证券日报网讯新开普（300248）7月29日在互动平台回答投资者提问时表示，智慧教育研发产业基地能 够根据现有生产线扩大生产，同时增加挖掘新的市场需求，从而扩大公司生产规模，最终实现边际收益 递增的趋势，并为公司未来多行业、多产品拓展业务提供保障。 ...

Core Viewpoint - China's smart education infrastructure is continuously strengthening, with the largest national academic internet established globally, and the number of educational AI models exceeding 40, indicating a significant innovation in smart education technology [1][2] Group 1: Smart Education Infrastructure - The establishment of the largest national academic internet globally enhances the foundation for smart education in China [1] - Continuous innovation in smart education technology is evident, with new products emerging frequently [1] Group 2: AI Integration in Education - AI products are increasingly utilized in teaching, significantly improving classroom quality and engagement [1] - The integration of AI with educational materials transforms traditional teaching methods, enhancing interactivity and learning experiences [2] Group 3: Market Potential - The AI+ education market for the elderly shows substantial potential, with current penetration below 2%, indicating room for growth as trust in AI products increases [1] - The application of AI in higher education, such as AI-assisted admissions, exemplifies the shift towards standardized models for better student guidance [2]

Group 1: Policy Initiatives - In the first half of 2025, the domestic smart education industry experienced a surge in policy releases, with the Ministry of Education and nine other departments issuing guidelines to integrate AI technology into education [1] - Local governments are implementing detailed policies, such as Guangdong's plan for AI courses in primary and secondary schools and Nanjing's initiative to ensure 100% AI course coverage in schools by 2027 [1][2] Group 2: Technological Advancements - AI large models have become the core engine for technological iteration in smart education, with companies like Yuanfudao launching AI paradigms that enhance educational efficiency and accuracy [3] - The integration of hardware and AI is leading to innovative educational tools, such as Huawei's AI self-study room solution and Yuanfudao's dual-form design for learning machines [4] Group 3: Competitive Landscape - Leading companies are engaging in comprehensive strategies, with New Oriental continuing its "Education + Technology" approach and Yuanfudao expanding its reach through AI courses across numerous schools [5][6] - Hardware manufacturers are penetrating educational environments, with companies like Vision Source and Huawei developing solutions that enhance teaching and learning experiences [6][7] Group 4: Practical Applications - The intelligent transformation of classroom teaching is a key focus, with various companies implementing systems that improve teaching efficiency and student engagement [8] - Higher education institutions are also leveraging technology, with collaborations between universities and tech companies to enhance teaching and research capabilities [9] Group 5: Future Outlook - The smart education industry will face challenges related to technology ethics and large-scale application, with a focus on data privacy and algorithm fairness [10] - International expansion is becoming a strategic direction for leading companies, with growth in overseas markets and the push for international standards in educational technology [11]

Summary of Zhongyuan Media Conference Call Company Overview - **Company**: Zhongyuan Media - **Industry**: Publishing and Education Key Points Financial Performance - **Revenue Growth**: Zhongyuan Media's main business revenue increased in the first half of the year, with a focus on optimizing the material business structure and enhancing sales of educational materials, leading to a slight increase in gross margin [2][4] - **Net Profit Increase**: The company expects net profit growth to exceed 50%, estimated between 50% to 60%, due to the absence of a significant tax expense from the previous year [3] - **Cost Management**: The company achieved double-digit natural growth through increased revenue and reduced costs, including lower personnel expenses and decreased sales promotion costs [3] Market Dynamics - **General Book Market**: The general book market faces significant pressure from e-books, with sales accounting for approximately 8%-10% of total book sales, estimated at 3-4 billion yuan in the first half of the year [2][6] - **Educational Materials**: The educational materials market in Henan province remains stable, unaffected by policy changes, with the "one lesson, one supplement" policy still in effect [2][12] Growth Strategies - **Research and Study Business**: The research and study business is identified as a future growth point, with a target revenue of 200 million yuan for the year. The company is investing in various initiatives, including transforming bookstores and building camps [2][7] - **AI and Smart Education**: The AI business is integrated with the smart education platform, with phase one completed and expected to be fully operational in over 300 schools by the end of the year. This initiative is anticipated to contribute to future revenue growth but will not generate direct income in 2025 [2][10] Profitability and Margins - **Gross Margin Outlook**: The gross margin for 2025 is expected to be low due to significant investments in research and study equipment and camp construction, making profit predictions challenging [2][8] - **Future Profitability**: The company aims to establish its business first, with a clearer understanding of gross margins expected by 2026 [2][8] Workforce Management - **Employee Count**: The workforce has decreased to 12,700, down from 18,000 at the time of listing, leading to an older age structure. The company anticipates a reduction of 300-400 employees by the end of the year [2][9] - **Cost Savings**: Reducing the workforce is expected to save approximately 14 million yuan if 100 employees are let go [2][9] Dividend Policy - **Dividend Strategy**: Zhongyuan Media has a stable growth dividend policy, with a relatively high payout ratio in the publishing sector. The plan is to increase dividends based on a base of 0.6 yuan per share in 2025, subject to shareholder approval [2][14][15] Future Considerations - **Market Performance Monitoring**: The company will continue to monitor market performance closely, especially in the general book sector, where pressures from digital formats persist [2][6] - **Third Quarter Expectations**: The company expects a normal revenue recognition period in the third quarter of 2025, unlike the previous year, which faced delays due to policy changes [2][13]

