重整旗鼓展新颜，AI 课程具巧思 [Table_BaseData] 公司主要数据 [Table_CoverStock] —豆神教育(300010)公司首次覆盖报告 [Table_ReportDate] 2025 年 05 月 14 日 [Table_CoverAuthor] 范欣悦 教育人服行业首席分析师 S1500521080001 fanxinyue@cindasc.com 证券研究报告 公司研究 [Table_ReportType] 公司首次覆盖报告 [Table_StockAndRank] 豆神教育(300010) 投资评级 买入 上次评级 无 | 收盘价（元） | 7.38 | | --- | --- | | 52 周内股价波动区间 | 12.96-2.38 | | (元) | | | 最近一月涨跌幅(％) | 4.83 | | 总股本(亿股) | 20.67 | | 流通 A 股比例(％) | 80.49 | | 总市值(亿元) | 152.52 | | 资料来源：聚源，信达证券研发中心 | | 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲12 ...

日前，"湾区产业金融领军人才研学坊"启动招生，该研学坊项目由资本市场学院携手中国科学院深圳先 进技术研究院、深圳创业投资公会、人工智能行业协会等权威机构，共同推出的"湾区产业金融第一 班"，旨在构建产业金融领军人才全方位、多层次的学习交流平台。 顶尖智库，名师领航。项目汇聚政、产、学、研、资各界顶级师资力量，打造"产业+金融+科技"三位 一体的实战型导师体系。特邀资本市场学院副理事长唐杰，东方富海董事长陈玮，澳大利亚国家工程院 外籍院士刘科等知名专家与行业领袖领衔授课。他们兼具深厚的理论功底与丰富的实战经验，为学员带 来前沿知识体系、实战策略与个性化建议，亦师亦友，共促成长。 多元互动，共研共学。课程注重互动式学习与实践应用，推动学员间的思想交流与知识共享。通过小组 协作，聚焦企业或机构的实际痛点，开展案例研讨、情景模拟、沙盘推演等形式的深度学习。例如：模 拟中小企业融资路演、初创科技公司股权架构设计缺陷等，帮助学员在真实场景中提升解决问题的能 力。同时组织实地研学与标杆企业参访，拓展视野，激发跨界思维，促进合作落地。 校友平台，资源共享。依托历届200名金融高管及产业精英校友，构建常态化交流机制，联动成都、 ...

5月13日，北京市密云区"双师课堂"项目学校工作推进会在北京市朝阳区实验小学密云学校召开。会议 议程包括资源型双师教学观摩、市区合作办学双师教学观摩以及解读《密云区关于推进"双师课堂"工作 指导意见》等。 【3】西安印发科技类校外培训机构准入指引 【1】北京发布"中小学生身心健康二十条" 5月13日，据"首都教育"微信公众号消息，日前，北京市委教育科技人才工作领导小组印发《关于促进 中小学生身心健康发展的若干意见》，首次对学生身心健康进行一体谋划部署，同步提升学生强健体魄 和积极心理品质。在学校育人方面，"身心健康二十条"提出，组织形式多样的班集体活动，积极支持学 生融入学校、融入团体，建立学习小组、兴趣小组、学生社团、"学伴"等互助机制，每名学生至少参加 1个兴趣小组或社团。 【2】北京密云召开"双师课堂"项目推进会 5月13日，学大教育发布公告，截至当日，公司通过回购专用证券账户以集中竞价交易方式累计回购公 司股份数量近130万股，占公司目前总股本的1.07%，其中最高成交价为52.74元/股，最低成交价为48.5 元/股，支付总金额为6470.7万元（不含交易费用）。 【5】豆神教育融资余额创近一年新高 ...

证券代码：603377 证券简称：ST东时 公告编号：临2025-074 转债代码：113575 转债简称：东时转债 东方时尚驾驶学校股份有限公司 根据《中华人民共和国公司法》和《公司章程》等相关规定，石丽英女士的辞职不会导致公司监事会成 员人数低于法定最低人数，其辞职不会影响公司监事会的正常运作，也不会影响公司经营管理工作的正 常进行，石丽英女士的辞职报告自送达监事会之日起生效。 公司将按照法定程序尽快完成监事补选等后续工作。公司对石丽英女士任职期间所做出的贡献表示衷心 感谢。 特此公告。 东方时尚驾驶学校股份有限公司 监事会 2025年5月13日 证券代码：603377 证券简称：ST东时 公告编号：临2025-075 关于监事会主席辞职的公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 东方时尚驾驶学校股份有限公司（以下简称"公司"）监事会于近日收到监事会主席石丽英女士的书面辞 职报告。因个人原因，石丽英女士申请辞去公司第五届监事会非职工代表监事、监事会主席职务。辞职 后，石丽英女士继续在公司任职，同时继续担任公司全 ...

