Group 1: Company Overview and Strategic Direction - Beijing Jingyeda Digital Technology Co., Ltd. focuses on developing large models tailored for the education sector, integrating various educational processes to enhance teaching and management [3] - The company aims to leverage AI-generated content (AIGC) to empower the entire talent development process, addressing school needs and pain points through AI applications [3][4] Group 2: AI Applications in Education - The "Starry Sky+" AI teaching platform integrates the Starry Sky education model with the DeepSeek model, offering ten modules including AI tutoring, AI assessment, and AI diagnostics, enhancing the intelligence of educational practices [3] - DeepSeek demonstrates strong reasoning capabilities in complex scenarios such as lesson planning and assignment analysis, significantly improving outcome quality [3] Group 3: Market Position and Competitive Advantages - Jingyeda has established a unique data barrier through extensive accumulation of teaching training data, allowing for better adaptation to the complex demands of the education sector [4] - The company’s product offerings cover the entire talent development process, providing a comprehensive educational solution that differentiates it from competitors [4] Group 4: Revenue Model and Market Acceptance - The revenue model is based on product type and application scenarios, including private deployment for smart classroom construction and subscription-based services for quality diagnostics and industry analysis [4][5] - The AI education products have been piloted in several schools, gaining recognition and gradually converting users into paying customers, with expectations of increased market acceptance as technology matures [5]

Summary of the Conference Call Company and Industry - The conference call focuses on **Jingyeda**, a company operating in the **AI education application** sector, particularly in higher education, primary and secondary education, and vocational education. Key Points and Arguments 1. **AI Education Applications**: Jingyeda has made significant progress in integrating AI with education, focusing on areas such as knowledge graphs, AI teaching assistants, AI learning aids, AI evaluation, and industry demand analysis [3][4][9]. 2. **Knowledge Graph Construction**: The company has reduced the time to build knowledge graphs from one month to ten minutes using large model technology, improving accuracy from 30%-40% to 80%-90% [4][5]. 3. **AI Teaching Assistant Features**: The AI teaching assistant can generate differentiated assignments and lesson plans, and create digital avatars for teachers, significantly enhancing teaching efficiency [6][9]. 4. **Cloud and Private Deployment**: Jingyeda combines private deployment with cloud services to address schools' computational power shortages, allowing for effective knowledge base construction and classroom quality analysis [7][16]. 5. **Future Plans for Professional Development**: By 2025, Jingyeda aims to enhance knowledge synchronization in professional education, optimizing course structures and developing productized services like educational cloud services [8][19]. 6. **AI Learning Aid Implementation**: AI learning aids utilize smart classrooms to record lessons and analyze student performance, providing personalized learning paths [11][26]. 7. **AI Diagnosis for Classroom Quality**: The AI diagnosis system generates detailed reports on classroom quality, including teaching speed and content alignment, which helps improve overall educational quality [11][30]. 8. **Market Demand for Smart Classrooms**: As of 2023, only 15% of universities have smart classrooms, indicating significant market potential for growth in this area [17]. 9. **Subscription Model for Cloud Services**: Jingyeda offers a subscription model for cloud services, with annual fees around 200,000 yuan for classroom quality diagnosis, and aims to expand this model significantly in 2025 [18][19]. 10. **Funding and Procurement Trends**: Schools are shifting from hardware purchases to applications and AI-enabled educational products due to tighter budgets, focusing on effective solutions that enhance teaching quality [25][26]. 11. **Long-term Market Outlook**: Despite current funding challenges in the primary education market, there are opportunities for AI-driven projects aimed at improving educational quality and resource equity [28][29]. 12. **Impact of Large Model Technology**: The introduction of large model technology has transformed knowledge graph construction and classroom diagnostics, with government policies supporting the integration of AI in education [30]. Other Important but Possibly Overlooked Content - The company plans to achieve exponential growth through subscription services over the next 3 to 5 years, targeting a business scale of tens of millions to over a hundred million yuan [20][21]. - The integration of AI into educational settings is seen as a trend that will revolutionize traditional teaching methods, shifting from passive to personalized learning [13][22]. - The competitive landscape indicates that Jingyeda's ability to provide low-cost, effective solutions for schools positions it favorably against larger internet companies that focus on individual services [23].

