9月13日，2025亚布力企业家论坛第21届夏季年会在广州召开。 在本次年会上，图灵机器人（北京光年无限科技有限公司）创始人兼CEO俞志晨接受了专访。他详细讲述了图灵 机器人的转型路径，并谈及对AI教育行业发展现状的思考。 大模型出现以来，教育行业一直被认为是AI落地应用的"黄金赛道"。俞志晨告诉每经记者，"AI+教育"市场足够 大，机会还很多。但要想让AI技术真正去变革教育行业，还需要更专业的教育行业公司和人来做。图灵机器人从 今年开始就在反向补"教育"这一课，下深水去理解教育行业。 俞志晨还表示，在校园端，大模型要大规模落地应用，AI技术要大力渗透，还需要解决政策预算与科技发展的平 衡问题。 俞志晨 图片来源：受访者提供 "AI教育产业的机会还很多" 在政策层面推动和技术加速发展的背景下，AI教育已成大势所趋。 今年5月，教育部发布《中国智慧教育白皮书》并启动国家教育数字化战略行动2.0；8月底，国务院印发《关于深 入实施"人工智能+"行动的意见》，进一步提到要把人工智能融入教育教学全要素、全过程，创新智能学伴、智能 教师等人机协同教育教学新模式，推动育人从以知识传授为重向以能力提升为本转变，加快实现大规 ...

Core Insights - The 2025 China International Service Trade Fair opened on September 10, showcasing the AI product matrix of Yuanfudao's literacy courses, which aims to enhance the quality development of literacy education [1][3] - Yuanfudao's literacy courses, launched in June 2023, focus on cultivating foundational learning abilities in children, supported by a high-quality curriculum and AI innovations [3][6] - The AI product matrix includes features like AI teaching assistants and AI writing tools, which enhance student engagement and improve writing skills through various interactive methods [5][6] Company Overview - Yuanfudao's literacy courses have gained recognition from experts in the new curriculum research field and are favored by students and parents [3] - The AI teaching assistant utilizes large model technology to support students before, during, and after classes, acting as a third guide alongside teachers [3][5] - The AI writing tool offers features such as pre-writing topic analysis, real-time corrections, and multi-dimensional feedback to enhance students' writing abilities [5] Technology and Innovation - The AI functionalities are developed in collaboration with educational research teams, ensuring they align with elementary students' cognitive patterns and subject teaching logic [5][6] - Yuanfudao's AI model has a parameter scale of 70 billion and has passed the highest certification standard in the education industry, demonstrating its technological maturity and safety [5] - The company aims to continue advancing AI model research and teaching scene adaptation, promoting a more intelligent, efficient, and empathetic approach to literacy education [6]

Core Viewpoint - The company, NetDragon, has announced a shareholder return plan of over HKD 600 million, instilling significant confidence in the market while continuing to create value for shareholders through its AI-driven strategies in both education and gaming sectors [1][7]. Financial Performance - For the first half of 2025, NetDragon reported revenue of HKD 2.38 billion, with a gross profit of HKD 1.66 billion and a gross margin of 69.5%, reflecting a year-on-year increase of 2.9 percentage points [1]. - Operating expenses decreased by 15.6% year-on-year to HKD 1.35 billion, showcasing the initial effectiveness of AI in cost optimization and efficiency enhancement [1]. AI Strategy and Implementation - The company is pursuing a dual strategy of "AI + Education" and "AI + Gaming," leveraging technological innovation and ecosystem collaboration to seize new growth opportunities globally [1][2]. - AI has improved overall efficiency in the gaming sector by approximately 15%, with significant advancements in AI production centers enhancing content generation and collaboration across different game teams [2][3]. Market Expansion and Product Development - NetDragon has launched a new product, "Code MY," which has received positive feedback during its small-scale testing phase, and plans to expand its flagship IP "Magic Domain" into new language versions for overseas markets [3][4]. - The company is actively expanding its AI applications in education, having started AI research as early as 2017, and is now integrating AI into educational content and hardware to enhance market competitiveness [3][4]. Global Partnerships and Collaborations - NetDragon is focusing on key AI technology service projects and vocational education, collaborating with international entities such as the Thai Ministry of Higher Education and the World Bank to enhance digital education and equity [4][5]. Long-term Investment Value - The company emphasizes long-term growth and has a strong commitment to ESG principles, which positions it favorably in the current market environment [7]. - Despite short-term performance fluctuations, NetDragon maintains a high dividend yield, proposing a dividend of HKD 0.50 per share for the first half of 2025, representing a year-on-year increase of 25% [7][8]. Shareholder Return Initiatives - The recent announcement of a shareholder return plan, which includes dividends and buybacks, aims to reassure long-term investors and reflects the company's confidence in its future prospects [8].

