GUOTAI JUNAN SECURITIES: In the second half of the year, large-scale modeling technology is expected to further promote the iterative development of AI + education applications.
Guotai Junan Securities stated that the commercialization of AI+ education and human resources products in China is continuing to advance, and large model technology is expected to further drive the iterative development of related AI applications in the second half of the year. Since Q2, the commercialization of AI+ education and human resources applications has been accelerating: Dou Shen Education's AI CLASS product officially went online and surpassed 17.4 million yuan in GMV by July 30th; Chalk AI+ exam preparation product, AI brushing system class, went online in April, with sales exceeding 14 million yuan in just two months, paid students surpassing 40,000, and annual sales expected to exceed one billion yuan; 3) AI+ human resources, Keqiao International's He Wa platform released 9 recruiting full-process tools introduced by AI 2.0, and its Match System has been used in multiple scenarios such as customer acquisition, talent search, and internal collaboration, with the system expected to be integrated into the He Wa platform in the second half of the year. By leveraging the advantages of large models in semantic understanding and information matching, the company is able to intelligently replace repetitive work, shorten the recruitment cycle, and greatly optimize the accuracy and efficiency of matching people with jobs. Considering that OpenAI and Deepseek will release the latest large model technology within the year, combined with continuous iteration of AI application products through user data accumulation, we expect AI+ education and human resources to shift from thematic investment to commercial realization.
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