Core Insights - The "AI + Education" sector is experiencing a significant value reassessment driven by technological advancements and policy support, particularly with the introduction of DeepSeek, which reduces the cost of AI model development and deployment [1] - The Ministry of Education and other departments have issued guidelines to accelerate digital education, focusing on integration, intelligence, and internationalization, which is expected to stimulate the application of AI in education [1] Company Developments - NetDragon has been a pioneer in the "AI + Education" field, having invested in AI research since 2017 and successfully commercializing various AI educational products [1][2] - The company aims to establish the largest global education content production center in Hong Kong, enhancing the efficiency and quality of interactive educational games [2] - NetDragon's AI education content unit, "Photosynthesis," was showcased at the Global Smart Education Conference in September 2024, highlighting the company's innovative capabilities [2] Strategic Partnerships - NetDragon is collaborating with Thailand's Ministry of Higher Education to launch an online AI education platform, providing vocational training in sectors like new energy vehicles, aligning with national policies for developing skilled talent in emerging markets [2] - The company has formed a strategic partnership with Hong Kong Polytechnic University to integrate advanced AI and vocational training content into its education platforms [2] Technological Integration - NetDragon's subsidiary, Mynd.ai, has been independently listed and is set to launch new SaaS products that will incorporate AI technology, enhancing the educational experience for users [3] - The company is a technical service partner for the National Smart Education Public Service Platform, which has over 163 million registered users, indicating its significant role in the national education framework [3][4] Market Positioning - NetDragon has established a strong foundation in educational technology, with over a decade of experience in content, software, and hardware, positioning itself to benefit from the dual support of technological advancements and favorable policies [4] - The company has been recognized for its collaboration with educational institutions to develop modern industry colleges, showcasing its commitment to integrating education with industry needs [5] Financial Performance - NetDragon's gaming sector is also benefiting from AI applications, with popular games like "Heroes of the Storm" integrating AI features to enhance player experience [6] - The company has a history of consistent dividend payments, with a proposed annual dividend of 0.9 HKD per share for 2024, reflecting a dividend yield of over 9% [6]

意见明确，面向数字经济和未来产业发展，优化高等教育学科专业设置，超前布局数字领域学科专业， 一体化推进人才培养、科技创新、技术研发和成果转化。面向先进制造业和现代服务业数字转型需要， 动态调整职业教育专业，赋能产教深度融合。以人工智能技术推动科研范式变革，提高科研组织效率， 提高成果转化效率，衍生学科增长点，助力建设一批新兴学科、交叉学科。 转自：新华网 记者从教育部获悉，为开辟教育发展新赛道和塑造发展新优势，全面支撑教育强国建设，教育部等九部 门发布关于加快推进教育数字化的意见，提出全面推进智能化，促进人工智能助力教育变革，推动学科 专业数字化升级和科研范式变革。 在推动课程、教材、教学数字化变革方面，意见提出，要完善知识图谱，构建能力图谱，深化教育大模 型应用，推动课程体系、教材体系、教学体系智能化升级，将人工智能技术融入教育教学全要素全过 程，推动科技教育和人文教育融合。 教育部科学技术与信息化司司长周大旺表示，教育数字化是当代发展的必然趋势，它不仅是教育领域的 一场技术革命，更是教育理念、教学模式、教育治理等方面的深刻变革。随着信息技术的飞速发展，数 字化为教育带来了前所未有的机遇，让优质教育资源能够 ...

新华社北京4月16日电 （记者 朱高祥、施雨岑）记者16日从教育部获悉，为开辟教育发展新赛道和 塑造发展新优势，全面支撑教育强国建设，教育部等九部门发布关于加快推进教育数字化的意见，提出 全面推进智能化，促进人工智能助力教育变革，推动学科专业数字化升级和科研范式变革。 教育部科学技术与信息化司司长周大旺表示，教育数字化是当代发展的必然趋势，它不仅是教育领 域的一场技术革命，更是教育理念、教学模式、教育治理等方面的深刻变革。随着信息技术的飞速发 展，数字化为教育带来了前所未有的机遇，让优质教育资源能够更加公平惠及每一个学习者，为个性化 学习、精准教学提供了可能，也为办好人民满意的教育奠定了基础。 意见明确，面向数字经济和未来产业发展，优化高等教育学科专业设置，超前布局数字领域学科专 业，一体化推进人才培养、科技创新、技术研发和成果转化。面向先进制造业和现代服务业数字转型需 要，动态调整职业教育专业，赋能产教深度融合。以人工智能技术推动科研范式变革，提高科研组织效 率，提高成果转化效率，衍生学科增长点，助力建设一批新兴学科、交叉学科。 在推动课程、教材、教学数字化变革方面，意见提出，要完善知识图谱，构建能力图谱， ...

Group 1 - The media sector experienced a significant rise on the 16th, with notable stock increases for companies such as DuKe Culture (301025) up over 10%, and Reader Media (603999) hitting the daily limit [1] - The Ministry of Education and nine other departments recently released opinions to accelerate the digitalization of education, emphasizing the integration of artificial intelligence in educational frameworks [1][2] - The initiative includes the construction of high-quality, self-controlled datasets and the enhancement of algorithm safety assessments to ensure correct value guidance [1] Group 2 - The plan aims to promote the digital transformation of courses, teaching materials, and teaching methods, integrating AI technology throughout the educational process [2] - It includes the development of a national talent supply and demand big data platform to optimize professional layouts, subject settings, and enrollment scales, thereby enhancing graduate employment quality [2] - The establishment of a national discipline big data information resource library and a monitoring system for discipline development based on big data is also part of the initiative [2]

Group 1 - The core viewpoint of the articles highlights the successful implementation of the Xiwo digital teaching solution by the company in countries like Indonesia and Thailand, contributing to the digital upgrade of local education [1] - The company has significantly invested in AI technology research and development, with a reported R&D expenditure of 7.12% of its revenue, amounting to 7 billion yuan in 2019, and has accumulated over 10,000 patents [1] - The Xiwo teaching model, based on a "1+N+N" system, covers multiple educational scenarios including lesson preparation, teaching, learning, evaluation, and research, enhancing the overall educational experience [1] Group 2 - The Xiwo model has shown remarkable results in the education sector, reducing lesson preparation time from 2 hours to 30 minutes for teachers, saving over 200 million hours of preparation time daily [2] - The company aims to leverage Guangdong's policy support to enhance key technologies in AI model optimization and multi-modal integration, focusing on efficient deployment and innovative applications of AI in education [2] - Future plans include promoting the application of large models and expanding the company's educational digitalization experience to more teachers and schools internationally [2]