豆神教育（300010.SZ）1月5日在投资者互动平台表示，您好，公司的学伴机器人深度融合了火山引擎 RTC技术与豆包大模型，旨在实现实时对话与精准引导，搭建自然、流畅、富有智慧的语音交互场景。 以上技术模型的接入可以帮助提升学伴机器人的语音交互效果、提升用户体验，但对公司经营基本面无 重大影响。感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵司的产品使用火山引擎技术主要包含哪些方 面？ ...

豆神教育（300010.SZ）1月5日在投资者互动平台表示，您好，公司的学伴机器人已于2025年12月22日 进行第一批预售，公司模型采用moe混合模型架构，算力以火山引擎为主。请广大投资者谨慎看待热 点，理性投资。感谢您的关注。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：你好，贵司的伴学机器人是否已经上市了？还是说仅 限于在一些展会展览了？是否开启预售了？或者开始销售了呢？另外，贵司的模型算力，是否是自己的 模型算力平台？还是说接入的别的算力平台？ ...

Core Viewpoint - The Robot ETF (159770) has shown significant growth, with a net inflow of funds and a notable increase in its scale and shares, indicating strong investor interest in the robotics sector. Group 1: ETF Performance - As of December 31, 2025, the Robot ETF (159770) recorded a transaction volume of 210 million yuan, with the underlying index (H30590) rising by 0.55% [1] - The Robot ETF (159770) achieved a new high with a total scale of 10.926 billion yuan and 10.311 billion shares as of December 30, marking a significant milestone since its inception [2] - Over the past three days, the Robot ETF (159770) has seen a cumulative net inflow of 325 million yuan, with a year-to-date total net inflow of 8.441 billion yuan, leading among similar products in the Shenzhen market [2] Group 2: Industry Developments - Four government departments have issued a plan to promote digital transformation in the automotive industry, emphasizing the importance of intelligent robots and testing equipment as key areas for technological advancement [3] - The plan encourages the integration of artificial intelligence in various stages of automotive production, aiming to enhance the industry's resilience and safety through innovative applications [3] Group 3: Company Innovations - Dou Shen Education launched its first embodied intelligent product, the "Learning Companion Robot," which sold out within an hour, showcasing the growing demand for AI applications in education [4] - The Learning Companion Robot integrates advanced real-time audio and video technology and features dual large models, indicating a strategic move towards creating a comprehensive AI education ecosystem [4] Group 4: Market Sentiment - Open Source Securities reported a rebound in the humanoid robot sector, with both technical and emotional factors contributing to a significant increase in the sector index [5] - The report anticipates that the industry will reach a technological convergence by 2025 and cross a mass production inflection point by 2026, focusing on the supply chain of Tesla and leading domestic enterprises [5]

格隆汇12月31日｜教育部计划在明年出台相关政策文件，系统部署推进人工智能教育和应用，构建面向 未来的教育体系。豆神教育（维权）（300010.SZ）积极响应政策号召，围绕人工智能在教育行业的应 用，构建"软件+硬件+内容"三位一体AI教育的生态闭环布局。公司学伴机器人深度融合了火山引擎的 实时音视频技术，内置了豆包大模型与智谱AI GLM-4大模型，首发即售罄；自研的"九霄平台"内容生 产系统，可生成个性化千人千面的课程、指导方案、文字读物及AI解题程序等，实现因材施教。 ...

格隆汇12月29日｜豆神教育（维权）强力推出学伴机器人，定价1999元，首批500台1小时内全部售罄。 该产品以"陪伴式智能教育新形态"为理念，围绕作业场景，包括作业陪伴、辅导、校正、指导、分析， 旨在完成高效的学习规划、解放家长时间，并实现学生作业全记录。该产品深度融合了火山引擎的实时 音视频技术，内置了豆包大模型与智谱AI GLM-4大模型，支持个性化辅导与多科目拓展学习，致力于 打造孩子的专属"知识图谱"。 ...

豆神教育推出学伴机器人，定价1999元，首批500台1小时内全部售罄。 ...

12月26日，豆神教育（维权）科技（北京）股份有限公司（以下简称"豆神教育"）以线上电话会形式接 受特定对象调研。富国基金、银华基金、中银基金、工银瑞信、中信证券等24家机构参与本次调研，公 司董事长窦昕、首席技术官阎鹏、董事会秘书兼副总裁崔霄雨出席，就公司自研具身智能产品学伴机器 人的功能特点、销售计划、战略意义及AI超练产品迭代等核心议题展开深入交流。 业务情况介绍 学伴机器人：以"深度陪伴"重构AI教育场景 战略意义：AI教育从"工具辅助"迈向"深度陪伴" 构建"硬件+软件+服务"壁垒 窦昕指出，学伴机器人的发布标志着公司AI教育应用从工具辅助阶段进入深度陪伴阶段，AI硬件布局 具有里程碑意义：一方面，通过硬件产品丰富公司"AI+教育"产品矩阵，创造新的盈利增长点；另一方 面，以机器人为核心构建学情数据闭环，结合公司在教育内容领域的积累，形成技术与内容双重壁垒。 在"硬件+软件+服务"三位一体模式下，公司正逐步构建可持续的AI教育生态体系。 AI超练产品迭代：聚焦核心功能 强化社交传播与防盗版能力 除硬件产品外，公司对AI超练产品矩阵进行迭代调整，新版产品聚焦关键功能打磨，年龄段划分更精 确、功能完整性 ...

