Group 1: Company Overview - Newcap is a leading company in the smart campus sector in China, focusing on campus management and educational information solutions since its establishment in 2000 [1] - The company has served over 1,400 higher education institutions, achieving a market share exceeding 40% [1] - Newcap provides a comprehensive suite of information solutions, including smart campus digital infrastructure and management systems, through software, hardware, and cloud services [1] Group 2: AI Product Matrix - The company has developed an AI+education architecture, featuring three core components: the campus-specific Star Model, a customizable intelligent creation platform, and high-frequency application intelligent assistants [2] - The Star Model leads the industry in semantic understanding and SQL intelligent generation, supported by a fully self-developed system [2] Group 3: Competitive Advantages - Newcap's AI applications are tailored to the specific needs of higher education, differentiating it from general-purpose solutions offered by major tech companies [3] - Key advantages include strong alignment with campus management pain points, robust data closed-loop capabilities, lightweight deployment solutions, and hardware-software integration [3] Group 4: Market Opportunities - The market potential for Newcap's AI products is driven by educational digitalization policies, the need for improved campus management efficiency, and the ongoing penetration of AI technology in education [4] - The company is actively pursuing AI project opportunities and has provided intelligent creation tools and model services to several universities [4] Group 5: Traditional Business Growth - The growth potential in traditional business areas is significant, particularly in campus finance, logistics, and security, with increasing demand for information solutions [5] - The integration of AI technology accelerates product upgrades and enhances management and teaching efficiency, supported by a solid customer base in prestigious universities [5] Group 6: Collaboration with Alibaba - Newcap collaborates with Alibaba across multiple dimensions, including capital, technology, and resource ecosystems, with Ant Group being the second-largest shareholder [5] - The partnership leverages Alibaba Cloud's computing resources for model training and offers lightweight cloud computing and AI solutions, optimizing costs and enhancing technical capabilities [5]

21世纪经济报道记者王峰 北京报道 "预备，开始！"随着电子播报员的指令，学生下蹲、起跳、腾空、落地。 "2米03！"跳远成绩立即被语音系统现场播报，同时实时上传到体育老师的教师机上，这是天津市第二 新华中学体育课上的场景。 越来越多的中小学接入DeepSeek，人工智能正在深刻改变基础教育。 今年4月，教育部等九部门印发的《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。4月27日，教育部召开全国基础教育综合改革试点暨优化资源配置现场推进会。 会议强调，加快构建数字化战略支撑体系，赋能基础教育高质量发展。 近日，由中国教育装备行业协会等单位联合主办的AI赋能基础教育教学变革学术交流大会暨第五届教 育装备学术大会召开。大会从政策导向、行业趋势、技术赋能等维度，深入探讨人工智能如何重塑基础 教育生态。 基础教育必须拥抱人工智能 中国教育装备行业协会会长靳诺指出，人工智能赋能基础教育不仅仅是技术的简单应用，而是教育理 念、教育模式、学习方式的全方位革新。 "回顾过去，从传统的黑板、粉笔到现代的多媒体教室、智能教学设备，每一次技术革新都为教育教学 注入了新的活力与可能性。当前，我们正 ...