智通财经APP获悉，周三，高途(GOTU.US)盘前跌超3%，报2.52美元。消息面上，该公司今日发布截至 2025年9月30日的2025财年第三季度财务报告。财报显示，公司实现收入15.8亿元人民币，同比增长 30.7%;现金收入达11.9亿元，同比增长11.2%。同时，前九个月累计收入44.6亿元，同比增长41%。 本季度，高途在保持收入高速增长的同时，盈利能力显著提升。经调整经营亏损与经调整净亏损同比分 别收窄64.6%和69.9%，经调整净亏损率同比改善29.1个百分点。这一成果得益于公司在产品打磨、师资 建设、AI赋能及精细化运营方面的系统性投入。 ...

本季度，高途在保持收入高速增长的同时，盈利能力显著提升。经调整经营亏损与经调整净亏损同比分 别收窄64.6%和69.9%，经调整净亏损率同比改善29.1个百分点。这一成果得益于公司在产品打磨、师资 建设、AI赋能及精细化运营方面的系统性投入。 周三，高途(GOTU.US)盘前跌超3%，报2.52美元。消息面上，该公司今日发布截至2025年9月30日的 2025财年第三季度财务报告。财报显示，公司实现收入15.8亿元人民币，同比增长30.7%;现金收入达 11.9亿元，同比增长11.2%。同时，前九个月累计收入44.6亿元，同比增长41%。 ...

在专题研讨会上，西安欧亚学院、成都吉利学院等院校代表，分享了各自在产教融合转型升级、数字化教学变革、人才培养创新等方面的成 果。圆桌对话环节，来自学界与产业界的嘉宾跨界碰撞思想，围绕产教融合理论实践、政策落地路径等关键问题深入探讨，为破解产教融合痛 点、构建校企协同新生态提供了多元解决方案。 本次会议聚焦产教融合与科技创新的关键问题，展开了多形式、多层次的跨界交流与思想碰撞，启发了各界对民办高校产教融合与科技创新发 展的新思考，为民办教育发展注入了新的动力与活力，凝聚了共识、汇聚了力量。 新华网沈阳11月15日电 11月12日至14日，中国教育发展战略学会民办教育专业委员会2025年会暨辽宁民办教育产教融合与科技创新发展大会在 沈阳工学院成功举办。本次大会由中国教育发展战略学会民办教育专业委员会与辽宁省民办教育协会联合主办，以"产教融合重塑育才体系 科技 赋能培育创新人才" 为主题，吸引了全国民办教育领域专家学者、院校管理者、行业企业代表等三百余人，共商民办教育高质量发展大计。 大会设置报告会、现场观摩会、平行研讨会、专题研讨会、案例分享、圆桌对话等多形式活动，构建了全方位、多层次的交流平台。 现场观摩会上， ...

Core Viewpoint - The concept of "academic excellence" is evolving to emphasize the importance of self-directed learning as a critical skill for adapting to future societal demands, moving beyond traditional academic achievements [2][3]. Group 1: Self-Directed Learning - Self-directed learning is identified as a high-level ability that cannot be directly taught but must be cultivated through environmental support, deliberate practice, and ongoing guidance [6]. - The process of developing self-directed learning is broken down into four progressive stages: awareness, action, ability, and value system [6][7]. - The current market lacks mature products that systematically cultivate self-directed learning abilities, with existing AI tools primarily focused on efficiency rather than fostering independent thinking [2][3]. Group 2: Onion Academy's Initiatives - Onion Academy has launched the "Self-Learning Breakthrough Plan 1.0," which aims to enhance students' goal orientation, judgment, and self-driven mechanisms, distinguishing itself from existing AI tools focused on efficiency [3][5]. - The upgraded AI learning companion system follows a structured approach to support students in transitioning from awareness to behavior shaping, ultimately forming a stable value system [7][9]. - The AI learning companion includes various intelligent modules designed to address specific learning scenarios, transforming them into opportunities for cultivating self-directed learning abilities [9][11]. Group 3: Data-Driven Insights - Onion Academy has built a substantial data foundation, comprising over 500 billion real learning behavior data points, which enhances the effectiveness of its educational models [14][15]. - This extensive dataset allows for a deep understanding of student learning patterns, enabling the AI learning companion to adaptively adjust learning paths and reinforce weak areas across different modules [15]. Group 4: Incentive Mechanisms - The company has developed a diverse incentive system to facilitate the transition from "learning to learn" to "voluntarily learning," addressing the varied motivations of students [16][17]. - Emotional support is integrated into the learning experience through the "Emotional Tree Hole" module, which provides timely responses to students' emotional needs, enhancing the overall learning environment [17]. Group 5: Role of Parents and Teachers - In the context of AI-enhanced education, the roles of parents and teachers are evolving; parents are encouraged to support and listen rather than directly intervene in teaching [19][20]. - Teachers are transitioning from knowledge transmitters to facilitators of learning, focusing on guiding students through the learning process rather than delivering content [20][21].