Core Viewpoint - The report highlights the financial performance of Southern Publishing and Media Co., Ltd. for the first half of 2025, showcasing a significant increase in net profit and a stable overall business environment despite slight declines in revenue. Company Overview and Key Financial Indicators - The company reported a total revenue of CNY 3.97 billion, a decrease of 1.30% compared to the same period last year [2] - Total profit reached CNY 551.60 million, marking a 16.24% increase year-on-year [2] - Net profit attributable to shareholders was CNY 450.95 million, up 50.74% from CNY 299.16 million in the previous year [2] - The company's net assets stood at CNY 8.24 billion, a slight decrease of 0.41% from the previous year [2] Industry and Main Business Analysis - The publishing and media industry is experiencing a transformation, with electronic publications showing the highest growth rate [4] - The overall retail book market saw a slight increase of 0.73% in sales volume, while online sales experienced a decline of 1.28% [4] - The company is focusing on enhancing its core publishing business and has implemented various reforms to drive growth [5] Operational Performance - The company achieved a balanced development across its business segments, with a notable increase in net profit driven by improved operational efficiency [4] - The company has initiated a high-quality development fund of CNY 80 million to support its publishing initiatives [5] - The education publishing sector is expanding, with the company distributing approximately 172 million textbooks in the spring of 2025 [6] Marketing and Distribution Channels - The company is enhancing its marketing strategies through a grid management approach, improving service capabilities at the grassroots level [6] - The establishment of 120 "Xinhua Reading Spaces" across the province aims to boost community engagement and sales [6] Digital Transformation and Media Influence - The company is advancing its digital transformation strategy, integrating digital textbooks and services into a free platform that covers 19,151 schools [7] - The media influence of the company has grown, with significant increases in content production and audience engagement across various platforms [7] Capital Operations - The company is actively engaging in capital operations to enhance shareholder returns, including strategic partnerships and share buybacks [7] - The company signed a strategic cooperation agreement with the Chongqing government to foster development in publishing and film [7] Competitive Advantages - The company benefits from a strong resource base in Guangdong, which has a leading position in cultural product consumption [8] - The company has established a robust distribution network with 138 central stores and 89 campus bookstores across the province [8] - The brand's reputation as a key publisher of educational materials positions it favorably in the market [8]

