据教育部网站披露，9月28日，国家智慧教育平台全面深化应用试点工作现场推进会在深圳召开。教育 部党组书记、部长怀进鹏出席会议并讲话。 怀进鹏强调，数字技术特别是人工智能正在重构人的知识结构、能力素质，对教育方法和教育能力提出 新的要求；要不断加强数字教育公共服务能力与制度保障，推动教育数字化逐步走向制度化、规范化和 长效化；要坚持集成创新，推动优质资源共享，促进教育公平。要坚持应用导向，依托国家平台提供优 质的公共服务产品，服务终身学习，要提升教育治理能力，增强数字教育国际合作能力，使数字教育、 智能教育成为中国品牌、中国名片。 中证报表示，中国智慧教育市场在政策、技术与需求三重驱动下，产业规模持续扩大。据中国教育研究 院预测，2025年中国智慧教育市场规模将突破9000亿元，年复合增长率达21%。教育部联合九部门发布 《关于加快教育数字化建设的意见》，明确"人工智能教育建设全普及"目标，提出到2025年实现90%中 小学智慧校园覆盖率。人工智能技术正从简单的工具辅助，升级为深度融入教学全过程的生态体系。智 慧教育正从"工具赋能"转向"生态重构"，成为驱动教育变革的核心引擎。 公司方面，据中证报表示有魅视科技 ...

Education Sector - The National Smart Education Platform is advancing its application pilot work, emphasizing the role of digital technology, especially AI, in reshaping knowledge structures and educational methods [1] - The Chinese smart education market is projected to exceed 900 billion yuan by 2025, with a compound annual growth rate of 21% [1] - The Ministry of Education aims for 90% coverage of smart campuses in primary and secondary schools by 2025, indicating a shift from "tool empowerment" to "ecological reconstruction" in education [1] Superconducting Industry - A new world record of 35.1 Tesla for steady-state magnetic fields has been achieved by a collaborative effort led by the Chinese Academy of Sciences [2] - This breakthrough in superconducting technology is expected to enhance the domestic high-temperature superconducting materials industry and support applications in various fields such as MRI, aerospace, and efficient power transmission [2] - The global superconducting materials market is anticipated to exceed $25 billion by 2030, with significant growth expected in China's market share [2] Atomic-Level Manufacturing - The Central Political Bureau is discussing the inclusion of atomic-level manufacturing in the 14th Five-Year Plan, highlighting its strategic importance [3] - The focus will be on high-end manufacturing needs, including integrated circuits and aerospace, to enhance core materials and components [3] Macro and Industry News - The Central Political Bureau is formulating the 15th Five-Year Plan for economic and social development [4] - The National Development and Reform Commission is supporting the development of domestic computing power and models [4] - The Ministry of Industry and Information Technology aims for an average annual revenue growth of 3.5% in the machinery industry from 2025 to 2026 [4]

Group 1 - The core viewpoint is that China has made significant progress in establishing a globally influential education center, particularly in digital education [1] - A high-quality smart education platform has been built, covering over 200 countries and regions with more than 170 million learners, recognized by UNESCO with an award for educational informatization [1] - The release of the "China Smart Education White Paper" and the launch of a national lifelong learning education platform are key initiatives to support the construction of a learning society [1] Group 2 - Since the beginning of the "14th Five-Year Plan," China has established educational cooperation relationships with 183 countries and regions [1] - Collaborative mechanisms have been created with ASEAN, Central Asia, and countries along the Belt and Road, including the establishment of the China-Central Asia Education Exchange and Cooperation Center [1] - The creation of 36 "Luban Workshops" in cooperation with Asia, Africa, and Europe has positioned them as a new symbol of Chinese education [1]

Core Viewpoint - The company BoRui Communication (600880) is expanding its educational business from a focus on smart education to include smart city and smart healthcare sectors, with plans to further develop in the smart management area [1] Group 1 - The educational business has evolved from specializing in smart education to incorporating smart city and smart healthcare initiatives [1] - The company aims to closely monitor regional policies and actual needs to promote product applications across various areas [1] - Future development will emphasize significant growth in the smart management sector [1]

Investment Rating - The investment rating for Shandong Publishing is "Buy" (maintained) [2][9] Core Views - The report indicates that Shandong Publishing's performance has been under pressure, primarily due to a decline in educational materials revenue, but the company is accelerating the development of its educational business model [5][6] - The company reported a revenue of 5.01 billion yuan for H1 2025, a decrease of 15.7% year-on-year, with a net profit of 670 million yuan [5] - The report highlights the company's focus on enhancing its core product lines and expanding its innovative business models, including the establishment of cultural education centers [5][6] Summary by Sections Financial Performance - For 2023A, the company reported a revenue of 12.154 billion yuan, with a projected decline to 10.425 billion yuan in 2025E, reflecting a year-on-year decrease of 11% [2] - The net profit for 2023A was 2.376 billion yuan, expected to decrease to 1.479 billion yuan in 2025E, with a year-on-year growth rate of 16% [2] - The earnings per share (EPS) is projected to rise from 0.61 yuan in 2024A to 0.79 yuan in 2026E [2] Business Development - The company is focusing on content specialization and the transformation of its publishing and distribution models, with a reported publishing revenue of 1.63 billion yuan in H1 2025 [5] - Shandong Publishing has launched new educational titles and is expanding its educational offerings, including the establishment of 20 cultural education centers across the province [5] - The company is also enhancing its digital education ecosystem through the development of a smart education platform [5] Cost Management - The report notes an increase in management expenses, with sales, management, and R&D expense ratios rising to 9.3%, 11.6%, and 0.2% respectively in H1 2025 [5] - The increase in management expenses is attributed to higher depreciation costs and a decline in revenue [5] Future Outlook - The company is expected to see a gradual recovery in its educational materials segment, with projected revenues for 2025-2027 being 10.425 billion yuan, 10.582 billion yuan, and 10.958 billion yuan respectively [5] - The net profit is projected to grow from 1.479 billion yuan in 2025E to 1.839 billion yuan in 2027E, indicating a positive long-term investment outlook [5][6]

