update pay ui
This commit is contained in:
@@ -1,516 +1,467 @@
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<!DOCTYPE html>
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<html lang="zh-CN">
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>AI监考概念分析</title>
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<link href="https://fonts.googleapis.com/css?family=Inter:300,400,500,600,700,800|Noto+Sans+SC:300,400,500,700&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5" rel="stylesheet" type="text/css" />
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/themes.css" rel="stylesheet" type="text/css" />
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<script src="https://kit.fontawesome.com/1d2b6c4f81.js" crossorigin="anonymous"></script>
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<style>
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body {
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font-family: 'Inter', 'Noto Sans SC', sans-serif;
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background-color: #f8fafc;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #4f46e5 0%, #7c3aed 100%);
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}
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.card-shadow {
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box-shadow: 0 10px 15px -3px rgba(0, 0, 0, 0.1), 0 4px 6px -2px rgba(0, 0, 0, 0.05);
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}
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.highlight {
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background: linear-gradient(transparent 40%, rgba(139, 92, 246, 0.2) 40%, rgba(139, 92, 246, 0.2) 85%, transparent 85%);
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padding: 0 2px;
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}
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.table-responsive {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.section-title {
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font-size: 1.5rem;
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}
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}
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="particles-js" class="fixed inset-0 -z-10"></div>
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<div class="container mx-auto px-4 py-8 max-w-6xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">AI监考概念分析</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">从政策驱动到订单落地，AI监考产业迎来发展拐点</p>
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<div class="mt-6 flex justify-center">
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<span class="inline-flex items-center px-4 py-2 rounded-full text-sm font-medium bg-indigo-100 text-indigo-800">
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<i class="fas fa-calendar-alt mr-2"></i> 2025年6月
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</span>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-bullhorn text-indigo-600 mr-3"></i> 概念事件
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</h2>
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<div class="space-y-4">
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<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-500">
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<h3 class="font-semibold text-blue-800 mb-2">背景</h3>
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<p class="text-gray-700">2025年高考（6月7日）前夕，<span class="highlight font-semibold">多地宣布启用AI监考系统</span>，通过多模态行为识别（视频+音频）实时监控考场异常行为（如作弊、交头接耳）。</p>
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</div>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>AI监考 - 深度投研报告</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<style>
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@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Noto+Sans+SC:wght@300;400;500;700&display=swap');
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<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-500">
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<h3 class="font-semibold text-purple-800 mb-2">催化事件</h3>
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<ul class="space-y-2 text-gray-700">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-purple-600 mt-1 mr-2"></i>
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<span><span class="font-semibold">2025-06-04</span>：新闻称"2025多地高考将启用AI监考"，引发全民热议，相关标的（佳发教育、竞业达、鸥玛软件）被短线资金关注。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-purple-600 mt-1 mr-2"></i>
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<span><span class="font-semibold">政策铺垫</span>：2024年教育部《教育信息化2.0行动计划》明确要求"推进AI在考试管理中的应用"，2025年预算向AI倾斜（<span class="highlight">教育信息化经费年增8%</span>）。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-purple-600 mt-1 mr-2"></i>
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<span><span class="font-semibold">技术成熟</span>：DeepSeek等大模型降低部署成本（<span class="highlight">本地化部署成本下降60%</span>），推动AI监考从试点走向规模化。</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-lightbulb text-yellow-500 mr-3"></i> 核心观点摘要
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-lg p-5 border border-blue-100">