Group 1: Conference Overview - The "2025 Global Smart Education Conference" opened in Beijing, focusing on the theme "Human-Machine Collaboration to Foster a New Education Ecosystem" [1] - The conference attracted experts from education, technology, and business sectors to explore innovative paths for integrating new technologies with education [1] Group 2: Key Presentations - Liu Dejian, Chairman of NetDragon, emphasized the ideal education of the future should possess "3E" characteristics: more effective, more efficient, and more engaging [2][4] - He highlighted the shift from a "group-centered" traditional education model to an "individual learner" focus, advocating for personalized, immersive, and gamified learning experiences [4] Group 3: AI Production Center - NetDragon has established an AI Production Center to support the efficient, standardized, and personalized production of educational content, reducing marginal production costs to around 100 yuan and content production time to under one hour [4][7] - The center utilizes an "expert system + AI nodes" approach to adapt educational resources for different countries and regions, supporting multilingual and multicultural outputs [4] Group 4: EDA Initiative - NetDragon's Vice Chairman, Liang Nianjian, introduced the EDA (Edmodo Academy) initiative aimed at promoting educational equity and global collaboration in the new education ecosystem [6] - EDA has established educational bases and resource creation centers worldwide, providing a metaverse learning platform for learners, educators, and content creators [6] Group 5: Global Impact and Collaborations - NetDragon has expanded its educational reach to over 190 countries and regions, serving more than 150 million users and 2 million classrooms [9] - The company has formed national-level collaborations with over 20 countries along the Belt and Road Initiative, including Serbia, Nigeria, Thailand, and Egypt [9] Group 6: AI Integration in Education - NetDragon has fully integrated AI into its educational offerings, achieving 100% coverage in the education sector, with significant reductions in content production time and costs [7][8] - The company is also developing AI-driven educational products that adapt to students' learning progress and knowledge mastery [7] Group 7: Future Directions - The conference highlighted the importance of human-machine collaboration in education, predicting a future where quality educational resources are co-created and shared more widely [8] - NetDragon aims to leverage AI, VR, and AR technologies to create a personalized, efficient, and lifelong learning ecosystem [8][10] Group 8: Strategic Partnerships - NetDragon has a close partnership with Beijing Normal University, focusing on research and development in smart learning environments [10] - The company showcased projects like future experiments, Rokid AR, AI digital human interactions, and the AI Production Center at the conference [10][12]

Group 1 - The core viewpoint of the articles revolves around the integration of AIGC (Artificial Intelligence Generated Content) in vocational education, emphasizing its role in enhancing the quality and digital transformation of education [1][2] - The conference held in Dalian was attended by nearly 200 representatives from over 150 vocational institutions, indicating a strong interest in the topic of AI in education [1] - The company presented a report titled "AIGC Empowers the Whole Process of Talent Cultivation, Supporting the Digital Transformation of Education," highlighting the practical experience in utilizing big data, large models, and AI to improve various educational processes [1] Group 2 - The company aims to explore new paths for the deep integration of AIGC and education, supporting vocational institutions in achieving high-quality and connotative development during the "14th Five-Year Plan" period [2] - As of the end of the reporting period, the company reported a backlog of orders amounting to 430 million yuan, with over 130 million yuan specifically for teaching and examination orders [2] - The company’s self-developed "Starry Sky Education Model" has been registered with the National Internet Information Office, achieving an 80% accuracy rate in generating course knowledge graphs, and has been implemented in several schools in Beijing and Shanghai [1]

Group 1 - The core viewpoint of the article highlights that smart robots are transforming family education methods [1] - Companion robots can tell stories and sing songs, assisting parents in monitoring children's safety [1] - Interest cultivation robots can stimulate children's interests through activities like chess and programming [1] Group 2 - Intelligent teaching assistants can grade homework and generate learning plans, enhancing learning efficiency [1] - Smart grading robots and AI teaching assistants are also making significant contributions in classrooms by providing personalized education [1] - Various types of robots are gradually entering homes and schools, creating a more intelligent educational ecosystem [1]

Group 1 - The core viewpoint of the articles emphasizes the rapid integration of AI into education, transforming traditional teaching methods and enhancing learning experiences [1][2][9] - The Guangdong province has taken significant steps in AI education by releasing key frameworks and guidelines for teachers and students, marking a systematic approach to AI education [2][3] - The Greater Bay Area is positioned as a pioneer in educational digital transformation and AI integration, with Shenzhen leading innovative practices in smart campus development and AI curriculum [2][3] Group 2 - The first Bay Area "Principal Governance" exchange seminar is set to take place in July 2025, focusing on the digital transformation of education [10][12] - The seminar aims to provide strategic insights, practical references, and professional networking opportunities for educational leaders [12][24] - Notable experts and scholars will discuss the implementation paths of educational digitalization and global trends in AI education during the seminar [12][27][40] Group 3 - The event will showcase successful case studies from Bay Area schools, highlighting innovative governance models and data-driven management practices [24][43] - The integration of AI in educational settings is expected to enhance personalized learning and improve overall educational outcomes [1][40] - The seminar will also explore the fusion of intelligent media and education, demonstrating innovative applications of generative AI in school environments [40][43]

