7月30日，教育板块在市场调整背景下逆势大涨[1]。其中，传智教育连续封住涨停板，四个交易日内累计涨幅达46.44%[1]，当日报价8.01元[1]。申万教育指数本周以来涨幅超过12%[1]。
板块上涨的驱动力来自多个方面[1]。AI教育概念的持续活跃为主要推动力，同时政策面的一系列利好举措也提供了支撑[1]。4月2日，教育部等五部门联合印发《"人工智能+教育"行动计划》[1]；6月29日，国务院印发《教育发展"十五五"规划》，明确推进人工智能全学段教育[1]；7月16日，教育部发布2026年《职业教育专业目录》增补27个专业[1]。市场风格切换也加速了资金流向，大量资金从高估值科技股向低估值、前期滞涨的板块转移[1]。
艾瑞咨询报告显示，2025年中国GenAI+教育产品服务总规模预计达3442亿元，年复合增长率为37%，到2028年规模预计达8910亿元[1]。传智教育积极布局此领域，发布了"AI具身智能机器人开发"新学科，首期班计划于今年10月20日开班[1]。从估值角度看，传智教育市盈率TTM为负值，市净率仅为2.5倍[1]，低估值特征进一步吸引了资金关注。
The education sector defied broader market weakness on July 30, with strong momentum in artificial intelligence-driven education concepts triggering widespread gains across the board. Transmission Education, a sector leader, sealed its fourth consecutive daily limit-up gain, accumulating a 46.44% increase over four trading days with shares closing at 8.01 yuan [1]. The Shenwan Education Index surged more than 12% for the week, reflecting broader investor appetite for education stocks [1].
The rally was propelled by multiple tailwinds. Policy support has accelerated, with the State Council issuing the "Education Development Fifteenth Five-Year Plan" on June 29, which commits to advancing artificial intelligence education across all grade levels [1]. The Ministry of Education released its 2026 Vocational Education Professional Directory on July 16, introducing 27 new specialties [1], while a joint initiative by five ministries launched in April outlined an "AI + Education" action plan [1]. Capital has rotated from overvalued technology stocks to undervalued, previously lagging sectors, with Transmission Education's trailing price-to-earnings ratio standing at negative and its price-to-book ratio at 2.5 times, suggesting relative undervaluation [1].
Market expectations for the sector's growth are substantial. According to iResearch, the combined market size of GenAI-powered education products and services in China is projected to reach 344.2 billion yuan by 2025, with an annual compound growth rate of 37%, expanding further to 891 billion yuan by 2028 [1]. Reflecting this outlook, Transmission Education introduced a new curriculum in "AI embodied robotics development," with the inaugural cohort scheduled to begin on October 20 of this year [1].