Core Insights - The 2025 China International Service Trade Fair showcased the education service sector, attracting 55 renowned institutions and enterprises, with daily attendance exceeding 10,000 visitors [1] - The event highlighted key areas in education service trade, including "AI education," "bilateral study abroad," and the transformation of university scientific achievements [1] Group 1: New Technologies in Education - AI ink screen devices were demonstrated, allowing students to answer math tests with real-time feedback for teachers, showcasing advancements in digital education solutions [2] - Various AI education products, such as classroom robots and intelligent learning machines, were presented, emphasizing the potential for equitable access to education in both urban and rural areas [2] Group 2: Personalized Education Solutions - The rapid development of AI technology is meeting personalized demands in education, optimizing campus management and improving student engagement through tailored activities [3] - Products like "京小健" and "京小壮" were showcased, providing personalized exercise data and reminders for posture correction, appealing to both parents and students [3] Group 3: AI Support in Education - Companies introduced AI-assisted teaching tools, such as intelligent grading machines that enhance teaching accuracy by providing detailed performance analysis for students [4] - The integration of AI in educational support is aimed at matching different students' learning paces, facilitating more effective teaching methods [4] Group 4: Collaborative Efforts in Education - New collaborations were formed to enhance education services, including the development of an educational map that connects various stakeholders, with 50,000 registered users already utilizing the platform [5] - The AI education system has been implemented in over 1,000 schools across 25 provinces, demonstrating the widespread adoption of innovative educational practices [5] Group 5: Early Childhood Education Initiatives - Fangcao Education focuses on early childhood education, offering nearly 10,000 teaching activity plans and collaborating with various partners to advance digital applications in this sector [6] - Significant achievements were announced, including the establishment of a national technology transfer center aimed at efficiently converting university research into practical applications [6] - The fair served as a platform for discovering opportunities and fostering collaborations in the education sector, promoting a new vision for smart education development [6]

Core Insights - The article emphasizes the transformative role of artificial intelligence (AI) in education, highlighting the need for high-quality, intelligent educational services that are reliable, low-carbon, and promote collaboration and cross-disciplinary integration [1][9] - The Beijing International Service Trade Fair showcased over 50 renowned institutions and companies, indicating a shift from traditional education exhibitions to interactive learning experiences that engage adults as learners [3][9] Group 1: AI in Education - AI is becoming a crucial driver for a revolutionary leap in productivity and deep changes in educational relationships, necessitating the emergence of intelligent education services [1] - The "Dolphin AI Learning" platform by Yuanli Technology offers personalized learning plans for middle and primary school students, redefining home-based learning experiences [3][5] Group 2: Interactive Learning Experiences - The educational exhibition featured interactive scenarios where attendees could engage with AI-driven learning tools, such as a writing unit that helps children generate writing materials through guided AI interactions [4][5] - The platform aims to enhance students' comprehensive abilities beyond academic performance, focusing on critical thinking and logical expression through real-time AI dialogue [5][7] Group 3: Policy and Implementation - The Ministry of Education released the "Guidelines for Artificial Intelligence Education in Primary and Secondary Schools (2025 Edition)," which has been implemented in various districts in Beijing [8][9] - The rapid implementation of AI in education is evident, with the integration of AI tools into the curriculum and the transformation of traditional teaching methods to focus on understanding rather than technical execution [8][9]

