粉笔(02469)今日盘中股价大涨13.73%,引发市场广泛关注。从主要消息来看,大涨主要受两大利好因素推动。
一方面,公司最新推出的AI辅助教育产品"粉笔AI老师"和高考模拟系统"粉笔模考"受到市场青睐,被认为将有力提升公司在AI+教育领域的竞争力。多家券商报告认为,该类产品符合生成式大模型+教育的趋势,有利于企业扩大业务覆盖面。
另一方面,数据显示2025年国考报名人数同比大增13%,而录取名额有限,导致竞争加剧。作为公考培训龙头,粉笔预计将受益于此,招生培训业务需求有望进一步提升。公司2024年上半年业绩更是大幅增长,月活跃用户超过900万,表现亮眼。
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