竞业达20250210

Summary of the Conference Call Company and Industry - The conference call focuses on Jingyeda, a company operating in the AI education application sector, particularly in higher education, primary and secondary education, and vocational education. Key Points and Arguments 1. AI Education Applications: Jingyeda has made significant progress in integrating AI with education, focusing on areas such as knowledge graphs, AI teaching assistants, AI learning aids, AI evaluation, and industry demand analysis [3][4][9]. 2. Knowledge Graph Construction: The company has reduced the time to build knowledge graphs from one month to ten minutes using large model technology, improving accuracy from 30%-40% to 80%-90% [4][5]. 3. AI Teaching Assistant Features: The AI teaching assistant can generate differentiated assignments and lesson plans, and create digital avatars for teachers, significantly enhancing teaching efficiency [6][9]. 4. Cloud and Private Deployment: Jingyeda combines private deployment with cloud services to address schools' computational power shortages, allowing for effective knowledge base construction and classroom quality analysis [7][16]. 5. Future Plans for Professional Development: By 2025, Jingyeda aims to enhance knowledge synchronization in professional education, optimizing course structures and developing productized services like educational cloud services [8][19]. 6. AI Learning Aid Implementation: AI learning aids utilize smart classrooms to record lessons and analyze student performance, providing personalized learning paths [11][26]. 7. AI Diagnosis for Classroom Quality: The AI diagnosis system generates detailed reports on classroom quality, including teaching speed and content alignment, which helps improve overall educational quality [11][30]. 8. Market Demand for Smart Classrooms: As of 2023, only 15% of universities have smart classrooms, indicating significant market potential for growth in this area [17]. 9. Subscription Model for Cloud Services: Jingyeda offers a subscription model for cloud services, with annual fees around 200,000 yuan for classroom quality diagnosis, and aims to expand this model significantly in 2025 [18][19]. 10. Funding and Procurement Trends: Schools are shifting from hardware purchases to applications and AI-enabled educational products due to tighter budgets, focusing on effective solutions that enhance teaching quality [25][26]. 11. Long-term Market Outlook: Despite current funding challenges in the primary education market, there are opportunities for AI-driven projects aimed at improving educational quality and resource equity [28][29]. 12. Impact of Large Model Technology: The introduction of large model technology has transformed knowledge graph construction and classroom diagnostics, with government policies supporting the integration of AI in education [30]. Other Important but Possibly Overlooked Content - The company plans to achieve exponential growth through subscription services over the next 3 to 5 years, targeting a business scale of tens of millions to over a hundred million yuan [20][21]. - The integration of AI into educational settings is seen as a trend that will revolutionize traditional teaching methods, shifting from passive to personalized learning [13][22]. - The competitive landscape indicates that Jingyeda's ability to provide low-cost, effective solutions for schools positions it favorably against larger internet companies that focus on individual services [23].