华南师大校长杨中民介绍，将在已有合作基础上加快推进华南师大国际教育创新港（中国澳门）建设， 依托国优书院和创新人才培养中心、港澳研究中心（中国澳门）、教师发展中心协同机制，探索粤澳教 育融合发展新路径。 启动仪式后，来自华南师大、澳门东南学校以及澳门大学附属应用学校的3位嘉宾围绕AI赋能教育等话 题作演讲。现场还进行了《滋兰树蕙四十载——华南师范大学与澳门合作办学图略（1985-2025）》新 书预告。 应澳门中华教育会邀请，华南师大1985年在澳门正式开始办学，为当地在职教师提供培训以提升基础教 育师资水平。 新华社澳门10月25日电（记者齐菲、刘刚）华南师范大学在澳门办学40周年系列活动25日在澳门科学馆 启动。系列活动由澳门中华教育会主办，包括教育论坛、合作签约、华南师大国际教育创新港（中国澳 门）授牌等内容。 澳门中华教育会会长郑洪光在启动仪式现场致辞表示，1985年华南师大开启内地高校在澳门办学先河， 架起一座连接内地与澳门教育交流的桥梁。华南师大将优质师范教育资源和先进教育理念引入澳门，为 澳门培养了数以千计的优秀教师。 ...

前几天刷到有人说，最近考试时做古诗赏析题，结果赏析的是AI编的"古诗"。 听起来实在离谱。 这首诗我确实没见过，为此还特意去搜索了一番，古诗词网站上都查无此诗。 换用诗名《斑竹管笔》进行检索，只能找到宋朝诗人梅尧臣的一首五言律诗。两模两样。 诗人李纲确有其人，又名梁溪先生，但搜索他的著作，没有同名诗词的痕迹。 李纲本人是抗金名将，写诗风格也很豪迈，用词大刀阔斧，全是爱国忧思，和试卷中这首诗的风格也相差甚远。 虽然历史上不会只有一个李纲，但重重疑点叠加起来，都指向"这首诗不存在"。 不光是诗歌本身，试卷给出的答案也充斥着AI生成的痕迹，"不是正常会用的语法"。 讽刺的是，这场考试并不是什么随堂小测，而是安徽六校联考中的题目。直到现在，还有不少学校的学生在做同一套卷子。 我又去查了一下，这事还不是孤例。今年春天，湖北省有一场七市州高三联考，语文试卷中也出现了疑似AI创作的伪唐诗。作者王晦之，诗名《秋江别 友》。 同样是在古诗词范畴内，查无此诗。唯一能查到的那位历史上有记载的那位王晦之，还是个北魏人啊。 相关工作人员给出的解释是，这首诗的来源是某位研究生导师的讲课稿，采用了唐诗风格，确实是原创，但大家依旧持怀疑态度 ...

Group 1: Education System Development - The construction of a high-quality education system in China has shown significant progress, with the gross enrollment rate for preschool education reaching 92% and over 12 million children benefiting from one year of free preschool education [1] - Basic education has achieved a balanced development across 2,895 counties, reaching the average level of high-income countries [1] - The gross enrollment rate for higher education has reached 60.8%, indicating a shift towards widespread access to higher education [1] Group 2: Technological Integration in Education - The integration of AI in traditional teaching methods is transforming classrooms, allowing for interactive learning experiences such as 3D visualizations and personalized exercises [2] - Digital technologies are being incorporated throughout the school, including smart grading, precise assignment distribution, and dynamic learning analysis [6] Group 3: Teacher Recruitment and Support - To address the challenge of retaining teachers, the school has implemented a comprehensive strategy that includes targeted recruitment from universities and support measures such as housing and research funds [7] - The school has successfully recruited over 100 new teachers in the past five years, enhancing the quality of education [7] Group 4: Extracurricular Activities and Student Development - The school offers a variety of facilities and over 40 specialized clubs, promoting a well-rounded education that fosters innovation [10] - Students are actively engaged in extracurricular activities, such as preparing for cultural events and participating in various clubs, which contribute to their overall development [12]

