Group 1: Company Overview - The company is a leading provider of information technology solutions for higher education in China, focusing on smart campus management and educational information systems [3] - It has served over 1,400 universities, achieving a market share of over 40%, and has built smart campus platforms for more than 200 institutions [3] Group 2: AI Business Strategy - The company implements a dual-track strategy of AI+ and +AI, offering a comprehensive AI solution matrix for smart campuses, including AI assistants and innovative platforms [4] - AI capabilities are integrated into existing products to enhance customer experience and address pain points, thereby increasing overall solution value [4] Group 3: AI Agent Progress - In the first half of the year, the company made significant advancements in product functionality, improving the AI assistant and enhancing the accuracy of question-answering systems [5] - The sales team actively pursued AI market opportunities, accelerating contract conversions and project implementations at various universities [6] Group 4: Collaboration with Alipay - In June 2025, the company signed a campus cooperation agreement with Alipay, focusing on promoting the "one-touch" technology in campus applications, including access control and consumption [6] Group 5: R&D Investment - The company, recognized as a national high-tech enterprise, prioritizes technological innovation, resulting in higher R&D expenses as a strategic choice to enhance product competitiveness [7] Group 6: Digital Currency Initiatives - The company is advancing digital RMB applications in educational and corporate settings, having established projects with nearly 40 institutions and partnerships with major banks and telecom operators [9]

4月以来，人工智能教育产业持续获政策催化，市场规模高速发展，相关企业数量同比增长超过10%， 上市公司积极布局。 人工智能教育获政策催化 日前，教育部公布2024年度本科专业备案和审批结果并更新发布本科专业目录，聚焦人工智能赋能经济 社会发展，增设人工智能教育等专业。此前教育部等九部门发布《关于加快推进教育数字化的意见》也 提到加强人工智能等前瞻布局，加快建设人工智能教育大模型、探索"人工智能+教育"应用场景新范 式。 政策发布后，多地积极响应，推进人工智能教育试点工作开展。日前浙江省教育厅办公室印发《关于开 展人工智能助力教育教学改革试点的通知》，提出构建开放合作的人工智能教育应用生态，形成一批人 工智能助力教育教学改革的典型案例。黑龙江省和广东省等地亦通过开展人工智能教育课程、构建人工 智能教育体系等方式推动人工智能教育产业发展。 机构认为，人工智能教育优势在于个性化学习与精准教学，能够助力教学模式创新与效率支持，同时达 到教育资源均衡与普惠化，市场规模有望持续扩大。 从机构关注度来看，今年以来10只概念股获机构扎堆调研，科大讯飞（002230）居首，达到191家，新 开普、云天励飞-U紧随其后，分别达到 ...