齐鲁晚报·齐鲁壹点记者 巩悦悦 实习生 张晓文 白应婵 济南报道 近两年，一种名为"AI智习室"的新型学习空间悄然扩张。其核心是利用学习机上的智能助学系统，辅以线下督学、托管等服务。企查查 显示，一年内有4000余家"智能自习室"注册成立。近日，记者实地探访济南多家机构发现，部分标榜"个性化训练"的场所，实际通过捆 绑销售学习机、无证教师督导等方式游走于政策灰色地带。 进货1500元/台，"定价由自己决定" 7月9日上午，记者在济南市历下区的一家AI智能学习中心看到，该自习室约60平方米，40多名学生正在装有隔断的书桌前操作学习机。 其中一位八九岁的男孩正坐在学习桌前，聚精会神地进行单词与汉语的连线练习。每当正确完成一组连线，屏幕就会立即跳转到下一个 学习任务。 记者以学生家长的身份前往咨询。其间一位家长恰巧带五年级儿子前来，该店负责人提出要先带学生进行线上测试，再根据具体情况制 定相应的辅导策略和学习计划。据该店负责人介绍，"AI自习"就是利用学习机进行上课、做题、测验，学习机上的内容涵盖小学到高中 的全部网课及教材资源，"下学期还没学到的新知识，学习机上都有。" 当天，记者走访另外三家连锁品牌的人工智能学 ...

Group 1 - iFlytek expects a significant reduction in losses for the first half of 2025, with projected revenue growth of 15%-20% and net profit growth of 30%-50% compared to the same period last year [1][2] - The company anticipates a gross profit increase of over 600 million yuan, with total sales receipts around 10.3 billion yuan, reflecting a year-on-year increase of approximately 1.3 billion yuan [1][2] - iFlytek's strategic focus on artificial intelligence and continuous investment in R&D, which constitutes about 20% of revenue, has led to healthy growth in its core business, particularly in the consumer sector [2][3] Group 2 - Seres expects a net profit increase of 66.20% to 96.98% for the first half of 2025, with projected net profit between 2.7 billion to 3.2 billion yuan [4] - The company's performance is attributed to its commitment to a software-defined vehicle strategy and the successful launch of new products in the second quarter of 2025 [4] Group 3 - WuXi AppTec anticipates a 44.43% increase in adjusted net profit for the first half of 2025, with expected revenue of approximately 20.8 billion yuan, a year-on-year growth of about 20.64% [5][6] - The growth is driven by the company's focus on its integrated CRDMO business model and the successful sale of part of its stock in WuXi XDC Cayman Inc., contributing an estimated gain of 3.21 billion yuan [6] Group 4 - China Shipbuilding expects a net profit increase of 98.25% to 119.49% for the first half of 2025, with projected net profit between 2.8 billion to 3.1 billion yuan [10] - The company has benefited from improved order structures and effective cost control, leading to significant revenue growth [10] Group 5 - Huadian Power anticipates a net profit increase of 62.62% to 70.22% for the first half of 2025, with projected net profit between 642 million to 672 million yuan [20] - The growth is attributed to effective cost reduction strategies and stable production processes [20] Group 6 - Lotus Holdings expects a net profit increase of 58.67% to 68.59% for the first half of 2025, with projected net profit between 160 million to 170 million yuan [21] - The company's new product development and sales have shown significant results, particularly in the new retail sector [21] Group 7 - Dongyangguang anticipates a net profit increase of 157.48% to 192.81% for the first half of 2025, with projected net profit between 583 million to 663 million yuan [28] - The company is accelerating its strategic layout in the intelligent computing and humanoid robot sectors, which has begun to yield revenue [28] Group 8 - Walden Materials expects a net profit of 545 million to 587 million yuan for the first half of 2025, reflecting a year-on-year growth of 30% to 40% [29] - The growth is driven by increased market demand across various product lines, including electronic materials and new energy vehicles [29] Group 9 - Sanmei Holdings anticipates a net profit increase of 146.97% to 171.67% for the first half of 2025, with projected net profit between 948 million to 1.042 billion yuan [30] - The company benefits from a favorable competitive landscape and rising demand for its fluorinated refrigerants [30]

Performance Forecast - The company expects a net loss of between -280 million to -200 million yuan for the reporting period, compared to a loss of -400.67 million yuan in the same period last year [1] - The net profit attributable to shareholders is projected to increase by 30.12% to 50.08% year-on-year, while the net profit after deducting non-recurring gains and losses is expected to grow by 17.20% to 33.76% [1] Revenue and Profit Growth - The company anticipates a revenue and gross profit increase of 15% to 20% compared to the previous year, with a gross profit growth exceeding 600 million yuan in the first half of 2025 [1] - Total sales receipts are estimated to be around 10.3 billion yuan, an increase of approximately 1.3 billion yuan year-on-year [1] Strategic Initiatives - The company is actively seizing opportunities in the general artificial intelligence sector, with R&D investment accounting for about 20% of revenue [1] - The "Xunfei Spark" large model has maintained industry leadership, being the only domestically trained model on a fully localized computing platform [1] Market Position and Ecosystem - The company has established a unique advantage in the field of general artificial intelligence, with over 1.52 million developers engaged in the "Xunfei Spark" ecosystem [1] - The AI hardware based on the "Xunfei Spark" model saw a 42% year-on-year increase in sales during the "618" shopping festival, with the AI learning machine ranking first in sales on major platforms for three consecutive years [1]

