中原传媒 20250707 摘要 河南省 2025 年教材采购预算与往年持平，主要用于义务教育阶段，虽 小学人数下降但影响不大，高中生人数增加，高考人数创新高，教材教 辅征订情况稳定，预计全年业绩保持增长。 秋季教材教辅征订工作已启动，会议规格和参会人数稳定，教育部门重 视。预计 7 月下旬有明确预判，一个月后确定最终结果。全省中小学生 总数约为 1,460 万人，高中生 180 多万，公司仍具增长潜力。 河南省智慧教育平台分两期建设，二期预计 9 月完成，功能和服务模块 完善。平台覆盖全省 2 万所中小学，2025-2026 年进行测试和推广， 商业化路径正在与书店和教育部门协调，战略意义重大。 上半年河南省教辅政策无明显变化，教育部门发文规范征订，影响不大。 公司市场化教辅占营收 12%-13%，河南市场化程度较低但潜力巨大， 高考压力大需求旺盛，公司将加强服务，提高政策利用效率，拓展市场 份额。 大象出版社经营状况良好，是公司重要利润贡献单位，2025 年经营指 标增长率高于其他出版社，预期收入和利润增速良好。公司对教材教辅 业务增长预期超过集团目标，保持乐观。 Q&A 2025 年上半年中原传媒教材教 ...

龙岗区智慧教育AI平台成为全国首个部署开源盘古大模型的平台，该局也成为全国首家部署开源盘古 大模型的政府部门。此举标志着龙岗区"AI+教育"战略正式迈入 "深度赋能"新阶段。龙岗区将联合区内 优秀人工智能企业协同推进，为核心打造全国"AI+教育"先锋示范城区注入强劲动力。 战略基石： 筑牢教育智能底座 龙岗作为全国教育改革的前沿阵地，深刻地认识到实现从"数字化"到"智能化"的跃升，必须拥有一个强 大、安全、自主创新的AI技术支撑。华为盘古大模型作为全球领先的AI基础设施，成为龙岗教育的必 然选择。 "选择盘古大模型与昇腾硬件，是保障教育数据安全与师生隐私的根基"，龙岗区教育局相关负责人强 调，"与华为的紧密合作模式赋予我们前所未有的主动权。我们不再是通用模型的被动用户，而是深度 参与、共同建设的'主人翁'。龙岗多年沉淀的优质教育资源、教学方法和评价体系将融入模型训练，打 造真正'懂龙岗教育、服务龙岗师生'的专属大模型。"此举确保龙岗教育智能化水平持续领先，为培养 未来创新型人才奠定坚实技术基础。 产教协同： 6月30日，华为宣布开源盘古70亿参数的稠密模型、盘古Pro MoE 720亿参数的混合专家模型和基于 ...

Group 1 - The Beijing Municipal Education Commission has officially released the "Guidelines for Artificial Intelligence Education in Primary and Secondary Schools (Trial) (2025 Edition)", which mandates the implementation of AI general education in all primary and secondary schools starting from the fall semester of 2025, with no less than 8 class hours per academic year [1] - The guidelines set specific teaching objectives for different educational stages and propose diverse evaluation methods, including knowledge tests, project reports, and thematic debates, aimed at assessing students' AI application abilities, practical skills, and innovative thinking [1] - The focus varies by educational stage: elementary education emphasizes experiential courses to understand basic AI concepts; middle school focuses on cognitive courses to enhance systematic understanding and ethical awareness; high school prioritizes comprehensive and practical courses to cultivate AI literacy and innovation capabilities [1] Group 2 - The national government has placed significant emphasis on the development of AI education, with policies being introduced to systematically promote AI education in primary and secondary schools, aiming for nationwide coverage by 2030 [2] - Companies such as Shengtong Co., Ltd. (002599), iFLYTEK (002230), and DouShen Education (300010) are actively involved in the AI education sector, with Shengtong Co., Ltd. establishing a comprehensive "product + content + platform" system for youth technology education [2] - Shengtong Co., Ltd. has developed AI-related courses and platforms for youth, enhancing students' practical skills and innovative thinking [2] Group 3 - Shengtong Education Group, a subsidiary of Shengtong Co., Ltd., has partnered with Beijing Normal University to create a technology innovation education platform, continuously launching creative courses in areas such as the metaverse and AI painting [3] - iFLYTEK has introduced smart education solutions, including intelligent voice assessment and smart homework correction, while DouShen Education has launched the "DouShen AI APP" for personalized learning experiences [3] - Other provinces, such as Jiangsu and Sichuan, have also released plans to integrate AI technology into education, indicating a broader trend of AI in education across various regions [3] Group 4 - The "AI + Education" sector is entering a phase of technological benefits and ecological restructuring, with expectations for further market expansion [4]

