竞业达(003005) - 2025年2月14日投资者关系活动记录表

Group 1: Company Overview and Strategic Direction - Beijing Jingyeda Digital Technology Co., Ltd. focuses on developing large models tailored for the education sector, integrating various educational processes to enhance teaching and management [3] - The company aims to leverage AI-generated content (AIGC) to empower the entire talent development process, addressing school needs and pain points through AI applications [3][4] Group 2: AI Applications in Education - The "Starry Sky+" AI teaching platform integrates the Starry Sky education model with the DeepSeek model, offering ten modules including AI tutoring, AI assessment, and AI diagnostics, enhancing the intelligence of educational practices [3] - DeepSeek demonstrates strong reasoning capabilities in complex scenarios such as lesson planning and assignment analysis, significantly improving outcome quality [3] Group 3: Market Position and Competitive Advantages - Jingyeda has established a unique data barrier through extensive accumulation of teaching training data, allowing for better adaptation to the complex demands of the education sector [4] - The company’s product offerings cover the entire talent development process, providing a comprehensive educational solution that differentiates it from competitors [4] Group 4: Revenue Model and Market Acceptance - The revenue model is based on product type and application scenarios, including private deployment for smart classroom construction and subscription-based services for quality diagnostics and industry analysis [4][5] - The AI education products have been piloted in several schools, gaining recognition and gradually converting users into paying customers, with expectations of increased market acceptance as technology matures [5]