2025 年 07 月 23 日 科大讯飞(002230.SZ) 发布 25H1 业绩预告，AI 能力持续升级 事件概述 1）公司近期发布 2025 年上半年业绩预告，预计 2025 年上半年营业 收入、毛利较上年同期增长 15%-20%，归母净利润较上年同期增长 30%-50%，扣非净利润较上年同期增长 17%-34%。2025 年上半年毛利 增长超过 6 亿元，销售回款总额约 103 亿元，较去年同期增长约 13 亿元。截至 6 月 30 日，经营活动产生的现金流量净额较去年增长超 过 7 亿元，增长约 50%。 2）7 月 17 日，公司发布科大讯飞 AI 学习机暑期 16 大升级，涵盖多 项 AI 能力提升，包括小初数学 AI 精准学升级，首创 AI 1 对 1 互动 式问诊规划；新增初中数学 AI 组卷，个性化定制专属试卷等。公司 AI 学习机能力进一步提升。 上半年业绩表现良好，垂直行业 AI 能力持续提升 公司 2025 年上半年实现营业收入、毛利较上年同期增长 15%-20%， 表现出良好的增长态势。根据公司业绩预告披露，公司上半年核心 业务呈现出健康发展的势头，特别是 TO C 业务继续保持 ...

Core Insights - The 2025 World Digital Education Conference held in Wuhan showcased significant advancements in digital education, highlighting innovative technologies and their applications in various educational contexts [1][3]. Group 1: Innovations in Digital Education - An intelligent bionic fish developed by Wuhan University students is capable of autonomous navigation and has been utilized for ecological data collection in the Yangtze River protection project, demonstrating the integration of AI in educational practices [2][3]. - Beijing University of Aeronautics and Astronautics introduced the "Lunar-X" teaching platform, which combines digital twin technology, augmented reality, and intelligent interaction to create a mixed reality learning environment focused on lunar research [3][4]. Group 2: Transformative Educational Technologies - AI-driven tools are transforming traditional classrooms into interactive learning environments, such as virtual characters engaging with students and realistic simulations for underwater robotics training [4]. - The integration of advanced technologies like AI and digital resources is making quality education more accessible, bridging the gap between urban and rural schools through synchronized teaching on a national platform [4][5]. Group 3: Future of Education - The ongoing development of digital education resources is expected to empower future generations, enhancing their learning experiences and expanding their potential [5].

Core Viewpoint - The integration of digital technology into education is accelerating, reshaping the educational landscape and creating new opportunities for learning and teaching [1][2]. Group 1: Digital Education Development - The 2025 World Digital Education Conference was held in Wuhan, focusing on the theme of "Education Development and Transformation: In the Intelligent Era" [1]. - Digital education is characterized by the rapid development of technology, which is transforming educational ecosystems and creating innovative learning environments [2]. Group 2: AI and Innovative Teaching Methods - Schools are utilizing AI and 3D printing technology to create practical courses, such as the "AI Mars Rescue Vehicle Challenge," which encourages interdisciplinary learning [2]. - Advanced technologies like AI blackboards and virtual reality platforms are enhancing student engagement and providing immersive learning experiences [2]. Group 3: Bridging Educational Gaps - The conference showcased initiatives like the "Flying Classroom," which uses large screens to connect students from remote areas with urban classrooms, promoting educational equity [4]. - The increasing availability of quality digital educational resources is enabling synchronized teaching between rural and urban schools across the country [4]. Group 4: Ethical Considerations in AI Usage - The rise of AI in education presents challenges, such as students using AI to shortcut learning processes, highlighting the need for critical thinking skills [5]. - Educational leaders emphasize the importance of teaching students to discern the accuracy of AI-generated information and to understand the ethical implications of AI usage [5]. Group 5: Future of Education - The Ministry of Education stresses the need to collectively address the question of "What is education in the intelligent era?" as a global challenge [6].