Investment Rating - The report assigns a "Buy" rating for the company, Dou Shen Education, for the first time [1]. Core Insights - Dou Shen Education is positioned as a leader in aesthetic education, focusing on creating an "AI + Education" ecosystem. The company aims to leverage its self-developed AI models to enhance educational services and product offerings [1][10]. - The company has undergone significant restructuring and is now focusing on non-subject quality education and AI education, which has led to a return to profitability and growth in revenue and net profit [20][21]. Summary by Sections 1. Company Overview - Dou Shen Education, formerly known as Li Si Chen, has transformed its business model to focus on K12 non-subject quality education, utilizing AI technology to reconstruct educational services [13]. - The company has a strong management team with extensive experience in the education sector, led by its actual controller, Dou Xin, who holds 18.29% of the shares [18]. 2. Market Dynamics - The education and training sector is experiencing a significant demand, with the number of college entrance exam candidates increasing from 9.4 million in 2017 to 13.42 million in 2024, while the admission rate has decreased from 43.7% to 37.0% during the same period [34]. - The report highlights a supply-demand imbalance in the education sector, with rising prices expected due to increased competition and a recovery in participation rates post-regulatory changes [36]. 3. AI Education Strategy - Dou Shen Education has developed a product matrix that includes AI-driven educational tools such as "AI Dual Teacher" and "AI Super Training Ground," which aim to enhance the learning experience and efficiency [15][19]. - The company has established a dual-driven model combining AI software services and hardware terminals, creating a closed-loop learning ecosystem that covers user needs across various scenarios [10][12]. 4. Financial Projections - The report forecasts total revenue for Dou Shen Education to reach 1,050.6 million yuan in 2025, with a year-on-year growth of 38.82%. Net profit is expected to be 90.62 million yuan, reflecting a decrease of 33.92% compared to the previous year [1]. - The company's earnings per share (EPS) is projected to be 0.04 yuan in 2025, with a price-to-earnings (P/E) ratio of 165.33 at the current market price [1]. 5. Competitive Landscape - The report notes that AI technology is breaking the traditional constraints of education, allowing for high-quality, large-scale, and personalized learning experiences that were previously unattainable [51]. - Dou Shen Education's unique data assets and knowledge graphs create a competitive barrier that is difficult for competitors to replicate in the short term [10][12].

格隆汇12月25日丨豆神教育(300010.SZ)在投资者互动平台表示，第一批预售的学伴机器人已售罄。 ...

Core Insights - The collaboration between Baidu Smart Cloud and Dou Shen Education has led to the launch of an innovative educational hardware product, the Learning Companion Robot, which aims to provide personalized learning solutions for families through advanced AI capabilities [2][3] - The product signifies a shift in educational models from a "teacher-student" dynamic to a "human-machine-student" intelligent ecosystem [2] AI Capabilities - The Learning Companion Robot integrates three core AI technologies: Baidu's Wenxin 4.5 model, the Image Generation model, and the Object Recognition model, enabling human-like interaction and personalized tutoring [2] - The robot can analyze homework problems in a layered manner and engage students through gamified tasks, enhancing their learning experience [2] Visual Interaction - The breakthrough in visual interaction allows the robot to convert abstract concepts into concrete images, significantly improving knowledge absorption efficiency by over 40%, particularly benefiting younger children [2][3] Knowledge Expansion - The Object Recognition feature acts as a mobile "encyclopedia," achieving a recognition accuracy of 98.7% across 12 subject areas, creating a complete learning loop from observation to inquiry and explanation [3] Technical Innovations - The Baidu Baichuan AI computing platform enhances model training efficiency by 65% while reducing energy costs by 32%, ensuring smooth operation of complex AI functions on consumer-grade hardware [3] - The platform's distributed inference architecture supports high concurrency, maintaining millisecond-level response times for multiple users [3] Educational Ecosystem - Baidu Smart Cloud's "three-tiered progressive" educational solution is reshaping the industry ecosystem, providing optimized computing services, low-code development support, and comprehensive applications across teaching, assessment, and marketing [3] Emotional and Lifestyle Integration - The Learning Companion Robot transitions from a "tool" to a "growth partner," incorporating emotional computing to recognize user emotions and provide encouragement during learning challenges [4] - It also features a lifestyle management function, integrating services like schedule management and health reminders, thus redefining the emotional value of smart devices [5] Future Potential - Continuous upgrades to the Qianfan Model Builder platform will expand the robot's capabilities, including automatic generation of subject mind maps and video understanding for experimental operations [5] - The collaboration marks a deep integration phase in AI education, creating a scalable, customizable, and perceptible intelligent education ecosystem [5]