AI教育第一股粉笔(02469)今日盘中大涨5.49%,引发市场关注。从政策及公司数据两方面来看,均传来利好消息,支撑了股价上涨。
消息面上,教育部近期发布通知,提出到2030年在中小学基本普及人工智能教育。这为AI教育行业带来政策级别的支持,投资者对AI教育相关上市公司的发展前景越发看好。作为国内领先的AI教育赛道上市公司,粉笔 自然受益于政策利好。
此外,公司方面公布了最新的国考模考数据。数据显示粉笔2025国考模考总参与人数同比增长32%,再创新高。国考报名人数持续攀升,粉笔作为行业龙头有望从中获益,机构预期公司用户付费意愿将进一步提升。这为后续业绩增长预期带来利好支撑,也成为股价上扬的重要推手。
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