雷达财经雷助吧出品 文|肖文竹 编|深海 东财Choice数据显示，1月7日，豆神教育获融资买入7519.83万元，融资偿还7038.16万元，当日融资净买入481.67万元。 对此，已代理众多股票索赔、获赔的江苏胜衡律师事务所主任宋联民向雷达财经表示，上市公司信披不及时、不准确给投资者造成损失的， 受损投资者可依法索赔。凡是在2022年7月25日至2024年8月15日之间买入，并在2024年8月15日收盘时继续持有豆神教育股票的受损投资者 可以索赔，可通过公号"雷助吧"（雷助码：99）报名，免费参与索赔。获赔前无任何费用。 董事会会议审议通过了《关于调整第六届董事会审计委员会委员的议案》。 经查明，豆神教育存在以下违法事实：2022年7月至2023年3月，豆神教育及其控股子公司涉及未按规定披露诉讼、仲裁事项5件。 天眼查显示，豆神教育参与招投标项目30次；知识产权方面有商标信息112条。 值得关注的是，2025年7月11日，公司及相关当事人收到中国证券监督管理委员会北京监管局下发的《行政处罚决定书》﹝2025﹞11号。 雷达财经注意到，12月12日，豆神教育发布《第六届董事会第十次会议决议公告》。 豆神教育 ...

豆神教育（300010.SZ）1月5日在投资者互动平台表示，您好，公司的学伴机器人深度融合了火山引擎 RTC技术与豆包大模型，旨在实现实时对话与精准引导，搭建自然、流畅、富有智慧的语音交互场景。 以上技术模型的接入可以帮助提升学伴机器人的语音交互效果、提升用户体验，但对公司经营基本面无 重大影响。感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵司的产品使用火山引擎技术主要包含哪些方 面？ ...

豆神教育（300010.SZ）1月5日在投资者互动平台表示，您好，公司的学伴机器人已于2025年12月22日 进行第一批预售，公司模型采用moe混合模型架构，算力以火山引擎为主。请广大投资者谨慎看待热 点，理性投资。感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：你好，贵司的伴学机器人是否已经上市了？还是说仅 限于在一些展会展览了？是否开启预售了？或者开始销售了呢？另外，贵司的模型算力，是否是自己的 模型算力平台？还是说接入的别的算力平台？ ...

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2026年1月5日 ● 国内金融市场 · | | JAHT DT 1 | 146 | 0 | | --- | --- | --- | --- | | D | | UT | | 1 乐鑫科技(688018)： 宣布与Bosch Sensortec（博世传感器）达 成合作，共同推出基于动作感知与大模型能力的人机交互创新 | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 | 3968. 84 | 0. 09% | 上证当月连续 | 3026 | -0. 37% | | 深证成指 | 13525.02 | -0. 58% | 沪深当月连续 | 4622. 2 | -0.57% | | 创业板指 | 3203. 17 | -1.23% | 恒生期货指数 | 34093. 58 | 3.05% | 宏观消息汇总 1.2026年第一批625亿元超长期特别国债支持消费品以旧换新资 金计划已提前下达。 2。两部门：2026年继续支持新能源城市公交车及动力电池更新。 ...

内容概况：当前，教育大数据已成为教育评价的核心资源，大数据支撑下的教育评价不仅意味着拥有海 量数据，更体现为多源数据采集、数据深度挖掘、数据实时呈现以及高效数据管理在教育评价中的应 用。随着在线教育的发展，尤其是K12阶段的在线教育的发展，为我国教育大数据提供了宝贵的教育数 据源基础，市面上也逐渐涌现出更多的教育大数据产品，不断有新的企业涌入市场。此外，教育信息 化、智慧教育的发展也为教育大数据的发展提供支撑。数据显示，中国教育大数据行业市场规模从2015 年的18亿元增长至2024年的535.16亿元，年复合增长率为45.78%。未来，我国教育大数据市场发展前景 广阔，市场规模将持续扩大，预计2025年中国教育大数据行业市场规模将增长至668.96亿元。 相关上市企业：科大讯飞（002230）、拓维信息（002261）、鸿合科技（002955）、豆神教育 （300010）、全通教育（300359）、腾讯控股（00700）、阿里巴巴-W（09988）、百度集团-SW （09888）、佳发教育（300559）、新东方-S（09901）等。 相关企业：三盟科技股份有限公司、广东光大信息科技股份有限公司、北京希嘉创 ...