市场层面，根据《中国大模型中标项目监测与洞察报告（2025年Q2》，科大讯飞中标项目数量、中标 金额在2025年第二季度实现双第一。（文猛） 新浪科技讯 7月10日晚间消息，科大讯飞发布2025年半年度业绩预告，预计实现营业收入同比增长 15%-20%，归母净利润同比增长30%-50%，扣非净利润增长17%-34%。报告期内，公司经营活动现金流 净额同比提升超7亿元，增幅约50%；销售回款总额达103亿元，同比增长13亿元。 责任编辑：何俊熹 科大讯飞称，公司踏实推进长期、可持续、高质量发展，并保持了经营的良性健康发展。业绩增长主要 源于公司积极抢抓通用人工智能的历史新机遇，继续保持面向未来抢占人工智能根红利的战略投入，研 发投入占营业收入比重约20%；同时，源头技术驱动的战略布局成果不断显现，核心业务呈现出健康发 展的势头，特别是TO C业务继续保持快速增长。 报告期内，基于"讯飞星火大模型"的AI硬件在"618"电商节销量同比增长42%；其中，科大讯飞AI学习 机连续三年位居京东及天猫"618"全周期销售额榜首，2025年半年度收入保持翻番增长。 此外，公司4月20日再次升级的讯飞深度推理70B大模型星火 ...

7月8日，江苏省教育考试院发布2025年普通高校招生普通类本科提前批次投档线，其中，历史类北京大 学02专业组（再选科目思想政治）最低投档线高达664分，清华大学01专业组最低投档线为659分；物理 类北京大学04专业组最低投档线674分，清华大学03专业组（再选科目化学）最低投档线则高达680分。 除了备受关注的这两所高校，国防科技大学的部分专业组投档线直逼清华、北大。国防科技大学历史类 02专业组最低投档线达到了658分，物理类09专业组（再选科目化学）则达到了671分。 【1】北京市高招录取工作7月8日起分批次进行 7月9日，北京市教委发布消息，北京市高招录取工作于7月8日至8月1日分批次进行，考生要关注所报批 次的录取时间安排。参加不同批次（类型）录取的高校，分别执行不同批次（类型）录取最低控制分数 线。强基计划、综合评价招生等特殊类型招生可参照特殊类型招生控制分数线。 【2】2025年北京市中招各区分数段人数统计发布 7月9日，2025年北京市初中学业水平考试成绩查询系统开通，北京教育考试院公布了各区分数段人数统 计，考生可结合今年各校招生计划、本区排名，参考去年学校录取情况，合理填报志愿。 【3】 ...

在信息爆炸但专业价值稀缺的资本市场，投资者从未如此渴求系统化的学习工具与精准决策支持。 2025年7月，九方智投股票学习机迎来里程碑式版本迭代，以超过30项功能升级强势回应市场期 待。本次升级不仅聚焦工具性能提升，更以"生态化、专业化、智能化"为核心，打造一站式投资赋 能平台，深刻契合注册制深化下投资者结构变化与专业投顾服务升级的行业大趋势。 ▲ 图为用户正在使用"易知股道"股票学习机 牛人应用：构建金融内容创作者生态 股票学习机本次迭代的核心突破在于重磅上线"创作者生态平台"，这标志着九方智投股票学习机已 从工具提供者向生态构建者跃迁。 其中，"牛人页"是专业价值的"展览馆"。它打破信息茧房，将经过严格筛选的优秀金融创作者及其 专业成果集中展示。投资者可高效发掘与自身投资理念契合的实力导师，解决"选对人"的行业痛 点。 ▲ 图为股票学习机"牛人页" "关注页"是专属信息的"聚合器"。投资者关注的牛人动态、观点更新、策略调整等信息实现一站式 聚合推送。告别信息碎片化，确保用户紧跟所信赖导师的最新洞见，提升信息获取效率。 牛人主页升级是深度互动的"新阵地"。其实现视觉与交互体验全面优化，牛人信息展示更全面。特 ...

