据悉，该产品基于自研教育大模型'猿力大模型'，通过系统化课程设计及多模态交互技术，实现低延迟 实时对话、精准语音识别及动态教学内容生成。其独创"2+1+1"课程结构及六环节学习闭环，助力孩子 从"能说"迈向"会说、敢说"。 新浪科技讯 11月18日上午消息，今日，斑马口语正式上线，打造全球首款AI外教一对一产品，开启教 育AI Agent产业化落地新阶段。该产品以"超人类外教"为核心，具备超人类教学能力、记忆力、知识储 备及温暖人格，实现全英文沉浸式口语学习。 作为首个主导型教育AI Agent，斑马口语突破了垂直场景规模化落地的行业难题，以技术重构语言学习 体验，推动AI从"工具"走向"教学主体"，为教育行业AI产业化提供了可落地的技术范本。 责任编辑：江钰涵 ...

Core Insights - The report emphasizes that 2025 marks the beginning of the "proactive output" education AI C-end product era, with multiple education companies launching such products, transitioning from "passive" AI tools to "proactive" course-based offerings [3][8][57] - The shift from B-end to C-end applications of AI in education is highlighted, where AI is now replacing some or all functions of human teachers, providing personalized and scalable learning experiences [11][10] - The financial impact of AI products is shifting from cost reduction to revenue generation, with projected gross margins exceeding 80% for AI products compared to traditional offline education products [11][57] - The current main paradigms include AI super-human teaching, AI coaching, and AI dynamic assessment planning, showcasing the diverse applications of AI in education [58][31] Summary by Sections Introduction to AI in Education - The report outlines the evolution of education AI products from passive to proactive, with notable launches such as "Wu Yanzu Teaches You Spoken English" by Gaotu and "AI Brush Questions System Class" by Fenbi [8][10] Financial Performance and Growth Potential - The report indicates that the proactive AI education products are expected to drive non-linear growth in user numbers and revenue, as evidenced by the rapid sales figures of newly launched products [11][14][25] - MultiLingual's user engagement metrics post-AI feature launches demonstrate significant increases in monthly active users (MAUs) and user stickiness [19][25] Key Companies and Products - DouShen Education's "Super Practice Composition" and Fenbi's AI Brush Questions System Class are highlighted as leading examples of proactive AI education products, showcasing innovative teaching methods and high sales performance [11][40][33] - New Oriental's AI 1-on-1 system aims to enhance English speaking frequency through interactive learning, while Gaotu's course combines celebrity-led instruction with AI coaching [46][53] Investment Strategy - The report advocates for a focus on companies leading in the development and deployment of education AI agents, including DouShen Education, Fenbi, New Oriental, and Gaotu, as they are positioned to benefit from the ongoing transformation in the education sector [57][58]