中公教育上半年新增45个教学服务中心 渠道扩容夯实业务增长基础

Core Insights - In the first half of 2025, the company achieved operating revenue of 1.155 billion, with Q1 revenue of 575 million and Q2 revenue of 580 million, marking two consecutive quarters of positive revenue growth since 2024 [1] - The industry landscape is complex, with expanding recruitment scales creating stable demand, while AI and self-media channels are significantly altering competition dynamics, leading to intensified price competition among smaller institutions [1] - The company has improved its product competitiveness through strategic adjustments, resulting in a training participant increase to 450,000, an 18.42% rise from last year's 380,000 [1] - The company opened 45 new high-quality teaching service centers nationwide, enhancing its offline channel coverage and service capabilities, which supports future recruitment scale expansion and performance growth [1] New Business Developments - The AI employment services segment has shown significant results, with overall sales exceeding 50 million in the first half of the year, driven by a dual approach of hardware and services [2] - R&D investment in Q2 increased by 8.36% compared to Q1, focusing on strategic investments in AI technology for course development, personalized teaching, intelligent Q&A, and employment services [2] - The expanding market for AI-enabled employment services is expected to provide precise support for a broader audience, especially with the upcoming recruitment seasons for civil service and public institutions [2]