Investment Rating - The report maintains a "Recommendation" rating for the education industry, indicating a positive outlook for investment opportunities [3]. Core Insights - The education industry is experiencing a "three-dimensional resonance" with policy improvements, supply clearing, and demand release, shifting the investment logic from policy-driven to performance-driven. The industry is expected to benefit from a "Davis Double Play" in terms of performance and valuation under policy support [7][26]. - The integration of artificial intelligence (AI) into education is highlighted as a key investment theme, with leading education companies likely to benefit from the "AI + Education" trend [7][26]. Summary by Sections 1. Industry Policy Dynamics - On January 12, the Ministry of Education announced the approval of 14 new higher education institutions, including 7 public and 1 private vocational colleges [10][12]. - Guangdong plans to increase 200,000 ordinary high school seats by 2026 as part of its educational enhancement initiatives [10][12]. - Jiangsu's "AI + Education" action plan aims for over 70% penetration of new intelligent terminals by 2027 and a trillion-yuan industry scale by 2030 [10][12]. - The "China-UK Study Tour Pilot Program" was launched, facilitating deeper educational cooperation between the two countries [10][12]. 2. Company Dynamics - Zhonggong Education launched the "Zhonggong AI Interview" training product, enhancing its offerings in AI-driven education [13]. - Huatu Education held an "AI Transformation Upgrade Conference," marking its transition to an AI-driven growth model [13]. 3. Industry Performance - The education sector outperformed the CSI 300 index, with the CITIC Education Index increasing by 1.69% compared to a decline of 0.57% in the CSI 300 [7][15]. - The best-performing stocks in the education sector included Action Education (+9.65%), *ST Guohua (+7.99%), and Huatu Shanding (+4.73%) [19][20]. 4. Investment Recommendations - The report suggests focusing on three main investment lines: 1. "AI + Education" with companies like Kevin Education and Kede Education as potential leaders 2. Performance and valuation resonance with Action Education, Xueda Education, and Angli Education showing significant valuation advantages 3. Companies like Botong Co. and Huatu Shanding are actively seeking new growth avenues [26].

2026年国考笔试成绩已经出炉，面试备考成为考生们的新"战场"，此时，职业教育巨头们也开始了新一 轮竞速。1月15日，北京商报记者从中公教育方面获悉，中公教育近日正式推出"中公AI面试"训练产 品，并上线"面试仿真模拟训练"等四种核心功能。其实，此前粉笔、华图山鼎相继推出AI面试点评产 品，如今中公教育的入局，再次掀起了职业教育领域AI应用的竞争浪潮。在"考公热"的背景下，粉笔此 前也与华图山鼎展开了战略合作，试图抢夺更多的市场份额。在业内人士看来，随着考生需求逐渐多 元，对于AI技术的要求将会逐步提升，未来职业教育市场集中度会进一步提高。 在各家纷纷布局AI面试产品的背后，是"考公热"在持续升温。 根据国家公务员局官网数据，共有371.8万人通过2026年国家公务员考试资格审查，通过资格审查人数 与录用计划数之比约为98：1。同时，报考年龄限制由35岁放宽至38岁。 三巨头竞逐 截至目前，考公三巨头中公教育、粉笔、华图山鼎均已发布AI面试产品，如今，围绕职业教育AI赛道 的一场"三国杀"正在上演。 据了解，中公教育发布的"中公AI面试"训练产品，嵌入中公AI就业学习机中。据介绍，该产品围绕"面 试仿真模拟训 ...

截至目前，考公三巨头中公教育、粉笔、华图山鼎均已发布AI面试产品，如今，围绕职业教育AI赛道 的一场"三国杀"正在上演。 据了解，中公教育发布的"中公AI面试"训练产品，嵌入中公AI就业学习机中。据介绍，该产品围绕"面 试仿真模拟训练""多维精评体系"与"个性化提升指导""针对性知识补充"四大核心功能，为考生提供面 试提分解决方案。 2026年国考笔试成绩已经出炉，面试备考成为考生们的新"战场"，此时，职业教育巨头们也开始了新一 轮竞速。1月15日，北京商报记者从中公教育方面获悉，中公教育近日正式推出"中公AI面试"训练产 品，并上线"面试仿真模拟训练"等四种核心功能。其实，此前粉笔、华图山鼎相继推出AI面试点评产 品，如今伴随中公教育的入局，再次掀起了职业教育领域AI应用的竞争浪潮。在"考公热"的背景下，粉 笔此前也与华图山鼎展开了战略合作，试图抢夺更多的市场份额。在业内人士看来，随着考生需求逐渐 多元，对于AI技术的要求将会逐步提升，未来职业教育市场集中度会进一步提高。 三巨头竞逐AI面试新赛道 针对该产品的上线，中公教育AI就业事业部负责人表示，AI面试产品的推出，预示着就业服务培训正 从高度依赖名师个 ...