AI与标准双轮驱动下，学习机行业正驶入“快车道”

Core Insights - The learning machine market in China is experiencing rapid growth driven by user demand, accelerated application of large models, and national subsidy policies, with sales projected to rise from 3.342 million units in 2021 to 5.923 million units by 2024, reflecting a compound annual growth rate of 21% [1] - The industry is shifting focus from price and channel competition to higher dimensions such as content resources, AI applications, and industry standards [1] - Companies that maintain product and operational leadership while participating in industry standard formulation gain dual authority in technology maturity and market recognition [1] Industry Developments - In 2025, multiple industry standards and evaluation systems will be launched, with the China Academy of Information and Communications Technology collaborating with leading companies to establish technical specifications and assessments in AI learning machines and educational intelligent agents [1] - The "AI Super Teacher" from Zuoyebang learning machine became one of the first brands to pass the evaluation by the China Academy of Information and Communications Technology, focusing on educational applications and demonstrating strong performance in real learning scenarios [3] Market Strategy - Zuoyebang adopted a unique pricing strategy by launching its first AI learning machine in the 2000-3000 yuan range, targeting the demand for high-quality educational resources in lower-tier cities [4] - As of the first quarter of 2025, the 2000-4000 yuan price segment accounted for 57.2% of the market, with Zuoyebang holding a 46.7% market share in this segment [4] Channel Development - The learning machine market is transitioning from primarily online channels to a more integrated online and offline approach, with an increasing emphasis on offline experiences and services [7] - Zuoyebang has been one of the first brands to establish offline channel layouts, covering most prefecture-level cities in China, which serve as key points for brand experience and customer service [7][8] User-Centric Approach - The development of large model technology, diverse user needs, and upgraded channel systems are reshaping the growth logic of the learning machine industry [9] - Zuoyebang's sustained leadership is attributed to its focus on user needs, from targeting the mass market to building AI capabilities and establishing a comprehensive online and offline operational framework [9]