证券日报网12月10日讯竞业达（003005）在12月9日回答调研者提问时表示，未来几年考生基数、在校 生基数将持续扩容，推动院校及新校区建设需求释放。高校智慧教室渗透率不到20%，相较多媒体教室 近70%渗透率有较大提升空间。在教育强国2035、教育数字化及人工智能赋能教育等各级、各类政策强 力支持下，整体市场规模将实现可观增长。学校对智慧教室和以其为核心的教学系统、AI+教学应用等 智能化需求，学校对基于新技术和新模式的评估评价服务需求，将为行业带来新机遇。用户需求的结构 性转变，AIGC、大模型也将驱动市场竞争格局重塑。公司将发挥场景链条、训练数据及大模型技术优 势，把握市场机遇，增强在行业中的竞争力。 ...

Group 1: Market Opportunities - The number of candidates and enrolled students will continue to expand in the coming years, driving the demand for new school constructions [3] - The penetration rate of smart classrooms is only 15%, compared to nearly 70% for multimedia classrooms, indicating significant growth potential [3] - The overall market scale is expected to achieve considerable growth supported by various policies promoting education digitization and AI integration [3] Group 2: Company Differentiation - The company differentiates itself from equipment manufacturers and integrators by constructing a core business loop covering "classroom teaching - experimental teaching - quality assessment" [4] - The company has developed a comprehensive solution involving "models + hardware + platform + services," serving thousands of schools and accumulating millions of hours of teaching process data [4] - The company possesses core capabilities in "vertical large models + scenario-based data + scenario closed-loop," promoting high-quality development in education [4] Group 3: Business Models - The company employs a "direct sales + distribution + operational services" hybrid model, covering 30 provinces and cities nationwide [5] - The smart teaching and campus business is primarily led by schools, typically adopting a direct sales model for high-value clients [5] - The smart examination business mainly uses standardized products, achieving rapid penetration through collaboration with integrators and often employing a distribution model [5] Group 4: Performance and Growth - The company has experienced significant impacts from macroeconomic factors in market expansion, project delivery, and customer returns over the past few years [6] - Since 2023, the education sector has recovered and achieved growth, with both revenue and profit expected to increase steadily in 2024 [6] - The company maintains high levels of R&D investment and has strengthened its marketing team, forming a multi-layered layout to expand smart education [6] Group 5: Innovative Services - The company provides intelligent analysis and expert evaluation of teaching process data, offering AIGC-generated service reports on a subscription basis [6] - The AIGC classroom quality diagnosis report has achieved a 90% automation replacement rate, with over 50% user conversion rate for paid services [6]