Hong Kong-listed vocational education leader FENBI (02469) has demonstrated impressive performance in the capital markets recently. Since July, the company's stock price has fluctuated upward with cumulative gains of approximately 40%, showcasing strong growth momentum. During intraday trading on August 1st, FENBI's stock price surged as much as 7.8%, reaching a peak of HK$3.59 per share as of press time. This rally reflects market investors' confidence in FENBI's AI strategy and progress.
Public reports indicate that FENBI's AI question bank system class, launched in April 2025, achieved cumulative sales exceeding 16 million yuan within just two months of launch, with approximately 50,000 transaction orders. The product's annual cumulative sales contribution is expected to surpass 100 million yuan.
FENBI's long-term "AI + Vocational Education" strategy has officially transitioned from the investment phase to the harvest phase. The company has deeply integrated its proprietary vertical AI large model into core products and service processes, aiming to comprehensively enhance operational efficiency and user experience.
Since 2024, FENBI has successively launched products including FENBI AI Teacher, Premium AI Interview Evaluation, and AI Question Bank System Class. These products generate personalized, customized, and targeted educational content based on different users' learning situations, deeply matching user needs while significantly enhancing user stickiness and lifetime value. The integration of AI with educational research has further established a high-barrier educational research system, creating a content moat and improving sustainable profitability.
Simultaneously, leveraging technological barriers and differentiated competitive advantages, FENBI has used AI to activate existing business potential and optimize operational models. Official data shows that its AI interview evaluation-related features have been accessed over 5 million times since launch, with net receipts in the first half of 2025 increasing more than 10-fold year-over-year.
As an industry-leading institution, FENBI plans to maintain strategic investment in key technology research and development and core talent reserves. FENBI founder and CEO Zhang Xiaolong previously stated that effective AI technology must be deeply integrated with industry data and experience to enhance service targeting, and the company will continue to increase investment in product technology and computing power to maintain its AI products' industry leadership.
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