时间灵活但不等于清闲、超六成从业者月均收入超5000元、收入不稳定带来压力、对技能培训需求强烈……6月16日，《数字经济下灵活就业发展研究报 告》发布，对新型灵活就业群体进行画像，分析不同岗位所面临的挑战与需求，并对行业发展提出了针对性的建议。 从业人数超8000万 工作时间灵活但不等于清闲 有别于传统灵活就业，《报告》所指"新型灵活就业"指依托数字技术和互联网平台，在劳动时间、工作场所、雇佣关系等方面具有高度弹性的就业新形 式，例如外卖骑手、网约车司机，以及灵活就业的有声书配音员、AI编剧等。 当前，我国新型灵活就业群体已经相当庞大，《报告》对此进行了数据估算。根据国家统计局数据，截至2024年底，全国灵活就业人员规模在2.4亿人左 右。2023年全国总工会的第九次职工队伍状况调查显示，全国新就业形态人员达到约8400万人。《报告》再结合第三方招聘网站的数据估算，我国当前新 型灵活就业群体人数超过8000万人。 《报告》通过1049份有效问卷调查尝试对新型灵活就业人群进行群体画像，得出了一些颇有意思的结果。整体上，有19.95%的人正在从事或从事过灵活 就业。这些人主要分布在经济发达、数字基础设施健全的大中 ...

刘庆峰表示，广西是我国面向东盟开放合作的前沿和窗口，人工智能应用场景丰富、发展空间广 阔，非常看好广西面向东盟的人工智能发展前景。科大讯飞将以签署全面战略合作协议为契机，充分发 挥企业技术、人才、资金、资源等优势，加快推进科大讯飞东盟总部等项目建设，积极开展面向东盟的 人工智能国际应用合作，深度参与中国—东盟人工智能创新合作中心建设和第22届东博会、峰会，共同 举办面向东盟的人工智能开发者大会，携手开拓东盟市场，助力广西经济社会高质量发展。 自治区领导许永锞、卢新宁、周异决及钟得志，科大讯飞股份有限公司高级副总裁刘聪，副总裁王 玮、张树彬、李平等参加会见和签约活动。（罗昌亮） 陈刚会见刘庆峰并共同见证签约 6月29日，自治区政府与科大讯飞股份有限公司在南宁签署全面战略合作协议。自治区党委书记、 自治区人大常委会主任陈刚会见科大讯飞股份有限公司董事长刘庆峰一行并共同见证签约。 陈刚欢迎科大讯飞积极参与广西人工智能发展，对科大讯飞与广西会谈后一个多月高效率工作给予 高度评价。陈刚表示，广西是我国面向东盟开放合作的"桥头堡"，正深入贯彻落实习近平总书记关于人 工智能的重要论述和关于广西工作论述的重要要求，抢抓国家实 ...

Group 1 - The event focused on building a digitally empowered learning society, with representatives sharing successful cases of digital education initiatives [1] - The National Open University aims to create a lifelong education network that connects urban and rural areas, serving as a foundation for a learning-oriented society [1] - The university's digital education platform has served 9.63 million learners in just six months, showcasing the effectiveness of digital technology in enhancing learning resources [1] Group 2 - Wuhan is leveraging its red education resources to create a "virtual three-dimensional digital memorial hall," expecting 7.26 million visitors in 2024 [2] - Changsha Civil Affairs Vocational College is digitizing practical teaching scenarios by developing virtual nursing homes and a digital museum of Chinese elderly culture, integrating 48 virtual simulation training systems [2] - Zhejiang Province is implementing a "five-level connection" framework to build the "Zhejiang Learning Pass" core platform, ensuring educational resources are accessible at the community level [2] Group 3 - The Ministry of Education plans to strengthen the national lifelong education platform to gather diverse learning resources and promote collaboration among school, family, and social education [2]