Group 1: Event Overview - The 2025 China International Service Trade Fair (CIFTIS) opened in Beijing, showcasing innovative products that integrate cutting-edge technology across various sectors including environment, education, and cultural tourism [2][3] - The event highlights the deep integration of technology into daily life, with products designed to enhance industry development and improve user experience [2] Group 2: Water Environment Scout - The "Water Environment Scout," developed by Chip Vision (Beijing) Technology Co., utilizes quantum dot spectral sensing technology for real-time water quality monitoring [3][4] - This system can detect multiple water quality indicators with second-level precision and provides early warnings for pollution, aiding in pollution source tracing [3][4] - The system has been implemented in over 20 cities, significantly improving pollution source identification efficiency compared to traditional methods [4] Group 3: Smart Sports Technology - The Smart Tennis Hawk-Eye system, developed by Beijing Ruige Technology Co., employs high-speed cameras and advanced algorithms to resolve disputes in tennis matches by providing precise 3D trajectory simulations [5][6] - This system enhances training efficiency by offering personalized training plans and real-time performance data [6] - The technology has been adapted for other sports, including certified systems for football and table tennis, used in international competitions [6] Group 4: Educational Innovations - The "Jingwa" smart companions, "Jingxiaojian" and "Jingxiaozhuang," focus on the health and physical activity of middle school students, utilizing AI and multi-modal sensing technology [7][8] - These devices collect health data and provide personalized exercise plans, aiming to integrate technology into the educational experience [7][8] - The initiative is positioned as a model for future smart education development across China [8] Group 5: AR Educational Tools - The AR building blocks for animal science, developed by Beijing Zoo and Yuanli Technology, transform traditional education into an interactive experience using augmented reality [10][11] - This product allows children to engage in hands-on learning while fostering interest in science and nature through immersive experiences [10][11] - Future plans include expanding educational functionalities and integrating with school curricula to enhance ecological awareness among youth [11]

Group 1: Event Overview - The 2025 China International Service Trade Fair (CIFTIS) education service section opened on September 10, showcasing innovative practices and achievements in the education service trade from 55 domestic and international institutions and enterprises [1] - The theme of this year's exhibition is "Intelligent Future, Integrated Innovation," highlighting the new ecosystem of smart education [1] Group 2: Technological Innovations - Various smart educational equipment and solutions, such as programming smart cars, AI ink screens, and virtual intelligent agents, were prominently displayed, attracting significant attention from visitors [1] - The "Jing Xiao Zhuang" smart playground system allows schools to accurately monitor students' running distances and speeds, currently covering 52 schools in Beijing [1] Group 3: Artificial Intelligence Education - Starting from the fall semester of 2025, Beijing will fully implement general education in artificial intelligence, with several service providers showcasing their AI education programs at the exhibition [2] - Companies like Yuan Programming and New Oriental presented engaging programming devices, encouraging youth to create programming robot projects at home [2] Group 4: Cultural Exchange and International Education - A "Traditional Culture Handicraft Experience Zone" was established, where inheritors of intangible cultural heritage taught traditional skills, attracting participation from international students [3] - New Oriental is expanding its study-abroad services, offering comprehensive support from consultation to employment guidance, while several Beijing universities presented their international education programs [3] Group 5: Event Duration and Forums - The education service section of the exhibition runs from September 10 to 14, organized by the Beijing Municipal Education Commission and other local educational bodies [3] - Multiple high-level forums will be held during the event, including the opening ceremony and discussions on AI in education and bilateral study-abroad industry cooperation [3]

Summary of Zhongyuan Media Conference Call Company Overview - **Company**: Zhongyuan Media - **Industry**: Education and Publishing Key Financial Metrics - **Revenue**: 4.575 billion CNY in H1 2025, up 1% YoY [2][3] - **Profit**: 570 million CNY in H1 2025, up 8% YoY [2][3] - **Net Profit Growth**: 50.8% YoY, primarily due to increased gross margin and reduced expenses [2][3] - **Total Assets**: 18.87 billion CNY, up 3.8% from the beginning of the year [3] - **Total Liabilities**: 7.373 billion CNY, up 11.229% from the beginning of the year [3] - **Equity**: 11.497 billion CNY, down 0.49% from the beginning of the year [3] Growth Projections - **2025 Full-Year Expectations**: At least 10% double-digit growth in net profit, expected to exceed 30% [2][5] - **Revenue Growth Drivers**: Traditional business growth and operational efficiency improvements [2][7] Business Environment and Regulatory Impact - **Regulatory Environment**: Current educational policies in Henan province, such as "one course, one supplement," have minimal impact on business [6] - **Market Conditions**: No significant disruptive policy changes expected, allowing for stable long-term growth [6] Operational Insights - **Employee Reduction**: 201 employees reduced, contributing to lower labor costs [2][3] - **Cost Management**: Savings from reduced entertainment expenses and employee count [8] Strategic Initiatives - **Smart Education Platform**: Entered Phase II pilot, providing management and educational services, with agreements signed with local education authorities [10][11] - **AIGC Business**: Transitioning based on physical bookstores, with significant profit potential due to low additional costs [4][12] - **New Business Ventures**: Focus on experiential learning with six pilot bases established, generating approximately 20 million CNY in H1 2025 [15] Competitive Advantages - **Brand Strength**: Over 600 physical bookstores under the Xinhua brand, providing a competitive edge [14] - **Technological Leadership**: Advanced capabilities in AI education and content integration [13][14] Dividend Policy - **Stable Dividend Policy**: No changes expected, with alignment between major and minor shareholders [9] Future Outlook - **Market Growth**: Anticipated challenges due to declining student numbers, but proactive measures like price adjustments for textbooks are in place [18] - **Employee Optimization**: Plans to reduce workforce from 12,700 to below 10,000 to enhance economic efficiency [18] M&A Strategy - **Acquisition Approach**: All M&A activities managed by the group to mitigate risks, with a focus on high-quality projects [19]