Overseas AI+Education Applications Develop Rapidly with Clear Commercialization Scenarios
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According to a November 29th CCTV News report, a UK government study reveals many British teachers use AI tools to save time. The report states artificial intelligence can significantly reduce teachers' workload, allowing more time for face-to-face student interactions.
Commentary: AVIC Securities notes the AI+education development logic has been preliminarily validated. The high compatibility between large language models and education determines product experience and effectiveness, with multi-turn dialogues, multilingual understanding, and multimodal generation capabilities efficiently supporting teaching processes. This facilitates application promotion while leveraging education's vast market potential and strong parental payment willingness for clear commercialization paths.
Dongguan Securities adds that overseas AI+education integration is accelerating with robust product demand, whereas China's AI education implementation remains in early stages. With steady progress in educational informatization policies and increasing national funding, publishing enterprises—especially local state-owned ones—can deeply participate in the "AI+education" transformation through content, channels, and capital advantages, unlocking secondary growth curves.
Company Updates:
- Fangzhi Technology: Applies AI and virtual digital humans in education, launching generative AI algorithms and smart digital human products integrated with educational digitization.
- CITIC Press: Focuses on book publishing/distribution while accelerating AI adoption in publishing workflows.
- Jiafa Education: Released the Linggu Education LLM.
Since ChatGPT's launch, major tech giants have shown intense interest. ChatGPT now serves marketing copy, literary creation, coding, and academic reporting. Its educational applications remain a hot industry topic.
AI Technologies Drive Innovative Educational Development
Post "double reduction" policy, training institutions face capital challenges: cooled primary market financing and evaporated secondary market valuations. 2022 saw 121 education financing rounds, down 49.8% YoY.
Policy adjustments recalibrated education capital flows toward rational, quality-focused development. Meanwhile, AI, real-time interaction, AR/VR technologies have timely propelled innovative educational advancements.
Recently at the education forum of RTE2023 Real-Time Internet Conference, Zhang Gejian, Partner and Managing Director of Frost & Sullivan Greater China, analyzed: "Although the education industry faces some challenges in capital markets, technological advancements like 5G, AR, VR, and AIGC are opening new pathways for smart education.
From the perspective of the smart education industry ecosystem, whether it's upstream infrastructure providers like Agora, midstream consumer/enterprise electronic equipment suppliers, or downstream distributors and users, all are contributing to the entire smart education industry chain."
According to IDC forecasts, China's AR/VR market expenditure will exceed $12 billion by 2026. In education, the integration of smart education with AI and AR/VR technologies will provide more teaching possibilities, such as more three-dimensional teaching content, personalized virtual learning environments, interactive learning, reduced teaching risks, and improved teaching efficiency.
Meanwhile, AIGC as an extension of AI technology, with its multiple application scenarios including text, audio, image, video, virtual scene, and code generation, may all empower the development of education in the future.
Smart Education Industry Analysis
Smart education responds to and addresses the changing landscape of education in the intelligent era. Smart classrooms using technologies like iPads and smart terminals have transformed traditional teaching models, turning students from passive recipients into active learners and teachers from knowledge transmitters into learning organizers. This accelerates the integration of smart terminals in classroom teaching, making classroom research more systematic and gradually covering teaching objectives, processes, and evaluations. Driven by this momentum, smart education is gaining practical attention.
The smart education industry mainly includes four business models: B2G, B2B, B2B2C, and B2C. Typically, G-end participants include education committees/bureaus purchasing products like smart campus management platforms; B-end participants include schools purchasing products like teaching equipment.
Under the B2B2C model, smart education products first reach students and parents through schools, such as apps reflecting student learning data; C-end participants include parents and students purchasing products like online tutoring courses.
Against the backdrop of Education Informatization 2.0, the explicit characteristics of technology are gradually dissolving, with attention and value returning to education itself, focusing more on fundamental changes in educational models under the vision of educational innovation. On one hand, smart education demonstration zones are accelerating the construction of smart classroom environments while also creating new classrooms empowered by AI technology.
<u>Continuous Release of Policies in the Field of Artificial Intelligence Education</u>
Over the past few years, China has continuously released policies in the field of artificial intelligence education. With the rapid implementation of large model technology, the smart education industry is expected to develop rapidly.
On July 21, 2021, the Ministry of Education, in collaboration with the Cyberspace Administration of China, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Finance, and the People's Bank of China, proposed a specific and clear path for the construction of new educational infrastructure during the 14th Five-Year Plan period.
The policy emphasizes that new educational infrastructure should focus on information networks, platform systems, digital resources, smart campuses, innovative applications, and trusted security. By 2025, a structurally optimized, efficient, and secure new educational infrastructure system should be basically formed.
In July 2022, six departments, including the Ministry of Science and Technology, jointly issued the Guidelines on Accelerating Scenario Innovation to Promote High-Level Application of Artificial Intelligence for High-Quality Economic Development, promoting the implementation of scenarios such as online classrooms, virtual classrooms, virtual simulation training, and virtual teaching and research offices.
In August 2022, the Notice of the Ministry of Science and Technology on Supporting the Construction of New Generation Artificial Intelligence Demonstration Application Scenarios was released, with smart education being included in the first batch of demonstration application scenarios to support the implementation of the national education digitalization strategy.
In 2023, the national level continued to emphasize the need to strengthen the construction of campus education informatization and smart education scenarios. On February 27, the Central Committee of the Communist Party of China and the State Council issued the Overall Layout Plan for the Construction of Digital China, pointing out the need to vigorously implement the national education digitalization strategy and improve the national smart education platform.
Strengthen the deep integration of industry, academia, and research led by enterprises. Promote the participation of universities, research institutions, and enterprises in the construction of Digital China and establish a number of Digital China research bases. Coordinate and carry out comprehensive pilot work for the construction of Digital China.
With strong national policy support, the construction of new educational infrastructure will be fully rolled out, and the demand for education informatization and smart campus construction will continue to be released. Leading companies with strong comprehensive capabilities that have already laid out related businesses are expected to benefit continuously.
In March, Zhejiang announced that artificial intelligence would become a basic and compulsory course in primary and secondary schools. Subjects such as science and mathematics in primary and secondary schools will incorporate a significant amount of artificial intelligence teaching content. The country's strong demand for digital talent means that AI training institutions are expected to benefit from the growing demand for AI talent.
The Smart Education Industry Research Report primarily analyzes the domestic and international development overview of the smart education industry, including the industry's development environment, market analysis, competitive analysis, product pricing analysis, user analysis, substitute and complementary product analysis, key industry drivers, channel analysis, profitability, growth potential, solvency, operational capacity, analysis of key enterprises in the smart education sector, sub-industry analysis, regional market analysis, risk assessment, and future development forecasts. It also provides relevant business and investment recommendations. The report's research framework is comprehensive and rigorous, with objective, fair, and systematic analysis that accurately reflects the current market status and future trends of China's smart education industry.