【大涨解读】教育：国内教育龙头AI爆款产品频出，行业供需错配背景下，AI+有望带来大量优质供给

Group 1 - On July 18, the A-share education sector saw a collective surge, with companies like Kevin Education and Century Tianhong hitting the daily limit, while others such as Huayu Software and Zhengyuan Wisdom also experienced significant gains [1] - Chalkboard, a Hong Kong-listed company, saw its stock rise over 6% on July 18, following a cumulative increase of over 26% in the previous two trading days. The company launched the AI System Class 3.0, which aims to create an intelligent preparation loop with a projected sales contribution of over 100 million yuan for the year [2] - Dou Shen Education announced the launch of its AI-Class new species, which will open on July 21, aiming to create a "one-on-one" customized AI classroom experience. The product generated over 30 million yuan in sales within six days of trial broadcasting, with annual sales expected to exceed 100 million yuan [2] Group 2 - AI education and online education are both driven by technological changes, but AI education faces a more severe supply-demand mismatch post "double reduction" policy. The focus is now on improving overall supply efficiency [4] - The "AI + Education" sector is entering a period of technological dividend release and ecosystem restructuring, with AI expected to significantly enhance educational processes and systems [4] - Beneficiaries of the AI + education trend are categorized into two segments: consumer-facing training institutions and B2B device companies, with the latter benefiting from the introduction of AI applications in educational settings [4]