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<h3 class="font-semibold text-blue-800 mb-2">阶段判断</h3>
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<p class="text-gray-700">AI监考已从<span class="highlight">政策驱动的主题炒作</span>（2023-2024年）进入<span class="highlight">订单落地的基本面验证阶段</span>（2025年）。</p>
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</div>
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<div class="bg-gradient-to-br from-green-50 to-emerald-50 rounded-lg p-5 border border-green-100">
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<h3 class="font-semibold text-green-800 mb-2">核心驱动力</h3>
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<p class="text-gray-700"><span class="highlight">政策强制+技术降本+场景刚需</span>三重共振，2025年市场规模预计突破<span class="highlight font-semibold">50亿元</span>（教育信息化专项补贴+高考/国考刚需）。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-violet-50 rounded-lg p-5 border border-purple-100">
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<h3 class="font-semibold text-purple-800 mb-2">未来潜力</h3>
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<p class="text-gray-700">从高考向<span class="highlight">中考、职业考试、海外考试</span>渗透，长期对标标准化考场升级（<span class="highlight">全国40万间考场存量替换空间</span>）。</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-brain text-pink-500 mr-3"></i> 核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-3">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-indigo-50 rounded-lg p-4">
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<div class="text-indigo-600 font-bold text-lg mb-2">01</div>
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<h4 class="font-semibold text-indigo-800 mb-2">政策强制</h4>
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<p class="text-gray-700 text-sm">2025年教育部明确"标准化考场需配备AI监考"，<span class="highlight">财政拨款按东/中/西部补贴40%/60%/80%</span>（德邦证券路演）。</p>
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</div>
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<div class="bg-purple-50 rounded-lg p-4">
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<div class="text-purple-600 font-bold text-lg mb-2">02</div>
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<h4 class="font-semibold text-purple-800 mb-2">技术突破</h4>
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<p class="text-gray-700 text-sm">DeepSeek实现<span class="highlight">本地化部署</span>（数据不出校），解决隐私合规痛点（路演中佳发教育案例）。</p>
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</div>
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<div class="bg-pink-50 rounded-lg p-4">
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<div class="text-pink-600 font-bold text-lg mb-2">03</div>
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<h4 class="font-semibold text-pink-800 mb-2">成本拐点</h4>
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<p class="text-gray-700 text-sm">AI监考硬件成本从<span class="highlight">30万/考场降至15万</span>（佳发教育2025年报价），ROI周期缩短至2年。</p>
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</div>
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</div>
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</div>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-3">市场热度</h3>
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<div class="space-y-3">
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<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-400">
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<h4 class="font-semibold text-yellow-800 mb-1">新闻热度</h4>
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<p class="text-gray-700 text-sm">2025-06-04"AI监考"微博话题阅读量<span class="highlight font-semibold">2.3亿</span>，短线资金涌入教育信息化板块。</p>
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</div>
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<div class="bg-orange-50 rounded-lg p-4 border-l-4 border-orange-400">
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<h4 class="font-semibold text-orange-800 mb-1">研报分歧</h4>
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<p class="text-gray-700 text-sm">方正证券（2023-10）认为"AI监考是教育AI最快落地场景"，但民生证券提示"<span class="highlight">订单确认节奏慢于预期</span>"（2025Q1佳发教育收入仅3000万，占比不足5%）。</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-3">预期差</h3>
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<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-400">
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<h4 class="font-semibold text-red-800 mb-2">市场认知 vs 实际壁垒</h4>
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<div class="space-y-2 text-gray-700 text-sm">
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<p><span class="font-semibold">市场认知</span>：认为AI监考="摄像头+算法"，技术门槛低。</p>
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<p><span class="font-semibold">实际壁垒</span>：</p>
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<ul class="ml-5 space-y-1">
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<li class="flex items-start">
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<i class="fas fa-angle-right text-red-500 mt-1 mr-2"></i>
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<span><span class="highlight">数据壁垒</span>：佳发教育积累50万考生行为数据（竞业达路演），训练专用模型需2年以上。</span>
