ABLE DIGITAL (02687) is experiencing a surge in AI education orders, with delivery schedules extending into 2027 and 2028. The company's platform, under the brand name Wisdom Tree, has seen explosive demand from top-tier Chinese universities, including Beijing Institute of Technology, Zhejiang University, and Nanjing University, reflecting a broader shift toward AI-powered education solutions.
From January to July 2026, ABLE DIGITAL and its affiliates have been highly active in public procurement platforms, winning multiple bids with high evaluation scores. A regional manager noted that the company is now moving from "seeking projects to selecting projects" as demand increasingly outstrips supply. Projects have evolved from traditional teaching resources to comprehensive AI center solutions, such as the 57.4 million yuan contract with Hunan Institute of Engineering, which covers a three-year service period through 2028.
In open scoring evaluations, ABLE DIGITAL consistently achieves near-perfect scores, often surpassing competitors by significant margins. For example, projects at Sichuan Railway Vocational College and Qiqihar Medical College scored above 97 points, demonstrating a dominant competitive position in the higher education AI sector. The company's ability to achieve high technical and commercial scores indicates strong barriers to entry.
Top-tier universities, including 985 institutions, are increasingly awarding contracts to ABLE DIGITAL. Beijing Institute of Technology scored 99.00 points, while Central South University and China University of Petroleum (Beijing) scored 96.89 and 95.80 points, respectively. These wins underscore the platform's adoption by leading academic communities as a preferred AI-enabled teaching tool.
Delivery capacity is under significant strain due to long-term contracts and rising order volumes. Several projects now extend through 2027 and beyond, with Hainan Medical University's contract covering until December 2027 and Peking University's School of Basic Medicine planning a three-year blueprint from 2026 to 2028. Contract values are also increasing, with Yunnan Normal University's project reaching 460.6 million yuan and Shenzhen University's AI teaching system project at 335 million yuan.
Existing customers are driving recurring revenue through AI upgrade needs. Hunan Institute of Engineering's sole-source procurement report highlighted that the platform now hosts over 5,200 SPOC courses and 23.1 million teaching behavior records, making vendor lock-in inevitable. This data reliance ensures nearly 100% renewal rates and continuous AI upgrade purchases.
The sustained growth in orders is pushing the limits of delivery capacity, signaling a transformative era for AI in higher education. As national priorities shift toward building autonomous knowledge bases, ABLE DIGITAL is well-positioned to capture long-term growth momentum in the education technology sector.