雄安新区专题研究：雄安新区数字基础设施底座坚实，智慧教育产业未来可期

Investment Rating - The investment rating for the industry is "Positive" [9] Core Insights - The digital infrastructure in Xiong'an New Area is robust, facilitating the development of the smart education industry. The integration of technologies such as high-speed networks, AI, big data, and cloud computing is essential for building a smart education service system [5][7] - Xiong'an New Area is strategically positioned to absorb high-quality educational resources from Beijing, with several universities already establishing campuses in the area. This influx of educational resources creates a vast market space for the smart education industry [6][20] - The smart education industry in Xiong'an is expected to grow significantly due to the deep integration of educational resources in the Beijing-Tianjin-Hebei region, advanced digital infrastructure, and the alignment with new-generation information technology industries [7][56] Summary by Sections 1. Layout of Smart Education Industry in Xiong'an - The integration of advanced technologies in education is driving a transformation towards smart education, which is seen as a key engine for high-quality educational development [16] - Xiong'an has implemented various policies to promote smart education, including the establishment of smart campuses and educational service systems [17] 2. Promotion of Smart Education and Market Potential - China has a vast number of students, with a total of 290.93 million enrolled across various educational levels in 2023, indicating a large market for smart education [22] - Education funding in China has increased significantly, from 303.65 billion in 2013 to 645.95 billion in 2023, with a compound annual growth rate of 7.84%, supporting the growth of smart education [26] 3. Technology-Intensive Smart Education Industry - The smart education technology architecture is structured into four layers: terminal, network, platform, and application, which collectively support a comprehensive smart education system [41] - The industry chain for smart education involves various stakeholders, including software and hardware manufacturers, educational content providers, and end-users, ensuring tight collaboration across the chain [51] 4. Investment Recommendations - The concentration of quality educational resources in Xiong'an is expected to create substantial market demand for the smart education industry, allowing for rapid market responsiveness and cost reduction [7][56] - The advanced digital infrastructure in Xiong'an is capable of meeting the real-time data transmission and analysis needs of smart education, further enhancing its growth prospects [7][56]