教育数字化加速，深度融合人工智能

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Insights - The report highlights the rapid development of AI applications in the education sector, indicating significant investment opportunities [4][6][8] - The emphasis is on the integration of AI in education, promoting a transformation in educational practices and methodologies [5][6] - The report underscores the importance of building a national education big data center to break down data barriers and enhance educational governance [4][6] Summary by Sections Industry Performance - Over the past 12 months, the industry has shown a relative return of 5.39% compared to the CSI 300 index, with a 1-month relative return of -5.44% and a 3-month return of 2.72% [2] Investment Opportunities - The report suggests focusing on companies such as XueDa Education, DouShen Education, JiaFa Education, and KeDa XunFei, as they are well-positioned to benefit from the AI education trend [8] Policy Developments - On April 15, 2025, the Ministry of Education and other departments released opinions to accelerate educational digitalization, marking a significant policy shift towards integrating AI in education [3][4]