百度教育业务负责人姜宁。 新京报贝壳财经记者 罗亦丹 摄 新京报贝壳财经讯（记者罗亦丹）9月22日，百度搜索正式推出AI伴学，其中包括AI精准练、AI口语等功能，百度在宣传中表示，这可以让普通手机一键变 身"免费学习机"，助力教育平权。 贝壳财经记者发现，当前市面上有大量的AI学习机产品，虽然手机也可搭载AI教育类软件，但由于往往也兼具其他功能，容易导致孩子"分心"。对此，百度 表示家长可自主掌控，在移动端搜索"AI伴学"或"AI精准练"，即可自由切换AI伴学模式，让手机秒变学习机，确保孩子专注学习。 那么，这是否会形成对学习机类产品的"降维打击"呢？百度教育业务负责人姜宁在接受新京报贝壳财经记者采访时直言，"我们把市面上的所有学习机都买 了一遍并进行了测评。实话实说，各家都有各家的优点，我们的产品并非是要把这些学习机都替换掉，初衷在于，当前学习机的价格从前年的均价1000块 钱，涨到了现在的3000块钱，甚至有些学习机一个学期费用过万。它们主打的是将AI概念包装起来'卖溢价'。对此，我们先把AI做在软件上，当用户想要购 买昂贵的学习机时，可以先尝试我们的产品，体验下AI是什么。" ation of a 加 ...

Group 1 - The event "Smart Connection for a Brilliant Future" in Xi'an showcases electronic consumer products, automotive exhibitions, and cultural tourism, aiming to enhance consumer experience and promote local industries [1][2] - The electronic consumer products section features 25 brands including Huawei, Xiaomi, and DJI, presenting a wide range of products from smartphones to smart home devices, highlighting the integration of technology in daily life [1][2] - The automotive section includes 28 car manufacturers, offering various types of vehicles and exclusive promotions such as cash discounts and subsidies, enhancing consumer purchasing power [2] Group 2 - The event serves as a platform for companies to display their latest products and technologies, fostering interaction between industries and consumers, and promoting a vibrant consumption atmosphere in the city [2][3] - Since the beginning of the year, the city's old-for-new consumption program has provided subsidies totaling 4.749 billion, benefiting over 5.723 million consumers and driving consumption worth 46.654 billion [2] - The city’s business bureau plans to continue innovating consumption scenarios and enriching consumption formats to stimulate consumer potential and enhance the city's attractiveness [3]

Group 1 - The event "Smart Connection for a Brilliant Future" was launched in Xi'an, focusing on electronic consumer goods and automotive exhibitions [1] - The event features four main exhibition areas: electronic consumer goods, trade-in services, cultural tourism, and automotive displays [3] - The electronic consumer goods area includes 25 brands with 35 unique booths, showcasing a wide range of products from companies like Huawei, Xiaomi, and DJI [3] - The trade-in area offers services for recycling and upgrading electronic products, catering to consumer needs for second-hand exchanges [3] - The cultural tourism area provides one-stop services for domestic and international travel, along with unique cultural products from Xi'an [5] Group 2 - Since the beginning of the year, the city has implemented trade-in programs, providing subsidies totaling 4.749 billion yuan, benefiting 5.7233 million consumers and driving consumption of 46.654 billion yuan [6] - The automotive exhibition features 28 car companies, including 25 new car sales and 3 used car sales, showcasing various vehicle types including electric vehicles [6] - Car companies are offering cash discounts, trade-in subsidies, and zero down payment loans, enhancing consumer purchasing benefits [6] - The event serves as a platform to showcase technological strength, optimize consumer supply, and innovate consumption scenarios, promoting positive interaction between industry and consumption [6] - The city’s commerce bureau plans to continue innovating consumption scenarios and enriching consumer activities to stimulate consumption potential [7]

Core Viewpoint - The company, iFlytek, indicated that its main business financial statements do not include revenue from learning machines, and it expects steady growth in smart hardware revenue throughout the year, particularly in overseas consumer hardware markets [1] Group 1: Business Performance - iFlytek's smart hardware revenue is projected to show a steady increase, driven by the continuous enhancement of its Spark large model capabilities [1] - The company’s smart hardware products, including translation machines, recording pens, and office notebooks, are designed to meet user needs in a more professional and secure manner [1] Group 2: Market Trends - There is a positive growth trend in overseas consumer hardware performance, indicating a strong market demand [1]

