上半年，鸿合科技发布健康战略，构建"身体、心理、环境、互动"四位一体的智慧教育体系。鸿合智瞳 校园安全综合解决方案通过情绪感知、危险行为分析等技术，打造多维度学生成长分析平台；AI智慧 操场实现无感化数据采集与实时动作分析，创新体育教学模式。这些创新产品与解决方案，进一步巩固 了公司在智慧教育领域的领先地位，为教育数字化转型提供全方位支持。 鸿合科技教育服务业务实现全方位突破，"小优成长书房"项目进入高质量发展新阶段。通过构建标准化 全流程运营体系和多元化营销网络，全国加盟店规模已达130余家，其中22个省市84家加盟书房已正式 开业，部分区域加盟店凭借卓越服务品质与创新模式成为地方政府认可的区域教育标杆。 基于书房项目成功经验，鸿合科技创新推出"小优AI托管"项目，以AI技术为核心打造"智能批改+精准 学习+精品托管"新模式，为6岁至15岁中小学生提供高质量校外托管服务，有效提升教育资源利用率。 在体育教育领域，鸿合科技推出中考体育一体化数字平台2.0，深度融合物联网、AI和大数据技术，通 过高精度AI传感器智能考务终端实现考试数据实时采集、身份核验和全程存证，为教育部门提供高 效、公正的体育测评解决方案。 ...

报告期内，公司发布健康战略，构建"身体、心理、环境、互动"四位一体的智慧教育体系。鸿合智瞳校园 安全综合解决方案通过情绪感知、危险行为分析等技术，打造多维度学生成长分析平台；AI智慧操场实现 无感化数据采集与实时动作分析，创新体育教学模式。这些创新产品与解决方案，进一步巩固了公司在智 慧教育领域的领先地位，为教育数字化转型提供全方位支持。 鸿合科技教育服务业务实现全方位突破，"小优成长书房"项目进入高质量发展新阶段。通过构建标准化全 流程运营体系和多元化营销网络，全国加盟店规模已达130余家，其中22个省市84家加盟书房已正式开 业，部分区域加盟店凭借卓越服务品质与创新模式成为地方政府认可的区域教育标杆。 2025年上半年，鸿合科技海外业务持续深化本地化运营，依托领先的软硬件产品矩阵和高效供应链，持续 深耕欧美市场，积极开拓新兴市场。公司海外业务收入达7.63亿元，其中在美国市场的占有率稳居第一， 在欧洲、亚太等新兴市场取得了预期的进展。同时，通过中东、拉美及非洲市场的战略布局，Newline品 牌的全球影响力进一步提升。 在创新驱动方面，Newline推出多场景LED显示解决方案及首款谷歌认证的Chrome ...

Group 1 - The 2025 Global Smart Education Conference opened in Beijing, focusing on "Human-Machine Collaboration to Foster a New Ecosystem in Education," gathering over 500 domestic and international experts and educators to explore innovative paths for the integration of new technologies in education [1] - The Chinese government emphasizes the importance of digital education as a strategic task for building a strong education nation, with significant changes resulting from three years of strategic actions promoting the deep integration of artificial intelligence in education [3][5] - Beijing Normal University President Yu Jihong highlighted the profound transformation in education due to the rapid development of generative artificial intelligence and big data technology, calling for higher education institutions to lead digital education reform and innovate talent cultivation models [3][5] Group 2 - Feicheng City Education and Sports Bureau presented a "Feicheng Plan" for educational digital transformation, focusing on a "Smart Interconnection, Data-Driven, Quality Balanced" educational ecosystem [5] - The city is implementing three major actions: Foundation Building, Transformation, and Leap Forward, to comprehensively advance educational digital transformation and achieve significant results [5][6] - The Leap Forward action aims to establish a new paradigm for psychological health protection through AI-assisted analysis tools, promoting early detection and intervention for student psychological crises [6]

Core Viewpoint - China's smart education infrastructure is continuously strengthening, with the largest national academic internet established globally, and the number of educational AI models exceeding 40, indicating a significant innovation in smart education technology [1][2] Group 1: Smart Education Infrastructure - The establishment of the largest national academic internet globally enhances the foundation for smart education in China [1] - Continuous innovation in smart education technology is evident, with new products emerging frequently [1] Group 2: AI Integration in Education - AI products are increasingly utilized in teaching, significantly improving classroom quality and engagement [1] - The integration of AI with educational materials transforms traditional teaching methods, enhancing interactivity and learning experiences [2] Group 3: Market Potential - The AI+ education market for the elderly shows substantial potential, with current penetration below 2%, indicating room for growth as trust in AI products increases [1] - The application of AI in higher education, such as AI-assisted admissions, exemplifies the shift towards standardized models for better student guidance [2]

