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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.
The DeepSeek large model promotes cost reduction and efficiency improvement, and AI Education products are expected to accelerate commercialization.
① Education is one of the core scenarios for the application of AI. The use of AI technology to reduce costs and increase efficiency makes it possible for education to balance high quality, inclusiveness, and personalization, and is expected to deeply empower education by improving delivery efficiency and enhancing personalized experiences for students. ② The domestic AI + education B2B and B2C markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI + companionship market is anticipated to reach a trillion level within 3-5 years.
Doushen Education: 2024 performance forecast
Zhewen Interactive Group (600986.SH): plans to choose a good time to dispose of the shares held in Dou Shen Education.
On December 11, Gelonghui reported that Zhewen Interactive Group (600986.SH) announced that the company intends to authorize its management to independently decide the timing for disposing of the Stocks held in Dou Shen Education Technology (Peking) Co., Ltd. (hereinafter referred to as 'Dou Shen Education'), with the authorization period being 36 months from the date of approval by the Shareholder meeting. As of the date of this announcement, the company holds 61,057,556 shares of Dou Shen Education, accounting for 2.95% of Dou Shen Education's total equity, which will be released from restrictions on December 29, 2024.
Dou Shen Education (300010.SZ): As of the first three quarters of 2024, the revenue generated from AI education products accounts for no more than 4% of the total revenue.
On November 29th, Gelonghui reported that Dooshen Education (300010.SZ) stated on the investor interaction platform that the download volume of the company's Dooshen AI APP has exceeded 190,000, and the current project operation is normal. As of the first three quarters of 2024, the related revenue generated by the company's AI education products accounts for no more than 4% of the revenue.
Dou Shen Education (300010.SZ): In the first three quarters, the revenue from AI education products accounted for no more than 4% of total revenue.
Dou Shen Education (300010.SZ) announced that the company's stocks have been in continuous trade for three trading days (November 1, 2024...
