Zheng Quan Shi Bao·2025-04-23 18:12Core Insights - The artificial intelligence education industry is experiencing rapid growth, driven by policy support and an increase in the number of related companies, which has grown by over 10% year-on-year [1][3]. Policy Support - The Ministry of Education has introduced new undergraduate programs focused on artificial intelligence, emphasizing its role in economic and social development [2]. - Multiple regions are actively implementing pilot programs for AI in education, with initiatives in provinces like Zhejiang, Heilongjiang, and Guangdong aimed at creating a collaborative AI education ecosystem [2]. Market Growth - As of April 23, there are 204,400 existing smart education-related companies in China, reflecting a year-on-year growth of 10.84% [3]. - The average stock price increase for 28 AI education concept stocks in the A-share market is approximately 4.97% since the beginning of the year, with notable performers like Tuowei Information and Xinkai Pu seeing over 50% cumulative growth [3][4]. Company Performance - Among the companies reporting for the 2024 fiscal year, Dou Shen Education is expected to achieve a net profit of between 145 million to 185 million yuan, representing a year-on-year growth of 358.93% to 485.54% [4]. - A total of 24 companies have reported their earnings, with over 40% showing positive growth in net profit [3]. Institutional Interest - Ten AI education concept stocks have attracted significant institutional attention, with Keda Xunfei leading with 191 institutional surveys [5]. - Keda Xunfei has made advancements in AI learning machines, enhancing homework correction and personalized learning [5][6]. - New Open has launched a comprehensive AI solution matrix for smart campuses, while Yuntian Lifeng-U is collaborating with Huawei to develop AI projects [6].