证券时报网讯，竞业达再度涨停，4个交易日内录得3个涨停，累计涨幅为37.63%，累计换手率为 75.11%。 截至14:37，该股今日成交量2288.45万股，成交金额8.37亿元，换手率31.00%。 最新A股总市值达67.04亿元，A股流通市值29.94亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日换手率达20%、日振幅值达 15%上榜龙虎榜2次，买卖居前营业部中，机构净卖出257.48万元，营业部席位合计净买入1327.50万 元。 公司2月5日在交易所互动平台中披露，截至最新（1月31日）股东户数为22659户。 ...

证券代码：003005 证券简称：竞业达 公告编号：2025-007 北京竞业达数码科技股份有限公司 北京竞业达数码科技股份有限公司（以下简称"公司")股票连续两个交易日 （2025 年 1 月 27 日、2025 年 2 月 5 日）收盘价格涨幅偏离值累计达到 21.87%， 根据《深圳证券交易所股票上市规则》的有关规定，属于股票交易异常波动的情 况。 二、说明关注、核实情况 针对公司股票异常波动，公司对有关事项进行核查，并问询了公司控股股东、 实际控制人，现将情况说明如下： 1．公司前期披露的信息不存在需要更正、补充之处； 2．公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息； 3．近期公司经营情况正常，内外部经营环境未发生重大变化； 4．公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5．控股股东、实际控制人在股票异常波动期间不存在买卖公司股票的情形。 三、是否存在应披露而未披露信息的说明 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、 ...

Core Viewpoint - The company Jingyeda (003005) announced a significant increase in its expected net profit for 2024, projecting a range of 33 million to 44 million yuan, representing a year-on-year growth of 226% to 335% [1] Group 1: Company Performance - Jingyeda's stock closed at 29.47 yuan, reflecting a 4.61% increase, with a trading volume of 183 million yuan and a turnover rate of 8.56% [1] - Over the past five days, the stock has risen by 3.44% [1] Group 2: Market Trends - Statistical analysis shows that 65.80% of stocks with a profit forecast increase of over 50% experienced a price increase on the day of the announcement [1] - Among these stocks, 25 companies hit the daily price limit on the announcement day [1] - Additionally, 73.41% of these stocks saw price increases over the following five days after the announcement [1]

Financial Performance - The company expects a net profit attributable to shareholders of between 33 million and 44 million yuan, representing an increase of 226% to 335% compared to the previous year[2] - The net profit after deducting non-recurring losses is projected to be between 29 million and 40 million yuan, showing an increase of 628% to 829% year-on-year[2] - Basic earnings per share are estimated to be between 0.2203 yuan and 0.2937 yuan, compared to 0.0682 yuan in the same period last year[2] Business Growth - The company's smart rail business has seen significant revenue growth due to successful order deliveries[5] - The company has made significant progress in accounts receivable recovery, leading to a reduction in credit impairment losses[5] R&D and Expenses - The company has maintained a high level of R&D investment as part of its AI+ development strategy, with increased R&D, sales, and management expenses compared to the previous year[5] Financial Caution - The financial data presented is preliminary and has not been audited by registered accountants, cautioning investors about potential risks[7]

