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<html lang="zh-CN" data-theme="night">
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<title>AI监考 - 深度投研报告</title>
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</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>
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