在天津市第二新华中学，语文老师李老师越来越习惯借助星火教师助手来备课。她在对话框中打 出"《赤壁赋》的情景交融手法"，教师助手立即生成包含教学目标、重难点、拓展阅读的完整教案，还 推荐了配套的视频资源。"以前备课要翻阅大量资料，现在AI助手能快速给出专业方案，还能推荐配套 资源，节省了大量时间。"李老师说。 根据一线应用数据，星火教师助手使教师教学设计效率提升超56%，课件制作效率提升超64%。 让黑板变"聪明"，给教师充当"最强辅助"，这都源于讯飞星火大模型的持续优化。科大讯飞副总裁 周佳峰透露："今年1月发布的讯飞星火深度推理模型X1，经过两次升级后，在逻辑推理、文本生成、 语言理解等方面的能力显著提升，能准确识别出复杂的数学公式，给出完整解题思路，输出结果也严谨 清晰。" 原标题：大模型技术驱动教育数字化变革 "都说教师要学着用人工智能，没想到黑板早就偷偷变'聪明'了。"近日在天津举行的第85届中国教 育装备展示会上，一位来自贵州拥有十多年教龄的教师忍不住发出感慨。他眼里的普通黑板，已变成自 带"超链接"，能思考、会对话的课堂"最强大脑"。 这一转变背后，是国产大模型技术的快速成熟。从智能黑板到AI教师 ...

南方财经全媒体记者林本森 广州报道 在经历近两年的调整后，科大讯飞（002230.SZ）业绩重返双位数增长通道。 面对技术浪潮与市场变化，科大讯飞继续押注公司在AI（人工智能）领域的战略布局方向。 公司管理层在多个场合强调，将坚定执行以"讯飞星火"认知大模型为核心的"1+N"战略，抓住通用人工 智能（AGI）时代的"根"红利。 科大讯飞2024年财报显示，全年实现营业收入233.43亿元，同比增长18.79%，突破了200亿元大关，时 隔两年重回双位数增长。当期归母净利润为5.6亿元，扣除非经常性损益后的净利润实现了近60%增 长。 营收重返双位数增长通道 数据显示，科大讯飞全年实现营业总收入233.43亿元，相较于2023年的196.50亿元，增长了18.79%，毛 利较上年同期增长了15.68亿元。 科大讯飞主营业务的增长主要得益于公司在智慧教育、开放平台及消费者业务等板块的良好表现。 具体而言，开放平台及消费者业务实现收入78.86亿元，同比增长27.58%，蝉联公司第一大业务板块， 营收结构持续改善。细分来看，平台消费者业务中，开放平台、智能硬件分别实现收入51.72亿元、 20.23亿元、6.91亿 ...

Investment Rating - The report maintains a "Recommended" rating for the company [4][6]. Core Viewpoints - The recent upgrades to the Xunfei Spark X1 model and the launch of the Spark all-in-one machine, along with the first "Spark X1+DeepSeek" dual-engine AI learning machine, are expected to create new revenue growth points for the company [4]. - The company forecasts revenues of 23.602 billion, 28.358 billion, and 34.032 billion yuan for 2024, 2025, and 2026 respectively, with corresponding EPS of 0.18 yuan, 0.31 yuan, and 0.44 yuan [4][5]. - The market capitalization corresponding to PE ratios for 2024, 2025, and 2026 are projected at 293X, 167X, and 117X respectively [4]. Summary by Sections Product Upgrades - The Xunfei Spark X1 model has been upgraded to match the mathematical reasoning capabilities of DeepSeek-R1 and OpenAI-o1, achieving superior performance in Chinese mathematics tasks, especially in competition-level problems [2]. - Applications such as Xunfei Xiaoyi, Spark Teacher Assistant, and Xunfei AI Learning Machine have also been upgraded, significantly reducing medical hallucination issues and improving diagnostic recommendations and health consultations [2][3]. New Product Launches - The company, in collaboration with Huawei, launched the upgraded Spark all-in-one machine, which supports both Xunfei Spark and DeepSeek dual engines, enhancing industry knowledge capabilities by 30% and reducing model hallucinations by 10% [3]. - The first "Spark X1+DeepSeek" dual-engine AI learning machine, T30 series, has been introduced, providing features such as precise learning and English speaking practice, addressing previous limitations in educational applications [3]. Financial Forecast - The company’s total revenue is projected to grow from 19.65 billion yuan in 2023 to 34.032 billion yuan in 2026, with a compound annual growth rate of approximately 20% [5][10]. - The net profit attributable to shareholders is expected to increase from 657 million yuan in 2023 to 1.02 billion yuan in 2026, reflecting a significant recovery after a projected dip in 2024 [5][10].