Policy Support - Recent policies promoting "Artificial Intelligence + Education" have been introduced in multiple regions, highlighting AI's unique advantages in enhancing teaching efficiency, personalized education, and promoting educational equity [1] - The Ministry of Education's Basic Education Teaching Guidance Committee released two guidelines aimed at integrating AI into K-12 education, which will enhance students' AI literacy and foster innovation [1] - The guidelines are expected to create a safe, efficient, and equitable AI education ecosystem, laying a solid foundation for cultivating innovative talents [1] Regional Initiatives - Jiangsu Province's Education Department published the "Action Plan for High-Quality Development of Education Empowered by Artificial Intelligence (2025-2027)," aiming to establish a leading AI education model by 2027 [2] - Nanjing's Education Bureau introduced an action plan focusing on enhancing AI literacy among students and teachers, optimizing AI curriculum, and transforming educational governance through smart technologies [2] Company Strategies - Companies in the education sector are focusing on two main areas: offering AI training courses externally and utilizing AI to enhance internal business operations, which can lead to increased training revenue and improved operational efficiency [3] - Huatu Education has integrated AI into various aspects of its operations, significantly improving efficiency and allowing for more resources to be allocated to teaching and research [4] - Fenbi's CEO emphasized the company's long-term commitment to AI investment, which has begun to yield returns, creating a technological moat and a scalable business model that supports growth [4]

Group 1 - The company will hold a shareholders' meeting on May 20, 2025, at 14:30 in Beijing, with a registration date of May 12, 2025 [2][3] - The agenda includes reading the meeting notice, reviewing various proposals, and discussing the 2024 annual reports from the board and supervisory committee [2][4] - The company reported a net profit attributable to shareholders of -902.56 million yuan for 2024, with total assets decreasing by 16.75% to 400.80 billion yuan [5][6][9] Group 2 - The company plans to not distribute profits for the 2024 fiscal year, with retained earnings at 284.92 million yuan as of December 31, 2024 [9][10] - The company intends to appoint Beijing Dehao International Accounting Firm for the 2025 financial audit [10] - The company proposed to terminate the "Chongqing Oriental Fashion Driving Training Base Construction Project" due to prolonged non-use and financial pressures, with total investment in the project reaching 110.83 million yuan [11][22][23]

5月9日，由南京市职业技术培训指导中心主办的"改善你的企业（IYB）"师资培训班正式开班。来 自全市各培训机构、高校的30名学员参加为期10天的系统培训。 记者了解到，年初我市已成功举办一期SYB提高班，培养了一批优秀创业培训师，接下来还将举办 江苏省创业培训师资大赛选拔。同时，南京聚焦低空经济、人工智能、数字经济、乡村振兴等热点领 域，开展了8场创业大讲坛活动，辐射城乡各类创业群体7000余人次。接下来将持续举办22场涵盖非遗 技艺与创业融合、职业技能与AI时代适应性、初创企业发展等内容的创业大讲坛活动。 此外，为推动创业培训精准对接市场需求，持续激发青年大学生创新创业热情，我市下半年将举办 南京都市圈第三届暨南京市第十届青年大学生创业计划书大赛，吸引和集聚更多高层次人才创新创业， 促进创新创业项目转化落地，为中小企业发展提供强有力的人才支撑。 IYB培训作为国际劳工组织开发的成熟体系，是在"创办你的企业（SYB）"培训基础上对企业经营 管理进行深化和拓展的培训，更加侧重于企业经营管理能力的提升，采用更注重实践案例分析的互动教 学方式，为企业提供系统化的管理提升方案。 据了解，本次培训采用"理论+案例+模拟 ...

