证券代码：300010 证券简称：豆神教育 公告编号：2026-002 豆神教育科技（北京）股份有限公司 关于非独立董事退休辞职的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 截至本公告披露日，王辉先生持有公司股份 416,000 股，王辉先生辞职后， 将继续严格遵守《上市公司董事和高级管理人员所持本公司股份及其变动管理规 则》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高级管 理人员减持股份》等有关法律法规及规范性文件的相关要求；王辉先生不存在应 当履行而未履行的承诺事项。 王辉先生在任职期间恪尽职守、勤勉尽责，为公司可持续发展发挥了积极作 用，董事会对其任职期间所做出的贡献表示衷心的感谢！ 二、备查文件 1、《辞职报告及持股情况说明》。 特此公告。 1 一、非独立董事退休辞职情况 豆神教育科技（北京）股份有限公司董事会 2026 年 2 月 13 日 一、非独立董事退休辞职情况 豆神教育科技（北京）股份有限公司（以下简称"公司"）董事会于近日收 到公司非独立董事、副董事长王辉先生的书面辞职报告，因已到法定退休年龄， 王辉先生申请 ...

AI双师：沉淀核心名师教学方法论与表达风格，扩展名师团队教学半径；超能训练场：集成知识图谱与自适应算 法，提供即时诊断、错题溯源与过程性评价服务，实现构思技巧可视化；25年7月AI双师加超能训练场4天+2天累 计销售超3000万。 公司指引26年超练及AI硬件营收占比超6成，业务全面AI化。 期待26年超练产品升级，转年费制商业模式优化。 （个股引用：东吴传媒）【东吴传媒互联网 张良卫团队】今日催化，AI应用板块大涨，豆神教育9%：全面拥抱 AI，完善产品矩阵 持续推荐，#自研教育垂类大模型，打造"AI+教育"产品矩阵。 公司依托智谱华章技术支持自研语言文学类AI垂类大模型"豆神AI"，并陆续推出"AI双师"、"AI超练"与"学伴机器 人"AI新品。 AI双师：沉淀核心名师教学方法论与表达风格，扩展名师团队教学半径；超能训练场：集成知识图谱 （个股引用：东吴传媒）【东吴传媒互联网 张良卫团队】今日催化，AI应用板块大涨，豆神教育9%：全面拥抱 AI，完善产品矩阵 持续推荐，#自研教育垂类大模型，打造"AI+教育"产品矩阵。 公司依托智谱华章技术支持自研语言文学类AI垂类大模型"豆神AI"，并陆续推出"AI双师 ...

Group 1 - The article discusses the growing trend of AI-generated video content across various industries, highlighting companies leveraging AI technology to enhance content creation and distribution efficiency [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16][17][18][19][20][21][22][23][24][25][26][27][28][29][30][31][32][33][34][35][36][37][38][39][40][41][42][43][44][45][46][47][48][49][50][51][52][53][54][55][56][57][58][59][60][61] Group 2 - Companies like 中文在线 and 捷成股份 are utilizing AI to transform scripts and text into video content, thereby reducing production barriers and enhancing IP monetization [1][2] - 万兴科技 and 流金科技 are focusing on AI video generation tools to support various sectors, including e-commerce and broadcasting, indicating a shift towards integrating AI in traditional industries [4][5] - The article emphasizes the potential for significant revenue growth as demand for AI-generated video content surges, with companies like 当虹科技 and 昆仑万维 already seeing rapid growth in their AI-related product revenues [9][10][11]

