绩经营情况 2025年度业绩预告已披露：根据竞业达于2026年1月29日发布的公告，公司预计2025年归属于上市公司 股东的净利润为800万元至1150万元，同比下降73.06%至81.26%；扣除非经常性损益的净利润预计亏损 200万元至400万元。业绩变动主要因公司加大AI研发投入，销售、研发及管理费用同比增加约3300万 元，但回款工作改善带动信用减值损失降低。正式年报尚未发布，实际数据需以最终披露为 ...

Shareholder Information - As of February 3, 2026, the total number of shareholders for Jingyeda (003005) is 31,087 (excluding margin trading accounts) [2] Financial Performance - According to the Q3 2025 report, the company reported a revenue of 191 million yuan for the first three quarters, representing a year-on-year decline of 36.79%. The net profit attributable to the parent company was a loss of 33.61 million yuan [3] Company Status - Currently, there is no public information indicating any upcoming significant events for Jingyeda, such as financial report releases or trading suspensions [4]

Group 1 - The article discusses the growing trend of AI-generated video content across various industries, highlighting companies leveraging AI technology to enhance content creation and distribution efficiency [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61] Group 2 - Companies like 中文在线 and 捷成股份 are utilizing AI to transform scripts and text into video content, thereby reducing production barriers and enhancing IP monetization [1][2] - 万兴科技 and 流金科技 are focusing on AI video generation tools to support various sectors, including e-commerce and broadcasting, indicating a shift towards integrating AI in traditional industries [4][5] - The article emphasizes the potential for significant revenue growth as demand for AI-generated video content surges, with companies like 当虹科技 and 昆仑万维 already seeing rapid growth in their AI-related product revenues [9][10][11]

Group 1 - The core point of the article is that the company, Jingyeda, reported its total account numbers as of January 30, 2026, which stands at 31,087 accounts, excluding merged margin financing and securities lending accounts [2] - Among the total accounts, individual accounts comprise 29,278, while institutional accounts account for 1,809 [2]

Group 1 - The company expects a net profit for the year 2025, but it will decline by over 50% compared to the previous year [1] - The performance forecast period is from January 1, 2025, to December 31, 2025 [1] - The company has communicated with its auditing firm regarding the performance forecast, and there are no significant discrepancies [1][3] Group 2 - The company's overall operating revenue remained stable compared to the previous year, with growth in the smart rail business due to planned order deliveries [3] - The company is advancing its "AI+" development strategy, increasing investment in AI, large models, and intelligent technology for education and rail scenarios, which has led to an increase in sales, R&D, and management expenses by approximately 33 million yuan [3] - Improved management of accounts receivable has resulted in a significant reduction in credit impairment losses for two consecutive years, positively impacting operational quality and net profit [3] Group 3 - The company plans to continue focusing on the deep integration of AI technology with industry scenarios and accelerate the large-scale implementation of innovative results [4]

Core Viewpoint - The company expects a significant decline in net profit attributable to shareholders for 2025, projecting between 8 million to 11.5 million yuan, which represents a decrease of 81.26% to 73.06% compared to the previous year [1] Financial Performance - The company's overall operating revenue remained stable compared to the same period last year, indicating steady business development [1] - The net profit attributable to shareholders is expected to decline due to increased sales, research and management expenses totaling approximately 33 million yuan compared to the previous year [1] Business Strategy - The company is committed to advancing its "AI+" development strategy, increasing investment in research and development of artificial intelligence, large models, and intelligent technologies in education and rail sectors [1] - The company is actively expanding its marketing team and strengthening market promotion and channel construction to lay a foundation for future growth [1] Operational Improvements - The company has enhanced accounts receivable management, achieving significant results in collection efforts, which has positively impacted operational quality and net profit levels [1] - Credit impairment losses have decreased for two consecutive years, contributing to the overall financial performance [1] Future Outlook - The company will continue to focus on the deep integration of AI technology with industry scenarios and accelerate the large-scale implementation of innovative results [1]

Group 1 - The company, Jingyeda, announced an expected net profit attributable to shareholders for the year 2025 ranging from 8 million to 11.5 million yuan, indicating a decline of 81.26% to 73.06% compared to the same period last year [2]

Core Viewpoint - The company expects its revenue in 2025 to remain flat compared to the previous year, with a significant decline in net profit attributed to increased R&D investments and rising operational costs [1] Financial Performance - The company forecasts a net profit attributable to shareholders of between 8 million and 11.5 million, representing a year-on-year decline of 81.26% to 73.06% [1] - The adjusted net loss is projected to be between 4 million and 2 million, reflecting a year-on-year decrease of 110.38% to 105.19% [1] Cost and Investment - The increase in sales, R&D, and management expenses is approximately 33 million, which has impacted profitability [1] - The company has made significant investments in R&D, contributing to the changes in financial performance [1] Credit and Collections - The company has seen notable improvements in its collection efforts, leading to a reduction in credit impairment losses for two consecutive years [1]

Core Viewpoint - The company expects its revenue in 2025 to remain roughly flat compared to the previous year, with a significant decline in net profit attributed to increased R&D investments and rising operational costs [1] Financial Performance - The company projects a net profit attributable to shareholders of between 8 million and 11.5 million yuan, representing a year-on-year decline of 81.26% to 73.06% [1] - The non-recurring net loss is estimated to be between 4 million and 2 million yuan, reflecting a year-on-year decrease of 110.38% to 105.19% [1] Cost and Investment - The increase in sales, R&D, and management expenses is approximately 33 million yuan year-on-year, driven by heightened R&D investments [1] - Despite the increase in expenses, the company has seen significant improvements in cash collection, with credit impairment losses decreasing for two consecutive years [1]