網龍(00777.HK)料AI可革命性改變教育行業
網龍(00777.HK)宣布完成將核心海外教育業務分拆及合併,並在紐交所上市,該實體正式命名為Mynd.ai(MYND.US),將持有營運網龍教育業務子公司群的全部權益。網龍副董事長兼Mynd.ai董事會主席梁念堅指,由於受兩地交易所規管,在企業管治層面上Mynd.ai與網龍擁有獨立經營決策。
他相信隨著人工智能(AI)發展加快及廣泛應用在教育行業上,將會為產業帶來革命性改變,強調AI有助推動平等教育及大幅提升效率,協助教師處理較繁瑣的教學工作,讓學校可側重於育才,亦可真正實現因材施教。
梁念堅指出,由於各國對教育都有不同要求及監管,因此未來業務會傾向行業垂直化及在地化發展,Mynd.ai可能會尋求SaaS相關軟件及內容領域的併購或投資機會,以加快內生增長及新產品研發。
網龍首席財務官任國熙表示,集團擁有龐大用戶基礎,全球超過100萬間教室都正使用旗下互動教學平板,相信有很大存量及新增發展空間。網龍早前公布,計劃今年前底推出與平板產品整合的軟體訂閱服務,他形容該SaaS應用平台類似智能設備的應用商店,將採取年度訂閱模式向平板用戶收費,亦會考慮向第三方開發商收費,正致力將AI工具整合至平板產品上,以實現可持續訂閱收入。
梁念堅指,遊戲依然是網龍的主營業務之一,看好其盈利能力較好,將繼續選擇性尋找併購機會,除遊戲產品外,亦會發掘年收入介乎1億至2億美元的中小型遊戲公司。
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