CSC(SH:601066) Zheng Quan Shi Bao Wang·2025-03-03 23:54Core Insights - The report from CITIC Securities highlights that learning is a slow process with counterintuitive characteristics, but each technological innovation brings significant changes to the education industry [1] - The advent of ChatGPT marks the beginning of the generative AI era, while DeepSeek significantly reduces costs, indicating an imminent transformation in AI education [1] - CITIC Securities believes that AI will more easily replace tutoring teachers than main instructors, suggesting that in the future, every student may require an AI learning assistant [1] AI Education Development - Currently, AI education has matured in areas such as photo-based question searching, error correction, assessments, and personalized Q&A, while there is still room for improvement in precise learning [1] - The greatest potential for AI education lies in the extracurricular learning assessment segment, with commercial directions including: 1. Intelligent educational hardware supported by large models, which may replace tutoring teachers' roles (Q&A, grading, assessments, practice processes) and some teaching roles (knowledge delivery, learning processes) [1] 2. AI education software applications tailored for specific educational scenarios (language learning, Q&A) [1] 3. B2B application scenarios [1]