北京市教委发布人工智能教育工作方案，关注AI+教育投资机会

Investment Rating - The report maintains an "Accumulate" rating for the industry, indicating an expected increase of over 10% relative to the benchmark index in the next 6 to 12 months [3][9]. Core Insights - The Beijing Municipal Education Commission has released a plan to advance artificial intelligence education in primary and secondary schools from 2025 to 2027, aiming to establish a distinctive AI education system [6]. - The plan includes the development of a curriculum that integrates AI education into various subjects and encourages the use of external resources such as AI laboratories and experience centers [6]. - The report anticipates a growing demand for AI-related educational content and services, benefiting publishing companies that can adapt their offerings to include AI-focused materials and after-school programs [6]. Summary by Sections Industry Overview - The total number of listed companies in the industry is 131, with a total market value of 1,572.50 billion and a circulating market value of 1,429.90 billion [3]. Key Companies - Notable companies mentioned include: - Wangxin Media: Focused on scientific visualization and AI education resources [6]. - Southern Media: Engaged in educational technology through partnerships [8]. - Urban Media: Publishes AI-related educational materials [8]. - Other companies to watch include Dou Shen Education, Century Tianhong, and Xinhua Wenxuan [8]. Market Trends - The report highlights a trend towards integrating AI into educational practices, with an emphasis on enhancing the curriculum and expanding educational resources [6].