Group 1 - The current wave of technological revolution, represented by artificial intelligence (AI), is profoundly impacting the industrial landscape and talent demand, presenting both opportunities and challenges for vocational education [1] - Vocational colleges are encouraged to embrace AI and deepen their digital transformation, focusing on cultivating students' abilities to use AI tools to solve complex problems [1][2] - The integration of AI into vocational education is exemplified by Shandong University of Technology's implementation of AI applications in its photovoltaic engineering technology curriculum, which includes real-time analysis of industry job demand and skill gaps [1][2] Group 2 - AI is reshaping the relationship between teaching and learning, necessitating the creation of a collaborative learning ecosystem involving teachers, students, and AI [1][2] - AI assistants can perform various administrative tasks, allowing teachers to focus on heuristic teaching and student development, while students enhance their autonomous and collaborative skills [2] - The development of a vertical large model platform in the field of new energy vehicles by Shandong University of Technology aims to activate the intelligent value of vocational education resources and provide personalized skill diagnosis and remediation recommendations [2] Group 3 - The future of AI in vocational education is not merely an enhancement but a transformation crucial for survival and development, with AI enabling a multi-dimensional evaluation process that addresses the limitations of traditional scoring systems [2] - AI-driven lifelong learning platforms will facilitate skill updates for working professionals, contributing to a flexible and open vocational education system [2] - Ethical education regarding AI has become a necessary component of student training, emphasizing data literacy, information discernment, and responsible AI usage as essential skills for future "digital craftsmen" [2]

Core Viewpoint - NetDragon (00777) is accelerating its global expansion in the "AI + Education" sector, aiming to reshape global education models and establish itself as an industry leader [1] Group 1: Company Leadership and Recognition - Dr. Liu Dejian, founder and chairman of NetDragon, was invited as the sole corporate representative to the "United Nations Online University" meeting, reflecting the company's strong leadership position in the international education market [1] - The invitation also signifies international recognition of Dr. Liu's strategic vision and NetDragon's robust R&D capabilities [1] Group 2: AI + Education Strategy - NetDragon's EDA strategy aims to create a borderless educational community, promoting a more equitable and high-quality education system globally, focusing on three main aspects: AI production center, 3E high-quality educational content, and EDA education metaverse platform [6] - The company has already implemented the "AI + Education" model in global educational scenarios, with a recent collaboration with Thailand's Ministry of Higher Education to launch the AI education platform MHESI Skill [6][12] Group 3: Market Potential and Growth - The AI + Education market is expected to exceed 300 billion yuan, driven by the rapid adoption of educational information technology and online education, particularly accelerated by the COVID-19 pandemic [8] - AI's integration into education enhances various processes, including lesson preparation, teaching, assessment, and management, benefiting both teachers and students [8] Group 4: Policy Support and Industry Dynamics - Recent policies from the Ministry of Education and other departments promote the digitalization of education and encourage AI's application across all educational sectors, further stimulating market growth [9] - NetDragon is positioned as a leader in the AI education sector, with a comprehensive product lineup and a strong global competitive advantage [11][14] Group 5: Future Outlook and Financial Implications - The company's strategic deployment of AI + Education is expected to lead to a significant revaluation of its business, with ongoing developments in both AI education and AI gaming sectors contributing to cash flow and core profits [7][14] - The anticipated explosion of AI applications in 2025 will further solidify NetDragon's competitive edge in the education market [13]