会上，海师大基础教育办学管理部对《海南师范大学帮扶中小学薄弱学校提升行动实施方案（2025- 2027年）》进行解读。被帮扶学校代表、海师大帮扶学院代表及市县教育局代表先后发言，表达了携手 共进、促进教育质量全面提升的决心与信心。记者 王小武 本报讯 为深入贯彻落实《海南省中小学薄弱学校提升行动方案（2025-2027年）》精神，1月23日上 午，海南师范大学助力基础教育发展"扬帆行动"启动仪式在该校龙昆南校区举行。未来3年，海南师范 大学将对儋州、五指山、陵水、昌江、保亭等5个市县的59所薄弱学校开展系统化帮扶，为推动构建海 南优质均衡的基本公共教育服务体系作出新的贡献。 ...

Core Viewpoint - The article highlights the upcoming "Super Earnings Week" where major tech companies like Microsoft, Meta, Tesla, and Apple will report their earnings, shifting focus from traditional financial metrics to the efficiency of AI capital expenditures and hardware cycle recovery [6][14]. Economic Data and Events - Key economic data releases include the U.S. durable goods orders expected to rise by 3% after a previous decline of 2.2% [2]. - China's industrial profits for December are anticipated to show a year-on-year decline of 13.1%, while the full year is expected to show a slight increase of 0.1% [2]. - The U.S. Federal Reserve is expected to maintain interest rates at 3.5% to 3.75%, with a focus on inflation data and potential delays in rate cuts [8][9]. Earnings Reports - Major tech companies such as Tesla, Microsoft, Meta, and Apple will report earnings, with a focus on AI spending and hardware recovery [14]. - Storage giants like SanDisk, Western Digital, and Seagate, along with Samsung and SK Hynix, will report earnings that will validate the AI-driven storage "super cycle" [15]. Geopolitical Events - The article notes significant geopolitical risks, including the potential announcement of a new U.S. Federal Reserve Chair and ongoing tensions related to Greenland and other regions [18][20]. - The EU-India summit is expected to announce a historic trade agreement, reflecting the EU's pivot towards India amid fluctuating U.S. trade policies [21]. Industry Conferences - Multiple industry conferences are scheduled, including the "Star Computing and Intelligent Connection" seminar by the China Academy of Information and Communications Technology, focusing on space computing infrastructure [28]. - OPEC+ will hold a monthly meeting to discuss oil production policies [29].

回顾2025 首都功能持续优化提升 绿色电力占比达36%，优良天数比例首次突破80% 回顾2025 织密扎牢社会保障网 2025年，全市地区生产总值5.2万亿元、增长5.4%、高于全国0.4个百分点，一般公共预算收入增长4.8%，城镇调查失业率4.1%，居民人均可支配收入实际增 长4.4%，居民消费价格总体平稳，人均地区生产总值、全员劳动生产率和万元地区生产总值能耗、水耗、碳排放等多项指标保持全国省级地区最优水平。 首都功能持续优化提升。圆满完成中国人民抗日战争暨世界反法西斯战争胜利80周年纪念活动服务保障，建立高效协同指挥体系，精心组织多次综合演练和 专项演练，纪念活动高效顺畅，城市运行平稳有序，以零误差交上服务国家重大活动的北京答卷。持续打好"疏整促"组合拳，疏解提质一般制造业企业104 家，治理违法建设2049万平方米，核心区平房申请式退租2006户。深化京津冀重点领域协同发展，扎实推进通州区与北三县一体化高质量发展示范区建设， 白庙南北检查站完成改造。 科技创新加快引领新质生产力发展。强化原创性引领性科技攻关，210项关键核心技术获得突破，北京连续9年稳居自然指数—科研城市全球榜首，新增两院 院士占全 ...

Core Viewpoint - The Beijing Municipal Government's work report emphasizes the need to adapt to changes in school-age population and improve the dynamic guarantee mechanism for basic education enrollment, with plans to add 10,000 middle school seats by 2026 to promote quality and balanced development in compulsory education [1] Group 1: Education Policy Initiatives - The report highlights the integration of artificial intelligence across all educational stages to enhance teaching quality and efficiency [1] - There will be an expansion in the enrollment scale of vocational undergraduate institutions this year, aimed at creating pathways for students transitioning from vocational to academic education [1] - Support will be provided for the construction of "Double First-Class" universities in Beijing, promoting high-quality development in educational clusters such as Liangxiang University Town and Shahe Higher Education Park [1] Group 2: Quality Improvement Measures - The government aims to promote the balanced development of compulsory education through the implementation of the "Double Reduction" policy alongside improvements in educational quality [1] - Each institution will adopt tailored strategies to facilitate the transformation of scientific and technological achievements into practical applications [1]

转自：扬子晚报 成都市锦江区教育局1月25日情况通报： 近日，接群众投诉成都师范附属小学慧源校区存在"强制教师参与年会表演"情况。区教育局立即开展核 查处置。 经核实，该校原计划期末召开学期总结会，拟在育人故事分享环节组织教师进行多种形式展示交流，引 发教师不满。 来源：政 事儿 区教育局已于1月22日责成学校立即取消育人故事分享环节，当日通知全体教师，并向投诉人告知处理 结果获理解。 ...

