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]

Core Insights - Honghe Technology reported a revenue of 1.4 billion yuan and a net profit of 44.69 million yuan for the first half of 2025, with a gross margin of 28.17% [1] - The company has strengthened its overseas operations, achieving 763 million yuan in overseas revenue, with a leading market share in the US and positive progress in Europe and Asia-Pacific [1] - Honghe Technology has launched innovative products and solutions, enhancing its position in the digital education sector and expanding its service offerings [2][3][4] Financial Performance - In the first half of 2025, Honghe Technology achieved a revenue of 1.4 billion yuan and a net profit of 44.69 million yuan [1] - The gross margin for the second quarter was 28.49%, an increase of 0.85 percentage points from the previous quarter [1] Overseas Business Development - The company has deepened its localized operations overseas, with 763 million yuan in overseas revenue [1] - Honghe Technology maintains the largest market share in the US and has made expected progress in emerging markets in Europe and Asia-Pacific [1] Innovation and Product Development - Honghe Technology's Newline brand introduced multi-scenario LED display solutions and the first Google-certified Chromebox OPS, enhancing localized interaction experiences [2] - The company has upgraded its AI technology applications in education, launching a new generation of AI smart screens and Lesson+ teaching software [2] Education Services and Strategic Initiatives - The company has developed a comprehensive smart education system focusing on physical, psychological, environmental, and interactive aspects [3] - The "Xiao You Growth Study Room" project has expanded to over 130 franchise stores, with 84 officially opened [3] - Honghe Technology introduced the "Xiao You AI Custody" project, leveraging AI technology to provide high-quality after-school services for students aged 6 to 15 [3] Sports Education Innovations - The company launched the integrated digital platform 2.0 for physical education, utilizing IoT, AI, and big data technologies for real-time data collection and verification [4] - These innovations aim to enhance the educational service ecosystem and provide new growth momentum for future development [4]

Core Insights - Honghe Technology (002955) reported a revenue of 1.4 billion yuan and a net profit of 44.69 million yuan for the first half of 2025, with a comprehensive gross margin of 28.17% [1] - The company is focusing on deepening its overseas market presence and enhancing local operations and brand upgrades to improve global brand influence [1][2] - Honghe Technology is accelerating its AI strategy by launching multiple intelligent teaching products that cover core scenarios in classroom teaching and after-school services [1][3] Financial Performance - In the first half of 2025, the company achieved a revenue of 1.4 billion yuan and a net profit of 44.69 million yuan, with a gross margin of 28.17% [1] - The second quarter gross margin improved to 28.49%, an increase of 0.85 percentage points compared to the previous quarter [1] - The company optimized its expense ratio to 22.07%, with a significant reduction in the first and second quarters [6] Overseas Market Expansion - Honghe Technology's overseas business revenue reached 763 million yuan, with the U.S. market holding the top market share [2] - The company made progress in emerging markets in Europe and Asia-Pacific, while enhancing its global influence through strategic layouts in the Middle East, Latin America, and Africa [2] Innovation and Product Development - The company launched a new generation of AI smart screens and upgraded its teaching software, providing personalized teaching resources and tools [3] - Honghe Technology's health strategy aims to create a comprehensive smart education system, integrating physical, psychological, environmental, and interactive aspects [3] - The introduction of the "Xiao You AI Custody" project aims to provide high-quality after-school services for students aged 6-15, enhancing resource utilization [5] Education Services and Ecosystem - The "Xiao You Growth Study Room" project has expanded to over 130 franchise stores, with 84 officially opened across 22 provinces [4] - The company is advancing its education service ecosystem through innovative projects, including a digital platform for sports education [5] - Honghe Technology is committed to transitioning from a product supplier to a comprehensive solution provider, enhancing its global operational capabilities [6]