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</li>
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<li class="flex items-start">
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<i class="fas fa-angle-right text-red-500 mt-1 mr-2"></i>
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<span><span class="highlight">政策壁垒</span>：仅5家企业通过教育部AI监考系统认证（佳发、竞业达、鸥玛等）。</span>
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</li>
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</ul>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
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<i class="fas fa-rocket text-blue-500 mr-3"></i> 关键催化剂与未来发展路径
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-3">近期催化剂（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3 mt-0.5">
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1
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">2025-09</h4>
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<p class="text-gray-700 text-sm">佳发教育<span class="highlight">AI英语听说产品</span>在黑龙江/湖南等5省中考试点（预计贡献<span class="font-semibold">千万级收入</span>）。</p>
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</div>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3 mt-0.5">
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2
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">2025-10</h4>
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<p class="text-gray-700 text-sm">教育部发布<span class="highlight">《AI监考系统验收标准》</span>，明确技术参数（误报率<5%）。</p>
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</div>
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||||
</div>
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||||
<div class="flex items-start">
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||||
<div class="bg-blue-100 text-blue-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3 mt-0.5">
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3
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</div>
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<div>
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<h4 class="font-semibold text-gray-800">2025-12</h4>
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<p class="text-gray-700 text-sm">国考（公务员考试）<span class="highlight">首次全面启用AI监考</span>（参考2024年国考258万人规模）。</p>
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</div>
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||||
</div>
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||||
</div>
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</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-3">长期路径</h3>
|
||||
<div class="bg-gradient-to-br from-indigo-50 to-purple-50 rounded-lg p-5 border border-indigo-100">
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<div class="space-y-4">
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<div>
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<h4 class="font-semibold text-indigo-800 mb-2">2025-2027</h4>
|
||||
<p class="text-gray-700 text-sm">从高考（<span class="highlight">全国40万间考场</span>）→中考（<span class="highlight">200万间考场</span>）→职业考试（<span class="highlight">注册会计师、司法考试</span>）。</p>
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||||
</div>
|
||||
<div>
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||||
<h4 class="font-semibold text-indigo-800 mb-2">2028+</h4>
|
||||
<p class="text-gray-700 text-sm">出海东南亚（<span class="highlight">越南/泰国高考合作</span>），对标Pearson VUE全球19万间考场网络。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
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||||
|
||||
<!-- 产业链与核心公司深度剖析 -->
|
||||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
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||||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-sitemap text-green-500 mr-3"></i> 产业链与核心公司深度剖析
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||||
</h2>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold text-gray-700 mb-3">产业链图谱</h3>
|
||||
<div class="bg-gray-50 rounded-lg p-4 border border-gray-200">
|
||||
<div class="flex flex-col md:flex-row justify-between items-center space-y-2 md:space-y-0">
|
||||
<div class="text-center bg-blue-100 rounded-lg p-3 w-full md:w-1/3">
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||||
<h4 class="font-semibold text-blue-800 mb-1">上游（硬件）</h4>
|
||||
<p class="text-sm text-gray-700">海康威视（摄像头）+ 科大讯飞（麦克风阵列）</p>
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||||
</div>
|
||||
<div class="text-center bg-purple-100 rounded-lg p-3 w-full md:w-1/3">
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||||
<h4 class="font-semibold text-purple-800 mb-1">中游（算法/系统）</h4>
|
||||
<p class="text-sm text-gray-700">佳发教育（灵汩大模型）+ 竞业达（AI中台）+ 鸥玛软件（云考试平台）</p>
|
||||
</div>
|
||||
<div class="text-center bg-green-100 rounded-lg p-3 w-full md:w-1/3">
|
||||
<h4 class="font-semibold text-green-800 mb-1">下游（客户）</h4>
|
||||
<p class="text-sm text-gray-700">教育局/考试院（B2G）+ 学校（B2B）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold text-gray-700 mb-3">核心玩家对比</h3>
|
||||
<div class="overflow-x-auto">
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||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
