Core Viewpoint - The report by Duojing Education Research Institute highlights the transformative impact of AI on the education industry, emphasizing a shift from traditional methods to personalized and intelligent learning experiences driven by advanced AI technologies [3][4][6]. Group 1: AI Technology and Education Transformation - AI technology is driving a systemic transformation in education, moving from single technology applications to comprehensive changes in teaching processes and business models [3][4]. - The report identifies ten core trends in AI-enabled education, indicating a transition from standardized learning to personalized education, breaking the "impossible triangle" of personalization, quality, and scalability [3][4][7]. Group 2: Company Profile - Shifang Ronghai - Shifang Ronghai has been recognized as a leading player in the digital vocational online education sector, showcasing significant achievements in AI model development and educational scene implementation [4][6]. - Since its establishment in 2016, Shifang Ronghai has focused on technological innovation to drive changes in the online education industry, aligning with the "Digital China" strategy [4][6]. Group 3: AI Innovations and Products - In 2023, Shifang Ronghai launched the OpenBuddy-Falcon-7B, the first commercial Chinese cross-language model based on the Falcon architecture, marking a significant advancement in AI technology [6]. - The company has developed an AI multi-dimensional interactive teaching system that dynamically optimizes learning paths and matches resources, providing personalized learning experiences [6][7]. Group 4: Educational Equity and Personalization - AI technology is reshaping talent cultivation in education, transitioning from knowledge accumulation to human-machine collaboration capabilities [7]. - Shifang Ronghai's AI systems offer 24/7 online Q&A services, addressing resource allocation disparities and promoting educational equity [7][9]. Group 5: Hardware Innovations - Shifang Ronghai introduced the XiaoZhi AI Voice Box, an AI hardware product that integrates into various educational and family scenarios, enhancing learning support and communication [9][10]. - The XiaoZhi AI Voice Box has received recognition for its market demand and innovative capabilities, reflecting the company's strength in AI hardware development [9][10]. Group 6: Future Directions - The company aims to continue leveraging AI technology to innovate educational applications and expand its range of smart hardware products, building a new ecosystem centered around AI in education [11].

2025 年 06 月 19 日 研 多邻国（DUOL.O）：AI 技术重塑教育生态，订 阅驱动增长与全球化布局构筑盈利护城河 究 报 告 "悟界"系列大模型，高德开放平 台发布智能眼镜解决方案》2025- 06-12 行（WRD.O）：Robotaxi 领航出海， 平台化战略加速全球化商业兑现》 2025-06-09 3 、 《 计 算 机 行 业 周 报 ： DeepSeekR1-0528 升级，字节扣子空 间上线一键转播客功能》2025-06- 06 行 业 推荐(维持) 事件 分析师：宝幼琛 S1050521110002 baoyc@cfsc.com.cn 联系人：谢孟津 S1050123110012 xiemj@cfsc.com.cn 行业相对表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 计算机(申万) | 0.4 | -12.5 | 35.4 | | 沪深 300 | -0.1 | -3.4 | 9.8 | 资料来源：Wind，华鑫证券研究 多邻国官网发布 2025 年第一季度财报,公司当季实现总营收 2.307 亿美元，同比增长 38 ...

2025 年的 AI 浪潮席卷全球，从 DeepSeek 大模型的破圈效应到政策红利的持续加码，教育领域正在经历一场深刻的变革。当「个性化-高质量-大规模」 的教育困境被提出时，AI 的出现似乎成为破局的关键钥匙。 头部的教育科技公司纷纷接入 DeepSeek，结合 AI 研发产品、升级技术。2025 年，AI+教育的市场规模预计突破 700 亿元，已然有形成商业、教育的双重 闭环之势。 那么，这场变革风起何处？在新时代教育如何拥抱 AI？本文从政策、技术和商业三个关键词出发，一探 AI 赋能教育行业发展趋势。 政策利好，AI教育走向发展快车道 作为一个综合性概念，AI 赋能教育是指将人工智能技术深度融入教育核心场景和流程，促进关键教育场景的智能化以及关键业务流程的自动化。这种新 型教育模式，率先以「提效」二字闯入管理者及师生多方心坎，推动传统教育的教学主体、学习主体、教学载体开始变革。 具体表现是：基于精准学情分析，构建个性化教学体系；依托智能产品研发，拓展教育内容维度；借助大模型数据处理能力，实现规模化资源共享。教育 者们念兹在兹的不可能三角「个性化-高质量-大规模」，似乎突然有了解。 一切皆因果，因不虚 ...

