会议、赛事 8月，与"机器人"相关的会议、论坛和比赛多了起来。从8月8日开幕的2025世界机器人大会，到8月17日落下帷幕的2025世界人形机器人运动会，再 到8月21日马来西亚举行的第七届国际移动机器人集成应用大会，8月俨然成为一个属于机器人的月份，与"机器人"相关的新闻报道不仅成为科技圈 的焦点，甚至也变成了大众关注的领域之一。 在一些业内人士看来，国内愈来愈火热的机器人行业得益于国家对培育发展机器人作出的一系列部署，正是这样的部署让机器人行业在政策端与市 场端取得了同频共振的效果。据悉，目前我国在北京、上海、浙江等多地分别成立了国家和地方共建及各类省级机器人创新中心，在核心技术、本 体研发、模型开源、数据等方面推动技术共享与联合攻关，形成产学研用深度融合的生态体系。 公开数据显示，2024年，我国机器人产业营业收入近2400亿元；今年上半年，工业机器人产量37万套，服务机器人产量882.4万套，同比分别增长 35.6%和25.5%；中国连续12年稳居全球最大工业机器人应用市场，工业机器人应用范围覆盖国民经济71个大类、241个中类；医疗、配送、养老等 服务机器人融入生活百态，开辟民生服务新空间；深空深海 ...

2025年8月20日，伴鱼创立十周年。当天，创始人兼CEO黄河向全体员工发布内部信，把五周年时提出 的"Keep Evolving"升级为"Evolving Speed is Everything"（进化速度决定一切）。在信中，黄河写 道："此时此刻，AI让人们拥有了十倍的生产力，也实现了最小闭环的生产关系。我们可以相信，伴鱼 的愿景——'打造极致的个性化教育，让每个孩子发出独特的光'，一定可以更快地实现。" 《中国经营报》记者注意到，这封内部信不是一次日常"庆生致辞"，而更像是一次面向新十年的再宣 誓：在"双减"政策重塑行业秩序之后，在生成式AI快速跃迁的当下，在线教育的范式与商业模型正在被 重新书写。 本文以这封内部信为由头，对伴鱼十年创业历程进行系统复盘，并放入中国在线教育的宏大坐标系下分 析：政策如何改变了行业边界？AI怎样重塑个性化教育？企业在现实落地中会遭遇哪些具体问题？还 将结合伴鱼近年在"阅读营""智学AI私教"等产品线的策略与数据，讨论更具可操作性的路径与前景。 行业周期与政策博弈——从狂飙到冷静 2015年前后，中国迎来移动互联网高速发展的黄金时期，教育成为资本追逐的新风口。伴鱼正是在这样 ...

2025年8月20日， 在线教育领域的知名企业伴鱼迎来了其成立十周年的里程碑时刻。在这个具有特殊意义的日子，伴鱼创 始人兼CEO黄河发布了以"Evolving Speed is Everything"（进化速度决定一切）为核心的全新主题，标志着伴鱼在穿越行业 周期后，正式迈入以AI驱动、追求极致效率与个性化体验的新十年。日前，黄河先生接受了专访，深入阐述了伴鱼十年 的创业心路、对教育本质的思考以及AI技术带来的革命性变化。 "十年，我们一起经历了闪亮的高光时刻，也一起穿越了至暗的绝望之谷。"黄河在内部十周年信中这样写道。这十年，恰 是中国在线教育从萌芽、爆发、狂热到理性回归的完整周期。伴鱼作为亲历者，其发展路径堪称行业缩影：2015年以互联 网思维入局，先后打造了伴鱼绘本、伴鱼少儿英语等明星产品，在2020年以1880%的惊人营收增长率跻身德勤中国高成长 50强。 然而，随之而来的"双减"政策给整个行业带来了前所未有的挑战。但压力也成为了转型的最大动力。伴鱼凭借对教育本质 的理解和深厚的技术积累，将危机转为契机，果断向AI教育战略转型，成功打造出以"伴鱼阅读营"、"伴鱼智学"为代表的 新一代爆款产品。 "阅读 ...

来源：环球网 2025年8月20日，在线教育领域的知名企业伴鱼迎来了其成立十周年的里程碑时刻。在这个具有特殊意 义的日子，伴鱼创始人兼CEO黄河发布了以"Evolving Speed is Everything"（进化速度决定一切）为核心 的全新主题，标志着伴鱼在穿越行业周期后，正式迈入以AI驱动、追求极致效率与个性化体验的新十 年。日前，黄河先生接受了专访，深入阐述了伴鱼十年的创业心路、对教育本质的思考以及AI技术带 来的革命性变化。 "十年，我们一起经历了闪亮的高光时刻，也一起穿越了至暗的绝望之谷。"黄河在内部十周年信中这样 写道。这十年，恰是中国在线教育从萌芽、爆发到理性回归的完整周期。伴鱼作为亲历者，其发展路径 堪称行业缩影：2015年以互联网思维入局，先后打造了伴鱼绘本、伴鱼少儿英语等明星产品，在2020年 以1880%的惊人营收增长率跻身德勤中国高成长50强。 "智学"的未来：AI如何实现极致的个性化 如果说阅读营是伴鱼在特定赛道的成功突破，那么"伴鱼智学"则代表了其对未来教育形态的宏大构想。 其核心是AI智能体"可可老师"。"我们不是在做一個简单的对话机器人，而是按真人名师的标准去打造 一个AI ...

