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海南全力营造清朗有序网络空间
Hai Nan Ri Bao· 2025-07-18 01:06
扎实推进网络执法工作取得积极成效 海南全力营造清朗有序网络空间 海南日报讯(海南日报全媒体记者 黎鹏)海南日报全媒体记者近日从海南省互联网信息办公室 (以下简称省网信办)获悉,今年以来我省坚持依法管网治网,按照"有力有效、宽严相济"原则,围绕 网络信息内容安全、网络运行安全、网络数据安全和个人信息保护等重点领域人民群众反映强烈的违法 违规问题,综合运用执法约谈、责令整改、处置账号、移动应用程序下架、关闭网站、行政罚款、处理 责任人等多种手段,不断加大网络执法力度,有效维护了人民群众合法网络权益。 今年以来,省网信办坚持让法律长出"牙齿",依法打击危害网络运行安全、数据安全、侵害公民个 人信息权益等新型领域违法违规行为,联合省市场监督管理局、省商务厅发布《海南省商场超市消费领 域个人信息保护合规指引》;组织对省内用户量大、群众投诉反映集中的移动应用程序违法违规收集使 用个人信息问题进行专项巡查,向社会公布"同城寻欢""小圈""彩虹朋友躲猫猫"等36款移动应用程序并 责令限期整改;针对某网络科技公司不履行网络安全和数据安全保护义务行为造成部分数据泄露,依照 《中华人民共和国数据安全法》对该公司责令改正,给予警告, ...
​高途首席财务官沈楠:解码科技教育逆周期增长的三大战略杠杆
经济观察报· 2025-06-04 10:45
沈楠认为,"教育本质是情感连接,AI让教师回归育人本质 ——学习规划、心理疏导、价值观传递,这些才是不可替代的 教育内核。" 作者:李晓丹 封图:图片资料室 在 AI 浪潮席卷全球、教育行业深度调整的 2025 年,高途集团以一份营收 14.9 亿元(同比增长 58% )、净利润率 9.2% 、现金储备 35 亿元的一季度财报,成为教育科技领域的逆势标杆。这 份成绩单背后,是高途的 " 用户价值 + 科技赋能 " 双 轮驱动战略。 " 教育企业的增长质量,最终会沉淀在三个指标上:用户生命周期价值、组织人效比、 股东价值 回报 。 " 高途教育科技集团高级副总裁、首席财务官沈楠表示,高途财报超预期增长实则是一场 关于效率与价值的革命,财务科学管理、 AI 战略、线下布局是这家教育科技企业的增长密码。 财务韧性:从流量红利到价值沉淀 " 一季度的增长并非偶然,而是长期聚焦用户价值与科技投入的阶段性成果。 " 沈楠表示,高途 连续三个季度收入增速超 50% ,非学科类课程连续四个季度增速破百,核心在于对教育本质的坚 守,以科技赋能个性化学习,以数据驱动产品迭代。 从财务视角来看,高途的财务稳步增长逻辑主要体现在三个 ...
高途首席财务官沈楠:解码科技教育逆周期增长的三大战略杠杆
Jing Ji Guan Cha Wang· 2025-06-04 08:15
Core Viewpoint - In the face of global AI trends and deep adjustments in the education industry, Gaotu Group has reported a Q1 revenue of 1.49 billion yuan (up 58% year-on-year) and a net profit margin of 9.2%, positioning itself as a benchmark in the education technology sector through a dual-driven strategy of "user value + technology empowerment" [1][2]. Financial Resilience: From Traffic Dividend to Value Accumulation - The growth in Q1 is attributed to a long-term focus on user value and technological investment, with Gaotu achieving over 50% revenue growth for three consecutive quarters and over 100% growth in non-subject courses for four quarters [2][3]. - Key financial growth drivers include revenue scale enhancement and structural optimization, efficiency improvements driving profitability, and shareholder value returns [2][3]. - Gaotu's rapid transformation post "double reduction" policy led to the introduction of programming and comprehensive quality training courses, resulting in a collaborative development of traditional and non-subject businesses [2][3]. Efficiency Improvement - The company emphasizes the importance of efficiency alongside revenue growth, with operating expenses growing significantly slower than revenue, enhancing operational leverage [3]. - Strategies include building private traffic to increase referral rates and utilizing AI technology for a 90% coverage rate in homework correction, contributing to sustained profit growth [3]. AI Empowerment: Restructuring Educational Productivity - Gaotu has integrated AI deeply into educational scenarios, employing a "dual-track strategy" to enhance efficiency on the B2B side and innovate user experience on the B2C side [4]. - AI applications in teaching, such as intelligent Q&A agents and automated grading systems, free teachers from repetitive tasks, while dynamic learning analysis systems significantly boost personalized tutoring efficiency [4]. Teacher Quality and Emotional Connection - The essence of quality teaching products lies in the responsibility and dedication of teachers, with Gaotu focusing on building a supply chain for excellent teachers and collaborating with top universities for teacher training [5]. - The company believes that education fundamentally involves emotional connections, with AI enabling teachers to return to the core of education, such as learning planning and psychological guidance [5]. Offline Expansion: Long-termism in Deterministic Scenarios - Gaotu observes a shift in parental demands towards holistic development, including interest cultivation and mental health, aligning with the growing need for quality education products [6]. - The non-subject education sector has seen triple-digit growth, with significant investments in product development and a high renewal rate of 90% for programming courses [7]. - The establishment of offline learning centers has proven successful, with a threefold increase in enrollment, supported by a top-notch management team and integrated research and operational processes [7]. Future Outlook - Gaotu aims to enhance efficiency and teacher professionalism through AI, while also exploring differentiated products in the C-end market [8]. - The company emphasizes the importance of creating core value for users and adapting products and ecosystems based on user needs, maintaining a commitment to the essence of education [8].