Core Insights - The 2025 China International Service Trade Fair opened on September 10, showcasing the AI product matrix of Yuanfudao's literacy courses, which aims to enhance the quality development of literacy education [1][3] - Yuanfudao's literacy courses, launched in June 2023, focus on cultivating foundational learning abilities in children, supported by a high-quality curriculum and AI innovations [3][6] - The AI product matrix includes features like AI teaching assistants and AI writing tools, which enhance student engagement and improve writing skills through various interactive methods [5][6] Company Overview - Yuanfudao's literacy courses have gained recognition from experts in the new curriculum research field and are favored by students and parents [3] - The AI teaching assistant utilizes large model technology to support students before, during, and after classes, acting as a third guide alongside teachers [3][5] - The AI writing tool offers features such as pre-writing topic analysis, real-time corrections, and multi-dimensional feedback to enhance students' writing abilities [5] Technology and Innovation - The AI functionalities are developed in collaboration with educational research teams, ensuring they align with elementary students' cognitive patterns and subject teaching logic [5][6] - Yuanfudao's AI model has a parameter scale of 70 billion and has passed the highest certification standard in the education industry, demonstrating its technological maturity and safety [5] - The company aims to continue advancing AI model research and teaching scene adaptation, promoting a more intelligent, efficient, and empathetic approach to literacy education [6]

本报电(立风)近日，联合国教科文组织(UNESCO)2025年数字学习周在巴黎总部举行。作为推动全球数 字教育发展的年度核心活动，本届数字学习周吸引了来自世界各国官员、国际组织代表、学界专家及行 业领军者参与，围绕"借助人工智能助力非洲教育的未来"主题，展开深度研讨与政策对话。 联合国教科文组织非洲优先协调司主任穆罕默德.埃尔法尔纳瓦尼表示，中国是首个发布AI教育规范性 框架的国家，其经验为全球数字化转型提供重要参考。本届数字学习周期间，与会各方就亚非地区AI 教育普及路径达成多项共识，并倡导进一步扩大"亚非人工智能编程教育共同体计划"影响力，通过资源 共享、协同创新提升区域青少年科技素养，为全球AI教育公平与创新注入持久活力。 本届数字学习周期间，中国企业积极参与，一系列实践经验吸引了众多参会者的目光，向全球传递中国 AI教育实践经验，为实现全球教育公平贡献力量。编程猫创始人兼首席执行官李天驰说，作为联合国 教科文组织战略合作伙伴，编程猫开发了适合中国青少年的Kitten国产自研编程软件矩阵及全年龄段线 上课程，通过线下中心、赛事等服务构建完整教育生态。在国际层面，编程猫为肯尼亚、泰国等国家的 教师提供系统 ...

Group 1 - The webcast features a conversation with Coursera's new leadership, specifically CEO Greg Hart, who took on the role earlier this year [2] - The discussion aims to highlight the early changes and strategies implemented by the new CEO over the past two quarters [2] Group 2 - The event is hosted by Bryan Smilek, an analyst from JPMorgan, focusing on the Internet and Online Education sector [1] - The format of the webcast is listen-only, allowing for a focused discussion without interruptions [1]

Core Insights - The China International Fair for Trade in Services (CIFTIS) opened on September 10, showcasing innovations in AI education, particularly through the "AI Education+" exhibition area [1] - Yuan Programming, a key player in youth AI education, presented its new product, the "Starry Sky Intelligent Set," aimed at making AI learning practical and engaging for young learners [1] - The "4C System," developed by Yuan Programming, focuses on enhancing core competencies in youth AI education, including cognition, complex thinking, confidence, and cross-discipline skills [2] Company Developments - The "Starry Sky Intelligent Set" features a smart controller and various sensors, enabling a comprehensive learning experience from beginner to advanced levels in AI [1] - Yuan Programming has established a complete product matrix covering general education, professional education, and campus AI education, reaching over 3,500 schools across more than 30 provincial regions in China [2] - Since its establishment in 2017, Yuan Programming has served over 6 million students and developed a robust educational model supported by a self-developed large model with 70 billion parameters [3] Industry Trends - The focus on AI education is shifting from skill training to cognitive development, as exemplified by Yuan Programming's "4C System" [2] - The company aims to expand AI education access to a broader audience, preparing more children for a future in an intelligent society [3] - Yuan Programming's participation in CIFTIS highlights the global dialogue on educational innovation and the sharing of diverse educational philosophies [3]

Core Insights - The 2025 Service Trade Fair will feature a cultural and tourism service exhibition at Shougang Park, showcasing various innovative products and experiences [1] Group 1: Event Highlights - The Chaoyang exhibition area will focus on the theme "Trendy Play, Trendy Enjoyment, Trendy Life," presenting multiple first-time exhibits [1] - Notable exhibits include the Bubble Mart's intangible cultural heritage series Molly, the Letsvan's Dream Island series, and the first ultra-realistic 3A XR interactive film work "Mulan 2125 XR" [1] - The exhibition will also introduce the first cultural creation collection store in the city, supported by the government and operated by market entities, as part of the National Cultural Industry Innovation Experimental Zone [1]

Group 1 - The China International Fair for Trade in Services (CIFTIS) opened in Beijing, where Yuan Programming launched the "AI Education Assistant" Starry Sky Intelligent Kit aimed at teenagers [1] - The Starry Sky Intelligent Kit features a modular design, allowing users to easily assemble various hardware projects without complex circuit knowledge, promoting a sense of achievement from "zero to hardware" [1] - The kit includes over 20 types of sensors and actuators, supporting strong adaptability for different scenarios, and features wireless connectivity for sensor modules [1] Group 2 - Since its establishment in 2017, Yuan Programming has focused on the youth AI education sector, serving over 6 million students [2] - The company has gathered experts from fields such as computer science and brain science, leveraging a self-developed educational model with 70 billion parameters to provide a solid technical foundation for personalized learning [2]

