GuShiio.com ① Recently, leading companies such as Learning and Thinking, Netease Youdao, Zhonggong Education, Monkey Tutoring, and Homework Help have intensively announced access to the DeepSeek model.
② Zheshang Securities pointed out that with the empowerment of intelligent applications such as AI, the rigidity of consumer demand for educational hardware is expected to continue to grow, which in turn will promote the continued growth of the learning machine market.
According to media reports, the open source DeepSeek model has become popular, and the online education industry has caused waves. Recently, leading companies such as Xueersi, Netease Youdao, Zhonggong Education, Ape Tutoring, and Homework Help have intensively announced access to the DeepSeek model. Xueersi CTO Tian Mi said that Xueersi’s intelligent education hardware products will be connected to DeepSeek, and grayscale testing has been launched on the flagship learning machine.
In recent years, with the surge in demand for online education, the learning machine market has achieved explosive growth. According to the “2024 China Educational Intelligent Hardware Industry Development Trend Report”, the scale of China’s educational intelligent hardware market has exceeded 100 billion yuan, and intelligent learning hardware is gradually becoming the “standard” for tens of millions of families. Zheshang Securities pointed out that according to Luotu Technology’s forecast, all-channel sales of learning tablets in China are expected to reach 5.88 million units in 2024, an expected year-on-year increase of 24.6%. Empowered by intelligent applications such as AI, the rigidity of consumer demand for educational hardware is expected to continue to grow, which in turn will drive the continued growth of the learning machine market.
According to the Cailian theme library, among the relevant listed companies:
vision GroupOn July 3, 2024, the T2 Intelligent Learning Edition of the Sewo Eye Care Learning Tablet has been officially launched on multiple platforms. It can realize subject enlightenment and general subject tutoring. At the same time, AI can empower functions such as personalized customization of learning and practice plans and guidance on composition writing.
Kangguan TechnologyIts sub-brand “Horion” has launched an AI learning machine, which is currently sold on Jingdong, Tmall and other platforms. The product covers “AI precision learning, AI precision training, AI intelligent answering questions, AI composition correction”, etc. Six major auxiliary learning functions.
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