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Driven by technology and policy, the Education Industry pattern and valuation are expected to be restructured.
At the economic themed press conference on March 5, Zheng Zhanjie, the director of the National Development and Reform Commission, introduced plans to expand the supply of high-quality Education resources, continue to promote the quality upgrade of higher education, and further increase the scale of undergraduate enrollment in 'Double First Class' Universities.
[Brokerage Focus] China Securities Co.,Ltd.: DeepSeek significantly reduces costs, a transformation in AI Education is imminent.
Jinwu Financial News | China Securities Co., Ltd. released a Research Report stating that learning is a slow process and has characteristics that go against human nature, but each round of technological innovation brings significant changes to the Education Industry. ChatGpt has ushered in the era of generative AI, while DeepSeek has greatly reduced costs, indicating that an AI education transformation is imminent. The firm believes that AI "replacing tutoring teachers" will be much easier than "replacing lead teachers," and in the future, every student may even need an AI learning assistant. Currently, AI education is mature in areas such as photo-question search, error questions, assessments, and personalized Q&A, and it empowers companies to improve quality and efficiency internally, but precision learning still needs enhancement. AI education applications are promising.
CHINA EDU GROUP (00839) will distribute a final dividend of 0.1028 yuan per share on March 26.
CHINA EDU GROUP (00839) announced that it will distribute by March 26, 2025, as of August 31, 2024...
Returns At China Education Group Holdings (HKG:839) Are On The Way Up
Hong Kong stocks moving differently | CHINA EDU GROUP (00839) saw its afternoon decline expand by over 23%, with its stock price continuing to hit a historic low. The cash dividend ratio for the fiscal year 2024 is approximately 40%.
CHINA EDU GROUP (00839) saw its decline widen by over 23% in the afternoon, reaching a low of 2.66 Hong Kong dollars, continuing to set a record low since its listing. As of the time of writing, it has dropped by 23.21%, reported at 2.68 Hong Kong dollars, with a trading volume of 0.432 billion Hong Kong dollars.
【Brokerage Focus】CITIC SEC: Strongly promoting the AI large model's reasoning capability, Education + AI is expected to accelerate into the commercialization stage.
Jingwu Financial News | CITIC SEC stated that recently companies in the Education sector are embracing Deepseek, and the powerful reasoning capabilities of AI large models are expected to accelerate the commercialization of Education + AI solutions. The firm believes that Deepseek's advantages in accuracy, reasoning capabilities, and training costs are likely to promote the widespread application of Education + AI. Moreover, understanding application scenarios in related fields, accumulating data, and productization capabilities may become new competitive advantages for commercialization. The firm is Bullish on the current situation where, under the catalysis of Deepseek, Education + AI is advancing in the fields of educational Hardware, Software subscriptions, and smart campuses.
