格隆汇8月19日丨凯美特气(002549.SZ)在互动平台表示，公司主营业务不涉及智慧教育，公司主要产品 有高纯二氧化碳、氢气、液化气、戊烷、电子特气等，广泛应用于电子、化工、饮料、食品、烟草、石 油、冶金、农业等领域。 ...

8月18日，网班(NTCL)盘中上涨2.63%，截至22:26，报1.95美元/股，成交3.67万美元，总市值3350.98万 美元。 财务数据显示，截至2024年09月30日，网班收入总额1010.16万美元，同比减少8.91%；归母净利 润-147.78万美元，同比减少1010.94%。 作者：行情君 资料显示，网班科技公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公司上 海网班信息科技股份有限公司运营。其子公司是教育领域的专业IT技术服务商及智慧教育专家,业务包 括教育领域的数字产品及服务、软件开发、智慧课堂建设、移动学习平台及云计算、大数据及区块链技 术服务等。 本文源自：金融界 ...

Group 1 - The State Council Information Office will hold a press conference on the development of socialist democracy during the "14th Five-Year Plan" period [2] - The 2025 Global Smart Education Conference will take place in Beijing, focusing on the theme of "Human-Machine Collaboration to Foster a New Education Ecosystem" [3] - A total of 26.26 billion shares from 17 companies will be unlocked today, with a total market value of 46.718 billion yuan [4] Group 2 - Four companies have disclosed stock repurchase progress, with two companies announcing new repurchase plans [5][6] - The highest repurchase amounts reported are 20 million yuan and 193,500 yuan for Honghui New Materials and Small Commodity City, respectively [5] - A total of 1,120 billion yuan in 7-day reverse repos will mature today, with an operation rate of 1.40% [7]

下周，8月LPR报价将公布;2025全球智慧教育大会等多个行业性会议将举行;杰克逊霍尔全球央行年会召 开在即。另外，Wind数据显示，下周无新股发行。 8月LPR报价将公布 8月20日，1年期和5年期以上贷款市场报价利率(LPR)将公布最新值。7月21日，中国人民银行授权全国 银行间同业拆借中心公布，1年期LPR为3.0%，5年期以上LPR为3.5%，两个期限品种均与6月持平。 7月两个期限品种的LPR报价保持不变，符合市场预期。业内分析认为，在新的货币政策框架下，7天期 逆回购利率作为主要的政策利率，成为LPR新的"定价锚"，并通过强化各利率间协同，逐步疏通由短及 长的利率传导关系。自5月降息之后，近期政策利率持稳，使得LPR报价的定价基础未变，金融数据表 现良好也使得短期内政策加码的必要性不强。 多个行业性会议将举行 根据亚特兰大联储统计的数据(基于SOFR期货)，目前市场预计美联储在9月降息25个基点的可能性高达 62.9%，降息50个基点的可能性也达到了22.5%。 来源：大众证券报 此外，2025年WWEC世界教育者大会将于8月20日至22日在上海国家会展中心隆重举行。第二十四届全 国植物基因组学大 ...

Group 1 - The August LPR (Loan Prime Rate) will be announced on August 20, with the current rates being 3.0% for 1-year and 3.5% for 5-year, unchanged from June [2] - The stability in LPR rates aligns with market expectations, indicating a steady monetary policy environment [2] - Analysts suggest that the 7-day reverse repurchase rate has become the new pricing anchor for LPR, facilitating better transmission of interest rates from short to long-term [2] Group 2 - The 2025 Global Smart Education Conference will take place in Beijing from August 18 to 20, focusing on the theme of "Human-Machine Collaboration to Create a New Ecosystem in Education" [3] - The conference will feature various activities including plenary sessions, workshops, and exhibitions aimed at promoting digital transformation in education [3] - Other significant conferences include the 2025 World Educators Conference in Shanghai and the 24th National Plant Genomics Conference in Tibet, both scheduled for August [3] Group 3 - The Jackson Hole Global Central Bank Conference is set to occur next week, with Federal Reserve Chairman Jerome Powell's speech being a key focus for market participants [4] - Analysts from Bank of America highlight that Powell's signals regarding monetary policy are particularly influential, and this conference is a prime opportunity for him to indicate any shifts in policy focus [4] - Current market expectations suggest a 62.9% probability of a 25 basis point rate cut by the Fed in September, with a 22.5% chance of a 50 basis point cut [4]

资料显示，网班科技公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公司上 海网班信息科技股份有限公司运营。其子公司是教育领域的专业IT技术服务商及智慧教育专家,业务包 括教育领域的数字产品及服务、软件开发、智慧课堂建设、移动学习平台及云计算、大数据及区块链技 术服务等。 本文源自金融界 8月12日，网班(NTCL)盘中上涨21.38%，截至00:41，报2.428美元/股，成交48.01万美元，总市值 4171.54万美元。 财务数据显示，截至2024年09月30日，网班收入总额1010.16万美元，同比减少8.91%；归母净利 润-147.78万美元，同比减少1010.94%。 ...

Core Insights - The article emphasizes the need for transformation and innovation in educational research (教研) to enhance the quality of basic education in China, particularly in the context of increasing AI applications [1] Group 1: Quality Improvement in Regular Classes - Regional educational research plays a crucial role in enhancing the quality of regular classes by integrating research, teaching, learning, and assessment [2] - The development of a competency-based classroom is essential, focusing on gradual and continuous competency cultivation rather than immediate learning outcomes [2] Group 2: Data-Driven Transformation - Smart education is identified as a significant growth line for large-scale transformation in regional educational research, utilizing big data for comprehensive classroom analysis and evidence-based research [3] - The integration of human-machine collaboration in educational research allows for a shift from traditional experience-based analysis to data-driven insights [4] Group 3: Organizational Change - The transformation of educational research must also include changes in organizational structures, moving away from fragmented approaches to a more collaborative ecosystem [6] - Strengthening the collaboration between educational research and scientific research is vital for driving innovation and practical support in basic education [6] - Enhancing cross-level and cross-domain collaboration is necessary to improve research quality and create a resource hub for regional education [7]

作者：行情君 本文源自：金融界 财务数据显示，截至2024年09月30日，网班收入总额1010.16万美元，同比减少8.91%；归母净利 润-147.78万美元，同比减少1010.94%。 资料显示，网班科技公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公司上 海网班信息科技股份有限公司运营。其子公司是教育领域的专业IT技术服务商及智慧教育专家,业务包 括教育领域的数字产品及服务、软件开发、智慧课堂建设、移动学习平台及云计算、大数据及区块链技 术服务等。 8月5日，网班(NTCL)盘中上涨2.14%，截至22:51，报1.91美元/股，成交5.61万美元，总市值3282.25万 美元。 ...

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]