8月20日，智通财经从网龙（00777.HK）获悉，在近日举办的2025全球智慧教育大会上，网龙透露，已 构建AI生产中心，通过"专家系统+AI节点"的方式，赋能教育内容的高效、标准化、个性化生产。边际 生产成本可降至百元级，单条内容生产时间可缩短至1小时以内。 ...

新京报贝壳财经讯（记者陈维城）8月19日，2025全球智慧教育大会正在进行。在开幕式上，教育部副 部长吴岩指出，人工智能的飞速迭代深刻影响教育，教育数字化是关乎教育强国成败的战略要务。中国 正推动人工智能深度融入教育各领域。 清华大学教授、中国科学院院士王小云提到，人工智能安全已成为全球关注的焦点，密码学是解决其安 全问题的核心支撑。AI可助力密码分析，如利用机器学习破解DRS格签名、突破对称密码分析。密码技 术亦赋能AI安全，通过全同态加密、零知识证明等隐私计算技术实现大模型推理"可用不可见"，为AI系 统提供可证明安全的数据隐私保护范式。她强调AI与密码学科深度融合，以密码技术筑牢AI安全防 线，同时借力AI推动密码算法革新，共迎智能时代安全挑战。 网龙董事长刘德建以数字人形象出现并提出，面向未来的理想教育应具备"3E"特质，即：更有效果 （Effective）、更有效率（Efficient）、更有体验感（Engaging）。刘德建指出，传统教育模式以"群体 为中心"，而未来教育应以"个体学习者"为核心，强调个性化、沉浸式和游戏化的学习体验。他特别提 到，"视觉糖果"式的界面设计、游戏化互动和沉浸式模拟对 ...

Core Insights - NetClass (NTCL) experienced a 2.63% increase in stock price, reaching $1.95 per share with a trading volume of $36,700, resulting in a total market capitalization of $33.51 million [1] Financial Performance - As of September 30, 2024, NetClass reported total revenue of $10.10 million, reflecting a year-over-year decrease of 8.91% [1] - The company recorded a net profit attributable to shareholders of -$1.48 million, which represents a significant year-over-year decline of 1010.94% [1] Company Overview - NetClass Technology Company is a foreign holding company registered in the Cayman Islands, primarily operating through its domestic subsidiary, Shanghai NetClass Information Technology Co., Ltd. [1] - The subsidiary specializes in IT technology services and smart education, offering digital products and services in the education sector, software development, smart classroom construction, mobile learning platforms, as well as cloud computing, big data, and blockchain technology services [1]

Core Viewpoint - Ruanyun Edai Technology Inc. (软云) is experiencing a decline in revenue while showing significant improvement in net profit, indicating a potential shift in operational efficiency and cost management strategies [1] Financial Performance - As of March 31, 2025, Ruanyun reported total revenue of $668.54 million, a decrease of 26.97% year-on-year [1] - The company recorded a net profit attributable to shareholders of -$39.66 million, which represents a year-on-year increase of 80.23% [1] Company Overview - Ruanyun Edai Technology Inc. is a Cayman Islands-registered holding company that operates through its domestic subsidiary, Jiangxi Ruanyun Technology Co., Ltd. [1] - The subsidiary focuses on artificial intelligence algorithms, smart question bank construction, learning behavior big data assessment, and comprehensive solutions for the education industry [1] - The company adheres to the philosophy of "big data changes education" and aims to be a leading provider of education big data AI services in China [1] Industry Position - Ruanyun Technology utilizes information technology to collect data throughout the student learning process, applying AI to analyze vast amounts of data [1] - The company's services aim to create precise learning profiles for students, enhancing modern education by improving efficiency and reducing burdens [1]

8月14日，网班(NTCL)盘中上涨3.49%，截至21:46，报2.039美元/股，成交1.17万美元，总市值3503.58 万美元。 财务数据显示，截至2024年09月30日，网班收入总额1010.16万美元，同比减少8.91%；归母净利 润-147.78万美元，同比减少1010.94%。 资料显示，网班科技公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公司上 海网班信息科技股份有限公司运营。其子公司是教育领域的专业IT技术服务商及智慧教育专家,业务包 括教育领域的数字产品及服务、软件开发、智慧课堂建设、移动学习平台及云计算、大数据及区块链技 术服务等。 本文源自：金融界 作者：行情君 ...