Core Viewpoint - The article highlights the significant advancements in education in the rural areas of Qinghai Province, particularly in Nangqian County, emphasizing the importance of ensuring that no child is left behind in education and the integration of smart education technologies in classrooms [1][3]. Group 1: Education Initiatives - The local education authority prioritizes dropout prevention and emphasizes that every child should have equal access to education, which is seen as a national priority [2][4]. - The implementation of smart education has become essential, with 98% of schools in Nangqian County equipped with smart teaching devices, enhancing the quality of education in remote areas [3][4]. Group 2: Teaching Methods - The introduction of "dual teacher classrooms" allows students to engage with remote educators, significantly increasing their interest in learning and providing access to diverse educational resources [3][4]. - Local teachers are being trained to improve their information technology application skills, which supports the integration of smart education into traditional teaching methods [3]. Group 3: Community Impact - The educational improvements have led to a notable transformation in the community, with many young individuals from Nangqian County achieving success on national and international stages [4]. - The county has achieved a milestone of providing 15 years of free education from kindergarten to high school, effectively eliminating dropout rates [4].

Core Viewpoint - The 2025 World Digital Education Conference showcased advancements in smart education, emphasizing the transformative impact of artificial intelligence and multi-modal interactions on educational content and delivery [1] Group 1: Smart Education Development - The Ministry of Education released the "China Smart Education White Paper," declaring 2025 as the year of smart education, highlighting the rapid evolution of AI technology and its role in reshaping educational paradigms [1] - The National Smart Education Platform has established a resource supply structure that integrates four national platforms and 32 provincial platforms, facilitating resource sharing and connectivity across urban and rural areas [2][3] Group 2: Educational Resources and Services - The platform has aggregated over 110,000 resources for primary and secondary education, 11,300 online courses for vocational education, and 31,000 quality online courses for higher education, along with over 2,000 lifelong learning courses [3] - The platform provides 51 services across eight categories, including job services that publish over 20 million job postings annually and examination services that have processed 4.37 million requests [3] Group 3: AI Integration in Education - AI technologies are being integrated into education, with examples such as students using VR and 3D printing to create a "smart Mars rescue vehicle," showcasing project-based learning [4][5] - A comprehensive AI literacy education system is being developed, with 23 provincial education departments implementing AI education in primary and secondary schools [5][6] Group 4: Future Classroom Dynamics - The conference featured a simulated classroom involving students from 23 countries collaborating on drug development using advanced technologies, illustrating a new model of education where teachers act as learning ecosystem designers and students as autonomous knowledge builders [7][8] - The shift towards digital education necessitates enhanced digital literacy among educators, with various training programs being implemented to bridge the digital divide between urban and rural teachers [8]

Core Viewpoint - The highest mission of technology is not only to enhance efficiency but also to strengthen connections and promote resonance [1][3]. Group 1: Digital Education Development - There is a call to jointly promote the development of digital education, making it a bridge that connects humanity and shapes the future [3][4]. - As of the first quarter of 2024, 5.57 billion people globally use the internet, accounting for 69% of the world's population [3]. - 58% of OECD students use artificial intelligence tools weekly, with the AI education market expected to grow at approximately 30% annually until 2027 [3][4]. Group 2: Educational Transformation - School education urgently needs transformation and upgrading in response to various trends, focusing on cultivating compassionate and future-oriented learners [3][4]. - The concept of the "digital divide" should evolve to question who truly possesses the rational ability to use technology effectively by 2025 [3]. Group 3: Role of Artificial Intelligence - AI should serve as a tool to enhance wisdom rather than replace critical thinking, emphasizing the importance of information discernment and the essence of learning [4][5]. - The implications of AI writing tasks raise questions about the purpose of assignments and the future significance of learning [4][5]. Group 4: Cross-Cultural Communication - The TalkPal cross-cultural exchange project allows students to interact in real-time with peers from countries like the UK, fostering understanding and respect through technology [5]. - The statement from a student highlights the impact of technology in creating connections across the globe, reflecting the essence of digital civilization [5].