Core Insights - The global trend of smart education, characterized by digitalization, is being led by China's practices, which serve as a model for developing countries facing infrastructure challenges [1] - The 2025 Global Smart Education Conference highlighted the need for inclusive digital education, emphasizing that access to education must be equitable for all [2][3] - The development of smart education has gained consensus, with various countries making significant investments in digital infrastructure and resources [4][5] Group 1: Global Smart Education Trends - Smart education is becoming a global trend, with China at the forefront, providing a model for other developing regions [1] - The conference showcased participation from international education experts and organizations, indicating a collaborative global effort in advancing smart education [1] - The need for inclusive education was emphasized, particularly in regions like Africa and Southeast Asia, where digital infrastructure is lacking [2] Group 2: Investment and Infrastructure - The UAE government allocates a significant portion of its budget to education, with 10.4 billion dirhams (approximately 2.83 billion USD) dedicated to digital transformation in 2020 [4] - Japan's "GIGA School" initiative aims for nationwide high-speed internet coverage in schools by 2023, with a goal to provide each student with a digital device [5] - South Korea plans to introduce AI digital textbooks by 2025, with a third of its primary and secondary schools already selected for implementation [5] Group 3: Challenges and Opportunities - The lack of interoperability in education systems poses risks, including redundancy and weak monitoring mechanisms, which need to be addressed for coherent policy implementation [6] - The global smart education market presents vast opportunities, particularly for Chinese companies that have made significant inroads into international markets [7] - The demand for digital education in developing countries is high, especially for vocational training, where AI systems can provide cost-effective solutions [8] Group 4: Future Directions - The Chinese government is focusing on international collaboration in digital education, aiming to build overseas learning centers and enhance digital skills training for developing countries [9] - The rapid pace of knowledge renewal necessitates that education systems adapt to provide lifelong learning opportunities [9] - The emphasis on localizing educational products and services is crucial for successful implementation in diverse cultural contexts [8]

Group 1 - The 2025 Global Smart Education Conference was held in Beijing from August 18 to 20, co-hosted by Beijing Normal University and UNESCO's Institute for Information Technologies in Education [1][4] - The conference attracted over 500 domestic and international guests, with more than 2,200 representatives attending on-site [12] - The theme of the conference was "Human-Machine Collaboration to Foster a New Educational Ecosystem" [12] Group 2 - Dr. Liu Dejian, Chairman of NetDragon, delivered a speech at the opening ceremony and highlighted the "3E" characteristics of ideal education: Effective, Efficient, and Engaging [13] - NetDragon showcased innovative products and AI applications in the field of smart education, including EDA, AI production centers, and AI digital humans, which received widespread attention from attendees [9][25] - The company has built an AI production center to support efficient, standardized, and personalized educational content production, reducing marginal production costs to a hundred-level and content production time to under one hour [26] Group 3 - NetDragon was awarded the "Outstanding Partner" award at the closing ceremony for its continuous contributions to the global digital education field [35] - The company has been deeply involved in the Global Smart Education Conference for ten consecutive years, sharing its pioneering explorations and practical experiences in the field [35] - NetDragon's global education technology brand Promethean received the "Global Smart Education Innovation Award" for its ActivPanel 10 with ActivSuite™ product, which is used in over 1 million classrooms worldwide [32][38] Group 4 - The conference also featured the eighth Global Future Education Design Competition, where NetDragon's Xingjiyuan School won first prize for its innovative design thinking and technological capabilities [39] - NetDragon has established strategic partnerships with educational organizations globally, covering over 190 countries and regions, and aims to continue contributing innovative ideas and practical methods for global digital education development [44]

