AI Adoption Pace Varies; Earnings Delivery Diverges Widely Among Listed Education Companies

All listed education companies in A-shares have now released their 2026 third-quarter reports. A reporter's tally shows that 15 companies collectively generated about 18.775 billion yuan in operating revenue in the first three quarters, with 8 posting revenue growth and 10 remaining profitable. An overview shows the sector's performance is split, with many companies shifting toward improving efficiency in existing operations and seeking a second growth curve. Meanwhile, AI is both a core tool for cutting costs and boosting efficiency and a main line along which the industry is opening new growth poles, but companies are currently adopting AI at different paces, and the differences in earnings delivery are notable. (Shanghai Securities News)