Education stocks picked up in early trading. As of press release, New Oriental-S (09901) rose 4.15% to HK$57.7; Yuhua Education (06169) rose 3.85% to HK$0.54; New Higher Education Group (02001) rose 1.35% to HK$2.26; and Zhonghui Group (00382) rose 0.39% to HK$2.58.
The Zhitong Finance App learned that education stocks picked up in early trading. As of press release, New Oriental-S (09901) rose 4.15% to HK$57.7; Yuhua Education (06169) rose 3.85% to HK$0.54; New Higher Education Group (02001) rose 1.35% to HK$2.26; and Zhonghui Group (00382) rose 0.39% to HK$2.58.
GF Securities pointed out that the trend of double recovery in the education sector's performance and valuation can continue. Since the beginning of the year, the education industry's immediate needs have been highlighted. Business development has resumed rapidly after external influencing factors have been lifted, and at the same time, steady improvement in policy sentiment has supported the restoration of valuations to a reasonable center.
Guoxin Securities said that the policy has brought about supply-side clean-up, effective literacy training transformation, and a clear regulatory attitude. They are the three major changes in the K12 education and training circuit. Looking ahead, the bank analyzed that the current situation where demand for the racetrack is strong and the lack of supply of high-quality content is expected to continue to be maintained, and leading players are expected to continue to benefit. In addition, the public examination recruitment circuit has ushered in three major changes: “the level of prosperity is still high, the internal competition pattern has changed, and the competitive strategy has returned to rationality”, and I am optimistic about the trend of the racetrack being concentrated at the head. Maintaining the education sector's “overmatch” rating, the bank believes that regulatory boundaries are becoming clear, industry supply is clear and demand is strong, and leading institutions are expected to continue to benefit from this round of industry recovery in the absence of high-quality supply.