Production capacity scheduling is pushing towards 2028! 985 universities are rushing to sign contracts in bulk, and the orders for Zhihushuwang's AI are all completely booked.

date
18:26 03/08/2026
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GMT Eight
The knowledge AI sector has entered an era of "capacity grabbing."
In the first half of 2026, Wisdom Tree Network (parent company ABLE DIGITAL, 02687) continued to thrive in the digital teaching sector for higher education: the Smart Curriculum Construction Project at Beijing Institute of Technology won the bid with a review score of 99.00, while PetroChina University (Beijing) secured its digital smart curriculum with a score of 95.80. Numerous 985 universities, including Zhejiang University, Nanjing University, Huazhong University of Science and Technology, and Xi'an Jiaotong University, have signed contracts intensively. From Peking University to Hainan Medical University, and from core disciplines of the "101 Plan" to vocational colleges in frontier regions, AI orders from universities have surged explosively, with delivery schedules already booked through 2027-2028. I. Order Surge: From "Finding Projects" to "Selecting Projects" From January to July 2026, ABLE DIGITAL and its affiliates were extremely active in publicly announced bids on platforms such as the China Government Procurement Network. "Our delivery schedule is already booked until 2027," revealed a regional manager at Wisdom Tree. "Many universities' procurement plans for the 2026-2027 academic year have just been finalized, and we are already aligning with the needs for 2027-2028." Moreover, a noteworthy trend is that projects are upgrading from traditional "teaching resources" to comprehensive solutions centered on "AI." For example, Hunan Institute of Engineering's "Wisdom Tree Platform Service - AI Teaching Center Procurement Project" was contracted for 574,000 yuan over a three-year service period, covering AI capabilities on the SPOC platform, shared course services, and system data integrationthis is not a one-time purchase but a long-term service contract valid until the end of 2028. II. Review Scores: Near Full Marks in Industry Dominance In publicly reviewed projects, Wisdom Tree consistently maintains high comprehensive bid scores, with several projects significantly outpacing their closest competitors. For instance, the resource construction project at Sichuan Railway Vocational College, the knowledge graph project at Qiqihar Medical College, and the digital resource project at Heilongjiang Tourism Vocational College all scored above 97 points, even approaching full marks. Public information shows that Wisdom Tree has consistently displayed a "double-high" trend in both technical and business scores. This overwhelming advantage indicates that in the university AI sector, Wisdom Tree has established an unshakeable competitive barrier. III. Intensive Contract Signing with 985 Universities: Endorsement from Top Institutions Among 985/211 universities, Wisdom Tree's bidding scores have also reached new heights, reflecting a dual pattern of "top-tier institutions, top-tier scores": 985/211 University High Scoring Projects - Beijing Institute of Technology (985) Review score 99.00 - Central South University (985) Review score 96.89, leading the second place by over 5 points - PetroChina University (Beijing) (211) Review score 95.80 - Hunan University (985) Ranked 1st in review ABLE DIGITAL has become the recognized and preferred AI implementation platform among expert groups in core disciplines at leading universities. "The procurement standards of 985 universities are the strictest in the industry. In the public bidding at Beijing Institute of Technology, Wisdom Tree achieved a review score of 99.00, outperforming competitors like Higher Education Press and XueTang Onlinethis is not a battle that can be won by price; it's a dominance based on product strength and data accumulation." Analyst in the higher education digitalization industry IV. Capacity Overselling: A Signal of Supply Shortage Multiple dimensions of data indicate that Wisdom Tree's delivery capacity is being "overwhelmed" by market demand: 1. Intensive Contracting of Long-Cycle Projects Currently, several orders have service periods extending to 2027 and beyond. Among these, the project at Hainan Medical University directly covers until December 31, 2027, and the strategic cooperation with the Peking University School of Basic Medical Sciences is planned as a three-year blueprint from 2026 to 2028 including the construction of a medical discipline "source map," development of smart courses 2.0, and establishment of integrated teaching resources and experimental database. Dalian University's platform service contract even includes a "1+2" renewal mechanism, extending up to the 2028-2029 academic year. 2. Continued Rise in Project Scale In terms of funding, single-bid amounts continually reach new highs. The resource construction project at Yunnan Normal University amounted to 4.606 million yuan, the AI teaching system construction project at Shenzhen University totaled 3.35 million yuan, and the discipline mapping project at Changchun University of Technology reached 2.99 million yuan. The package for Hainan Medical University alone reached 2.24 million yuan. The frequency of large contracts indicates that university budgets are concentrating on leading suppliers. 3. AI Upgrade Demand Drives Repeat Purchases from Existing Clients Wisdom Trees clients are not one-time buyers. Hunan Institute of Engineering explicitly stated in its single-source procurement justification report: after three years of construction, the platform has already hosted over 5,200 SPOC courses, 25 nationally shared courses, 1,000+ teachers, and over 23.1 million teaching behavior data points, "only by having the original supplier, Wisdom Tree Network, provide services can we ensure the complete inheritance and secure migration of all historical teaching data." This data lock-in effect nearly guarantees 100% renewal from existing clients and continues to drive additional AI upgrade purchases. V. Conclusion: On the Eve of Certain Growth The steadily rising market orders are gradually reaching the upper limits of the existing delivery systems capacity this precisely underscores the explosion in this sector. We are currently at a historical window where AI technology is deeply integrated into higher education, and the construction of an independent knowledge base has become a national necessity. ABLE DIGITAL (02687) firmly occupies a central position in this field, with sufficient momentum for medium to long-term growth.