Group 1: Conference Overview - The "2025 Global Smart Education Conference" opened in Beijing, focusing on the theme "Human-Machine Collaboration to Foster a New Education Ecosystem" [1] - The conference attracted experts from education, technology, and business sectors to explore innovative paths for integrating new technologies with education [1] Group 2: Key Presentations - Liu Dejian, Chairman of NetDragon, emphasized the ideal education of the future should possess "3E" characteristics: more effective, more efficient, and more engaging [2][4] - He highlighted the shift from a "group-centered" traditional education model to an "individual learner" focus, advocating for personalized, immersive, and gamified learning experiences [4] Group 3: AI Production Center - NetDragon has established an AI Production Center to support the efficient, standardized, and personalized production of educational content, reducing marginal production costs to around 100 yuan and content production time to under one hour [4][7] - The center utilizes an "expert system + AI nodes" approach to adapt educational resources for different countries and regions, supporting multilingual and multicultural outputs [4] Group 4: EDA Initiative - NetDragon's Vice Chairman, Liang Nianjian, introduced the EDA (Edmodo Academy) initiative aimed at promoting educational equity and global collaboration in the new education ecosystem [6] - EDA has established educational bases and resource creation centers worldwide, providing a metaverse learning platform for learners, educators, and content creators [6] Group 5: Global Impact and Collaborations - NetDragon has expanded its educational reach to over 190 countries and regions, serving more than 150 million users and 2 million classrooms [9] - The company has formed national-level collaborations with over 20 countries along the Belt and Road Initiative, including Serbia, Nigeria, Thailand, and Egypt [9] Group 6: AI Integration in Education - NetDragon has fully integrated AI into its educational offerings, achieving 100% coverage in the education sector, with significant reductions in content production time and costs [7][8] - The company is also developing AI-driven educational products that adapt to students' learning progress and knowledge mastery [7] Group 7: Future Directions - The conference highlighted the importance of human-machine collaboration in education, predicting a future where quality educational resources are co-created and shared more widely [8] - NetDragon aims to leverage AI, VR, and AR technologies to create a personalized, efficient, and lifelong learning ecosystem [8][10] Group 8: Strategic Partnerships - NetDragon has a close partnership with Beijing Normal University, focusing on research and development in smart learning environments [10] - The company showcased projects like future experiments, Rokid AR, AI digital human interactions, and the AI Production Center at the conference [10][12]

Group 1 - The 2025 Global Smart Education Conference opened in Beijing, focusing on "Human-Machine Collaboration to Foster a New Ecosystem in Education," gathering over 500 domestic and international experts and educators to explore innovative paths for the integration of new technologies in education [1] - The Chinese government emphasizes the importance of digital education as a strategic task for building a strong education nation, with significant changes resulting from three years of strategic actions promoting the deep integration of artificial intelligence in education [3][5] - Beijing Normal University President Yu Jihong highlighted the profound transformation in education due to the rapid development of generative artificial intelligence and big data technology, calling for higher education institutions to lead digital education reform and innovate talent cultivation models [3][5] Group 2 - Feicheng City Education and Sports Bureau presented a "Feicheng Plan" for educational digital transformation, focusing on a "Smart Interconnection, Data-Driven, Quality Balanced" educational ecosystem [5] - The city is implementing three major actions: Foundation Building, Transformation, and Leap Forward, to comprehensively advance educational digital transformation and achieve significant results [5][6] - The Leap Forward action aims to establish a new paradigm for psychological health protection through AI-assisted analysis tools, promoting early detection and intervention for student psychological crises [6]

Core Insights - The "2025 Global Smart Education Conference" held in Beijing focuses on the theme of "Human-Machine Collaboration to Foster a New Educational Ecosystem" with over 500 international and domestic guests and more than 2200 attendees, marking the largest scale in its history [1][7] Group 1: Conference Highlights - The conference emphasizes the integration of artificial intelligence in education, which is seen as a strategic necessity for building a strong educational nation in China [2] - The conference features a significant publication, the first global depiction of the future of education in 2050 titled "Smart Education: Pathways to Education 2050," which aims to provide a comprehensive research framework for educational transformation [4] - The event includes various activities such as opening and closing ceremonies, parallel meetings, forums, and specialized events, totaling over 30 activities [7][8] Group 2: Key Themes and Discussions - The Chinese government views digital education as a critical breakthrough for developing new advantages in education, with AI expected to transform learning environments and teaching methodologies [2] - The conference discusses the "Three New" framework for smart education development and the "Four Futures" initiative aimed at reshaping teacher training, classrooms, schools, and learning centers [2] - Concerns are raised about the over-reliance on AI by learners, emphasizing the need to maintain human judgment and responsibility in education [5] Group 3: Participation and Collaboration - The conference sees participation from over 270 international guests and 300 domestic guests, highlighting the global collaboration in advancing smart education [7] - Various educational institutions and companies showcase innovative technologies and solutions for educational challenges, indicating a strong interest in collaboration for hardware upgrades and software development [6][8] - The event aims to promote the application of digital education and human-machine collaboration in various educational contexts, including early childhood, basic, higher, vocational, and lifelong education [8]

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]