为提高资金的使用效率，公司在确保不影响正常运营的情况下，合理利用闲 置自有资金进行现金管理，可以增加资金收益，更好的实现公司资金的保值增值， 保障公司股东的利益，为公司及股东取得更多的投资回报。 国金证券股份有限公司 关于北京竞业达数码科技股份有限公司 增加闲置自有资金现金管理额度的核查意见 国金证券股份有限公司（以下简称"国金证券"或"保荐机构"）作为北京市竞 业达数码科技股份有限公司（以下简称"竞业达"或"公司"）2023 年度向特定对象 发行 A 股股票并上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所股票上市规则》及《深圳证券交易所上市公司自律监管指引第 1 号 ——主板上市公司规范运作》等有关规定的要求，对竞业达使用闲置自有资金进 行现金管理的事项进行了核查，核查情况如下： 一、前次审议的使用闲置自有资金进行现金管理情况 公司于 2024 年 4 月 26 日召开第三届董事会第七次会议、第三届监事会第七 次会议，审议通过了《关于公司使用部分闲置自有资金和闲置募集资金进行现金 管理的议案》，同意公司在确保不影响正常经营的前提下，使用不超过人民币 3.5 亿元自有资金和人民币 1. ...

证券代码：003005 简称：竞业达 公告编号：2025-004 北京竞业达数码科技股份有限公司 北京竞业达数码科技股份有限公司（以下简称"公司"）第三届董事会第十 三次会议通知于 2025 年 1 月 15 日以电话、短信等方式通知全体董事。会议于 2025 年 1 月 17 日在公司会议室现场召开，会议应到董事 7 人，实到董事 7 人， 公司部分高级管理人员列席了会议。公司董事长钱瑞先生主持会议。 本次董事会会议的召开符合有关法律、行政法规、部门规章、规范性文件和 公司章程的规定。 二、 董事会会议审议情况 会议审议通过了如下决议： 第三届董事会第十三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、 董事会会议召开情况 表决结果：同意7票；反对0票；弃权0票。 三、 备查文件 1、第三届董事会第十三次会议决议。 1、审议通过了《关于增加闲置自有资金现金管理额度的议案》 为提高资金的使用效率，增加收益，公司拟在原有 4.3 亿元自有资金现金管 理额度的基础上，追加使用不超过人民币 1.6 亿元闲置自有资金进行现金管理， 增加后公司使用自 ...

北京市中伦律师事务所 关于北京竞业达数码科技股份有限公司 北京市中伦律师事务所 关于北京竞业达数码科技股份有限公司 2025 年第一次临时股东大会的 法律意见 致：北京竞业达数码科技股份有限公司 北京市中伦律师事务所（以下简称"本所"）接受北京竞业达数码科技股份 有限公司（以下简称"公司"）委托，指派本所律师对公司 2025 年第一次临时 股东大会（以下简称"本次股东大会"）的合法性进行见证并出具法律意见。 本所及本所律师依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《律师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规 则（试行）》等规定及本法律意见出具日以前已经发生或者存在的事实，严格履 行了法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保证 本法律意见所认定的事实真实、准确、完整，所发表的结论性意见合法、准确， 不存在虚假记载、误导性陈述或者重大遗漏，并承担相应法律责任。 2025 年第一次临时股东大会的 法律意见 二〇二五年一月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • ...

证券代码：003005 证券简称：竞业达 公告编号：2025-003 北京竞业达数码科技股份有限公司 2025 年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会没有否决议案的情形。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 1、会议召开时间 （1）现场会议召开时间：2025 年 1 月 17 日（星期五）下午 14:30 （2）网络投票时间：2025 年 1 月 17 日。其中： A、通过深圳证券交易所交易系统投票的时间为：2025 年 1 月 17 日 9:15— 9:25、9:30—11:30、13:00—15:00； B、通过深圳证券交易所互联网投票系统投票的时间为：2025 年 1 月 17 日 9:15-15:00。 5、现场会议主持人：董事长钱瑞先生 6、本次股东大会会议的召集和召开符合有关法律、行政法规、部门规章、 规范性文件和公司章程的规定。 7、会议出席情况 （1）出席本次股东大会表决的股东及股东授权代理人共计 135 人，代表股 份 99,660, ...