Financial Performance - Net revenue for Q2 was 27.9 billion RMB, a year-on-year increase of 9.4%, but below the expected 28.4 billion RMB [4] - Gross profit was 18.1 billion RMB, a year-on-year increase of 12.5%, but also below expectations [4] - Net profit reached 8.6 billion RMB, a year-on-year increase of 27.25%, but a significant quarter-on-quarter decline of 16.5% [6] - The company maintained a high gross margin of 64.9% [6] - Cash position remains strong with net cash of 142.1 billion RMB, an 8.1% increase from the beginning of the year [6] Core Business Performance - The gaming and related services segment generated net revenue of 22.8 billion RMB, a year-on-year increase of 13.7%, but a quarter-on-quarter decline of 5% [2][4] - The gross profit from the gaming business was 16.01 billion RMB, slightly exceeding expectations, indicating ongoing cost control pressures [3] - The online music segment reported net revenue of 2 billion RMB, a slight year-on-year decline of 3.5% [5] - The innovative and other businesses segment saw a significant decline in revenue, down 17.8% year-on-year, primarily due to drops in revenue from various services [5] Product and Market Dynamics - Notable new product launches in overseas markets include "Out of Bounds" and "Marvel's Secret Wars," which achieved high download rankings but have not yet translated into significant revenue [3] - The classic IP "Fantasy Westward Journey" reached a peak of 2.93 million concurrent players, showcasing the enduring appeal of the brand [3] - Upcoming titles such as "Forgotten Sea" and "Return to Tang" are expected to test the company's innovation and international strategy [7] Cost and Expense Management - Total operating expenses amounted to 9 billion RMB, a quarter-on-quarter increase of 12.5%, driven by higher marketing expenditures in the gaming sector [6] - The company faces pressure on profitability due to increased operating costs and fluctuating investment income [6]

近日，好未来发布了截至2025年5月31日的2026财年Q1财报，其Q1净收入从上年同期的4.14亿美元上升 到本季度的5.75亿美元，亮眼成绩的取得在于学习服务和AI驱动的智能硬件稳步增长。事实上，作为国 内教育大模型的"头号玩家"，AI已经融入好未来的各大业务中，各项产品已经被AI深度重构。 T4学习机的AI助手正引导一名孩子逐步拆解复杂的数学难题；而几步之遥，另一名小观众则沉浸在素 养机器人的拼搭挑战中——在上海世博展览馆内学而思展台上围满了前来体验的小观众们。随着以大模 型技术为代表的人工智能加速发展，教育正成为AI垂类应用落地最快的领域之一。 AI战略开花结果 2026财年Q1，好未来净收入从上年同期的4.14亿美元上升到本季度的5.75亿美元，归属于好未来的净利 润为3128.2万美元，同比增长174.36%。好未来的利润率也持续上涨，而这背后是好未来规模效应释 放、运营流程优化以及AI技术提效。 所谓AI技术提效，是好未来在AI大模型上的重点布局的三条路径。即AI学习教练，利用AI Agent来协助 老师完成诸如跟踪学生出勤情况、制定学习计划、回答问题以及管理日常事务等任务，提高了工作效 率；A ...

8月12日，软云(RYET)盘中上涨6.49%，截至23:12，报1.64美元/股，成交7.68万美元，总市值5535.00万 美元。 本文源自：金融界 作者：行情君 财务数据显示，截至2024年09月30日，软云收入总额410.97万美元，同比减少34.49%；归母净利 润-61.69万美元，同比增长58.68%。 资料显示，Ruanyun Edai Technology Inc.是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内 实体子公司江西软云科技股份有限公司运营。其子公司专注于人工智能算法、新型智慧题库建设、学习 行为大数据测评和教育行业应用整体解决方案的国家级高新技术企业,公司秉承"大数据改变教育"的理 念,专注教育领域,已成为国内一流的以测评为核心的教育大数据人工智能服务提供商。软云科技利用信 息化技术深入学生学习全流程采集数据,将海量数据基于人工智能技术进行输出与应用,帮助孩子描绘最 精准的学情肖像,为现代化教育实现增效减负,让每一位孩子都可以闪闪发光。 ...

Core Viewpoint - Ruanyun Edai Technology Inc. (软云) is experiencing a decline in revenue while its net profit shows significant growth, indicating a potential shift in business strategy or market conditions [1] Financial Performance - As of September 30, 2024, Ruanyun reported total revenue of $4.1097 million, a year-over-year decrease of 34.49% [1] - The company recorded a net profit attributable to shareholders of -$616,900, which represents a year-over-year increase of 58.68% [1] Company Overview - Ruanyun Edai Technology Inc. is a Cayman Islands-registered holding company that operates through its domestic subsidiary, Jiangxi Ruanyun Technology Co., Ltd. [1] - The subsidiary focuses on artificial intelligence algorithms, smart question bank construction, learning behavior big data assessment, and comprehensive solutions for the education industry [1] - The company adheres to the philosophy of "big data changes education" and aims to be a leading provider of education big data AI services in China [1] Industry Position - Ruanyun Technology utilizes information technology to collect data throughout the student learning process, applying AI to analyze vast amounts of data [1] - The company's services aim to create precise learning profiles for students, enhancing modern education by improving efficiency and reducing burdens [1]

格隆汇8月12日丨全通教育(300359.SZ)公布，公司于2025年8月12日召开了第四届董事会第三十三次临 时会议和第四届监事会第三十次临时会议，审议通过了《关于二级全资子公司减资的议案》，同意全资 子公司全通教育基础设施投资管理有限公司(简称"全通基础")对其全资子公司全通智汇(西安)教育科技 有限公司(简称"全通智汇""减资对象")进行减资：全通基础拟对全通智汇未实缴注册资本(700万元)进行 减资，将全通智汇的注册资本由1,000万元减少至300万元。减资后全通基础对全通智汇的出资额由人民 币1,000万元减至300万元。 ...