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||||
<thead>
|
||||
<tr class="bg-gray-100">
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">公司</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">竞争优势</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">风险点</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">2025E订单</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">佳发教育</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b"><span class="highlight">数据壁垒</span>（50万考生行为数据）+ <span class="highlight">政策绑定</span>（参与教育部标准制定）</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b"><span class="highlight">C端产品商业化慢</span>（英语听说用户仅10万）</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold"><span class="highlight">2亿元</span>（高职+中考）</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">竞业达</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b"><span class="highlight">全栈能力</span>（硬件+算法+中台）+ <span class="highlight">北京高校60%市占率</span></td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b"><span class="highlight">军工业务拖累现金流</span>（交付周期长）</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold"><span class="highlight">1.5亿元</span>（智慧教室升级）</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">鸥玛软件</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b"><span class="highlight">云考试平台先发优势</span>（服务注册会计师考试）</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b"><span class="highlight">依赖单一客户</span>（财政部）</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b font-semibold"><span class="highlight">8000万元</span>（国考系统扩容）</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mt-6">
|
||||
<h3 class="text-xl font-semibold text-gray-700 mb-3">验证与证伪</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-red-50 rounded-lg p-4 border-l-4 border-red-400">
|
||||
<h4 class="font-semibold text-red-800 mb-2">证伪点</h4>
|
||||
<p class="text-gray-700 text-sm">方正证券2023年预测"AI监考2024年爆发"，但佳发教育2024年AI收入仅<span class="highlight">500万元</span>（占比<3%），<span class="highlight">订单落地慢于预期</span>。</p>
|
||||
</div>
|
||||
<div class="bg-green-50 rounded-lg p-4 border-l-4 border-green-400">
|
||||
<h4 class="font-semibold text-green-800 mb-2">验证点</h4>
|
||||
<p class="text-gray-700 text-sm">2025年Q1佳发教育<span class="highlight">高职订单同比+200%</span>（德邦证券调研），印证政策驱动逻辑。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 潜在风险与挑战 -->
|
||||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-exclamation-triangle text-red-500 mr-3"></i> 潜在风险与挑战
|
||||
</h2>
|
||||
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div class="space-y-4">
|
||||
<div class="bg-orange-50 rounded-lg p-4 border-l-4 border-orange-400">
|
||||
<h3 class="font-semibold text-orange-800 mb-2">技术风险</h3>
|
||||
<p class="text-gray-700 text-sm"><span class="highlight">误报率</span>：当前AI监考误报率<span class="highlight font-semibold">8-12%</span>（佳发教育路演），高于政策要求的5%，需持续优化。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-yellow-50 rounded-lg p-4 border-l-4 border-yellow-400">
|
||||
<h3 class="font-semibold text-yellow-800 mb-2">商业化风险</h3>
|
||||
<p class="text-gray-700 text-sm"><span class="highlight">价格战</span>：硬件厂商（如海康）切入赛道，可能压低毛利率（当前<span class="highlight">50%→35%</span>）。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="space-y-4">
|
||||
<div class="bg-purple-50 rounded-lg p-4 border-l-4 border-purple-400">
|
||||
<h3 class="font-semibold text-purple-800 mb-2">政策风险</h3>
|
||||
<p class="text-gray-700 text-sm"><span class="highlight">数据跨境</span>：若使用海外大模型（如GPT-4），可能触发《数据安全法》限制。</p>
|
||||
</div>
|
||||
|
||||
<div class="bg-blue-50 rounded-lg p-4 border-l-4 border-blue-400">
|
||||
<h3 class="font-semibold text-blue-800 mb-2">信息矛盾</h3>
|
||||
<p class="text-gray-700 text-sm"><span class="highlight">新闻</span>称"多地启用AI监考"，但<span class="highlight">路演</span>显示仅<span class="highlight">5省试点</span>（黑龙江/湖南等），<span class="highlight">实际覆盖率<10%</span>。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 综合结论与投资启示 -->
|
||||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-chart-line text-green-500 mr-3"></i> 综合结论与投资启示
|
||||
</h2>
|
||||
|
||||
<div class="mb-6 bg-gradient-to-r from-green-50 to-emerald-50 rounded-lg p-5 border border-green-200">
|
||||
<h3 class="text-xl font-semibold text-green-800 mb-3">阶段判断</h3>
|
||||
<p class="text-gray-700">AI监考处于<span class="highlight font-semibold">"政策订单兑现期"</span>，短期看政策落地节奏，长期看数据壁垒。</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-6">
|
||||
<h3 class="text-xl font-semibold text-gray-700 mb-3">投资方向</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div class="bg-blue-50 rounded-lg p-4 border border-blue-200">
|
||||
<h4 class="font-semibold text-blue-800 mb-2">最纯标的</h4>
|
||||
<p class="text-gray-700"><span class="highlight font-semibold">佳发教育</span>（教育AI收入占比最高+数据壁垒），<span class="highlight">目标市值50亿元</span>（对应2025E 25x PE）。</p>
|
||||
</div>
|
||||
<div class="bg-purple-50 rounded-lg p-4 border border-purple-200">
|
||||
<h4 class="font-semibold text-purple-800 mb-2">弹性标的</h4>
|
||||
<p class="text-gray-700"><span class="highlight font-semibold">竞业达</span>（智慧教室升级+AI监考双轮驱动），<span class="highlight">2025E订单增速50%+</span>。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h3 class="text-xl font-semibold text-gray-700 mb-3">跟踪指标</h3>