Investment Rating - The report maintains an "Overweight" rating for the industry, indicating a positive outlook for investment opportunities [6]. Core Insights - The education industry is experiencing significant expansion driven by technological changes and demographic shifts, with leading companies like New Oriental and TAL Education capitalizing on these trends [7][9]. - AI is enhancing educational efficiency and is expected to play a crucial role in the commercialization of education, with a clear path for future growth [9][90]. - The competitive landscape in AI+education is characterized by clear barriers, favoring companies with strong product capabilities and effective promotional strategies [9][90]. Summary by Sections Industry Overview - The report highlights the dual drivers of technological transformation and demographic changes that are expanding the education market [9][14]. - New Oriental and TAL Education have successfully navigated these changes, achieving substantial revenue growth and market penetration [9][14]. Company Performance - New Oriental's revenue reached $4.28 billion in FY2021, with a 15-year CAGR of 28.9%, while its Non-GAAP net profit was $390 million, growing at a CAGR of 26.4% [9][22]. - TAL Education reported $4.5 billion in revenue for FY2021, with a 10-year CAGR of 44.8%, showcasing its effective market strategies [9][60]. AI in Education - The report emphasizes the transformative impact of AI on educational efficiency, with advancements in long-text processing and cost reduction expected to enhance teaching quality [90][95]. - The ongoing development of general-purpose AI models is anticipated to provide educational companies with tools to improve their offerings and reach [90][95]. Investment Recommendations - The report suggests focusing on companies with rich vertical data and strong product capabilities, such as Doushen Education, Rongxin Culture, and Century Tianhong, as well as those with effective customer outreach like Southern Media and New Oriental [9][90].

1月24日，在政协北京市第十四届委员会第四次会议期间，来自民盟界的市政协常委、北京航空航天大 学电子信息工程学院院长曹先彬在接受北京商报记者专访时表示，近年来，人工智能被视为赋能各行各 业的关键驱动力，教育作为重要领域之一，正积极推进人工智能技术的融合与应用。当前，人工智能技 术在中小学乃至高校应用场景广泛，但其深入应用仍面临典型场景供给较少、部分学生产生工具依赖等 多重挑战。另从企业端来看，曹先彬还认为，AI教育企业将会形成头部聚拢、中小企业另辟细分赛道 的局面。展望2026年，"AI+教育"将在审慎乐观中稳步前行，其市场份额将加速扩大。 从教学工具转变为模式"创造者" 在新一轮人工智能热潮中，AI已成为赋能各行各业的关键动力，教育正是其中备受关注的领域。曹先 彬指出，近年来，我国教育系统，尤其是高等教育领域，对拥抱人工智能技术已形成广泛共识，并正加 速推进其落地应用。 针对2026年"AI+教育"市场的发展态势，曹先彬用"谨慎乐观"这一关键词概括了自己的判断。曹先彬认 为，"AI+教育"前景广阔，且市场扩张的势头依然强劲，但仍然面临着多重挑战。人工智能不仅自身构 成了重要产业，未来，其赋能千行百业更将催生 ...

Core Viewpoint - New Oriental's founder Yu Minhong highlighted the expansion of New Oriental's educational tourism services, which now cater to all age groups, including the establishment of a retirement club for seniors [1][1]. Group 1: Company Expansion - New Oriental's educational tourism program currently serves over 100,000 children annually through study tours around the world [1][1]. - The company is now also targeting the elderly demographic, indicating a strategic shift to include older adults in its offerings [1][1]. Group 2: Perspective on Generational Knowledge - Yu Minhong expressed a sense of humility regarding the knowledge of younger generations, particularly in areas like artificial intelligence and future developments [1][1]. - He acknowledged that the insights from his generation may be outdated, emphasizing the importance of listening to the younger generation's perspectives [1][1].

责任编辑：郝欣煜 新浪科技讯 1月24日上午消息，在2026崇礼论坛上，新东方创始人俞敏洪表示，"新东方是太舞的重要 投资人，欢迎大家来太舞滑雪，来太舞玩。" 新浪科技讯 1月24日上午消息，在2026崇礼论坛上，新东方创始人俞敏洪表示，"新东方是太舞的重要 投资人，欢迎大家来太舞滑雪，来太舞玩。" 公开信息显示，2024年2月，由新东方教育科技集团有限公司全资控股的北京东方卓永投资管理有限公 司新增了一项对外投资，合计出资3.7亿元成为张家口崇礼太舞企业管理有限公司的股东。 由此，崇礼太舞企业管理的注册资本由约7.34亿元增至约10.58亿元，持股情况变更为北京瑞意投资有限 公司持股65%、北京东方卓永投资持股35%，且俞敏洪新任董事，其最终受益股份达34.65%。（闫妍） 公开信息显示，2024年2月，由新东方教育科技集团有限公司全资控股的北京东方卓永投资管理有限公 司新增了一项对外投资，合计出资3.7亿元成为张家口崇礼太舞企业管理有限公司的股东。 由此，崇礼太舞企业管理的注册资本由约7.34亿元增至约10.58亿元，持股情况变更为北京瑞意投资有限 公司持股65%、北京东方卓永投资持股35%，且俞敏洪新任 ...

Group 1 - The core viewpoint of the article is that S&P has assigned a "BBB" long-term issuer credit rating to China Education Group Holdings Ltd. (stock code: 00839.HK) on January 23 [1]