每经AI快讯，1月8日，科德教育公告称，公司控股股东、实际控制人吴贤良先生与深圳华芯未来投资 合伙企业（有限合伙）、中国东方国际资产管理有限公司签署了《股份转让协议》。吴贤良先生拟将其 持有的公司7758万股无限售条件流通股转让给华芯未来和东方国际资管，其中华芯未来协议受让公司 6113万股股份，占公司股份总数的18.5716%，东方国际资管协议受让公司1646万股股份，占公司股份 总数的5.0000%。若本次股份转让最终实施完成，公司控股股东、实际控制人将发生变更，华芯未来将 成为公司控股股东，公司实际控制人将变更为周启超。上市公司原有业务经营设三年过渡期。截至本公 告披露日，除《股份转让协议》中"原有业务及相关承诺"相关约定外，华芯未来及其一致行动人东方国 际资管无其他在未来12个月内对上市公司或其子公司的资产和业务进行出售、合并、与他人合资或合作 的计划，或上市公司拟购买或置换资产的重组计划。 ...

重要内容提示： 1、本次交易方案：苏州科德教育科技股份有限公司（以下简称"公司" 或"上市公司"）控股股东、实际控制人吴贤良先生于2026年1月8日与深圳华 芯未来投资合伙企业（有限合伙）（以下简称"华芯未来"）、中国东方国际资 产管理有限公司（以下简称"东方国际资管"）签署了《关于苏州科德教育科 技股份有限公司的股份转让协议》（以下简称"《股份转让协议》"）。吴贤良先 生拟以协议转让方式将其持有的公司77,584,267股无限售条件流通股（占公 司股份总数的23.5716%）分别转让给华芯未来和东方国际资管，其中华芯未 来协议受让公司61,127,100股股份，占公司股份总数的18.5716%，东方国际 资管协议受让公司16,457,167股股份，占公司股份总数的5.0000%。 2、控制权变更：若本次股份转让最终实施完成，公司控股股东、实际控 制人将发生变更，华芯未来将成为公司控股股东，公司实际控制人将变更为 周启超。根据华芯未来和东方国际资管签署的《一致行动协议书》，东方国际 资管同意受让取得上市公司上述股份后在上市公司决策时与华芯未来保持一 致行动。 3、股份锁定：华芯未来及其一致行动人东方国际资管已 ...

Market Overview - The education sector increased by 0.7% on January 6, with BoRui Communication leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] Individual Stock Performance - BoRui Communication (600880) closed at 5.63, up 3.68% with a trading volume of 1.6943 million shares and a transaction value of 970 million [1] - Kevin Education (002659) closed at 6.20, up 2.99% with a trading volume of 616,000 shares and a transaction value of 377 million [1] - China High-Tech (600730) closed at 12.01, up 2.21% with a trading volume of 447,600 shares and a transaction value of 529 million [1] - Other notable stocks include Chuangye Dengdiao (300688) at 30.19, up 1.55%, and *ST ChuanZhi (003032) at 6.46, up 1.10% [1] Capital Flow Analysis - The education sector experienced a net outflow of 198 million from institutional investors, while retail investors saw a net inflow of 225 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Detailed Capital Flow by Stock - China High-Tech (600730) had a net outflow of 43.67 million from institutional investors, with a retail net outflow of 32.96 million [3] - Kede Education (300192) saw a net inflow of 12.35 million from institutional investors, while retail investors had a net outflow of 25.61 million [3] - *ST Guohua (600636) reported a net inflow of 9.53 million from institutional investors, with a significant retail outflow of 8.60 million [3] - Action Education (605098) had a net inflow of 4.81 million from institutional investors, while retail investors experienced a net outflow of 12.62 million [3]

Core Insights - The report emphasizes the importance of proactive discovery in the financial market rather than merely relaying information [2] Macro News Summary - The first batch of 625 billion yuan of ultra-long special government bonds for supporting the consumption upgrade plan has been allocated ahead of schedule for 2026 [6] - In 2026, continued support for new energy city buses and battery updates has been announced by two departments [7] - Four departments are promoting the large-scale application of intelligent robots in welding, spraying, and assembly in the automotive industry [7] Industry Latest Developments - The Ministry of Education will systematically promote artificial intelligence education and applications, with related stocks including Dou Shen Education (300010) and Kede Education (300192) [9] - Four departments are pushing for the large-scale application of intelligent robots in various segments of the automotive industry, with related stocks including Junsheng Electronics (600699) and Sanhua Intelligent Control (002050) [9] - A new type of simulation computing chip has been successfully developed in China, achieving a thousand-fold increase in energy efficiency, with related stocks including Shengbang Co., Ltd. (300661) and Tulan Micro (600460) [9] Focus on Listed Companies - Lexin Technology (688018) announced a partnership with Bosch Sensortec to jointly launch an innovative human-machine interaction solution based on motion perception and large model capabilities [11] - Robotec (300757) stated on its interactive platform that the world's first 300mm double-sided wafer testing platform, developed in collaboration with TSMC and NVIDIA, has completed reliability testing [11] - Xicai Testing (301306) has officially signed a strategic cooperation agreement with Shaanxi Huada, moving from single business cooperation to a new stage of comprehensive and in-depth collaborative development [11] Market Review and Outlook - On December 31, the total trading volume of the two markets was 20,451 billion yuan, with 2,359 stocks rising and 2,608 stocks falling. The net capital outflow was 546.32 billion yuan, with a decrease in trading volume of 972 billion yuan compared to the previous day [13] - The Shanghai Composite Index opened slightly higher but showed a narrow range of fluctuations, forming a doji candlestick pattern, while the Shenzhen Component Index opened higher but closed lower [13] - Market hotspots included satellite navigation, AI agents, and commercial aerospace sectors, which saw significant capital inflows, while sectors like pharmaceuticals and liquor experienced declines [13] - The report indicates that if the Shanghai Composite Index cannot maintain volume to absorb profit-taking pressure, it may test the strong support level of 3,930 points [14]