|
||||
<div class="space-y-3">
|
||||
<div class="flex items-start">
|
||||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3 mt-0.5">
|
||||
1
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">教育部验收标准发布时间</h4>
|
||||
<p class="text-gray-700 text-sm">（2025Q3）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3 mt-0.5">
|
||||
2
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">佳发教育AI监考订单确认节奏</h4>
|
||||
<p class="text-gray-700 text-sm">（2025H2需达<span class="highlight font-semibold">1亿元</span>）</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="flex items-start">
|
||||
<div class="bg-indigo-100 text-indigo-800 rounded-full w-8 h-8 flex items-center justify-center flex-shrink-0 mr-3 mt-0.5">
|
||||
3
|
||||
</div>
|
||||
<div>
|
||||
<h4 class="font-semibold text-gray-800">误报率技术突破</h4>
|
||||
<p class="text-gray-700 text-sm">（需降至<span class="highlight"><5%</span>以通过政策验收）</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- 关联股票数据表格 -->
|
||||
<div class="bg-white rounded-xl card-shadow p-6 mb-8">
|
||||
<h2 class="text-2xl font-bold text-gray-800 mb-4 flex items-center">
|
||||
<i class="fas fa-table text-indigo-600 mr-3"></i> 关联股票数据
|
||||
</h2>
|
||||
|
||||
<div class="table-responsive">
|
||||
<table class="min-w-full bg-white border border-gray-200 rounded-lg">
|
||||
<thead>
|
||||
<tr class="bg-gray-100">
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">股票</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">项目</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">行业</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">分类</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">产业链</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">原因</th>
|
||||
<th class="py-3 px-4 text-left text-sm font-semibold text-gray-700 border-b">消息来源</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">竞业达</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">智慧教学</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">教育</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">AI产品应用</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">中台建设</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">搭建视频中台、AI中台及数据中台，AI产品在教室场景下学情分析、考场场景下AI辅助监考等落地应用</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">公司互动</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">佳发教育</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">灵求数育大模型</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">教育</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">考试AI应用</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">考试环节</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">大模型在考试命题、监考、阅卷等环节效能显著提升</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">公司互动</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">鸥玛软件</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">云考试服务平台</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">教育科技</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">在线考试系统</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">考试服务模块</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">完成身份认证、题库管理、考试管理等核心功能模块开发</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">公司公告</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">中文在线</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">智能化考试监考机器人</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">教育科技</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">AI监考设备</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">考试监控</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">自主研发机器人实现考前、考中、考后全过程监控，商业市场广泛应用</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">公司公告</td>
|
||||
</tr>
|
||||
<tr class="hover:bg-gray-50">
|
||||
<td class="py-3 px-4 text-sm font-medium text-gray-900 border-b">拓维信息</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">AI一体机</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">多行业应用</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">AI硬件设备</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">跨行业应用</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">AI一体机运用于数字政府、交通、制造、考试等行业的文本生成、路网监测、质量检测、监考等场景</td>
|
||||
<td class="py-3 px-4 text-sm text-gray-700 border-b">公司互动</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
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<script>
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||||
tsParticles.load("particles-js", {
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||||
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||||
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|
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||||
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|
||||
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|
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
||||
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|
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|
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|
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|
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
||||
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|