Market Overview - The education sector experienced a decline of 0.26% on February 4, with Chuangye Heima leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - ST Kaiyuan (300338) saw a closing price of 3.85, with an increase of 5.48% and a trading volume of 197,000 shares, amounting to 74.93 million yuan [1] - ST Guohua (600636) closed at 8.78, up 1.27%, with a trading volume of 40,700 shares, totaling 35.74 million yuan [1] - Dongshen Education (603377) closed at 3.60, down 1.91%, with a trading volume of 84,100 shares, amounting to 30.50 million yuan [2] - Xueda Education (000526) closed at 37.85, down 1.10%, with a trading volume of 16,700 shares, totaling 6.29 million yuan [2] Capital Flow Analysis - The education sector saw a net outflow of 47.31 million yuan from institutional investors, while retail investors had a net inflow of 52.09 million yuan [2] - The main capital inflow was observed in Dou Shen Education (300010) with a net inflow of 50.51 million yuan, representing 9.19% of its trading volume [3] - ST Guohua (600636) experienced a net outflow of 2.00 million yuan, accounting for 5.60% of its trading volume [3]

Investment Rating - The report assigns an "Accumulate" rating for the industry [4]. Core Insights - The upcoming Spring Festival is expected to see record-high passenger transport volumes in civil aviation [2]. - The report highlights optimism for travel-related sectors, including hotels, duty-free shops, and scenic spots, due to improved vacation policies and anti-monopoly measures in online travel agencies (OTAs) [4]. - The report suggests selecting short-term outperformers in the gold market, as the recent surge in gold prices may be ending [4]. - AI applications and undervalued new consumption sectors are also recommended for investment [4]. Industry Updates - The State Council issued a plan to accelerate the cultivation of new growth points in service consumption, urging local governments to enhance policy design and support measures [4]. - As of January 29, 2026, domestic flight ticket bookings for the Spring Festival exceeded 7.16 million, with a daily average increase of approximately 16% year-on-year [4]. - Retail sector insights indicate a 3% to 5% contraction in China's personal luxury goods market in 2025, showing signs of recovery compared to a significant decline in 2024 [4]. Company Performance Forecasts - Cai Bai Co. expects a net profit of 1.06 billion to 1.23 billion RMB for 2025, representing a year-on-year increase of 47.43% to 71.07% [4]. - Lai Shen Tong Ling anticipates a turnaround with a projected net profit of 58 million RMB for 2025, compared to a loss of 184 million RMB in the previous year [4]. - Yu Garden Co. forecasts a net loss of approximately 4.8 billion RMB for 2025, a significant decline from a profit of 125 million RMB in the previous year [4]. - The report includes various companies with "Accumulate" ratings, such as Zhou Dafu, Cai Bai Co., and others, with detailed profit forecasts and valuation metrics [5].

证券代码：300010 证券简称：豆神教育 公告编号：2026-001 豆神教育科技（北京）股份有限公司 关于公司诉讼的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或者重大遗漏。 二、本次诉讼事项进展情况 公司于近日收到河北省张家口市中级人民法院送达的《民事判决书》（2025） 冀07民初6号，判决如下： 驳回原告豆神教育科技（北京）股份有限公司的全部诉讼请求。 案件受理费590,368.16元、保全费5,000元，由原告豆神教育科技（北京）股 份有限公司负担。 重要内容提示： 1、公司所处的当事人地位：原告； 2、涉及金额：人民币109,713,632.93元； 3、对公司损益产生的影响：基于判决结果，公司将根据有关会计准则的要 求进行相应的会计处理，具体影响以公司后续财务核算结果为准。 一、本次诉讼的基本情况 豆神教育科技（北京）股份有限公司（以下简称"公司"）因债权债务概括 转移合同纠纷向张家口智云教育云科技平台运营有限公司、智云信息产业发展有 限公司、慧云新科技股份有限公司提起诉讼。审理期间，张家口丰泰股权投资基 金有限公司及张家口思学教育科技合伙企业 ...