Core Viewpoint - Honghe Technology (002955.SZ) is undergoing a potential change in control as its actual controllers, XINGXIUQING and Xing Zheng, are planning to transfer shares to Hefei Ruicheng Private Equity Fund Management Co., Ltd, which may lead to a shift in the company's governance structure [1][4]. Group 1: Share Transfer Details - Hefei Ruicheng intends to acquire a total of 59.1599 million shares, representing 25% of the total share capital, from Hongdacheng and other shareholders for 1.575 billion yuan [4]. - Following the transaction, Hefei Ruicheng will hold 25% of the shares and corresponding voting rights, while the previous controllers will no longer have actual control over the company [4]. Group 2: Company Background and Performance - Honghe Technology, established in 1990, focuses on the education technology sector, providing digital and smart education solutions [4]. - The company has faced declining performance, with revenue decreasing for three consecutive years from 2022 to 2024, and a significant drop in net profit of 115.29% year-on-year in Q1 2025, resulting in a loss of 2.96 million yuan [4]. Group 3: Strategic Implications - The change in control is expected to leverage Hefei Ruicheng's resources to optimize assets and enhance operational governance, thereby improving the company's competitive strength [5]. - The acquisition by Hefei Ruicheng, backed by Wuhu Chery Capital Management Co., Ltd, indicates Chery's strategic interest in the smart education sector, expanding its investment footprint beyond the automotive industry [5].

Group 1: Digital Education Development in Hubei - Hubei Province is showcasing its achievements in digital education at the 2025 World Digital Education Conference, highlighting innovative practices and experiences in smart education [1] - The province has established a digital teaching model that connects urban and rural schools, benefiting over 60,000 students and increasing the course offering rate in arts and music from 30% to 90% [2][3] - Hubei's education information infrastructure has improved significantly, with internet access in schools rising from 73.9% in 2014 to 97.3% in 2018, and multimedia coverage in classrooms increasing from 72.9% to 90.7% [2] Group 2: Lifelong Learning and Community Education - Hubei Open University has launched drone photography classes, attracting many retirees and promoting lifelong learning opportunities [4][5] - The "Jingchu Learning Square" platform offers 1,212 courses and 16,772 learning resources, serving over 40 million users, facilitating access to quality education for diverse groups [6] - The province is enhancing lifelong learning services by collaborating with various institutions to provide personalized learning content using generative AI technology [5][6] Group 3: Integration of Artificial Intelligence in Education - Hubei is integrating AI into education, with AI teaching assistants like "Jiajia" and "Luoluo" being used in universities to assist students in research and learning [7][8] - The province has established a comprehensive AI application system across different education levels, aiming to reduce the burden on teachers and students while enhancing educational efficiency [8] - Hubei's education strategy includes the development of a new educational ecosystem driven by large models and AI, covering basic, vocational, higher, and lifelong education [8]

5月16日，据"首都教育"微信公众号消息，近日，教育部、京津冀三地教育部门在雄安新区联合举办"京 津优质中小学基础教育资源同雄安共享上台阶推进会"，会上，京津支持雄安新区第二批9个"领航名校 （园）长工作室"揭牌成立，第二批京雄、津雄共计11所手拉手共建校正式挂牌。 【1】《中国智慧教育白皮书》发布 5月16日，据"微言教育"微信公众号消息，在2025世界数字教育大会上，《中国智慧教育白皮书》正式 发布。这是我国首次以"智慧教育"为题发布的白皮书。白皮书提出，2025年是智慧教育元年。面对智慧 教育新阶段，需要树立人才培养新标准，开辟教育高质量发展新路径。站在智能时代教育发展与变革的 路口，中国教育部将立足新阶段（New stage）、新标准（New standard）、新路径（New ways）"3N"，推动教育的深层次、系统变革。 【2】京津支持雄安基础教育20个合作项目揭牌 5月16日，据"丰台教育"微信公众号消息，丰台区适龄幼儿入园工作将于6月1日开始，统一通过北京市 适龄幼儿入园服务平台开展。丰台区适龄幼儿信息采集对象为2021年9月1日（含）—2022年8月31日 （含）期间出生的，具有丰台区户籍 ...