Market Performance - On December 31, major indices showed volatility, with the Shanghai Composite Index slightly up by 0.09%, while the Shenzhen Component Index fell by 0.58%, the ChiNext Index dropped by 1.23%, and the STAR Market 50 Index decreased by 1.15% [2] - Over 2,300 stocks in the two markets were in the green, with a total trading volume reaching approximately 2.05 trillion yuan [2] AI and Technology Sector - AI application concept stocks led the gains, with BlueFocus (300058.SZ) rising by 20%, iReader Technology (603533.SH) increasing by 10%, and Century Tianhong (300654.SZ) and Chinese Online (300364.SZ) experiencing significant increases [2] - Meta announced the acquisition of the general AI agent platform Manus, marking its third-largest acquisition to date. Manus has processed over 147 trillion tokens and created 80 million virtual computers, serving millions of users [2] Aerospace Sector - The commercial aerospace concept remained active, with Aerospace Universe (688523.SH) rising over 14%, and China Satellite (600118.SH) and Aerospace Development (000547.SZ) both increasing by 10% [2] - On December 31, China successfully launched the Practice-29 satellite using the Long March 7 modified carrier rocket, marking the 623rd flight of the Long March series and a record 73 space launch missions completed in 2025 [3] Aviation and Education Sector - The airport and shipping sector strengthened, with companies like Juneyao Airlines (603885.SH) up by 7.2%, and China Eastern Airlines (600115.SH), China Southern Airlines (600029.SH), and Air China (601111.SH) also seeing gains [4] - The upcoming New Year holiday is expected to drive a surge in passenger traffic, with the Civil Aviation Administration predicting a 4.9% year-on-year increase in passenger throughput from January 1 to 3, 2026 [4] - The education sector also performed well, with Kevin Education (002659.SZ) hitting the daily limit up by 10%, and other companies like Zhonggong Education (002607.SZ) and Dou Shen Education (300010.SZ) showing significant increases [4] - The Ministry of Education plans to advance AI in education, with policies expected to be released next year to promote AI knowledge education and develop a future-oriented education system [4] Declining Sectors - The liquor and pharmaceutical commercial sectors weakened, with companies like Hefei China (603122.SH), Kweichow Moutai (600519.SH), and Gujing Gongjiu (000596.SZ) experiencing declines [5] - The chip and lithium battery sectors also faced downturns, with Saiwei Electronics (300456.SZ) dropping by 9.96%, and other companies like Cambrian (688256.SH), EVE Energy (300014.SZ), and CATL (300750.SZ) also declining [5]

Core Viewpoint - The Robot ETF (159770) has shown significant growth, with a net inflow of funds and a notable increase in its scale and shares, indicating strong investor interest in the robotics sector. Group 1: ETF Performance - As of December 31, 2025, the Robot ETF (159770) recorded a transaction volume of 210 million yuan, with the underlying index (H30590) rising by 0.55% [1] - The Robot ETF (159770) achieved a new high with a total scale of 10.926 billion yuan and 10.311 billion shares as of December 30, marking a significant milestone since its inception [2] - Over the past three days, the Robot ETF (159770) has seen a cumulative net inflow of 325 million yuan, with a year-to-date total net inflow of 8.441 billion yuan, leading among similar products in the Shenzhen market [2] Group 2: Industry Developments - Four government departments have issued a plan to promote digital transformation in the automotive industry, emphasizing the importance of intelligent robots and testing equipment as key areas for technological advancement [3] - The plan encourages the integration of artificial intelligence in various stages of automotive production, aiming to enhance the industry's resilience and safety through innovative applications [3] Group 3: Company Innovations - Dou Shen Education launched its first embodied intelligent product, the "Learning Companion Robot," which sold out within an hour, showcasing the growing demand for AI applications in education [4] - The Learning Companion Robot integrates advanced real-time audio and video technology and features dual large models, indicating a strategic move towards creating a comprehensive AI education ecosystem [4] Group 4: Market Sentiment - Open Source Securities reported a rebound in the humanoid robot sector, with both technical and emotional factors contributing to a significant increase in the sector index [5] - The report anticipates that the industry will reach a technological convergence by 2025 and cross a mass production inflection point by 2026, focusing on the supply chain of Tesla and leading domestic enterprises [5]

Group 1 - The A-share market saw a strong performance in education stocks, with Kevin Education hitting the daily limit, and Dou Shen Education and Zhong Gong Education rising over 5% [1] - Other education companies such as Quanta Education, Chuangye Heima, and Xueda Education also experienced gains of over 2% [1] - The Ministry of Education plans to introduce policies next year related to the integration of artificial intelligence in education, aiming for systematic deployment and advancement of AI in educational applications [1]

格隆汇12月31日｜教育部计划在明年出台相关政策文件，系统部署推进人工智能教育和应用，构建面向 未来的教育体系。豆神教育（维权）（300010.SZ）积极响应政策号召，围绕人工智能在教育行业的应 用，构建"软件+硬件+内容"三位一体AI教育的生态闭环布局。公司学伴机器人深度融合了火山引擎的 实时音视频技术，内置了豆包大模型与智谱AI GLM-4大模型，首发即售罄；自研的"九霄平台"内容生 产系统，可生成个性化千人千面的课程、指导方案、文字读物及AI解题程序等，实现因材施教。 ...

要闻速递 1、两部门：2026年个人购买手机、平板、智能手表手环、智能眼镜等4类产品 给予15%补贴 国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新政策的通知。支持家电以旧换新。个人消 费者购买冰箱、洗衣机、电视、空调、电脑、热水器等6类家电中1级能效或水效标准的产品，按产品销售价格的15%给予 补贴，每位消费者每类产品可补贴1件，每件补贴不超过1500元。支持数码和智能产品购新。个人消费者购买手机、平板、 智能手表手环、智能眼镜等4类产品（单件销售价格不超过6000元），按产品销售价格的15%给予补贴，每位消费者每类产 品可补贴1件，每件补贴不超过500元。支持智能家居产品（含适老化家居产品）购新补贴，具体补贴品类、补贴标准由地 方结合实际自主合理制定。支持汽车报废更新。个人消费者报废登记在本人名下的乘用车，并购买纳入《减免车辆购置税 的新能源汽车车型目录》的新能源乘用车或2.0升及以下排量燃油乘用车的，给予汽车报废更新补贴支持，购买新能源乘用 车补贴车价的12%（最高不超过2万元）、购买2.0升及以下排量燃油乘用车补贴车价的10%（最高不超过1.5万元）。支持 汽车置换更新。个 ...