On December 12, the A-share education sector sprung up, leading the two cities, with many stocks such as Fangzhi Technology, Guoxin Culture, and China Hi-Tech rising to the limit.
Regarding the ** logic of the education sector, on the one hand, the recent pika1Version 0 and Google's gemini both swipe the screen, and both point to multimodality, with the continuous breakthrough of multimodal models,Or promote the application of large models in education, office, e-commerce, marketing and other fields to accelerate the implementation and open up the space for commercialization
On the other hand, from the point of view of the education industry itself,At present, the regulatory attitude towards the education industry is gradually becoming clear, and the marginal positive trend of the education industry is clear1) The double reduction policy has brought about the clearing of industry supply, and the future will accelerate the withdrawal from the market with non-compliant supplyThe trend of increasing market concentration is clear；2) The demand side is still rigid, and the number of college entrance examinations will continue to increase in the next ten years, driven by the orderly expansion of the enrollment scale of ordinary high schools + vocational and general education3）The new business transformation of the leading education company is progressing smoothlyThe diversified layout of vocational education, education informatization, live streaming and other businesses is expected to broaden the growth space.
Goldman Sachs' latest report saidChina's education industry is entering a new stage of development, driven by the demand for non-subject teaching and self-learning
The detailed investment logic of the education industry and the four types of companies and representatives who are expected to be the first to land AI applications**, we produced a special feature ".Empowered by AI, the education industry is embracing all-round changesIf you need a special report, please get it for free.