Recently, the General Office of the Ministry of Education issued the “Notice on Strengthening Artificial Intelligence Education in Primary and Secondary Schools”, which proposes six major tasks and measures for artificial intelligence education, including: building a systematic curriculum system, implementing normalized teaching and evaluation, developing universal teaching resources, building a ubiquitous teaching environment, promoting large-scale teacher supply and organizing diverse exchange activities, and pointing out that artificial intelligence education will basically be popularized in primary and secondary schools by 2030.

The Zhitong Finance App learned that compared to traditional manual education, the core advantage of AI+ education is that it can effectively improve teaching efficiency on the premise of lower unit teaching costs, and the demand for education scenarios is rigid, the user base is large, the willingness to pay is strong, and it has a good commercial soil.

At the same time, AI+ education is accompanied by continuous improvement in infrastructure support such as big data and cloud computing, and hardware level iteration. The user interaction experience has improved markedly. It has reached the stage of industrial expansion, and it can be expected that large-scale individualized education will gradually be implemented. The relevant layout of overseas AI+ education companies continues to advance, and the commercialization path of AI to provide cash flow through attracting users and exploiting user value is gradually becoming clear.

According to the institutional opinion, combined with domestic market processes, demand pain points, and long-term dimensions, strong product capability+efficient promotion capabilities form the core competitiveness of AI+ education applications, and they are optimistic about the company's product launch advantages and commercialization opportunities with deep business understanding, rich educational data reserves, and complete channel layout.

Guojin Securities released a research report saying that the Ministry of Education issued a document promoting AI education in primary and secondary schools, pointing out that artificial intelligence education will basically be popularized in primary and secondary schools by 2030. From the perspective of technical accessibility and commercial accessibility, education is one of the scenarios where AI applications are well implemented. Among them, AI courses are incorporated into the education evaluation system, which is expected to catalyze AI teaching evaluation business.

To build an AI teaching environment, the foundation of AI education is AI+ education. The basis for providing AI education courses for primary and secondary school students is to use AI tools for teaching. It is recommended to focus on AI education standards.

Hong Kong stocks related to AI education:

Chalk (02469): In July of this year, Chalk launched a large-scale model focusing on the field of public examinations, and immediately launched the Chalk AI teacher to help users better understand their competitiveness in applying for positions. Cinda Securities pointed out that registration for the national examination reached a new high in '25. The number of applicants also increased by 13%, and the acceptance rate was further reduced, which is expected to stimulate an increase in demand for recruitment and training. Recruit training institutions to enter the peak period of student training. It is recommended to focus on performance flexibility. Relevant companies include chalk, etc. Zheshang Securities also stated that chalk, as a leader in recruitment and examination training, has shown strong advantages in product course development and technology research and development in the current economic environment and industry competition.

NetDragon (00777): MYND will accelerate the implementation of actual applications in the field of AI classroom teaching. The software subscription service is expected to launch and explore potential cooperation opportunities in the field of large language models by the end of the year, AI interactive tablets are also expected to gradually be implemented, and AI+ education products will open up new growth. Recently, we joined hands with the Ministry of Higher Education, Research and Innovation of Thailand to build an AI education platform. The core of this collaboration is the new platform “aom-ai”, which aims to achieve personalized education experiences through advanced AI technology. Dr. Leung added, “Relying on an AI-enabled teaching model, the aom-ai platform can be adjusted according to individual learning styles to enhance knowledge absorption efficiency and user participation. The platform not only supports vocational training, but can also be extended to the field of lifelong learning to ensure that Thai users can receive educational services that are efficient and tailored to their needs.”