Core Viewpoint - The "Digital Empowerment for Learning Society Construction Theme Activity" has been launched to enhance lifelong learning through a comprehensive digital learning network and upgraded educational resources [1][10]. Group 1: Digital Learning Network - The initiative aims to establish a five-level digital learning network covering provinces, cities, counties, towns, and villages to promote learning cities and communities [10]. - Participating universities will leverage digital learning resources to open and share with society, enhancing their social service functions [12]. Group 2: National Smart Education Platform - The National Smart Education Platform 2.0 has been upgraded, featuring 3,000 new courses and specialized sections for job competency and artificial intelligence education [1]. - The platform includes intelligent features such as smart search and upgraded smart companions, enhancing user experience [4]. Group 3: Internationalization and Community Engagement - The National Open University has established a new learning center in São Paulo, Brazil, expanding its international teaching platform to 35 overseas learning centers in 29 countries [9]. - The initiative supports non-degree online education and improves the digital service system for credit banks, facilitating lifelong learning [12].

体验卫星仿真教学系统，使用智慧纸笔书写，沉浸式感受水下作业流程……2025世界数字教育大会上， 一大批融合人工智能、多模态交互等前沿技术的成果应用，让人畅想教育的未来。 在这次大会上，教育部发布《中国智慧教育白皮书》，提出"2025年是智慧教育元年"。当前，人工智能 技术快速演进、广泛应用，正在重塑知识供给模式和科研创新范式，促使教育内容、教育模式、教育形 态深刻变革。我国推进教育数字化取得哪些成效？如何抓住智慧教育带来的历史性机遇？记者进行了采 访。 "一朵云"上共同成长 优质资源充实教育供给 青海西宁市阳光小学，是一所农村寄宿制完全小学。这里的大部分孩子从未参加过寒暑假兴趣班。 2024年寒假，这所村小与智慧教育"撞了个满怀"。创意造纸、硬笔书法、花样跳绳、绘艺黏土……依托 国家智慧教育平台，学校开设了35项假期服务，涵盖科学、艺术、体育等多个领域，极大丰富了农村孩 子的假期生活。 寒假结束，孩子们还意犹未尽。"暑假还开这个课吗？""下次我会表现得更棒！"孩子们在平台留言分享 自己的心情。平台统计数据显示，阳光小学学生人均每周登录次数、自主浏览学习资源时长明显增长， 学习积极性大幅提升。 "一张网"上共享 ...

近期，视源股份(002841)受到资本市场持续关注，银河证券首次覆盖并发布深度研报，中信建投随后更 新研究观点，维持"增持"评级。两家机构在短期内密集发布研报，充分体现了市场对公司在AI+教育方 向不断推进的认可。 中信建投则重点聚焦公司日前在高等教育博览会上发布的"1+5+N"智慧教育方案。资料显示，该方案以 一个教学管理平台连接教室五大子系统，覆盖教学、学习、评价、管理、训练等关键环节，能够支持多 场景智慧教学转型。研报指出，公司在教学、学习、评价与管理各端的AI功能已具备实际应用基础。 如AI课堂可实现跨校跨班互动授课，AI学伴为学生制定个性化学习路径，AI"智能督导员"参与教学评 价流程，而数字孪生校园则为管理提供精细化数据支撑。 据悉，希沃目前已与豆包、通义千问等通用大模型建立合作，推动通专融合的AI技术体系建设，并与 英特尔合作探索数字课堂软硬件融合应用。同时，公司还与长鹏、融梦、东玛克等生态企业展开协作， 创新推出"AI+科学""AI+体育""AI无感扩声"等新型教学场景方案。 银河证券研报指出，视源股份作为教育信息化龙头企业，依托希沃品牌在教学、教研、管理等多个场景 中推进AI深度应用，构建起 ...

Group 1 - The core point of the news is that Honghe Technology announced a planned share acquisition by Hefei Ruicheng Private Equity Fund, a subsidiary of Chery Group, for approximately 1.575 billion yuan, which will result in Ruicheng Fund holding 25% of the company's total shares and becoming the indirect controlling shareholder [1] - Following the announcement, Honghe Technology's stock price hit the daily limit up after resuming trading on June 11 [1] - The transaction is part of a broader trend where private equity funds are encouraged by regulatory authorities to acquire listed companies to promote industry consolidation [1] Group 2 - Ruicheng Fund is controlled by Chery Capital, which is fully owned by Chery Holdings Group and Chery Automobile [2] - The main business of Ruicheng Fund includes private equity investment fund management and venture capital fund management [2] - The entry of private equity funds into listed companies is seen as a win-win situation, as these funds can provide valuable industry resources and professional integration capabilities to optimize the business structure of the listed companies [2]