Tracking Hong Kong stock market concepts | The Ministry of Education deploys the implementation of AI school-enterprise supply-demand docking employment education project. Institutions are optimistic about the imminent transformation of AI + education (with concept stocks attached).

Recently, the Ministry of Education issued a notice, deploying various local universities to collect a batch of "artificial intelligence application" field supply-and-demand docking employment and education projects for enterprises, institutions, and industry associations, promoting universities to adapt to the new requirements of talent demand and employment services brought about by the development of artificial intelligence, helping employers cultivate and recruit more practical, versatile, and scarce artificial intelligence application talents, and better promoting the integration of talent supply and demand between universities and enterprises. This project collection mainly includes three categories: targeted talent training and education in the field of artificial intelligence application, construction of employment internships, and enhancement of human resources between universities and enterprises. The focus is on the demand for talent in artificial intelligence algorithms, machine learning, natural language processing, computer vision, intelligent Siasun Robot&Automation, and the use of artificial intelligence tools, to enhance university students' understanding of positions in the field of artificial intelligence, internship practice, and employment capabilities, promote the exploration of talents in relevant fields by employers, technological upgrades, and innovative development. According to research by China Securities Co., Ltd., in the transformation of education by AI, "replacing tutoring teachers" is easier than "replacing lecturers," and AI learning assistants may become a possibility. The report by China Securities Co., Ltd. states that learning is a slow process with characteristics that go against human nature, but each round of technological innovation brings significant changes to the education industry. With ChatGpt launching the era of generative AI, and DeepSeek significantly reducing costs, a transformation in AI education is imminent. China Securities Co., Ltd. believes that AI "replacing tutoring teachers" will be much easier than "replacing lecturers," and in the future, every student may need an AI learning assistant. Currently, AI education is more mature in areas such as photo-based question search, error correction, assessments, personalized Q&A, and is empowering enterprises for quality enhancement and increased efficiency, but there is room for improvement in precise learning. The biggest potential for AI education applications lies in the extracurricular learning testing and evaluation phase, with commercial directions including: 1) intelligent education hardware under the support of large models, integrating Q&A, assistance, and teaching into one, potentially replacing tutoring teachers and some teaching staff; 2) AI education 2C software applications catering to specific educational scenarios; 3) B-end application scenarios. Guosheng Securities released a research report stating that the current trends in the education and training industry remain favorable, with the age-appropriate population still at a high level, and the industry's prosperity expected to be maintained. The policy environment is turning towards a positive direction, with a clearer and more positive regulatory attitude emerging. AI is leading the transformation of education, and the commercialization process in China is poised to accelerate. After the "double reduction," the competitive landscape of the industry is improving, and the transformation of non-subject majors is proving to be effective. K12 education and training companies continue to grow in production capacity and profitability, with the industry looking favorably upon compliant operations and leading growth potential in education and research, faculty, and branding. It is recommended to continue monitoring opportunities in the education and training sector. Leading AI education companies in Hong Kong: NEW ORIENTAL-S(09901): New Oriental's layout in the AI education field extends beyond traditional subject tutoring to include areas such as quality education and intelligent hardware. For example, it has invested in arts, sports training institutions, and developed offline courses and services in programming, Siasun Robot&Automation, and study tours. In addition, New Oriental has introduced intelligent learning systems and devices to meet the market's demand for diversified education. FENBI (02469): FENBI is a leading company in the public examination training sector, with a significant presence in AI education. In July 2024, FENBI launched a large-model domain focusing on the public examination sector and launched FENBIAI teachers to help users better understand the competitiveness of positions they are applying for. In addition, FENBI has introduced high-quality interview AI evaluation products, the first AI tool for interviews in the public examination industry. With the continuous growth in the number of candidates for the national examination, FENBI's AI education products are expected to further increase market share. NETDRAGON (00777): NETDRAGON is a leading enterprise in the global education market, with its education business covering over 190 countries and regions, serving more than 1.5 billion users. The company is making a strong push into the AI+ education field and completed the spin-off listing of its overseas education business in December 2024, renaming it "Mynd.ai" (stock code: MYND), aiming to accelerate the application of AI technology in the education sector. In addition, NETDRAGON's SaaS products are expected to be the first to land in the European and American markets, further expanding its global market share. CHINASOFT INT'L (00354): In 2023, CHINASOFT INT'L announced on the Hong Kong Stock Exchange that the company, in cooperation with Beijing Institute of Technology and Shenzhen Kaihong Digital Industry Development Co., Ltd., has opened an open-source Hongmeng talent class at Beijing Institute of Technology's Institute of Information Technology Innovation. As the first major in China's independent operating system established by a 985 university, the open-source Hongmeng talent class aims to promote the flourishing of the open-source Hongmeng ecosystem and cultivate the next generation of leading talents in open-source Hongmeng technology, accelerating the innovation and development of the country's software industry. In 2024, it reached a strategic cooperation with Iflytek Co., Ltd. to help with the "AI+" initiative. CHINA BEST (00370): In a public announcement, CHINA BEST's wholly-owned subsidiary AI Group signed a cooperation agreement with Zhongke Bianyi to establish a joint venture company through restructuring. AI Group and Zhongke Bianyi will each hold 51% and 49% equity in the joint venture company after its establishment. The joint venture company will focus on the development of AI products for smart education, establishing a complete AI education solution from B-end to C-end for home-school linkage.