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|
||||
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|
||||
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|
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|
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|
||||
font-weight: 600;
|
||||
color: #c7d2fe;
|
||||
margin-bottom: 1rem;
|
||||
}
|
||||
|
||||
blockquote {
|
||||
border-left: 4px solid #6366f1;
|
||||
padding-left: 1rem;
|
||||
margin: 1rem 0;
|
||||
background-color: rgba(71, 85, 105, 0.1);
|
||||
border-radius: 0.5rem;
|
||||
padding: 1rem;
|
||||
font-style: italic;
|
||||
color: #a5b4fc;
|
||||
}
|
||||
|
||||
.tab-btn {
|
||||
padding: 0.75rem 1.5rem;
|
||||
cursor: pointer;
|
||||
border-radius: 9999px;
|
||||
transition: all 0.3s ease;
|
||||
color: #a5b4fc;
|
||||
background: transparent;
|
||||
border: 1px solid transparent;
|
||||
}
|
||||
.tab-btn.active {
|
||||
color: #ffffff;
|
||||
background: #4f46e5;
|
||||
border-color: #6366f1;
|
||||
box-shadow: 0 0 15px rgba(99, 102, 241, 0.5);
|
||||
}
|
||||
|
||||
.table thead th {
|
||||
background-color: rgba(79, 70, 229, 0.3);
|
||||
color: #e0e0e0;
|
||||
border-bottom: 1px solid #4f46e5;
|
||||
}
|
||||
.table tbody tr {
|
||||
border-bottom-color: rgba(255, 255, 255, 0.1);
|
||||
}
|
||||
.table tbody tr:hover {
|
||||
background-color: rgba(79, 70, 229, 0.15);
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body class="min-h-screen p-4 sm:p-8">
|
||||
<div class="max-w-7xl mx-auto">
|
||||
<!-- Header -->
|
||||
<header class="text-center mb-12">
|
||||
<h1 class="text-4xl md:text-5xl font-bold bg-clip-text text-transparent bg-gradient-to-r from-gray-200 via-indigo-300 to-indigo-500 pb-2">
|
||||
AI监考 深度投研报告
|
||||
</h1>
|
||||
<p class="text-indigo-300 mt-2">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 呈现</p>
|
||||
</header>
|
||||
|
||||
<!-- Main Content -->
|
||||
<main class="space-y-12">
|
||||
|
||||
<!-- Core Insight Section -->
|
||||
<section class="bento-grid">
|
||||
<div class="bento-item glass-card col-span-12 lg:col-span-8">
|
||||
<h2 class="card-title-sm">核心观点摘要</h2>
|
||||
<p class="text-gray-300 leading-relaxed">“AI监考”概念正处在一个由“政策驱动+技术落地”双轮驱动，从主题炒作向基本面验证过渡的关键拐点。其核心驱动力在于解决国家级考试“公平性”的刚性需求与“降本增效”的经济性需求。未来潜力巨大，但短期发展将聚焦于头部解决方案提供商在高考等标杆场景的渗透率提升，长期则取决于技术成熟度、数据安全合规能力及向更多元化考试场景的延伸。</p>
|
||||
</div>
|
||||
<div class="bento-item glass-card col-span-12 lg:col-span-4">
|
||||
<h2 class="card-title-sm">核心驱动力分析</h2>
|
||||
<div id="driverChart" class="w-full h-48"></div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Concept Evolution & Catalysts -->
|
||||
<section class="bento-grid">
|
||||
<div class="bento-item glass-card col-span-12 lg:col-span-7">
|
||||
<h2 class="card-title-sm">概念事件：发展脉络</h2>
|
||||
<ul class="timeline timeline-compact timeline-vertical">
|
||||
<li>
|
||||
<div class="timeline-start timeline-box"><strong>酝酿期 (2024 H2)</strong><br>德邦证券路演已将“AI监考”列为关键升级方向，点名佳发教育。</div>
|
||||
<hr/>
|
||||
</li>
|
||||
<li>
|
||||
<hr/>
|
||||
<div class="timeline-end timeline-box"><strong>验证期 (2025 Q1-Q2)</strong><br>佳发教育路演详述AI方案，并与DeepSeek、华为合作。多邻国路演验证全球应用。</div>
|
||||
<hr/>
|
||||
</li>
|
||||
<li>
|
||||
<hr/>
|
||||
<div class="timeline-start timeline-box"><strong>引爆期 (2025/06)</strong><br>媒体集中报道“2025多地高考启用AI监考”，概念推向公众视野，成为社会热点。</div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="bento-item glass-card col-span-12 lg:col-span-5">
|
||||
<h2 class="card-title-sm">关键催化剂与未来路径</h2>
|
||||
<div>
|
||||
<h3 class="font-semibold text-indigo-300 mb-2">近期催化剂 (3-6个月)</h3>
|
||||
<ul class="list-disc list-inside space-y-1 text-gray-400">
|
||||
<li>高考应用效果官方评估报告发布</li>
|
||||
<li>国考、研考等宣布引入AI监考</li>
|
||||
<li>国家级“智慧考试”技术标准出台</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="mt-4">
|
||||
<h3 class="font-semibold text-indigo-300 mb-2">长期发展路径</h3>
|
||||
<ul class="list-disc list-inside space-y-1 text-gray-400">
|
||||
<li>横向拓展至资格认证、企业招聘</li>
|
||||
<li>纵向深化至智能评分、学情分析</li>
|
||||
<li>技术升级集成多模态AI与可穿戴设备</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Detailed Analysis -->
|
||||
<section class="glass-card rounded-3xl p-6 space-y-6">
|
||||
<h2 class="section-title">核心逻辑与市场认知分析</h2>
|
||||
<div class="grid grid-cols-1 md:grid-cols-2 gap-6">
|
||||
<div>
|
||||
<h3 class="card-title-sm">三大核心驱动力</h3>
|
||||
<ul class="space-y-4">
|
||||
<li class="flex items-start">
|
||||
<svg class="w-6 h-6 text-indigo-400 mr-3 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m5.618-4.016A11.955 11.955 0 0112 2.944a11.955 11.955 0 01-8.618 3.04A12.02 12.02 0 003 9c0 5.591 3.824 10.29 9 11.622 5.176-1.332 9-6.03 9-11.622 0-1.042-.133-2.052-.382-3.016z"></path></svg>
|
||||
<div><strong class="text-white">政策与社会刚需</strong><br><span class="text-gray-400">高考、国考公平性是社会基石。国考需26-28万考务人员，AI能极大提升公平性与严肃性。</span></div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<svg class="w-6 h-6 text-indigo-400 mr-3 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 8c-1.657 0-3 .895-3 2s1.343 2 3 2 3 .895 3 2-1.343 2-3 2m0-8c1.11 0 2.08.402 2.599 1M12 8V7m0 1v.01"></path></svg>
|
||||
<div><strong class="text-white">经济性与效率</strong><br><span class="text-gray-400">替代重复性人力监控，将监考老师从“大海捞针”中解放，专注于处理AI预警，降本增效。</span></div>
