Technology and policy two-wheel drive education industry pattern and valuation are expected to be restructured

At the press conference on economic themes on March 5, Zheng Zhajie, director of the National Development and Reform Commission, introduced that the supply of high-quality educational resources will be expanded, the quality upgrading of higher education will be continued, and the scale of undergraduate enrollment in “double first-class” colleges and universities will be further increased.

At the press conference on economic themes on March 5, Zheng Zhajie, director of the National Development and Reform Commission, said: We will expand the supply of high-quality educational resources, build tens of thousands of new high-quality schools for compulsory education, and build thousands of high-quality ordinary high schools. At the same time, we will continue to promote the quality and upgrading of higher education, further increase the scale of undergraduate enrollment in “double first-class” universities, and strive to increase the number of students by another 20,000 this year. In short, we will strive to allow more children to receive fairer and better education.

Technology and policy drive the vigorous development of education. In terms of technology-driven aspects, from computers to processing basic data and information to generative AI to understand and analyze complex issues, AI gradually covers the entire education chain; in terms of policy-driven aspects, the government work report focuses on the education industry, and the inclusiveness of education is expected to be further improved.

According to the Cailian theme library, among the relevant listed companies:

doushen educationActively deploy smart campuses, online education platforms and other businesses to promote the construction of education informatization. At the same time, investment has been increased in the field of vocational education and vocational skills training courses for adults have been developed.

shengtong sharesIt provides programming education, robot education and other courses for young people aged 3-18. Its Zhongming robot products include Robo Maker, a humanoid robot used for programming teaching.

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