Core Insights - The development of AI technology is expected to profoundly impact human development and education, allowing individuals to focus more on creative fields as AI gradually replaces conventional jobs [1][2][12] - The online education industry experienced explosive growth starting in 2015, with the founding of Banyu by Huang He, who shifted from adult English education to children's English education due to its greater market potential [3][5] - Banyu has achieved significant growth, with registered users surpassing 10 million and a renewal rate of 97.1% by 2018, positioning itself close to an IPO [3][5][6] Company Development - Banyu's transition to AI education has involved substantial investment in developing educational models, with over 100 million yuan allocated for research and development [5][10] - The company emphasizes personalized education, focusing on quality teaching rather than aggressive advertising, leading to the launch of various products such as Banyu Picture Books and Banyu Children's English [5][6] - By the end of 2019, Banyu had over 500,000 paying users, which grew to over 2 million by October 2020, with a total user base exceeding 40 million [6][10] Product Innovation - Banyu has diversified its offerings into six product lines, including reading camps and Singapore math, with the reading camp emerging as a key innovation post "double reduction" policy [8][10] - The reading camp utilizes a structured approach to reading, combining bilingual audio, original books, and interactive exercises, achieving over 1 million in revenue within three months of launch [8][10] - In 2022, Banyu initiated its AI education strategy, launching the upgraded AI tutoring product "Coco Teacher," which provides personalized learning plans based on extensive user data [10][12] Future Outlook - Huang He believes that AI will significantly influence education, necessitating a shift towards fostering innovative thinking and collaboration with AI tools [12][13] - The company has developed courses in AI-related fields for elementary students, aiming to enhance their understanding and application of AI technologies [12] - As Banyu celebrates its tenth anniversary, it emphasizes the importance of evolving rapidly in a technology-driven era, encapsulated in the new slogan "Evolving speed is everything" [12][13]

Group 1 - The current AI education products in the market face the issue of using outdated knowledge frameworks, which do not align with the new curriculum standards [1] - The "nano-level knowledge tagging system" developed by the company aims to address this gap, achieving a 98.5% accuracy in understanding the new curriculum and a 99.8% simulation of real teacher tutoring capabilities [1] Group 2 - The company has built the largest vertical education knowledge base in China, leveraging data from 70 million users and 30 million courses, which serves as a competitive advantage [2] - The AI general education course is priced at around 100 yuan, and the app covers a complete learning cycle, leading to a user growth rate three times that of first-tier cities in lower-tier markets [2] Group 3 - The supportive educational policies in China are fostering a billion-yuan AI education market, with the company's products aligned with the new curriculum and achieving a 97.14% accuracy in unit assessments [3] - The company has a high renewal rate of 79%, demonstrating the commercial value of its "technology + research + data" model, which is validated by industry experts [3] - The expansion of the "AI + education" pilot program to county-level areas presents new growth opportunities for the company's nano-level knowledge graph approach [3]

Core Insights - The core goal of education remains unchanged: to provide personalized education that helps each child shine uniquely, especially in the context of AI advancements [1][2] - The application of AI in education should focus on awakening individual potential rather than creating standardized outputs [1][3] Industry Overview - The education sector is undergoing a profound transformation due to rapid advancements in AI technology, which offers unprecedented opportunities for personalized education [2] - AI's capabilities in data processing, pattern recognition, and adaptive learning are crucial for implementing "extreme personalization" in education [2] Company Strategy - The company, led by its founder and CEO, emphasizes the importance of recognizing each child's unique cognitive rhythms, learning preferences, and personality traits [1][2] - The development of a comprehensive "learner profile" through the integration of multidimensional dynamic data allows for tailored learning paths and personalized content recommendations [2] - The company has consistently prioritized personalization in its product development over the past decade, resulting in various successful educational platforms [2] Educational Philosophy - The company believes that the essence of education lies in the details of personalization, capturing small progress and providing appropriate encouragement [3] - AI should act as a wise facilitator in education, helping each unique individual discover their potential and overcome limitations [3] - The focus is on using technology to enhance the core of education, leveraging data to understand differences and adapting to individual needs [3]