（来源：淘金ETF） 教育ETF 1. 金现代 300830 公司专注行业数字化与低代码开发，主营电力、化工等领域信息化解决方案，拥有垂直领域专用大模型 与AI智能取数、AI配料智能体等核心产品，深度服务央企与工业企业数智化转型。在AI应用全面爆发 背景下，公司依托低代码+AI开发优势，可快速对接阿里云、华为云开放工具与大模型能力，大幅缩短 项目交付周期、降低研发成本，AI赋能工业生产、设备管理、质量管控等场景落地加速，订单与交付 效率同步提升，充分受益于全行业AI应用普及与企业数字化需求扩张，成长空间持续打开。公司在电 力信息化领域具备深厚积累，AI技术与行业Know-How深度融合，可快速响应客户智能化升级需求，随 着AI开发成本下降与落地效率提升，其在能源、化工等行业的AI解决方案有望加速复制，进一步巩固 市场地位，打开业绩增长新空间。 2. 赛意信息 300687 公司是国内领先的企业数智化服务商，聚焦智能制造、工业软件与ERP实施，为电子、光伏等行业提供 MES与工业互联网解决方案，自研谷神工业大模型与PCB行业垂直模型，AI解决方案已实现规模化订单 落地。作为华为MetaERP核心合作伙伴，公司深 ...

证券日报网讯2月25日，鸥玛软件（301185）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司股东人数为15758户。 ...

Core Viewpoint - Ouma Software (301185.SZ) focuses on the examination and assessment sector and has not yet ventured into the mass digital reading business [1] Group 1: Business Focus - The company specializes in text and image digitization, high-speed image acquisition, intelligent recognition, and smart grading, establishing industry-leading technological capabilities [1] - Its technologies and products have been successfully applied in large-scale paper-based exams, paperless exams, and online grading, effectively supporting major projects such as national education exams, professional qualification exams, and civil service recruitment [1] Group 2: Future Developments - The company plans to continuously optimize AI models and data training to enhance recognition accuracy and processing efficiency [1] - There is a commitment to promote the digital and intelligent upgrade of examination and assessment services [1]

格隆汇2月25日丨鸥玛软件(301185.SZ)在互动平台表示，公司主营业务聚焦于考试与测评领域，暂未布 局大众数字阅读业务。公司在文本图像数字化、高速图像采集、智能识别、智能评卷等方向形成行业领 先的技术积累，相关技术及产品已在大规模纸笔考试、无纸化考试、网上评卷等领域成熟应用，高效支 撑了国家教育考试、职业资格考试、公务员事业单位招考等重大项目。公司将持续优化 AI 模型与数据 训练，提升识别精度与处理效率，推动考试与测评业务数智化升级。 ...

Core Viewpoint - The company, Ouma Software (301185.SZ), is focusing on the integration and large-scale application of AI technology in the examination and assessment business, which is expected to enhance its core competitiveness and future growth potential [1] Group 1: AI Technology Applications - The company has successfully applied multiple self-developed AI technologies in key stages of the examination process, including intelligent proposition technology for qualification, civil service, and public institution exams, improving the scientific and standardized nature of proposition [1] - Intelligent examination monitoring technology is utilized in the organization of educational and qualification exams, ensuring fairness and justice during the examination process [1] - Intelligent grading and recognition technologies are continuously expanding their application in various exams, including national education, professional qualification, civil service, and public institution exams, establishing a solid foundation for deeper and broader applications of AI in the examination and assessment field [1]

Core Viewpoint - Ouma Software (301185.SZ) is focused on the examination and assessment sector, providing comprehensive information technology solutions and services to government departments, industry associations, and enterprises [1] Group 1: Company Overview - The company has accumulated years of technical expertise and industry experience in artificial intelligence, big data, blockchain, and cloud computing [1] - Ouma Software has successfully applied its technological achievements across the entire examination and assessment process, gaining rich project implementation experience [1] Group 2: Business Expansion - The company's technical reserves align well with the core needs of professional assessment in the commercial aerospace sector, satellite data quality control, and operational auditing [1] - Ouma Software plans to actively explore technical exchanges and business collaborations in cutting-edge fields, including commercial aerospace, to convert its technological accumulation into solutions for national strategic emerging industries when the timing is right [1]

Group 1 - The core point of the article is that Ouma Software has reported its shareholder count as of February 10, 2026, which stands at 15,664 households [2]

Core Viewpoint - The recent events surrounding Ouma Software (301185) focus on the integration progress following the change in control, technological developments, and market dynamics [1] Group 1: Change in Control - In November 2025, the company's controlling shareholder changed from Shandong Shanda Capital Operation Co., Ltd. to Shandong Provincial State-owned Assets Investment Holding Co., Ltd., with the actual controller becoming the Shandong State-owned Assets Supervision and Administration Commission. This change has been registered and may impact the company's long-term strategic resource integration [2] Group 2: Institutional Research - On January 14, 2026, the company hosted a research meeting with several institutions, including CICC Yinhai (Hong Kong) Fund, to discuss the advantages following the change in control, the application of AI technology in the examination and assessment field, and multiple national-level examination service projects won in 2025. This research reflects market interest in the company's position in the education informationization sector [3] Group 3: Performance and Operating Conditions - According to the Q3 2025 report, the company's net profit attributable to shareholders grew by 6.32% year-on-year, while revenue experienced a slight decline of 2.57% year-on-year. Future attention is needed on the annual performance realization and valuation matching [4] Group 4: Industry Outlook - The IT service industry, in which the company operates, benefits from support from educational modernization policies, indicating a long-term high prosperity level. However, the high price-to-earnings ratio may amplify volatility risks [5]

Group 1 - The core point of the article is that Ouma Software (301185) reported a total of 14,809 shareholders as of January 30, 2026 [1]

Group 1 - The core point of the article is that Ouma Software reported a total of 14,809 shareholders as of January 30, 2026 [2]