Group 1 - The "Back-to-School Economy" reflects a vibrant consumer market recovery, showcasing a diverse range of products from high-end digital devices to essential school supplies, indicating a strong economic revival driven by youth consumption [1][3] - Sales data from "What Worth Buying" indicates significant year-on-year growth in sales for key products during the back-to-school season, with MacBook sales increasing by 88.11%, iPad by 72.93%, and learning machines by 22.50%, alongside a notable rise in stationery and military training supplies [1][3] - The back-to-school consumption trend is characterized by a dual drive of practicality and emotional connection, with a marked increase in sales of essential items reflecting the rigid demand from students and families, as well as a surge in personalized and ceremonial products [1][2] Group 2 - The back-to-school season presents new consumer demands that extend beyond hardware, emphasizing the importance of emotional and ceremonial needs, which are crucial for businesses to explore [2] - The strong purchasing power of the young consumer demographic is a vital support for economic growth, with the back-to-school season serving as a key driver for related industries and enhancing market confidence [3] - Businesses are encouraged to optimize the consumer environment and innovate shopping experiences to create a back-to-school consumption ecosystem that meets both practical needs and emotional values, thereby sustaining economic vitality [3]

Core Insights - The new semester has led to significant changes in the consumption of cultural and educational supplies as well as electronic educational products, indicating a vibrant back-to-school market and guiding the iteration and upgrade of educational products [3][4] Group 1: Consumption Trends - There is a rapid increase in the transaction volume of teaching/experimental supplies, stationery, and art materials within cultural and educational supplies [3] - Electronic educational products such as learning machines and word machines have also seen notable growth in transaction volume, with distinct preferences among different consumer groups [3] Group 2: Product Development Directions - Educational products should focus on functional refinement and specialization, developing targeted features for different learning scenarios and stages, such as deep tutoring for specific subjects [3] - Companies should pay attention to the needs of different consumer groups, particularly the 36 to 45 age demographic, who prioritize the practical benefits of educational products for their children [3] Group 3: Marketing and Regional Strategy - There is a need for enhanced regional market analysis and layout, as consumer demand for educational products varies by province, influenced by educational policies, economic levels, and cultural perspectives [4] - Companies should dynamically track changes in demand and actively engage in product iteration and upgrades to win consumer favor with better quality and service [4]

Core Viewpoint - The national subsidy program has resumed with a total funding of 69 billion yuan, allowing consumers to exchange old products for new ones, with a limited window for claiming subsidies until December 31, 2025 [1][4]. Summary by Sections National Subsidy Program - The third batch of national subsidies has been officially launched, with a total of 69 billion yuan allocated [1]. - Consumers can access the subsidy through platforms like Taobao and Tmall, with a specific focus on educational products during the back-to-school season [4]. Subsidy Details - The subsidy program has expanded to include educational items such as smart lamps, study desks, learning machines, and dictionary pens, offering up to 20% off [4][12]. - Consumers have a limited time of 130 days to claim these subsidies, emphasizing the urgency of participation [4]. Additional Discounts - Students can enjoy additional educational discounts on Taobao from August 25 to 31, with potential savings of up to 4,000 yuan, effectively reducing prices to as low as 50% [5]. - Various categories of products, including home appliances and 3C digital products, are eligible for subsidies ranging from 15% to 30% based on energy efficiency ratings [12][13]. Regional Subsidies - In addition to national subsidies, local governments in regions like Zhejiang, Guangdong, and Shanghai are offering additional consumption vouchers, enhancing the overall discount potential for consumers [15]. - Local subsidies can be combined with national ones, providing further financial incentives for consumers [15]. Market Dynamics - The popularity of the subsidy program has led to increased competition for claiming subsidies, with many consumers finding it challenging to secure funds due to high demand [16]. - The program is entering a critical phase, with the third batch of funds being rapidly consumed, indicating a limited opportunity for consumers to benefit from the subsidies [17]. Future Outlook - A fourth batch of funding is expected to be available in October, suggesting that consumers may want to wait for additional discounts during the upcoming Double Eleven shopping festival [18].