Core Insights - 51Talk emphasizes the importance of localized innovation in its overseas expansion, moving away from mere model replication to adapting to local preferences [3][4] - The company identifies a shift in language learning from "I can read" to "I can talk" and ultimately "I can lead the conversation," highlighting the evolving value of language education towards a composite capability [3][4] - 51Talk's new educational product system focuses on globalization, scientific foundations, and personalized pathways, with the launch of the new AI tutor, Koala AI [4][5] Globalization Strategy - 51Talk has established a "dual-wheel drive" ecosystem, providing customized language solutions to over 1,500 leading domestic enterprises, while also adapting to local educational standards and teaching methods in foreign markets [5][6] - The company aims to ensure that users in different countries can learn languages in ways that resonate with their preferences [5] Scientific Approach - The company collaborates with renowned educators to shift language education from merely teaching language to fostering comprehensive skills such as critical thinking and communication [5] Personalized Education - The newly launched Koala AI tutor integrates 1.2 billion course data points and real teaching scenarios, offering a more human-like teaching experience [6] - The AI tutor employs a unique three-layer intelligent collaboration mechanism to adapt to students' needs in real-time, enhancing the learning experience [6] - 51Talk has achieved significant milestones, including over 100 million classes taught, operations in over 50 countries, and a user base exceeding 10 million [6]

Group 1 - A customer in Shijiazhuang, Hebei, reported that he paid 10,105 yuan for a high-level exam preparation course from Gaotu, which was promised to be a live class, but later discovered it was a recorded class [1] - The customer found that the instructor in the recorded class greeted students with a New Year message, indicating that the class was not live as promised [1] - The customer expressed concerns about potential fraud and requested a refund, but did not receive a satisfactory response from Gaotu [1] Group 2 - Gaotu has not yet responded to inquiries from media regarding the customer's complaint [2]

Core Insights - Duolingo Inc. is set to unveil significant product updates at its annual Duocon conference on September 16, focusing on new video call features, an expanded Energy System, and non-language learning offerings to enhance user engagement amid slowing daily active user growth and increasing AI competition [1] User Engagement and Growth - The stock has experienced a 21% decline since the second-quarter earnings report, reflecting investor concerns regarding daily active user (DAU) growth, softer third-party data, and modest U.S. marketing expenditure in the latter half of the year [2] - Sensor Tower data indicates a 28% year-over-year growth in global DAUs for the third quarter to date, a decrease from 39% in the second quarter, with August growth at 25% compared to 31% in July [3] Competitive Landscape - Concerns have been raised about the company's ability to execute viral and edgy marketing strategies following the departure of Global Senior Social Media Manager Zaria Parvez, alongside intensified competition from AI-powered platforms like OpenAI GPT-5 and advancements in Google Translate [4] Product Enhancements - At Duocon 2025, Duolingo plans to showcase enhancements to its Video Call feature, including bilingual conversation tools, gamification elements, interactive backgrounds, and longer session formats [5] - The company will also highlight the broader rollout of its Energy System, which has already improved engagement, time spent, and conversion rates among iOS users, with plans for Android expansion [5] Content Expansion - Content expansion remains a priority, with over 148 new language course pairs, deeper CEFR-aligned English learning offerings, and the introduction of the Duolingo Score for proficiency benchmarking [6] - Duolingo will also present advancements in non-language verticals such as Chess, Math, and Music, which engage millions of DAUs and enhance platform stickiness, although they are not expected to significantly impact 2025 revenue [6] Marketing and AI Strategy - Analysts do not anticipate major updates to Duolingo's broader marketing strategy at Duocon, but AI applications will be a key focus, with the company leveraging generative AI and large language models to develop tutoring capabilities comparable to human instructors [7] Financial Projections - JPMorgan forecasts Duolingo's average growth for 2025-26 at +26% for FXN bookings, +44% for adjusted EBITDA, +50% for GAAP EPS, and +33% for free cash flow, expecting meaningful progress towards management's long-term EBITDA margin target of 30-35% [8]

Core Viewpoint - 51Talk is actively expanding its global language education services, leveraging a dual strategy of local and overseas development to enhance international communication and cultural exchange, particularly in the context of the Belt and Road Initiative and national digital cultural strategies [1][2]. Group 1: Global Business Strategy - 51Talk implements a "dual-driven" strategy focusing on local services and overseas expansion, providing systematic and customized language training solutions to assist Chinese enterprises in overcoming language barriers in international business [1]. - The company has established a presence in over 50 countries and regions, with a cumulative teaching volume exceeding 100 million classes, becoming a trusted online language learning platform for overseas users [2]. Group 2: AI Empowerment and Localization - 51Talk emphasizes localized innovation by tailoring learning solutions to meet the diverse needs of learners in different regions, integrating advanced AI technologies into its teaching platforms [3]. - The company utilizes its proprietary AirClass online teaching platform and Magic Mirror Brain system to create a comprehensive digital teaching system that enhances the learning experience through data-driven personalized teaching models [3]. Group 3: Social Responsibility and Future Plans - 51Talk actively promotes educational equity through initiatives like the "School Project" and "New Window Plan," providing systematic training for English teachers in western regions of China [3]. - The company aims to continue driving educational innovation through technology, enhancing its brand competitiveness and influence while building a bridge for global communication [3].