以AI申论批改为例，蔡金龙介绍，申论批改的第一个核心点是申论文章的手写体识别，用海量真实图 片做了测试后发现，识别率高于平均水平26%。第二个核心是批改的准确性，通过数百位阅卷老师与AI 对真实答题同时评分，通过排除噪声后平均值差异不断修正强化学习，使得准确性不断得到提升。 "谁具备最及时最全面最高质量的数据集，谁的AI产品就更具优势。"蔡金龙强调，通过年累计3000名师 资、300万小时、价值逾4亿元～6亿元的数据治理投入，公司将海量数据转化为更易于AI理解的高质量 结构化数据，形成"内容护城河"。 此外，在工具侧，华图打造"全岗位、全场景"的智能工作台，作为人机协同的载体，赋能组织运行更轻 盈高效。吴正杲以数据佐证，AI助力招生转化率提升35%，销售人员人均效率提升超50%。 据了解，围绕"学员侧—内容侧—工具侧"三位一体布局，也取得多项落地成果。目前已推出AI面试点 评、AI申论批改等约20款产品，目标构建覆盖"全学科、全场景"的50大学习场景矩阵。其中，AI面试点 评上线 40天使用量即突破100万，AI申论批改月用量持续翻倍，更关键的指标在于学员的自发学习比 率，"课上布置一倍的题，课后学员会自发再 ...

近日，华图教育举办AI战略发布会，集中披露其AI战略规划、产品落地成果与行业发展预测。面对非 学历职业教育市场的广阔前景与行业变革机遇，华图山鼎董事长吴正杲明确战略方向：以下沉市场探索 业务增长空间，以垂直大模型为技术支撑，重构教育服务交付模式。 2025年前三季度，华图山鼎营收达24.64亿元，同比增长15.65%；净利润为2.49亿元，同比增幅达 92.48%，一定程度上验证了公司战略布局的可行性。作为教育培训领域AI转型的先行者，华图教育依 托行业积淀与技术创新，正全力打造垂直领域的AI核心竞争力。 深耕下沉市场 下沉市场成为非学历职业教育新的增长极。华图山鼎董事长吴正杲敏锐洞察到市场变化：在返回家乡备 考人群中，用户寻求全日制、长周期的备考服务，"近家上课"成为核心诉求。依托全国1000多个网点的 渠道优势，华图教育将成熟教学模式下沉至地市，2025年重点推进三大举措深耕下沉市场。 华图教育创始人、总裁易定宏在今年3月提出"一体两翼一动力"战略，将科技创新作为重要一翼，强调 高质量发展必须依靠科技赋能教育。"两翼"则分别是：坚持科学管理与科技创新，通过流程再造与组织 变革提升运营效率；借助AI等前沿技 ...

华图教育创始人、总裁易定宏在今年3月提出"一体两翼一动力"战略，将科技创新作为重要一翼，强调 高质量发展必须依靠科技赋能教育。"两翼"则分别是：坚持科学管理与科技创新，通过流程再造与组织 变革提升运营效率；借助AI等前沿技术重构服务交付模式，增强用户体验，形成差异化竞争优势。 近日，华图教育举办AI战略发布会，集中披露其AI战略规划、产品落地成果与行业发展预测。面对非 学历职业教育市场的广阔前景与行业变革机遇，华图山鼎董事长吴正杲明确战略方向：以下沉市场探索 业务增长空间，以垂直大模型为技术支撑，重构教育服务交付模式。 2025年前三季度，华图山鼎营收达24.64亿元，同比增长15.65%；净利润为2.49亿元，同比增幅达 92.48%，一定程度上验证了公司战略布局的可行性。作为教育培训领域AI转型的先行者，华图教育依 托行业积淀与技术创新，正全力打造垂直领域的AI核心竞争力。 深耕下沉市场 下沉市场成为非学历职业教育新的增长极。华图山鼎董事长吴正杲敏锐洞察到市场变化：在返回家乡备 考人群中，用户寻求全日制、长周期的备考服务，"近家上课"成为核心诉求。依托全国1000多个网点的 渠道优势，华图教育将成熟教学模 ...

