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凯文教育:智启APP目前已经在海淀区主要的中学及集团校和部分小学进行测试使用
Zheng Quan Ri Bao Wang· 2025-12-24 11:49
证券日报网讯12月24日,凯文教育(002659)在互动平台回答投资者提问时表示,智启APP目前已经在 海淀区主要的中学及集团校和部分小学进行测试使用,数量会根据每个学校教学进度和准备情况逐步推 广。目前学生和老师需要使用内测的账号密码登录使用。公司根据测试的反馈每周都在更新产品,同时 也会根据市场的需求及时调整和优化策略,未来将以市场化方式来对外推广。 ...
凯文教育:智启APP目前已经在海淀区主要的中学及集团校和部分小学进行测试使用中
Mei Ri Jing Ji Xin Wen· 2025-12-24 10:36
凯文教育(002659.SZ)12月24日在投资者互动平台表示,智启APP目前已经在海淀区主要的中学及集 团校和部分小学进行测试使用中,数量会根据每个学校教学进度和准备情况逐步推广。目前学生和老师 需要使用内测的账号密码登录使用。公司根据测试的反馈每周都在更新产品,同时也会根据市场的需求 及时调整和优化策略,未来将以市场化方式来对外推广。 (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:凯文智启APP下载量,应用情况,及未来的市场前景如 何?还有网上的下载量,海淀区有哪一些学校在用,有多少学生在用?未来走向市场的可能性有多大? ...
教育行业2026年度投资策略:“三维共振”教育业绩释放,“AI+教育”打开成长空间
Group 1 - The report emphasizes the "Three-dimensional Resonance" in the education industry, driven by policy improvements, supply-side clearing, and demand release, indicating a shift from policy-driven to performance-driven investment logic [8][12][58] - The "AI + Education" trend is highlighted as a significant growth opportunity, with major companies actively investing in AI technologies and educational hardware, positioning themselves to benefit from this integration [8][19][24] - The report predicts a "golden decade" for the high school and college entrance examination markets due to demographic changes, with a significant increase in the number of students entering these systems [33][34] Group 2 - The education sector is experiencing a recovery, characterized by a "survivor takes all" phenomenon, where remaining companies are expected to benefit significantly from the market rebound [9][58] - The report identifies four key variables—new enrollments, renewal rates, average revenue per user, and course scheduling—that determine the profitability of education companies, indicating strong performance potential [8][12][58] - The report recommends specific companies such as Kevin Education, Action Education, Xueda Education, and Huatu Shanding for investment, while suggesting a cautious approach towards companies like Angli Education and Kede Education [3][12][11] Group 3 - The report outlines the positive impact of recent policy changes, including the recognition of reasonable demand for extracurricular training, which is expected to foster a healthier development environment for the education sector [58][62] - The introduction of a national childcare subsidy program is expected to stimulate demand for early childhood education, further supporting the education market [63][64] - The report notes that the public examination market is becoming increasingly competitive, with a significant rise in the number of candidates, indicating strong growth potential for companies involved in civil service exam training [55][51][56] Group 4 - The report highlights the rapid growth of the AI hardware market in education, projecting a market size exceeding 100 billion yuan by 2025, driven by technological advancements and increasing demand [29][30] - The report discusses the emergence of various AI educational models and products from leading companies, indicating a trend towards innovative educational solutions that leverage AI technology [24][28][27] - The report emphasizes the importance of integrating AI into educational practices, suggesting that companies that effectively adopt these technologies will enhance their competitive edge and operational efficiency [19][24][8]