Group 1 - The core viewpoint of the article is that the inclusion of AI education hardware in the national subsidy program marks a shift from universal subsidies to structural optimization in the education hardware market [1][4] - The adjustment in the subsidy policy is expected to lower the consumption threshold for learning hardware, directly stimulating purchasing demand and promoting a positive cycle of technology upgrades, consumer demand, and policy support [6][4] - The market for learning machines is experiencing significant growth, with sales projected to increase from 3.342 million units in 2021 to 5.923 million units in 2024, representing a compound annual growth rate of 21% [6] Group 2 - The article discusses the challenges of product homogenization in AI education hardware, emphasizing the need for differentiation among manufacturers [6][7] - The competition in the learning machine market has intensified due to the entry of numerous educational companies, leading to a potential head effect where a few companies may dominate the market [7] - The development of smart education is seen as a crucial direction for educational reform, with AI reshaping traditional educational models rather than replacing human teachers [8][10] Group 3 - Smart education is expected to enhance educational efficiency and promote equity in resource distribution, making quality educational resources more accessible [9][10] - The integration of AI tools in education is facilitating personalized learning approaches, allowing teachers to focus on individual student needs while AI handles routine tasks [9][10] - The rapid acceptance of AI tools among younger students indicates a shift in learning dynamics, with students adapting to new technologies faster than their parents [9]

Summary of AI Education Conference Call Industry Overview - The conference call focuses on the AI education industry, highlighting the emergence of low-cost open-source AI models like Deepseek, which significantly enhance the precision and effectiveness of AI in education, particularly in the ToC (consumer-to-consumer) sector of learning, practice, and assessment [1][2]. Core Insights and Arguments - **AI Technology Advancements**: The introduction of Deepseek has marked a new phase in AI education, improving teaching effectiveness and enabling personalized learning paths and real-time feedback [2]. - **Application Scenarios**: AI is applied in various educational contexts, including teaching, management, and examination, with the highest potential in the ToC sector. AI-driven software products are proliferating, enhancing educational outcomes through personalized solutions [3][10]. - **Commercialization Directions**: The commercialization of AI in education is primarily focused on three areas: 1. Smart educational hardware (e.g., learning machines) 2. ToC software applications (e.g., language learning and Q&A tools) 3. International markets, with domestic companies launching problem-solving products abroad [9][10]. Key Developments - **Smart Hardware Evolution**: Since the launch of ChatGPT in 2022, various smart hardware products have been continuously upgraded, with significant improvements in both hardware and software capabilities, particularly in personalized learning and real-time feedback [6]. - **Market Growth**: The online learning machine market has shown robust growth, with GMV reaching 10.5 billion in 2023, a 160% increase year-over-year, and projected to reach 15.4 billion in 2024, a 40% increase [11]. - **AI's Role in Internal Processes**: AI is optimizing internal business processes in education, such as lesson preparation, grading, and Q&A, leading to increased teacher efficiency and reduced management costs [7]. Additional Important Points - **AI's Impact on Learning**: AI technologies are creating a more engaging and tiered learning experience, particularly in practice, assessment, and evaluation, potentially replacing some roles of tutoring teachers [8]. - **Emerging Software Services**: By 2025, AI-driven software services in education are expected to grow significantly, with numerous companies launching AI-based products that enhance teaching effectiveness through personalized approaches [10]. - **Challenges in Emotional Engagement**: While AI can effectively manage knowledge transfer and assessment, it still lacks in areas of emotional engagement and authority, indicating that human teachers will remain essential for certain aspects of education [8].

Group 1 - The article discusses the effectiveness of the "blue light filter" feature found in various electronic devices such as computer monitors, tablets, televisions, and learning machines [1] - Experiments conducted at the National Engineering Research Center for Ophthalmic Diagnosis and Treatment indicate that the "blue light filter" can alleviate eye fatigue to some extent [1] Group 2 - Experts emphasize that good habits are essential for eye protection, such as taking breaks every 20 minutes to relax and looking into the distance to relieve eye strain [3] - Despite the presence of blue light filters, prolonged close-range use of electronic screens, which emit artificial light with higher blue light content, can still pose risks to eye health [3]