Core Insights - The next decade (2025-2034) is expected to see AI dual-teacher models (AI instructors alongside human instructors) becoming mainstream in education [1] - The education industry is currently addressing the "impossible triangle" problem of providing high quality, large scale, and personalized education simultaneously through AI technology [3] - The launch of the "Super Training Ground" product by Dou Shen Education has already generated over 300 million yuan in sales within six days [3][6] Group 1: Industry Trends - The first decade (2005-2014) saw the transition from part-time to full-time teachers, leading to the establishment of a dual-teacher model and the scaling of education companies [1] - The second decade (2015-2024) was characterized by the rise of internet education, but the true transformative era is just beginning with AI [1][4] - Major companies are now focusing on AI-driven educational products, with Dou Shen Education's new offerings being more complex than competitors due to their integration of hardware and software [4] Group 2: Company Developments - Dou Shen Education is cautiously expanding into all subjects, including mathematics and English, with plans to achieve full subject coverage by the end of 2025 [5] - The company has partnered with major tech firms to enhance its AI capabilities, indicating a strong competitive position in the market [4] - Despite a decline in revenue of 23.77% year-on-year to 757 million yuan, Dou Shen Education achieved a net profit of 137 million yuan, a significant increase of over three times [7] Group 3: Financial Performance - Dou Shen Education's stock price has surged from 1.64 yuan per share at the beginning of 2024 to a peak of 13.5 yuan, reflecting a growth of over seven times [7] - The company's gross margin reached 45.51%, and net margin hit 18.31%, marking the highest levels in nearly a decade [7] - In Q1 of this year, the company reported revenue of 190 million yuan, a slight decline of 0.63%, but net profit increased by 68.05% year-on-year [7]

暑假将至，很多家庭开始给孩子选择辅导班。然而，传统辅导班的弊端让人为难。 如果选择线下辅导班，酷暑之下需要舟车劳顿，甚至一天之内要顶着烈日多个来回，收费也相当昂贵； 选择线上辅导班虽然不用赶路，但如果多报几门也不算便宜。 2024年暑期期间曾有公开报道称，有的家长一个暑假给孩子报近10个辅导班，有的家长暑假给孩子报班 花费近10万元。 这个暑假，一种新型辅导班批量登场了。 新东方发布面向个人用户的首款原创AI教育产品。洋葱学园发布暑假学习产品AI定制班和AI私教动画 课。高途将在8月上线毛豆爱学AI课堂，豆神教育将发布"AI多对一直播课"。 这些新型辅导班其实都是AI课，不是真人老师实时授课，与传统AI课不同，这些AI课应用大模型技 术，加强了学生与课程内容的实时交互，朝着真实课堂体验更进一步。 更重要的是，单节课程价格低至10元的AI课，大幅降低了暑假辅导班的费用。虽然这些AI课还有很多 需要改进的地方，可是一旦被用户广泛接受，教育培训或将发生结构性变化。 一种新的学习形式 大模型在题目理解领域取得突破性进展后，一批大模型原生教育应用随即诞生，用于题目答疑。 现在，大模型终于对课程下手了。 新东方近日发布的 ...

来源：光明网 5月13日，教育部基础教育教学指导委员会发布《中小学人工智能通识教育指南（2025年版）》和《中 小学生成式人工智能使用指南（2025年版）》，科学规范推进人工智能全学段教育，助推中小学人工智 能教育发展。在AI技术加速渗透教育领域的当下，如何平衡技术创新与教育本质？近日，伴鱼智学负 责人陈现麟接受光明网专访，围绕企业核心竞争力、AI教育产品迭代逻辑及安全性管理等话题展开深 度解读。 针对近期教育企业争相接入大模型的现象，陈现麟坦言："技术仅是基础，真正的竞争在于谁能将其转 化为适配教育场景的产品。"他比喻称，大模型如同"智能水电煤"，企业需在此基础上构建"解决实际问 题的房屋"——例如，伴鱼智学通过AI私教动态分析学生薄弱点，生成千人千面的学习路径，并创新性 地将激励反馈细化为"具体行为夸奖"，而非笼统评价。"未来AI教育的突破点，在于从'能做一万件 事'中精准选择'最该做的100件'。" 对于公众关注的AI教育安全性问题，他介绍，伴鱼建立了"实时拦截+人工复核"双重机制：AI私教对话 内容经自然语言处理即时过滤敏感信息，同时设置人工团队每日审核数据流，确保交互内容符合青少年 认知健康。谈及A ...