其实2023年以来，豆神教育便开始布局人工智能（AI）教育。当年，豆神教育推出了融入AI辅助学习 功能的轻AI美育通识课程。2024年10月，豆神教育发布了自主研发的端模一体教育产品"豆神AI"，并且 应用已在安卓、iOS、鸿蒙及微软AIPC系统端上线。此前，豆神教育公布的数据显示，"豆神AI"多模态 新版上线后，20天内下载量达到19万。 豆神教育发布的2024年年度报告显示，2024年，公司明确了将人工智能（AI）教育业务作为核心的发 展战略，强化人工智能（AI）技术的研发，并不断拓展产品的应用场景和服务领域。加强与其他顶尖 人工智能公司的合作，提高教学内容的准确性和生产效率。全面拓展AI在教育领域的应用。2024年， 豆神教育人工智能（AI）教育业务实现营业收入2730.91万元。不难看出，布局AI成为豆神教育"翻 身"的重要手段之一。 继推出自研端模一体教育产品后，豆神教育再次在AI教育发力。7月8日，豆神教育发布超能训练场和 学伴机器人，以3D模型全方位讲解学习内容的形式，引导孩子从多机位、多视角进行学习。其实自 2023年以来，豆神教育开始布局AI业务，不难看出，2024年AI教育业务实现营收超过 ...

Core Insights - The article discusses the acceleration of AI education adapting to local needs, with Xueersi Learning Machine leading the way in Shanghai [1][2] - The focus is on personalized learning solutions powered by AI technology, aiming to enhance educational experiences for students [1][2] Group 1: Product Features - Xueersi Learning Machine has launched three localized modules: Intelligent Local Practice System, Virtual Co-learning Community, and Local Educational Resource Recommendation Module [1] - The Intelligent Local Practice System utilizes the Nine Chapters model to analyze local exam trends, providing customized weekly practice and integrating local exam papers [1][2] - The Virtual Co-learning Community addresses the loneliness of online learning by allowing students to engage in group activities and interactions [1] Group 2: Market Trends - The education smart hardware market in China has grown from 52.5 billion yuan in 2020 to 67.7 billion yuan in 2023, with a compound annual growth rate of 8.85% [2] - The market is expected to expand further to 73.9 billion yuan by the end of 2024 [2] Group 3: Product Matrix - Xueersi has introduced a new product matrix covering entry-level, mid-range, and flagship models, catering to different market segments [3] - The P4 standard model is priced at 2,699 yuan, targeting budget-conscious families, while the S4 classic model is priced at 4,899 yuan, designed for comprehensive learning [3] - The flagship T4 series, priced at 7,299 yuan, integrates advanced AI capabilities to foster independent learning [3] Group 4: Technological Framework - All three product models utilize the DeepSeek and Nine Chapters dual-core model architecture, enhancing their educational functionalities [3] - The Nine Chapters model has developed capabilities in problem-solving and grading across all subjects, supporting features like "Precision Learning" [3]

中报窗口期开启 ， 价值兑现正当时 虽然基本面是价值的根基 ， 是 价格的中长期锚点，但市场情绪、政策催化等因素 又 常 常 主导短 期波动，导致投资者有时低估了基本面信息对股价的即时冲击力。例如，近期某公司发布中报利润高 增长 的 预告后，其股价应声而涨，清晰地印证了中报业绩对短期股价的显著影响力。 聚焦当下的中报披露期，正是基本面变化对股价产生短期显著影响的关键时刻。回顾过去两年，超 3400份中报业绩预告的数据提供了有力佐证：业绩预喜的公司，在预告发布后的5个交易日内，股 价表现持续领先大盘；相反，业绩下滑（如首亏、预减）的公司，其股价则持续落后于大盘。 因此，中报不仅是公司价值的试金石，更是短期内撬动股价的重要杠杆。投资者需高度重视这一窗口 期，从中报数据中捕捉公司价值变化带来的投资机会。 随着上半年交易收官，市场表现已成定局 ，万得全 A创出近5年最佳上半年涨幅。市场赚钱效应 也 吸引大量新股民跑步入场， 6月，A股市场新开户数达165万户，同比增长53%。 进入 7 月，上市公司中报披露窗口期正式开启，公司的真实价值将通过这份 "期中成绩单"得到展 现，基本面的变化将成为驱动未来一段时间股价变动的 ...

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 男人的车，女人的包，孩子的"小天才"。 作者 ： 大南 来源：华商韬略 中国商界有一个神秘的大佬天团——拼多多黄峥、OPPO陈明永、vivo沈炜、极兔快递李杰， 这些大佬都被称为段永平的"门徒"，是后者经营哲学的学习与信奉者。 但在这些熟悉的名字背后，还有一位几乎没有存在感的隐身者，不但是段永平门徒，而且同样 功力惊人。他鲜少露面，几乎不接受采访，却带领自己的公司后来居上并统治一个行业，市占 率一度超过第二名到第五名总和，上演了一出"遥遥领先"的爽文剧情。 他就是"小天才"的大老板金志江。由他一手缔造的小天才手表已成为2000多万小学生的"社交 硬通货"，甚至被形容为"儿童界的爱马仕，家长圈的收割机"。 01 行业另类 春游大巴上，小宇（化名）发现同学们都在用小天才手表"碰一碰"加好友，他低头看了一眼自 己佩戴的需要输入长长电话号码才能添加好友的智能手表，悄悄眯上眼睛装睡觉了。 "当其他孩子热热闹闹加好友时，你的孩子却像个局外人。"小宇妈妈回忆道，"当然这只是个 小插曲，你可以忽略，但春游回来后，我还是咬牙给他换了小天才。" ...