政策明确支持中小学AI教育，教育及出版公司受益

Investment Rating - The industry investment rating is "Overweight," indicating that the industry is expected to grow at a rate higher than the CSI 300 index over the next six months [2][70]. Core Insights - The Ministry of Education has issued a notice to strengthen AI education in primary and secondary schools, outlining six main tasks and measures, including the development of a systematic curriculum and the promotion of AI in classrooms. This policy aims to foster a positive educational environment and enhance students' abilities to use AI [40][41]. - The report highlights two main investment themes: 1. Strengthening AI training in primary and secondary schools, which will benefit AI education and publishing companies. The combination of favorable policies, supply clearing, performance recovery, and AI empowerment is expected to enhance educational quality and efficiency [2][41]. 2. The booming ice and snow tourism market, driven by high-quality tourism product supply and increasing consumer demand, is anticipated to become a new growth point for China's tourism economy [41][46]. Market Performance Review - The social services sector index increased by 4.51% this week, ranking 4th among 31 first-level industries in the Shenwan classification. The sub-industry performance showed that hotel and catering led with a 6.14% increase, followed by tourism and scenic spots at 3.99% [22][30][32]. - The top five performing stocks in the social services sector included Xiangyuan Cultural Tourism (+21.69%), Xian Catering (+19.82%), and Dalian Shengya (+18.05%) [34]. Industry News Dynamics - The report discusses the recent developments in the education sector, particularly the emphasis on AI integration in educational practices, which is expected to drive demand for related applications and systems [40][41]. - The ice and snow tourism sector is experiencing significant growth, with hotel bookings for skiing in northern regions increasing by 22% compared to last year, indicating a strong consumer interest in winter tourism [46].