豆神教育发布的AI-Class，可以说是AI教师产品，包括"AI超能训练场+AI双师+学伴机器 人"产品矩阵。前两个是类课程软件，第三个是智能硬件。AI超能训练场与AI双师的区别，类 似于教辅与教培的区别，或者专项课与系统课的区别。 记者丨 王峰 编辑丨李博 豆神教育（SZ:300010）近日发布名为AI-Class的AI产品矩阵，包括AI自主练习、AI双师、AI 伴学机器人等。 这是继AI答疑工具之后新一轮的教育大模型原生产品，也是继AI答疑工具陷入商业难以闭环 的泥淖后，行业再一次探索大模型原生产品的变现方式。 教培行业20多年来，经历了从线下到线上的变迁，也经历了名师从无到有，这一次拥抱AI，名 师走向云端，用自己多年教学经验为AI赋能。 A I教师产品的价值何在？ 在大模型技术支持下，AI-Class在能力上有诸多提升。 第一 ，AI教师授课时，学生可以随时 提问，并得到实时回答，回答的内容由AI自动生成。 第二 ，授课"板书"是AI自动建模生成的 3D效果动图，学生理解更直观。 第三 ，AI辅助学生混合落实教学结果，比如，学生如果只能 写出作文的片言只语，大模型自动补成完整文章。 如何评估这款AI教 ...

Core Insights - The report emphasizes that 2025 marks the beginning of the "proactive output" education AI C-end product era, with multiple education companies launching such products, transitioning from "passive" AI tools to "proactive" course-based offerings [3][8][57] - The shift from B-end to C-end applications of AI in education is highlighted, where AI is now replacing some or all functions of human teachers, providing personalized and scalable learning experiences [11][10] - The financial impact of AI products is shifting from cost reduction to revenue generation, with projected gross margins exceeding 80% for AI products compared to traditional offline education products [11][57] - The current main paradigms include AI super-human teaching, AI coaching, and AI dynamic assessment planning, showcasing the diverse applications of AI in education [58][31] Summary by Sections Introduction to AI in Education - The report outlines the evolution of education AI products from passive to proactive, with notable launches such as "Wu Yanzu Teaches You Spoken English" by Gaotu and "AI Brush Questions System Class" by Fenbi [8][10] Financial Performance and Growth Potential - The report indicates that the proactive AI education products are expected to drive non-linear growth in user numbers and revenue, as evidenced by the rapid sales figures of newly launched products [11][14][25] - MultiLingual's user engagement metrics post-AI feature launches demonstrate significant increases in monthly active users (MAUs) and user stickiness [19][25] Key Companies and Products - DouShen Education's "Super Practice Composition" and Fenbi's AI Brush Questions System Class are highlighted as leading examples of proactive AI education products, showcasing innovative teaching methods and high sales performance [11][40][33] - New Oriental's AI 1-on-1 system aims to enhance English speaking frequency through interactive learning, while Gaotu's course combines celebrity-led instruction with AI coaching [46][53] Investment Strategy - The report advocates for a focus on companies leading in the development and deployment of education AI agents, including DouShen Education, Fenbi, New Oriental, and Gaotu, as they are positioned to benefit from the ongoing transformation in the education sector [57][58]

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 ...