The core of the “double reduction” policy is educational efficiency and equity, and educational informatization is just in line with this concept and continues to be emphasized by the policy. The core of the “double reduction” policy is to reduce unnecessary and expensive supplementary courses by standardizing off campus training, effectively reduce unnecessary schoolwork burden for students, improve teaching efficiency, shift the focus of learning back to the school and improve educational equity. Educational informatization is just in line with this educational concept. AI means can effectively improve teaching efficiency, and cloud platform resource sharing can improve educational equity. The education policy after the “double reduction” also follows this concept, so education informatization continues to be continuously emphasized at the new year series press conference of the Ministry of education in the first quarter of 2022.
The standardization of examination room is put on the agenda, and the demand for anti cheating is prominent, driving the demand for examination informatization. In 2021, cheating in Hubei college entrance examination caused an uproar, sounded the alarm again for educational fairness, and gave birth to the demand for anti cheating and the construction of standardized examination rooms. In January 2022, the Ministry of Education issued the notice of the Ministry of education on doing a good job in the enrollment of colleges and universities in 2022, which proposed to strengthen the management of standardized examination sites, do a good job in equipment maintenance and upgrading, and effectively shield radio cheating signals; Strengthen the management of examination sites and examination rooms, strengthen the admission detection of personnel, strictly implement the safety inspection norms for candidates entering the examination sites (examination rooms), strengthen the storage management of mobile phones in the examination sites, and strictly prevent candidates from carrying mobile phones, high-tech cheating equipment, etc. The smart recruitment leader represented by Chengdu Jafaantai Education Technology Co.Ltd(300559) can provide anti cheating schemes for standardized examination rooms, and is expected to take the lead in benefiting from a new round of examination room standardization.
With the continuous improvement of sports scores in senior high school entrance examination, smart sports manufacturers are expected to benefit from the core. With the advancement of education reform, in recent years, provinces and cities have increased the proportion of scores of physical education discipline, and included it in the total score of entrance examination, and the importance of physical education discipline has continued to increase. In Beijing, Tianjin, Yunnan, Guangzhou and other places, the sports scores in the high school entrance examination have reached 30 points or more, and the total score in the high school entrance examination in Yunnan Province is even as high as 100 points. With the continuous improvement of the policy’s attention to sports, smart sports is born from the operation. It is necessary to use intelligent means to help students exercise more scientifically, improve their physical fitness, and ensure the fairness of the high school entrance examination. We believe that smart sports solution providers are expected to benefit from all-round intelligent enabling sports teaching from teaching, learning, practice, evaluation, examination and research.
Investment suggestion: it is suggested to pay attention to the leading enterprises of Smart Education Iflytek Co.Ltd(002230) , Chengdu Jafaantai Education Technology Co.Ltd(300559) , etc.
Risk warning: the economic downturn exceeded expectations; Financial expenditure is lower than expected; Trade frictions intensified.
