With the accelerated application and implementation of AI large models, highly intelligent learning machines are gradually becoming essential products for parents to tutor their children's learning. The e-education market, centered around learning machines, continues to heat up, ushering in new development opportunities. On February 17, JD.com announced the signing of a strategic cooperation agreement with Xueersi, setting a goal for Xueersi to achieve sales of 5 billion yuan across all channels on JD.com and cover over 1 million users in the next three years. According to the agreement, the two parties will focus on product innovation, marketing, omnichannel layout, and other dimensions to jointly seize the market opportunities brought by AI large models, providing consumers with more intelligent educational products and superior shopping experiences.

In recent years, with the surge in online education demand, the learning machine market has experienced explosive growth. According to the "2024 China Education Smart Hardware Industry Development Trend Report," the market size of China's education smart hardware has surpassed 100 billion yuan, with smart learning hardware gradually becoming a "standard" for millions of families. Data from JD.com shows that the learning machine category has maintained rapid growth for three consecutive years, showing broad market prospects. Founded in 2003, Xueersi's business covers quality education, adult education, smart books, smart hardware, and other fields. In 2023, Xueersi launched the educational large model - Xueersi MathGPT, achieving multiple AI capabilities such as problem-solving, correction, explanation, Q&A, and interaction. Currently, Xueersi has applied the MathGPT in multiple business scenarios like Xueersi Xpad and Xueersi Learning and Practice Tablet, winning praise from numerous parents and students, and becoming a leading educational brand in China.

JD.com and Xueersi have always maintained a solid cooperative relationship. In 2023, the two parties, together with industry organizations, issued the "Learning Machine Eye Protection Technology Group Standard," filling the gap in industry technical standards and promoting the health and standardization of learning machine products. In 2024, the two parties closely cooperated on projects such as procurement and sales + president's live broadcast, working together to promote the popularization of electronic education products and significantly enhancing Xueersi's brand awareness and influence. By the end of 2024, Xueersi's Xpad Pro, the Precision Learning Pro, became the "2024 JD.com 3C Digital Super Trend AI Tutor Machine Super Item." This laid a solid foundation for deeper cooperation between the two parties in the next three years, opening up broader cooperation prospects.

According to the agreement, the two parties will focus on comprehensive collaboration among "people, goods, and marketplaces," continuously deepening cooperation through measures such as product customization, precise marketing, and omnichannel expansion, to promote educational inclusiveness and high-quality industry development.

In terms of products, JD.com will leverage its precise grasp of category development trends and in-depth insight into user needs to provide strong support for Xueersi's new product development, helping Xueersi accelerate new product development. Through C2M reverse customization cooperation, they will jointly launch products that better meet consumer needs, satisfying diverse learning needs of different consumers. Xueersi will actively join JD.com's "One Step Ahead" program for 3C digital new products, allowing consumers to experience the latest AI smart hardware products on JD.com first.

In terms of services, Xueersi will actively participate in JD.com's "Eye Protection Insurance," "One-year Screen Damage Insurance," and other special services, thoroughly resolving consumers' concerns when purchasing learning machine products, helping Xueersi's Xpad product sales grow steadily. Meanwhile, the two parties will further deepen cooperation based on trade-in policies, jointly optimizing the trade-in process and expanding the trade-in product lineup, allowing more consumers to enjoy more convenient and affordable trade-in services.

In terms of marketing, the two parties will closely cooperate during key marketing events such as JD Super Brand Day, JD618, and 11.11, ensuring a quality purchasing experience for consumers. Additionally, they will increase cooperation in the field of public welfare, with Xueersi actively participating in electronic education public welfare activities initiated by JD.com, jointly promoting educational inclusiveness and providing more advanced and intelligent educational resources to children in remote areas.

Beyond deep online cooperation, JD.com will fully leverage its online and offline omnichannel advantages to extensively cooperate with Xueersi in offline channels such as JD MALL and JD Home. By hosting various offline events and combining precise online traffic guidance, they will help Xueersi effectively reach users throughout the entire chain, providing consumers with more convenient and efficient shopping experiences and supporting Xueersi in achieving its three-year sales growth targets.

The deep cooperation between JD.com and Xueersi will fully integrate and leverage each other's resource advantages, working together to bring consumers a more convenient and intelligent experience in their learning lives and children's education, jointly creating a bright future for e-education.

Source: 21st Century Business Herald - JD.com and Xueersi Reach Comprehensive Partnership to Jointly Promote the Development of the E-Education Industry