Jinwu Financial News | Education stocks are strong, with Excellent Education Group (03978) up 10.06%, Thinking Music Education (01769) up 9.78%, Jiahong Education (01935) up 5.33%, China's Xinhua Education (02779) up 4.76%, Tianli International Holdings (01773) up 4.09%, Zhonghui Group (00382) up 3.61%, Minsheng Education (01569) up 3.23%, and China Vocational Education (01756) up 2.94%.
Wanlian Securities said that the 2023Q4 social service fund heavy position ratio declined. Compared with historical levels, the current heavy stock ratio of the social service industry is not only far below the historical average heavy position ratio, but it has not yet returned to pre-epidemic levels, so there is plenty of room for a rebound. By sector, professional services have stabilized their position as the main force in social service holdings for more than half a year, and education leaders have regained the attention of the fund. The bank recommended focusing on vocational education companies that actively transform and develop, meet policy requirements, and education leaders that apply technology to enhance core competitiveness.