● 本报记者 郑萃颖 近日，华图教育举办AI战略发布会，集中披露其AI战略规划、产品落地成果与行业发展预测。面对非 学历职业教育市场的广阔前景与行业变革机遇，华图山鼎董事长吴正杲明确战略方向：以下沉市场探索 业务增长空间，以垂直大模型为技术支撑，重构教育服务交付模式。 推进区域运营改革是其基础性布局。华图教育加大地级市分校教学基地建设，将省会城市的长周期基地 班模式下沉，建立轻型基地，满足县域考生"近家上课"需求。其次是优化产品供给，推出"考编直通 车"，按学科模块划分课程，满足学员多项目备考、随到随学的需求，单班规模普遍100人以上。在保障 交付质量的同时，有效降低单位成本，提升华图产品的市场竞争力。另一方面，华图教育通过优化服务 流程提升了用户体验与运营效率。华图教育简化"招生-转化-交付"流程，学生通过对接专属辅导员，实 现试听、报名、学习服务的一站式对接。这些举措共同支撑了下沉市场业务的盈利增长。 华图教育认为，建设贴近学员的高质量基地产品，同时推进以AI为核心的科技赋能，是构建公司未来 竞争力的关键。 华图教育创始人、总裁易定宏在今年3月提出"一体两翼一动力"战略，将科技创新作为重要一翼，强调 高质 ...

新京报讯（记者杨菲菲）推出AI面试点评等约20款产品、研发费用增至1.45亿元……11月7日，华图教 育举行AI战略发布会，系统展示了华图教育AI战略规划、产品落地与发展路径上的全面布局。 记者从发布会上获悉，目前华图教育已推出包括AI面试点评、AI申论批改等在内的约20款产品，目标 是构建覆盖"全学科、全场景"的50大学习场景矩阵。其中，AI面试点评上线40天使用量即突破100万， AI申论批改月用量持续翻倍，更关键的指标在于学员的自发学习比率，华图教育轮值CEO、AI技术负 责人蔡金龙指出，这意味着产品在市场验证中已经跑通。 蔡金龙用"表现非常喜人"来总结华图AI战略进展，"表现非常喜人要满足三个特点，第一是低成本；第 二是高质量，质量要远高于行业平均水平；第三是速度够快"。 "谁具备最及时最全面最高质量的数据集，谁的AI产品就更具优势。"蔡金龙强调，华图拥有持续收集和 整理全行业全模态高质量数据的能力，并通过持续的数据治理投入，将海量数据（603138）转化为更易 于AI理解的高质量结构化数据。同时，在工具侧，华图打造了"全岗位、全场景"的智能工作台。目前， 华图内部已有近70%、约7000名员工深度使 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2025年11月7日，华图教育在北京国家体育场（鸟巢）举办AI战略发布会，系统展示了华图教育AI战略 规划、产品落地与发展路径上的全面布局。 华图教育创始人、总裁易定宏对 AI 的重视程度一直是"All in"。 2025年3月，易定宏带领华图高管在怀 来市发布《怀来宣言》，提出"一体两翼一动力"战略，将"科技创新"作为重要一翼，强调高质量发展必 须依靠科技赋能教育。在此顶层设计指引下，华图持续加大AI研发投入，据华图山鼎2025年三季报披 露，其研发费用同比激增 160.41%至1.45 亿元，主要用于扩充研发团队，筑牢AI战略落地根基。 业绩增长背后的战略举措 华图山鼎2025年第三季度财报显示，公司2025年前三季度营收达24.64亿元，同比增长15.65%；净利润 为2.49亿元，同比增幅达92.48%。业绩领先行业的背后，是华图对行业趋势的精准把握与及时的战略调 整。 华图山鼎董事长吴正杲指出，当前大量应届毕业生选择返回家乡，投入全日制、长周期的编制类考试。 为了满足考生"近家上课"的新需求，华图在2025年重点推进三方面工作 ...

Core Insights - The core viewpoint emphasizes the transformative impact of artificial intelligence (AI) on the education sector, particularly in enhancing the quality of training and education through technological empowerment [1] Company Performance - Huatu Shanding achieved a revenue of 2.464 billion yuan and a net profit of 232 million yuan in the first three quarters of the year, reflecting a year-on-year growth of 15.63% and 127.53% respectively [1] - The company's R&D expenses surged by 160.41% to 145 million yuan, primarily due to increased investments in AI [1] AI Product Development - Huatu Shanding has launched a diverse AI product matrix, including 20 new products such as AI interview feedback and AI essay grading, positioning itself as a leader in the industry [2] - The AI interview feedback product achieved 1 million uses within a month of its launch, with continued monthly growth [2] - The AI essay grading product utilizes proprietary evaluation technology and generative AI to analyze submissions across multiple dimensions, providing personalized feedback [2] AI Technology Utilization - The company has successfully implemented AI-driven question generation, producing over 30,000 high-quality mock questions at a cost significantly lower than traditional methods [3] - AI technology has enabled the categorization of questions, enhancing training efficiency by reducing reading volume by 30% while maintaining semantic integrity [3] Content and Collaboration - High-quality content and human-machine collaboration are identified as critical factors for successful AI integration in educational institutions [4] - The company leverages its extensive database of quality questions and user experiences to continuously improve AI products [4][5] - The collaboration between AI and human educators aims to balance efficiency and quality in educational outputs [5] Competitive Landscape - The AI technology wave is reshaping the competitive landscape, favoring established institutions with greater production capabilities [6] - Huatu Shanding's "All in AI" strategy focuses on enhancing employee productivity, empowering products for students, and developing proprietary AI models [6] - The company has created an intelligent system that spans six key educational processes, ensuring comprehensive AI integration across its operations [6] Market Dynamics - The market is expected to see further concentration, with medium-sized institutions being the first to face challenges as larger institutions enhance productivity and reduce costs [7] - The anticipated consolidation in the industry presents opportunities for mergers and acquisitions, particularly for larger institutions managing multiple brands [7]