Core Viewpoint - The rapid integration of AI into education is creating a new dynamic where parents, teachers, and students are increasingly reliant on AI tools, leading to heightened educational anxiety and a burgeoning market for AI-driven educational products [1][34][38]. Group 1: AI in Education - AI is perceived as a tool that can enhance educational outcomes, with proponents believing it can free teachers from mundane tasks and provide personalized support to students [6][21]. - The emergence of AI learning tools has led to a surge in educational materials, with some titles selling over 300,000 copies, indicating a strong market demand [3][34]. - AI self-study centers have proliferated, with approximately 50,000 established by July last year, surpassing the number of certain popular beverage chains [22][34]. Group 2: Parental Anxiety and Market Growth - A significant percentage of parents report varying levels of anxiety regarding their children's education, with 86% feeling some degree of concern [34]. - The AI+ education market is projected to reach 160 billion yuan by 2027, highlighting the financial stakes involved [34]. - The introduction of AI-enhanced learning devices has led to a dramatic increase in prices, with some products tripling in cost after incorporating AI features [35]. Group 3: Educational Trends and Cultural Context - The trend of educational anxiety is not new; it has evolved from past phenomena like speed math classes to current AI-driven educational tools, reflecting a continuous cycle of parental pressure to ensure children's success [39][47]. - The cultural context of education in countries like South Korea shows a similar pattern of intense focus on academic achievement, driven by societal beliefs about education as a means of social mobility [50][53]. - The narrative around education is shifting, with some parents beginning to question the relentless pursuit of academic success and considering the broader implications of their children's experiences [57][58].

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连一把手都要打卡的公司，已经病入膏肓了。虽然说得有点夸张，但是这种把繁文缛节做到极致的公 司，真的是一言难尽，几乎把负向管理、倒逼式的管理搞到了极致。什么意思，就是极致的周扒皮，就 是不把人当人看了。 我这么说丝毫没有夸张，等你见过这样的企业你就明白了，可能正在看这篇文章的你，本身就已经处于 这样的环境之中，那么你更应该读下去。搞清楚这种极致的负向管理、倒逼式管理的根本原因是什么， 怎么解决这些问题。这确实也是比较难的，因为一旦发展到这种程度，基本上就是整个系统的问题，已 经超越了团队的问题，不是那么容易解决的。 我记得有一次我和一位企业的总经理聊完，他送我下楼，当时已经到了下班的点，我们说好一起去吃个 便饭，然后他说要先上去打个卡。我反问说，你这个层级也要打卡吗？他说是啊必须去打，而且必须要 上去打卡，指纹和刷脸这两个动作都不能少。当时我就决定，除了战略上面的问题，趁着吃饭的机会， 一定要深挖一下内部管理和企业文化方面的问题，对于一枚咨询顾问来说，确实也是收获丰厚啊。 这种把繁文缛节、负向管理做到极致的企业，真是不在少数。我知道的一家曾经做在线教育非常成功的 企业，很多人可能都知道这家企业，就是X霸君。 在 ...