Core Insights - The education sector experienced a slight increase of 0.15% on January 29, with BoRui Communication leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Education Sector Performance - BoRui Communication (600880) closed at 6.11, up 2.17% with a trading volume of 1.0181 million shares and a transaction value of 630 million [1] - QuanTong Education (300359) closed at 5.68, up 2.16% with a trading volume of 196,700 shares and a transaction value of 11.2 million [1] - DouShen Education (300010) closed at 7.44, up 1.92% with a trading volume of 1.2808 million shares and a transaction value of 960 million [1] - Other notable performances include Action Education (605098) at 45.42, up 0.93%, and XueDa Education (000526) at 38.40, up 0.79% [1] Capital Flow Analysis - The education sector saw a net inflow of 3.5215 million from institutional investors, while retail investors contributed a net inflow of 72.2198 million [2] - However, speculative funds experienced a net outflow of 75.7413 million [2] Individual Stock Capital Flow - DouShen Education (300010) had a net inflow of 50.2106 million from institutional investors, but a net outflow of 33.7840 million from retail investors [3] - China High-Tech (600730) saw a net inflow of 25.6964 million from institutional investors, with retail investors showing a net outflow of 23.2824 million [3] - QuanTong Education (300359) had a net inflow of 5.2657 million from institutional investors, while retail investors had a net outflow of 1.8672 million [3]

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600661 | 昂立教育 | 1731.05万 | 20.71% | -366.37万 | -4.38% | -1364.68万 | -16.32% | | 600880 博瑞传播 | | 1408.57万 | 3.16% | 368.21万 | 0.83% | -1776.78万 | -3.98% | | 600730 中国高科 | | 1175.69万 | 4.37% | 575.88万 | 2.14% | -- - 1751.58万 | -6.51% | | 003032 | *ST传智 | -111.11万 | -2.67% | -69.85万 | -1.68% | 180.96万 | 4.35% | | 605098 行动教育 | | -165.45万 | -4.46% | 135.95万 | 3.67% | 29.50万 | 0.80% | | 603377 ...

Market Overview - The education sector increased by 0.38% on January 27, with Kevin Education leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Individual Stock Performance - Kevin Education (002659) closed at 6.80, up 4.62%, with a trading volume of 898,000 shares and a transaction value of 614 million yuan [1] - Zhonggong Education (002607) closed at 2.98, up 2.41%, with a trading volume of 2.93 million shares and a transaction value of 867 million yuan [1] - ST Kaiyuan (300338) closed at 3.60, up 2.27%, with a trading volume of 136,600 shares and a transaction value of 49.43 million yuan [1] - Other notable performances include BoRui Communication (600880) at 6.09, up 1.16%, and DouShen Education (300010) at 7.53, up 0.94% [1] Capital Flow Analysis - The education sector saw a net inflow of 25.29 million yuan from institutional investors, while retail investors experienced a net outflow of 72.54 million yuan [2] - The overall net inflow from speculative funds was 47.25 million yuan [2] Detailed Capital Flow for Selected Stocks - Zhonggong Education had a net inflow of 85.63 million yuan from institutional investors, while retail investors had a net outflow of 61.83 million yuan [3] - Kevin Education experienced a net inflow of 63.58 million yuan from institutional investors, with a significant retail outflow of 93.13 million yuan [3] - ST Kaiyuan had a minor net inflow of 2.81 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

Market Overview - The education sector experienced a decline of 2.45% on January 26, with China High-Tech leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Individual Stock Performance - Notable performers included: - Chuangye Heima (300688) with a closing price of 32.56, up 2.88% and a trading volume of 201,700 shares, totaling 662 million yuan [1] - ST Guohua (600636) closed at 9.51, up 0.53% with a trading volume of 50,600 shares, totaling 47.77 million yuan [1] - Conversely, China High-Tech (600730) saw a significant drop of 6.00%, closing at 10.50 with a trading volume of 420,400 shares, totaling 452 million yuan [2] - Other notable declines included: - Kede Education (300192) down 4.52% to 21.75 [2] - Dongshi ST (603377) down 0.51% to 3.91 [1] Capital Flow Analysis - The education sector experienced a net outflow of 441 million yuan from institutional investors, while retail investors saw a net inflow of 377 million yuan [2] - The capital flow for individual stocks showed: - Chuangye Heima had a net outflow of 51.57 million yuan from institutional investors [3] - ST Guohua experienced a net outflow of 4.60 million yuan from institutional investors [3] - Kede Education had a net inflow of 4.29 billion yuan from retail investors [2]