Core Insights - The core viewpoint emphasizes the transformative impact of artificial intelligence (AI) on the education sector, particularly in enhancing training and educational services [1] Company Performance - Huatu Shanding achieved a revenue of 2.464 billion yuan and a net profit of 232 million yuan in the first three quarters of the year, reflecting a year-on-year growth of 15.63% and 127.53% respectively [1] - The company's R&D expenses surged by 160.41% to 145 million yuan, primarily due to increased investments in AI [1] AI Strategy and Product Development - Huatu Shanding has launched a diverse AI product matrix, including 20 new products such as AI interview feedback, AI essay correction, and AI personalized tutoring, positioning itself as a leader in the industry [1][2] - The AI interview feedback product achieved 1 million uses within a month of its launch, with continued monthly growth [2] - The AI essay correction product utilizes proprietary evaluation technology and generative AI to analyze submissions across multiple dimensions, providing personalized feedback [2] AI Technology and Efficiency - The company has successfully implemented AI technology in question bank development, generating over 30,000 high-quality simulated questions at a cost significantly lower than traditional methods [3] - AI-driven question categorization has improved training efficiency by reducing question length by 30% while maintaining semantic integrity [3] Content and Collaboration - High-quality content and human-machine collaboration are identified as key factors for successful AI integration in educational institutions [4] - The company leverages a vast repository of educational data and experiences from over 1 million real students annually to enhance AI product development [4] Competitive Landscape - The AI technology wave is reshaping the competitive landscape, with larger institutions likely to benefit more due to their enhanced productivity [5] - Huatu Shanding's "All in AI" strategy aims to integrate AI across all operational aspects, creating a cohesive system that enhances efficiency and product offerings [5] - The market is expected to see a concentration of market share, with medium-sized institutions facing significant challenges as larger institutions improve productivity and reduce costs [5]

Core Insights - The performance divergence among the three major public examination training companies is becoming increasingly evident, with Huatu Shandeng showing significant growth while others like Zhonggong Education are experiencing declines [2][4] Financial Performance - Huatu Shandeng reported a revenue of 2.464 billion yuan for the first three quarters, an increase of 15.65%, and a net profit of 249 million yuan, up 92.48%. After excluding employee stock ownership plan factors, the operating net profit reached 294 million yuan, growing by 127.9% [2] - In contrast, Zhonggong Education's revenue for the same period was 1.657 billion yuan, a decrease of 21.09%, with a net profit of 91.97 million yuan, down 45.31% [2] Market Dynamics - Huatu's growth is attributed to its scale and market leadership, with 1,016 branches as of June 2025, 57.5% more than Zhonggong Education, and a workforce exceeding 10,000, about 32% more than its competitors [2] - The overall industry is under pressure due to oversupply and intense competition from numerous small institutions that are aggressively targeting lower-tier markets [2][6] Strategic Initiatives - Huatu is implementing a "product + delivery" dual-driven strategy, focusing on high-standard delivery base construction and significant investments in AI technology [3][9] - The company plans to establish multiple large-scale training bases by mid-2025, aiming to maintain a competitive edge in service delivery [6][8] Competitive Landscape - The competition for public service examination positions is intensifying, with the average competition ratio increasing from 39:1 in 2021 to 98:1 by 2026 [4] - The shift in student preferences towards returning home for exam preparation has led to a focus on establishing high-standard delivery bases in lower-tier cities [5][7] AI Integration - AI technology is becoming a key driver for sustainable development in the education and training sector, helping to resolve the challenges of large-scale, high-quality, and personalized education [9] - Huatu's R&D expenses surged by 160.41% to 145 million yuan in the first three quarters, with a focus on developing a comprehensive suite of 20 AI products covering all learning scenarios [10] - The company has successfully integrated AI into various aspects of its training, significantly reducing costs and enhancing service delivery, with AI-generated exam questions costing only 42% of traditional methods [11]