Core Insights - The article discusses the rise of emotional consumption among the elderly population in China, particularly focusing on online interest education as a growing market segment driven by the increasing number of retirees and their willingness to spend on personal development and hobbies [1][10][11]. Group 1: Market Overview - The elderly population in China exceeds 200 million, with a significant portion engaging in online learning, particularly women who make up 64% of this demographic [3][14]. - The average disposable income for this group is approximately 5,119.6 yuan per month, indicating a strong purchasing power for educational services [14]. - The online education market for the elderly is projected to grow at a rate of 34% annually, with the market size expected to increase from 28 billion yuan in 2022 to 120.9 billion yuan by 2027 [21]. Group 2: Investment and Capital Influx - Major investments from companies like Tencent and various venture capital firms have entered the silver education sector, attracted by the potential of the aging population and the relatively untapped market for online education [10][24]. - The emergence of a "new silver generation" of retirees, characterized by their wealth and leisure time, presents a significant opportunity for businesses targeting this demographic [11][13]. Group 3: Consumer Behavior and Preferences - Many elderly individuals are pursuing online courses to fulfill lifelong dreams and interests, with platforms offering a variety of subjects from music to yoga [5][6]. - The preference for online learning is driven by the convenience of recorded classes, allowing for repeated viewing and better retention of information [6][8]. - Emotional support and social interaction are also key factors, as many elderly learners find companionship and purpose through these online classes [8][10]. Group 4: Challenges and Industry Standards - Despite the growth, there are concerns regarding the quality and pricing of online courses, with some elderly consumers facing high costs and potential scams [29][30]. - Experts suggest the need for industry standards and regulations to ensure the quality of services and protect consumers from misleading practices [28][30].

研究所： 证券分析师： 余春生 S0350513090001 yucs@ghzq.com.cn [Table_Title] 晨会纪要 ——2025 年第 99 期 观点精粹: 最新报告摘要 量子之歌收购 Letsvan，进军潮玩领域--行业周报（港股美股） 乘 AI 端侧时代东风，国产存储龙头多条线蓄势待发--兆易创新/半导体(603986/212701) 公司深度研究 国内养老机器人试点政策落地，Skild AI 获英伟达等融资加持--行业周报 光伏贱金属替代趋势强化，分布式储能需求增长明确--行业周报 财政发力支撑总量，M1 增速回升--资产配置报告 "狮子的力量"撼动油市，地缘溢价能撑多久？--事件点评 拟换股吸收合并中科曙光，打造世界级智算中心--海光信息/半导体(688041/212701) 科创板公司动态研究 动力煤产区供应收紧、静待旺季需求回升--行业周报 特斯拉 Robotaxi 商业化时刻将至--行业动态研究 以色列伊朗冲突对化工行业的影响，铬盐值得重点关注--行业周报 资金面宽松，科创 ETF 净流入--资产配置报告 多家车企发布"60 天账期宣言"，特斯拉暂定 6 月 22 日正式运营 ...

就像 iPhone 初代用户成为移动互联网大佬、特斯拉首批车主投身新能源，混沌在 AI 时代做的，从来不是等 待基因觉醒，而是率先与时代共振。 一年一度的混沌会员续费开始了，这一次，混沌选择拥抱 AI ，这一次，也期待你继续选择 AI 的混沌。 点击上方购买混沌会员 限时特惠倒计时中 李善友教授曾被问过："混沌没有 AI 基因，为何能带着企业先行半步？" 答案藏在 "涌现" 的哲学里。 你是否正在成为被淘汰的 "旧人"？ 是的，混沌凭什么搞 AI ？ 当传统巨头还在观望时，混沌已纵身跃入洪流，混沌早已将 "纵身一跃" 的基因刻进创新骨髓。 不是拥有技术才入场，而是入场才能定义技术，如今混沌用十年商业案例库与深度创新框架（ DIM ），让 AI 成为连接思维模型的桥梁，这便是 "没有基因，就创造基因" 的混沌式生存法则。 于是，在 AI 的时代，你想成为 "什么样" 的创新者？ 当 AI 重构商业规则，你的定位是否还在模糊地带？ 当下正上演残酷的 "创新者分化"：懂创新不懂 AI 的人，困在 "理论嗨、落地废" 的陷阱；懂 AI 不懂创新的 人，沦为技术工具的附庸。 所以，"公司 AI 化转型的推动者"" AI ...