竞业达:公司将发挥场景链条、训练数据及大模型技术优势,把握市场机遇

Core Viewpoint - The company anticipates significant growth in the education market driven by an expanding base of students and the demand for smart classrooms and AI-enabled teaching applications [1] Industry Insights - The number of candidates and enrolled students is expected to continue increasing in the coming years, leading to a release of demand for the construction of new schools and campuses [1] - The penetration rate of smart classrooms is currently below 20%, compared to nearly 70% for multimedia classrooms, indicating substantial room for growth [1] - Supportive policies such as the "Education Strong Nation 2035" initiative and the push for digital education and AI integration are expected to contribute to considerable market expansion [1] Market Opportunities - There is a structural shift in user demand towards smart classrooms and AI-driven educational systems, which will create new opportunities for the industry [1] - The demand for evaluation and assessment services based on new technologies and models is expected to rise, further benefiting the sector [1] - The emergence of AIGC and large models is anticipated to reshape the competitive landscape of the market [1] Company Strategy - The company plans to leverage its advantages in scenario chains, training data, and large model technology to seize market opportunities and enhance its competitiveness within the industry [1]