|
||||
</li>
|
||||
<li class="flex items-start">
|
||||
<svg class="w-6 h-6 text-indigo-400 mr-3 flex-shrink-0" fill="none" stroke="currentColor" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 3v4M3 5h4M6 17v4m-2-2h4m5-16l2.286 6.857L21 12l-5.714 2.143L13 21l-2.286-6.857L5 12l5.714-2.143L13 3z"></path></svg>
|
||||
<div><strong class="text-white">技术成熟度</strong><br><span class="text-gray-400">多模态行为识别（视频+音频）和大模型分析能力进步，佳发教育已对接DeepSeek，技术可产品化。</span></div>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="card-title-sm">预期差分析</h3>
|
||||
<ol class="list-decimal list-inside space-y-2 text-gray-400">
|
||||
<li><strong class="text-white">“完全替代” vs “AI辅助”：</strong> 现阶段AI是“智能预警”工具，最终决策仍需人工确认，而非完全替代。</li>
|
||||
<li><strong class="text-white">“前端技术” vs “后端工程”：</strong> 市场忽略了数据安全、隐私保护、合规性等后端能力的重要性，这是大规模采购的关键。</li>
|
||||
<li><strong class="text-white">“单一产品” vs “生态方案”：</strong> 核心竞争力在于覆盖考务全流程的解决方案，而非单一的“防作弊”功能。</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Industry Chain Section -->
|
||||
<section class="glass-card rounded-3xl p-6">
|
||||
<h2 class="section-title">产业链与核心公司深度剖析</h2>
|
||||
<div class="mb-6">
|
||||
<h3 class="card-title-sm">产业链图谱</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-center">
|
||||
<div class="p-4 bg-slate-800/50 rounded-xl border border-indigo-900">
|
||||
<h4 class="font-bold text-indigo-300">上游：技术与硬件</h4>
|
||||
<p class="text-sm text-gray-400">AI算法/大模型 (DeepSeek), 算力/基础设施 (华为), 音视频硬件</p>
|
||||
</div>
|
||||
<div class="p-4 bg-slate-800/50 rounded-xl border border-indigo-700 ring-2 ring-indigo-500">
|
||||
<h4 class="font-bold text-indigo-300">中游：解决方案提供商 (核心)</h4>
|
||||
<p class="text-sm text-gray-400">综合方案 (佳发教育, 竞业达), 平台服务 (鸥玛软件), 特定场景 (拓维信息, 中文在线)</p>
|
||||
</div>
|
||||
<div class="p-4 bg-slate-800/50 rounded-xl border border-indigo-900">
|
||||
<h4 class="font-bold text-indigo-300">下游：终端用户</h4>
|
||||
<p class="text-sm text-gray-400">政府/教育部门, 学校, 商业机构</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div>
|
||||
<h3 class="card-title-sm">核心玩家对比</h3>
|
||||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div class="p-4 bg-slate-900/50 rounded-lg">
|
||||
<h4 class="font-semibold text-white">领导者：佳发教育 (300559)</h4>
|
||||
<p class="text-sm text-gray-400 mt-1">逻辑最纯粹，深耕考务领域，客户粘性强，已构建从技术合作到场景应用的完整生态闭环，受益确定性最高。</p>
|
||||
</div>
|
||||
<div class="p-4 bg-slate-900/50 rounded-lg">
|
||||
<h4 class="font-semibold text-white">有力追赶者：竞业达 (003005)</h4>
|
||||
<p class="text-sm text-gray-400 mt-1">拥有自建AI中台，技术平台化能力强，“AI辅助监考”已落地，是市场频繁提及的核心标的之一。</p>
|
||||
</div>
|
||||
<div class="p-4 bg-slate-900/50 rounded-lg">
|
||||
<h4 class="font-semibold text-white">差异化竞争者：中文在线 (300364)</h4>
|
||||
<p class="text-sm text-gray-400 mt-1">通过子公司“全美在线”切入商业考试市场，客户付费意愿强，受政府预算影响较小。</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Supporting Data Section -->
|
||||
<section class="glass-card rounded-3xl p-6" x-data="{ tab: 'news' }">
|
||||
<h2 class="section-title">数据支撑：新闻、路演与研报精粹</h2>
|
||||
<div class="flex space-x-2 mb-4 border-b border-white/10 pb-2">
|
||||
<button @click="tab = 'news'" :class="{ 'active': tab === 'news' }" class="tab-btn">新闻速览</button>
|
||||
<button @click="tab = 'roadshow'" :class="{ 'active': tab === 'roadshow' }" class="tab-btn">路演纪要</button>
|
||||
<button @click="tab = 'report'" :class="{ 'active': tab === 'report' }" class="tab-btn">研报精粹</button>
|
||||
</div>
|
||||
|
||||
<div x-show="tab === 'news'" class="space-y-4">
|
||||
<h3 class="card-title-sm">直接相关新闻</h3>
|
||||
<blockquote>“2025年高考全国统考将于6月7日开考，2025多地高考将启用AI监考，全程监控分析考场异常行为。” (2025-06-04)</blockquote>
|
||||
<blockquote>“马上高考了，今年高考最大的热点是#AI监考，考生异常行为自动识别，今年多个省份都开始用了，全民热议！关注AI监考：佳发教育、竞业达、欧码软件” (2025-06-04)</blockquote>
|
||||
<h3 class="card-title-sm">潜在相关信息</h3>
|
||||
<blockquote>国考人力投入巨大，揭示AI监考降本增效潜力：“2026年度国考...有28万名监考、巡考和考务工作人员提供服务保障。” (2025-11-30)</blockquote>
|
||||
</div>
|
||||
|
||||
<div x-show="tab === 'roadshow'" x-cloak class="space-y-4">
|
||||
<div class="p-4 bg-slate-900/50 rounded-lg">
|
||||
<h4 class="font-semibold text-white">佳发教育路演 (2025-02-21)</h4>
|
||||
<ul class="list-disc list-inside text-gray-400 text-sm mt-2 space-y-1">
|
||||
<li><strong>AI赋能考务全流程:</strong> 支持语音交互查询具体考点数据，如“四川省成都市考场实时监测”。</li>
|
||||
<li><strong>智能监控与防作弊:</strong> 通过多模态行为识别（音频环境音+视频异常行为）实时监控。</li>
|
||||
<li><strong>技术合作:</strong> 2025年初完成与DeepSeek对接，实现语音指令触发考点级数据可视化。</li>
|
||||
<li><strong>竞争优势:</strong> AI监考与评分技术（理化生实验、体育考试）处于领先地位。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="p-4 bg-slate-900/50 rounded-lg">
|
||||
<h4 class="font-semibold text-white">德邦证券路演 (2024-08-06)</h4>
|
||||
<p class="text-gray-400 text-sm mt-2">明确指出AI技术驱动行业升级，应用场景包括“AI监考、批改、无人课堂”，并建议关注“AI教育硬件（监考、自习室）”主题机会。</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div x-show="tab === 'report'" x-cloak class="space-y-4">
|
||||
<div class="p-4 bg-slate-900/50 rounded-lg">
|
||||
<h4 class="font-semibold text-white">佳发教育研报 (2025-04-01)</h4>
|
||||
<ul class="list-disc list-inside text-gray-400 text-sm mt-2 space-y-1">
|
||||
<li><strong>整体布局:</strong> 发布“灵汩教育大模型”及“AI+”系列产品，实现从传统监考向智能化监考的转变。</li>
|
||||
<li><strong>解决方案:</strong> 覆盖体育、理化生实验、英语听说等多元化AI考评场景。</li>
|
||||