Group 1: Policy Initiatives - In the first half of 2025, the domestic smart education industry experienced a surge in policy releases, with the Ministry of Education and nine other departments issuing guidelines to integrate AI technology into education [1] - Local governments are implementing detailed policies, such as Guangdong's plan for AI courses in primary and secondary schools and Nanjing's initiative to ensure 100% AI course coverage in schools by 2027 [1][2] Group 2: Technological Advancements - AI large models have become the core engine for technological iteration in smart education, with companies like Yuanfudao launching AI paradigms that enhance educational efficiency and accuracy [3] - The integration of hardware and AI is leading to innovative educational tools, such as Huawei's AI self-study room solution and Yuanfudao's dual-form design for learning machines [4] Group 3: Competitive Landscape - Leading companies are engaging in comprehensive strategies, with New Oriental continuing its "Education + Technology" approach and Yuanfudao expanding its reach through AI courses across numerous schools [5][6] - Hardware manufacturers are penetrating educational environments, with companies like Vision Source and Huawei developing solutions that enhance teaching and learning experiences [6][7] Group 4: Practical Applications - The intelligent transformation of classroom teaching is a key focus, with various companies implementing systems that improve teaching efficiency and student engagement [8] - Higher education institutions are also leveraging technology, with collaborations between universities and tech companies to enhance teaching and research capabilities [9] Group 5: Future Outlook - The smart education industry will face challenges related to technology ethics and large-scale application, with a focus on data privacy and algorithm fairness [10] - International expansion is becoming a strategic direction for leading companies, with growth in overseas markets and the push for international standards in educational technology [11]

Core Viewpoint - The 2025 World Digital Education Conference showcased advancements in smart education, emphasizing the transformative impact of artificial intelligence and multi-modal interactions on educational content and delivery [1] Group 1: Smart Education Development - The Ministry of Education released the "China Smart Education White Paper," declaring 2025 as the year of smart education, highlighting the rapid evolution of AI technology and its role in reshaping educational paradigms [1] - The National Smart Education Platform has established a resource supply structure that integrates four national platforms and 32 provincial platforms, facilitating resource sharing and connectivity across urban and rural areas [2][3] Group 2: Educational Resources and Services - The platform has aggregated over 110,000 resources for primary and secondary education, 11,300 online courses for vocational education, and 31,000 quality online courses for higher education, along with over 2,000 lifelong learning courses [3] - The platform provides 51 services across eight categories, including job services that publish over 20 million job postings annually and examination services that have processed 4.37 million requests [3] Group 3: AI Integration in Education - AI technologies are being integrated into education, with examples such as students using VR and 3D printing to create a "smart Mars rescue vehicle," showcasing project-based learning [4][5] - A comprehensive AI literacy education system is being developed, with 23 provincial education departments implementing AI education in primary and secondary schools [5][6] Group 4: Future Classroom Dynamics - The conference featured a simulated classroom involving students from 23 countries collaborating on drug development using advanced technologies, illustrating a new model of education where teachers act as learning ecosystem designers and students as autonomous knowledge builders [7][8] - The shift towards digital education necessitates enhanced digital literacy among educators, with various training programs being implemented to bridge the digital divide between urban and rural teachers [8]

Group 1: Cultural Industry Overview - The 21st Shenzhen Cultural Industries Fair showcased Guangzhou's vibrant cultural industry, featuring six major exhibition areas including original animation, performing arts, gaming, and cultural tourism [2] - In 2024, Guangzhou's gaming industry is projected to generate approximately 140 billion yuan, accounting for about one-third of the national total, with significant international success [4] Group 2: Gaming Sector Highlights - The gaming and esports exhibition area was the most popular at the fair, with local companies like Guangzhou Huali Technology showcasing their products, such as the arcade game "Three Kingdoms Fantasy Battle" [3] - Guangzhou has over 6,000 gaming companies, with notable entries in the "National Cultural Export Key Enterprises" list, including nine companies with overseas revenues exceeding 19 billion yuan [4] Group 3: Technological Innovations in Education - AI technologies are being integrated into educational tools, such as the AI mouse and smart pen developed by YunDie Technology, which enhance learning through real-time data processing and analysis [7][8] - Companies like Vision Source are creating comprehensive educational solutions that combine AI with traditional learning environments, aiming to improve personalized education [8] Group 4: Economic Impact of Cultural Industry - In 2024, Guangzhou's cultural industry is expected to have 3,760 registered entities, achieving revenues of 604.1 billion yuan, with new cultural formats contributing 278.1 billion yuan [9] - The cultural industry's added value is approximately 210 billion yuan, representing over 6.7% of the city's GDP, with three major cultural industry clusters generating over 100 billion yuan each [9]