传媒：AI教育崛起：“好未来”领跑

Investment Rating - The industry rating is "Outperform the Market" [7] Core Insights - The demand for AI large model manufacturers primarily requires talents in mathematics, computer science, and other STEM fields [3] - Universities are expanding undergraduate enrollment, focusing on foundational and AI-related disciplines to meet the demand for skilled professionals in emerging technologies [4] - AI education is penetrating primary education, with initiatives to incorporate AI into the curriculum, as announced by the Ministry of Education [5] - The company "TAL Education" is leading the "AI Education" sector, actively developing AI and robotics training courses to adapt to the AI era [6] Summary by Sections Industry Dynamics - AI large model manufacturers are seeking professionals with backgrounds in mathematics and computer science, as evidenced by the educational backgrounds of teams at OpenAI and Deepseek [3] - The Chinese government has initiated policies to expand quality undergraduate education, particularly in foundational and AI-related subjects [4] - The Ministry of Education has announced the formal introduction of AI education in primary schools, with cities like Beijing and Shanghai implementing AI general education courses [5] Company Focus - TAL Education is at the forefront of the "AI Education" industry, enhancing its curriculum to include programming, robotics, and scientific thinking [6] - The company has launched the MathGPT model, focusing on mathematics, and has developed the "Xueersi Learning Machine" to upgrade its AI capabilities [6] Investment Suggestions - Suggested companies to watch include Rongxin Culture, Century Tianhong, Jiafa Education, Shengtong Co., Southern Media, and ChuanZhi Education [7]