<li><strong>未来规划:</strong> 与华为联合发布教育考试智能体应用基座解决方案，搭载DeepSeek大模型能力。</li>
|
||||
<li><strong>财务预期:</strong> 预计智慧教育业务毛利率从2024年的35%提升至2026年的42%。</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="p-4 bg-slate-900/50 rounded-lg">
|
||||
<h4 class="font-semibold text-white">通信云研报 (2025-07-29)</h4>
|
||||
<p class="text-gray-400 text-sm mt-2">强调AI监考系统处理敏感数据必须满足严格的安全合规需求，如“数据本地化+敏感信息保护”、“全链路加密+操作溯源”。提及量子加密、区块链存证等技术可用于构建安全系统。</p>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<!-- Stock Tables -->
|
||||
<section class="space-y-8">
|
||||
<div>
|
||||
<h2 class="section-title">“AI监考” 核心概念股</h2>
|
||||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||||
<table class="table table-zebra w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>核心逻辑</th>
|
||||
<th>消息来源</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>佳发教育</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=300559" target="_blank" class="text-indigo-400 hover:text-indigo-300">300559</a></td>
|
||||
<td>灵汩教育大模型在各类考试命题、监考、阅卷等环节实现了效能显著提升。</td>
|
||||
<td>公司互动</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>竞业达</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=003005" target="_blank" class="text-indigo-400 hover:text-indigo-300">003005</a></td>
|
||||
<td>搭建AI中台，部分AI产品已落地应用，如考场场景下AI辅助监考。</td>
|
||||
<td>公司互动</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>中文在线</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=300364" target="_blank" class="text-indigo-400 hover:text-indigo-300">300364</a></td>
|
||||
<td>子公司全美在线推出自主研发的智能化考试监考机器人，在商业市场有广泛应用。</td>
|
||||
<td>公司公告</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>鸥玛软件</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=301185" target="_blank" class="text-indigo-400 hover:text-indigo-300">301185</a></td>
|
||||
<td>云考试服务平台涵盖在线考、在线面试等核心功能板块。</td>
|
||||
<td>公司公告</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>拓维信息</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=002261" target="_blank" class="text-indigo-400 hover:text-indigo-300">002261</a></td>
|
||||
<td>公司AI一体机已成功运用于考试等多个行业的监考评卷等场景。</td>
|
||||
<td>公司互动</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div>
|
||||
<h2 class="section-title">相关市场异动及分析</h2>
|
||||
<div class="overflow-x-auto glass-card rounded-2xl">
|
||||
<table class="table w-full">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>股票名称</th>
|
||||
<th>股票代码</th>
|
||||
<th>异动日期</th>
|
||||
<th>涨跌幅</th>
|
||||
<th>核心原因简述</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>虹软科技</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=688088" target="_blank" class="text-indigo-400 hover:text-indigo-300">688088</a></td>
|
||||
<td>2025-06-24</td>
|
||||
<td class="text-red-400">+6.02%</td>
|
||||
<td>小米AI眼镜发布催化，公司为视觉AI算法供应商，直接受益于AI终端普及。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>科锐国际</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=300662" target="_blank" class="text-indigo-400 hover:text-indigo-300">300662</a></td>
|
||||
<td>2025-07-16</td>
|
||||
<td class="text-red-400">+14.36%</td>
|
||||
<td>AI+人服概念受关注，公司发布"禾蛙2.0"招聘行业智能体平台，AI产品加速落地。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>海天瑞声</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=688787" target="_blank" class="text-indigo-400 hover:text-indigo-300">688787</a></td>
|
||||
<td>2025-06-09</td>
|
||||
<td class="text-red-400">+7.79%</td>
|
||||
<td>豆包概念及火山引擎大会预期催化，作为AI训练数据服务商直接受益于大模型迭代。</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>芯瑞达</td>
|
||||
<td><a href="https://valuefrontier.cn/company?scode=002983" target="_blank" class="text-indigo-400 hover:text-indigo-300">002983</a></td>
|
||||
<td>2025-12-01</td>
|
||||
<td class="text-red-400">+10.01%</td>
|
||||
<td>被纳入“字节端侧AI”概念，受益于AI眼镜等端侧AI设备爆发预期。</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
</main>
|
||||
|
||||
<!-- Footer -->
|
||||
<footer class="text-center mt-16 text-xs text-gray-500">
|
||||
<p>本报告由北京价值前沿科技有限公司 AI投研agent：“价小前投研” 合成呈现。</p>
|
||||
<p>本报告内容基于公开数据和AI模型分析，不构成任何投资建议，投资需谨慎。</p>
|
||||
</footer>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
document.addEventListener('DOMContentLoaded', function () {
|
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var chartDom = document.getElementById('driverChart');
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var myChart = echarts.init(chartDom);
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var option = {
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|
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},
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|
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|
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{ value: 30, name: '经济性与效率' },
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{ value: 25, name: '技术成熟度' }
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myChart.setOption(option);
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window.addEventListener('resize', myChart.resize);
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});
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</script>
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</body>
|
||||
</html>
|
||||
```
|
||||
</html>
|
||||
Reference in New Issue
Block a user