Summary of Key Points from the Conference Call Company Overview - Company: 科大讯飞 (iFLYTEK) - Industry: Artificial Intelligence (AI) Core Insights and Arguments - Collaboration with Huawei to build the first domestic "ten thousand card cluster" computing base using Huawei's Ascend chips, enhancing competitive advantage in the localization process and continuously developing self-researched large models from Spark 1.0 to 4.0 and differential reasoning models [2][3] - Focus on vertical industries such as education and healthcare, covering over 800 central state-owned enterprises and industry leaders, leading in the number and amount of bids, establishing a significant market foothold [2][7] - Projected revenue growth exceeding 15% from 2024 to 2026, with expected revenue reaching 30 billion yuan by 2026, and continuous improvement in cash flow; long-term goals include achieving 100 billion yuan in revenue and 10 billion yuan in profit, with AI enhancements expected to increase software gross margin to 10% [2][9] - The Spark X1 model demonstrates excellent mathematical reasoning capabilities, particularly in the Chinese context, performing comparably to DPC R1 in K12 and university assessments, and outperforming in primary and high school competition math, reaching an international first-tier level [2][11][12] - Accumulated a large amount of high-quality de-identified diagnostic data in the AI healthcare sector, significantly reducing medical hallucinations, and leading in scores for general auxiliary diagnosis and health consultation, with strong logical correctness, professionalism, and interpretability [2][13] Additional Important Content - iFLYTEK has transformed from a voice technology company to a comprehensive player in large models, positioning itself as a fully autonomous national team covering foundational computing, intermediate large models, and upper-layer application scenarios [3] - Despite lower stock price growth compared to the average in the computer industry, the company is expected to maintain a 15% compound growth rate over the next two years, indicating significant market value growth potential [4][18] - The company has deepened its presence in various vertical industries, including education, healthcare, telecommunications, finance, law, and government, with education being the largest revenue segment followed by healthcare [7] - The recent upgrade of the differential reasoning model showcases the company's ongoing efforts in self-research and reinforces its leading position in the commercialization of AI [10] - iFLYTEK's service robots, launched in 2023, utilize self-developed chips and algorithms, indicating a potential growth area in the service robot market [17]

Core Insights - The global AI industry is accelerating towards a "deep empowerment" phase by 2025, with iFlytek Co., Ltd. leading the way through its Spark model, which is being applied across various sectors such as education, healthcare, and automotive [1][3]. Technology Breakthroughs - iFlytek has transitioned from a "follower" to a "leader" in AI technology, significantly increasing its R&D investment, which reached 3.827 billion yuan in 2023, accounting for 19.53% of its revenue [1]. - The company launched the "Feixing No. 1" computing cluster in October 2023, achieving a 94% average utilization rate for training large models [2]. - In January 2025, iFlytek introduced the Spark 4.0 Turbo model, which features advanced reasoning capabilities and aims to match the performance of OpenAI's latest models [2]. Industry Empowerment - iFlytek's Spark model has been widely adopted in various industries, with 91 projects won in the large model bidding market in 2024, totaling 848 million yuan [3]. - In healthcare, the Spark medical model has been implemented in over 60,000 grassroots medical institutions, providing more than 877 million AI-assisted diagnosis suggestions [3]. - In the financial sector, the Spark model serves as a digital foundation for several banks and insurance companies, enhancing their operational capabilities [3]. Educational Initiatives - iFlytek collaborates with educational institutions to develop AI teaching assistants, impacting over 10,000 teachers across more than 2,000 schools [4]. - The company has provided AI teaching solutions to over 1,000 schools in remote areas, demonstrating its commitment to educational equity [5]. Social Governance and Applications - iFlytek has established smart computing centers in various cities to support urban development and governance [5]. - The company has developed a governance model that significantly reduces processing times for public services, enhancing efficiency [6]. - iFlytek's AI applications in construction management have won awards for their innovative approach to digital management [6]. Conclusion - iFlytek's advancements in AI technology and its applications across multiple sectors position it as a key player in driving high-quality development and providing a model for AI empowerment in China [6].