Core Insights - In the first quarter of 2025, a total of 461,767 consumer complaints were received nationwide, marking a year-on-year increase of 33.33% [1] - The complaints led to the resolution of 261,218 cases, recovering economic losses amounting to 23.723 million yuan for consumers [1] - The nature of complaints showed that contract issues accounted for 26.56%, after-sales service issues for 26.07%, and quality issues for 19.67% [1] Complaint Categories - Compared to the first quarter of 2024, the proportion of complaints regarding false advertising, counterfeiting, and safety issues increased, while complaints related to quality and contract issues decreased [2] - Product-related complaints totaled 245,964, representing 53.27% of all complaints, an increase of 6.38 percentage points from the previous year [2] - Service-related complaints amounted to 190,382, accounting for 41.23% of total complaints, a decrease of 5.00 percentage points [2] Specific Product Complaints - The top five categories for product complaints were home electronics, clothing and footwear, daily goods, food, and transportation tools [2] - Compared to the first quarter of 2024, complaints regarding clothing and daily goods increased, while complaints about agricultural production materials decreased [2] Specific Service Complaints - The leading categories for service complaints included internet services, life and social services, education and training services, sales services, and cultural, entertainment, and sports services [3] - There was an increase in complaints related to financial services, cultural, entertainment, and sports services, and public facility services, while complaints about life and social services, internet services, and telecommunications services decreased [2][3]

Group 1: Overview of Digital Nomadism - The number of digital nomads in the U.S. has reached 18.1 million, accounting for 11% of the workforce, with a year-on-year growth of 4.7% and over 147% growth since 2019 [1] - The trend of digital nomadism is becoming mainstream, although the number of traditional workers engaging in this lifestyle has decreased by 5% in 2024 due to corporate return-to-office policies [1][2] - The majority of digital nomads are from the younger generations, with Gen Z and Millennials making up 64% of this group, and the proportion of Gen Z has increased from less than 1% in 2019 to 26% in 2024 [1] Group 2: Work Satisfaction and Income - Digital nomads report high job satisfaction, with 79% expressing high satisfaction and 79% satisfied with their income, attributed to their focus on travel experiences and working in tech-related fields [2][3] - Many digital nomads utilize "geographic arbitrage" by living in low-cost areas while earning salaries from high-wage countries, enhancing their financial stability [2] Group 3: Challenges Faced - Key challenges for digital nomads include economic pressures, separation from family and friends, personal safety, time zone issues, and travel fatigue, although the proportion of those reporting these challenges has decreased since 2020 [2][3] Group 4: Future Plans and Trends - A significant 95% of digital nomads are likely to continue this lifestyle, but only 15% have been digital nomads for over five years, with 15%-17% returning to traditional lifestyles annually [2] - In terms of travel plans, 40% of digital nomads intend to spend more time traveling domestically within the U.S. next year, and 51% plan to travel only within the U.S. [2] Group 5: Professional Background and Skills - Digital nomads predominantly work in fields such as information technology, creative services, and education, with 79% considering themselves early adopters of technology and 76% using AI to enhance their work competitiveness [3] - The educational level among digital nomads is high, with 52% holding a college degree or higher [3] Group 6: Corporate Policies and Economic Impact - A significant portion of traditional workers engaging in remote work do so without clear corporate policies, leading to potential risks for companies regarding compliance and security [3] - The digital nomad trend is expected to continue growing due to ongoing interest in remote work and travel, with organizations implementing policies to attract and retain talent [3]

Company Overview - Yizhi Yiwei (Shenzhen) Education Management Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The legal representative is Qiu Minghui [1] - Shareholders include Shenzhen Yiwei Education Management Co., Ltd. (41%), Guangdong Qingsong Education Technology Co., Ltd. (24.5%), Yizhi (Guangdong) Education Management Co., Ltd. (24.5%), and Shenzhen Yiwei New Energy Vehicle Technology Service Co., Ltd. (10%) [1] Business Scope - The company engages in various business activities including business training (excluding licensed training), educational consulting, enterprise management consulting, and business agency services [1] - Additional services include conference and exhibition services, cultural and artistic exchange activities, technical services, information technology consulting, marketing planning, advertising services, and sales of office supplies and daily necessities [1] - The company also focuses on software development, sales of new energy vehicle testing equipment, and artificial intelligence hardware sales [1] Regulatory Information - The company operates without any licensed business projects [1] - The business address is located in Longhua District, Shenzhen [1] - The company is registered as a limited liability company with an indefinite operating period [1]