证券之星消息，12月25日教育板块较上一交易日上涨0.4%，科德教育领涨。当日上证指数报收于 3959.62，上涨0.47%。深证成指报收于13531.41，上涨0.33%。教育板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300192 | 科德教育 | 21.28 | 2.95% | 21.46万 | 4.54亿 | | 600730 | 中国高科 | 12.08 | 2.55% | 76.07万 | 9.04亿 | | 300338 | ST开元 | 3.88 | 1.57% | 5.26万 | 2024.36万 | | 300688 | 创业要号 | 28.70 | 1.56% | 7.47万 | 2.15亿 | | 603377 | ST东时 | 3.79 | 0.53% | 4.88万 | 1854.28万 | | 002093 | 国脉科技 | 11.52 | 0.44% | 24.39万 | 2.80亿 | | 605098 | 行动教育 | 41.95 | ...

Group 1 - The report emphasizes the "Three-dimensional Resonance" in the education industry, driven by policy improvements, supply-side clearing, and demand release, indicating a shift from policy-driven to performance-driven investment logic [8][12][58] - The "AI + Education" trend is highlighted as a significant growth opportunity, with major companies actively investing in AI technologies and educational hardware, positioning themselves to benefit from this integration [8][19][24] - The report predicts a "golden decade" for the high school and college entrance examination markets due to demographic changes, with a significant increase in the number of students entering these systems [33][34] Group 2 - The education sector is experiencing a recovery, characterized by a "survivor takes all" phenomenon, where remaining companies are expected to benefit significantly from the market rebound [9][58] - The report identifies four key variables—new enrollments, renewal rates, average revenue per user, and course scheduling—that determine the profitability of education companies, indicating strong performance potential [8][12][58] - The report recommends specific companies such as Kevin Education, Action Education, Xueda Education, and Huatu Shanding for investment, while suggesting a cautious approach towards companies like Angli Education and Kede Education [3][12][11] Group 3 - The report outlines the positive impact of recent policy changes, including the recognition of reasonable demand for extracurricular training, which is expected to foster a healthier development environment for the education sector [58][62] - The introduction of a national childcare subsidy program is expected to stimulate demand for early childhood education, further supporting the education market [63][64] - The report notes that the public examination market is becoming increasingly competitive, with a significant rise in the number of candidates, indicating strong growth potential for companies involved in civil service exam training [55][51][56] Group 4 - The report highlights the rapid growth of the AI hardware market in education, projecting a market size exceeding 100 billion yuan by 2025, driven by technological advancements and increasing demand [29][30] - The report discusses the emergence of various AI educational models and products from leading companies, indicating a trend towards innovative educational solutions that leverage AI technology [24][28][27] - The report emphasizes the importance of integrating AI into educational practices, suggesting that companies that effectively adopt these technologies will enhance their competitive edge and operational efficiency [19][24][8]

从资金流向上来看，当日教育板块主力资金净流入8897.44万元，游资资金净流出9332.21万元，散户资金 净流入434.78万元。教育板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300010 | 豆神教育 | 7.02 | 4.00% | 107.88万 | 7.44亿 | | 300192 | 科德教育 | 20.17 | 3.92% | 29.31万 | 5.76 Z | | 605098 | 行动教育 | 41.92 | 3.43% | 1.46万 | 6058.29万 | | 600880 | 博瑞传播 | 4.96 | 1.85% | 1 21.01万 | 1.03亿 | | 600636 | *ST国化 | 8.37 | 1.82% | 2.86万 | 2383.31万 | | 003032 | *ST传智 | 6.14 | 0.99% | 5.37万 | 3254.29万 | | 002093 | 国脉科技 | 11.54 | 0.70% | 41. ...

证券日报网讯12月12日，科德教育（300192）在互动平台回答投资者提问时表示，公司管理团队将继续 秉持稳健经营，聚焦核心业务发展，持续关注新兴产业和新兴技术，以良好的经营业绩保障全体股东的 合法权益。 ...

证券日报网讯12月12日，科德教育（300192）在互动平台回答投资者提问时表示，截至2025年12月10日 公司股东人数为43881户。 ...

Core Viewpoint - The education sector has experienced a significant surge, with companies like Zhonggong Education hitting the daily limit, while others such as Doushen Education, Xueda Education, Kede Education, Quantu Education, and Angli Education also saw substantial increases [1] Group 1 - Zhonggong Education reached its daily limit, indicating strong market interest and investor confidence [1] - Other education companies, including Doushen Education and Xueda Education, also experienced notable stock price increases, reflecting a broader positive trend in the education sector [1] - The overall performance of the education sector suggests a potential recovery or growth phase, attracting attention from investors [1]