Core Viewpoint - The company has demonstrated significant revenue growth and profitability in the first half of 2025, driven by its educational services and AI integration [4][5]. Revenue Performance - In H1 2025, the company achieved a revenue of 920 million yuan, representing a year-on-year increase of 188.9% [4]. - The revenue breakdown shows that quality education, full-time review, and tutoring projects generated 723 million, 101 million, and 89 million yuan respectively, with year-on-year growth rates of 513.1%, -18.3%, and 17.6% [5]. Profitability Analysis - The gross margin for H1 2025 was 45.0%, a slight increase of 0.1 percentage points year-on-year, with all business segments showing improved margins [6]. - The net profit margin for H1 2025 was 16.5%, down 0.7 percentage points year-on-year, primarily due to increased investments in regional expansion, research, and AI [6]. Market Expansion and AI Integration - The company plans to deepen its market presence in the Greater Bay Area, leveraging population growth and educational demand, particularly in Guangzhou, Shenzhen, and Foshan [7]. - Future AI applications in education will include personalized question recommendations and AI companions, enhancing the personalization of teaching and service experience [7]. Shareholder Returns - The company has announced a three-year dividend plan, committing to gradually increase the payout ratio to 50%, 60%, and 70% from 2024 to 2026, reflecting management's confidence in future growth [8].

Core Viewpoint -卓越教育 Group achieved significant revenue growth in H1 2025, with total revenue reaching 920 million yuan, a year-on-year increase of 188.9%, and a net profit of 150 million yuan, up 177.4% [1] Revenue Breakdown - In H1 2025, revenue from various segments included 723 million yuan from quality education, 101 million yuan from full-time review, and 89 million yuan from tutoring projects, reflecting year-on-year changes of +513.1%, -18.3%, and +17.6% respectively [1] - The overall revenue growth was driven by improved product and service quality in comprehensive quality education, successful market expansion in Guangzhou, Shenzhen, and Foshan, and the effective application of AI technology in teaching and marketing [1] Profitability Metrics - The gross margin for H1 2025 was 45.0%, a slight increase of 0.1 percentage points year-on-year, with all business segments showing improved gross margins [1] - The net profit margin for H1 2025 was 16.5%, down 0.7 percentage points year-on-year, primarily due to increased investments in regional expansion, research, and AI [2] Future Outlook - The company plans to continue deepening its presence in the Greater Bay Area, leveraging population growth and educational demand, with a focus on expanding in Guangzhou, Shenzhen, and Foshan [2] - The company aims to enhance AI applications in education, introducing features like "personalized question generation" and "AI study companions" to improve service experience [2] - A three-year dividend plan has been announced, with a commitment to gradually increase the payout ratio to 50%, 60%, and 70% from 2024 to 2026, reflecting management's confidence in future growth [2] Profit Forecast and Valuation - The company is projected to maintain high growth in the second half of the year, with net profit forecasts for 2025, 2026, and 2027 at 333 million yuan, 423 million yuan, and 502 million yuan respectively [3] - The current stock price corresponds to price-to-earnings ratios of 12x, 10x, and 8x for 2025, 2026, and 2027, respectively, maintaining a "buy" rating [3]

Investment Rating - The report maintains a "Buy" rating for 卓越教育集团 (Excellence Education Group) [5] Core Views - The company achieved a revenue of 920 million CNY in H1 2025, representing a year-on-year increase of 188.9%, and a net profit of 150 million CNY, up 177.4% year-on-year [1] - The rapid growth in quality education services and significant results from AI empowerment are highlighted as key drivers of revenue growth [1][2] - The company is focusing on deepening its market presence in the Greater Bay Area, particularly in Guangzhou, Shenzhen, and Foshan, leveraging local courses and brand influence [3] Revenue and Profitability - In H1 2025, the revenue breakdown by business segments shows quality education at 723 million CNY (up 513.1%), full-time review at 101 million CNY (down 18.3%), and tutoring projects at 89 million CNY (up 17.6%) [1] - The gross margin for H1 2025 was 45.0%, a slight increase of 0.1 percentage points year-on-year, with all business segments showing improved margins [2] - The net profit margin for H1 2025 was 16.5%, down 0.7 percentage points year-on-year, primarily due to increased investments in regional expansion, research, and AI [2] Future Outlook - The company plans to continue enhancing AI applications in education, with upcoming features like "personalized question recommendations" and "AI study companions" to improve service experience [3] - A three-year dividend plan has been announced, with a commitment to gradually increase the payout ratio to 50%, 60%, and 70% from 2024 to 2026, reflecting management's confidence in future growth [3] Financial Projections - The projected net profits for 2025, 2026, and 2027 are 333 million CNY, 423 million CNY, and 502 million CNY respectively, with corresponding P/E ratios of 12x, 10x, and 8x [3][4]