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粉笔(02469.HK):与华图战略合作 AI产品矩阵持续丰富
Ge Long Hui· 2025-12-23 04:38
Core Viewpoint - The company has entered into a strategic cooperation agreement with Huatu to explore collaboration in various areas related to recruitment exam training, including investment, governance, technology development, distribution channels, industry self-discipline, and customer service [1]. Group 1: Strategic Cooperation Areas - Investment cooperation will focus on exploring equity investment opportunities, including strategic investments and joint ventures [1]. - Governance collaboration will involve mutual recommendations of directors and establishing regular communication mechanisms to share management experiences [1]. - Technology development will see both companies jointly develop AI applications for the recruitment exam training industry, leveraging their respective strengths in AI technology [1]. - Distribution channel cooperation aims to integrate both companies' channels to enhance operational efficiency [1]. - Industry self-discipline efforts will focus on setting industry standards through quality services and teaching standards [1]. - Customer service collaboration will involve analyzing industry trends and user demand changes to optimize the strategic partnership [1]. Group 2: Market Position and Profitability - The partnership between Huatu and the company, both industry leaders, is expected to complement each other's strengths, potentially increasing market share and restoring profitability [2]. Group 3: AI Product Development - The company has been continuously enriching its AI product matrix, with significant sales achievements, such as the AI brushing system class reaching over 14,000 sales in a single day on October 14 [3]. - The company plans to enhance AI research and development investments at an annual growth rate of 30%, aiming to establish an education model laboratory in collaboration with top institutions [3]. Group 4: Financial Projections - The company anticipates revenue growth, projecting operating revenues of 2.67 billion, 2.78 billion, and 2.98 billion yuan for the years 2025 to 2027, with adjusted net profits of 298 million, 375 million, and 445 million yuan respectively [4].