本报讯 （记者贾丽）在近日由霞光社主办的"AI赋能教育：个性化、全球化与未来学习场景"圆桌论坛 上，AI技术如何驱动教育出海商业模式革新成为焦点议题。是北京读我科技有限公司旗下伴鱼海外业 务负责人李晓在论坛上指出，人工智能正在深刻改变传统教育SaaS的订阅模式，推动行业从"工具付 费"向"效果付费"与"内容价值付费"等多元化、灵活化的商业路径演进。 AI驱动效率与洞察 成商业化底层支撑 他进一步分析，最终为教育买单的用户，其核心诉求并非"有无AI"，而是学习效果与产品价值。这反而 为商业化带来了新的机会——"你不必非要把高昂的AI技术成本直接转嫁为用户付费的决策点，而是可 以将AI能力产品化为更灵活的价值点。"例如，针对中东地区阿拉伯语从右向左的书写习惯，进行输出 结果的深度本地化适配，这本身就可以成为一个高价值的商业化卖点。 区域策略 全球化不等于单一化 需"一国一策" 基于伴鱼的出海实践，李晓总结了不同市场的商业化策略，强调"一国一策"的重要性。 具体来看，在北美与发达市场，用户对科技创新敏感，付费意愿强。伴鱼在此通过"智能硬件+AI内 容"的组合切入市场，依托中国强大的供应链优势，集成性价比高的芯片与解 ...

Core Insights - Jiangsu Province is advancing artificial intelligence (AI) education through systematic layout, scenario-based applications, and ecological development, aiming to transform AI from a "teaching tool" to an "educational ecosystem" for students [1] - The shift in educational approach emphasizes not just teaching AI knowledge but integrating AI as a supportive tool in teaching, enabling personalized education [2] - AI education in Wuxi is focusing on both independent AI courses and integrating AI into various subjects, encouraging students to apply AI solutions to real-life problems [3] - Nanjing University has established a unique "1+X+Y" curriculum system for AI education, with nearly 200 AI-related courses and over 10,000 students trained [4] - The Ministry of Education is collaborating with Jiangsu's education system to promote the construction of smart education platforms, aiming for five key goals [5] - AI is being integrated into campus management, enhancing operational efficiency and reducing administrative burdens for teachers [6][7] - To address the uneven development of AI education in urban and rural areas, Jiangsu is implementing dual measures of resource supply and talent cultivation, with over 100 AI courses launched [7][8] Summary by Sections AI Education Initiatives - Jiangsu is showcasing various AI applications in education, including the "Su Xin Yan" intelligent subject matrix and the "Foodseek" food science model, among others [1] - The "Digital Citizen" platform in Suzhou is connecting 133 schools, achieving over 95% teacher participation and over 70% student engagement in digital literacy activities [2] Curriculum Development - Nanjing University has pioneered an AI core course for undergraduates and is developing a comprehensive curriculum to enhance students' AI capabilities [4] - The "AI Concentric Circle" model at Nanjing Information Vocational Technical College integrates AI applications into various industries, preparing students for real-world challenges [4] Smart Campus Management - AI systems in schools are improving student engagement in physical activities and reducing failure rates in courses through effective teaching assistance [6] - The "One-Click Reduction" project in Lianyungang is streamlining administrative processes, significantly increasing efficiency for teachers [7] Addressing Educational Disparities - Jiangsu is launching initiatives to ensure AI education reaches all students, with significant investments in rural areas to build AI laboratories and enhance information technology levels [8] - The provincial education department is mandating AI literacy as a core subject in all schools, with plans for comprehensive implementation by 2027 [8]

Core Viewpoint - The 86th China Educational Equipment Exhibition highlighted the integration of artificial intelligence in education, showcasing innovative technologies aimed at enhancing educational quality and personalized teaching [1][3]. Group 1: Event Overview - The exhibition took place from October 24 to 26 at the Qingdao World Expo City International Exhibition Center, focusing on "AI Leading High-Quality Development of Educational Equipment" [1]. - Honghe Technology, a leading domestic educational information technology company, received significant attention for its educational application software Lesson+, which integrates various AI applications to support personalized teaching [1]. Group 2: Policy Alignment - The 2025 policy issued by the Ministry of Education and nine other departments emphasizes the expansion of high-frequency application scenarios in education, aiming to build a lifelong education resource system [3]. - Turing Robot's technology aligns with this policy, focusing on breaking down educational resource barriers through AI technology, exemplified by its collaboration with Honghe Technology [3]. Group 3: Key Technological Features - The Turing AI Lesson platform enhances the teaching process through several key components: - AI Courseware: Automates the entire lesson preparation process, generating standard courseware in five minutes, significantly improving teachers' efficiency [3]. - AI Teaching Assistant: Provides interactive explanations during class and personalized Q&A after class, enhancing teaching efficiency and student engagement [4]. - AI Listening: Supports automated generation of exam-level listening content, accurately reflecting real exam characteristics, promoting large-scale production of listening resources [4]. - AI Speaking Teacher: Develops a three-stage training system for speaking skills, offering multi-dimensional intelligent scoring and real-time feedback to improve oral proficiency [4]. Group 4: Company Background - Turing Robot, established in 2014, is one of the earliest AI dialogue robot development platforms in China, holding nearly 500 invention patents in AI technology and applications [5]. - The company primarily provides AI technology and product solutions, with over 100 million units of Turing inside AI hardware deployed, facilitating billions of AI interactions daily across various sectors, including education [5].

Core Insights - The article discusses the transformation path of Turing Robot and the current state of the AI education industry, emphasizing the vast opportunities within the "AI + education" market [1][3]. Industry Overview - The AI education sector is rapidly evolving, driven by policy support and technological advancements, making it a significant trend [3][4]. - The Ministry of Education's "China Smart Education White Paper" and the State Council's opinions on integrating AI into education highlight the government's commitment to this sector [4]. Company Strategy - Turing Robot, founded in 2010, is currently in a transformation phase, focusing on productization and understanding the education industry more deeply [4][5]. - The company has launched various AI products, including AI teaching assistants and AI language teachers, with an annual shipment of over 20 million smart hardware units [4][5]. Market Potential - The education industry is a trillion-yuan market with significant growth potential, particularly in the K12 segment, where various business models exist [5][6]. - The overall education technology market in China is projected to reach approximately 346.6 billion yuan by 2024, with an AI penetration rate of around 7%, indicating substantial room for growth [6]. Challenges in Implementation - Turing Robot aims to provide personalized education solutions, but faces challenges in integrating AI technology with existing educational frameworks and balancing policy budgets with technological development [6]. - The C-end market is still in the cultivation phase, with trust in AI educational products needing to be established among parents [6].

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]