粉笔股价飙涨逾20%!AI赋能新产品有望贡献增量收入,硬件产品预计年内上市

老虎资讯综合
17 Jul

7月17日,粉笔股价飙涨逾20%!AI赋能新产品有望贡献增量收入,硬件产品预计年内上市。

粉笔近期发布AI刷题班3.0,在原有课程基础上,AI刷题系统班3.0版本通过深度应用粉笔自研垂域大模型,进一步强化动态能力诊断。此外,粉笔将持续深化AI与教育场景融合,目前公司内部正在孵化AI硬件产品,预计年内上市。公司透露,2025年上半年,AI刷题系统班累计销售额突破1600万元,成交单量约5万单,全年累计销售额贡献有望突破1亿元。

华泰证券认为,公司作为行业龙头,逆境中保持战略定力,聚焦“AI+职业教育”打造高品质产品和服务,AI赋能的新产品有望贡献增量收入。国盛证券则指出,招录考培+技能考试需求持续增长背景下,公司作为线上+线下全面布局的优质龙头有望充分受益,中长期成长可持续。

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