Group 1 - Vocational education is becoming a key component in supporting the high-quality development of China's manufacturing and service industries, driven by national policies, talent shortages, and individual aspirations for career advancement [1][4] - China Oriental Education, as a leading player in the vocational education sector, is seizing the opportunity presented by the emphasis on new energy and intelligent manufacturing, cultivating a large number of skilled talents [1][9] - The company has established deep collaborations with major enterprises like BYD and Chery, integrating education with industry to enhance the value of skilled workers within the industrial chain [1][11] Group 2 - National policies are increasingly promoting vocational education as a strategic priority, with initiatives like the "Skills Illuminate the Future" action plan aiming to support over 10 million individuals annually in vocational skills training [5][6] - The dynamic adjustment of vocational education programs, focusing on advanced manufacturing and digital industries, is accelerating the alignment between vocational education and emerging industries [6][9] - The demand for high-skilled talents in sectors such as new energy vehicles and intelligent manufacturing is critical, with significant talent shortages projected in the coming years [9][10] Group 3 - China Oriental Education is adapting its curriculum to meet the specific needs of local industries, ensuring that training programs are aligned with the latest technological advancements and market demands [14][15] - The company emphasizes a dual certification system of "skills + academic qualifications," providing a comprehensive pathway for young individuals to transition from education to career [3][20] - The integration of soft skills training, such as communication and teamwork, into vocational education is essential for developing well-rounded professionals who can thrive in the workplace [21][22] Group 4 - Recent achievements in national vocational skills competitions highlight the effectiveness of China Oriental Education's training programs, showcasing the skills and potential of its students [16][18] - The establishment of technician colleges and partnerships with universities enhances the educational framework, allowing students to gain both practical skills and academic credentials [20][22] - The focus on cultivating a "craftsman spirit" among students encourages a commitment to excellence and lifelong learning, preparing them for sustainable careers [21][22]

Core Viewpoint - The strategic cooperation agreement signed between Japan's Yamano Beauty College and China Oriental Education Group marks a significant advancement in their collaboration, focusing on beauty and vocational education [1][24]. Group 1: Strategic Cooperation - The signing of the strategic cooperation agreement signifies the transition from initial discussions to substantial collaboration between the two educational institutions [1][24]. - The cooperation aims to enhance educational standards and practices in the beauty industry, with a focus on curriculum development, faculty exchange, and joint training programs [14][15]. Group 2: Educational Exchange and Development - The visiting delegation from Yamano Beauty College praised China Oriental Education Group's investment and development scale in the beauty education sector during their visit to various campuses [7][11]. - Both parties recognized the importance of strengthening cooperation in beauty education to cultivate internationally competitive talent [11][18]. Group 3: Institutional Background - Yamano Beauty College, part of the Yamano Group, has a rich history dating back to 1934, emphasizing practical education and industry resources, making it a prestigious institution in Japan and internationally [24][25]. - China Oriental Education Group is a leading player in vocational education in China, with multiple well-known brands under its umbrella, including culinary and automotive education [25]. Group 4: Future Prospects - The collaboration is expected to inject new vitality into the global beauty industry, fostering innovation and development in beauty education [24][29]. - Both institutions aim to leverage their strengths and educational philosophies to enhance the quality of beauty education and meet market demands [18][21].

Group 1 - The third National Vocational Skills Competition concluded on September 23, showcasing the strength of China Oriental Education Group in talent cultivation with 1 gold, 1 silver, 1 bronze, and 8 merit awards [2][4][11] - The competition featured 106 events, including 66 World Skills selection projects and 40 national competition projects, making it the largest and highest-level vocational skills event in China [4][5] - A total of 3,420 contestants from 35 delegations across 31 provinces, autonomous regions, municipalities, and various industry departments participated, highlighting the skills and professionalism of the new era's talent [5] Group 2 - China Oriental Education emphasizes skill talent cultivation, tailoring course content based on market demand and future trends, and continuously upgrading practical training methods and equipment [7][11] - The group has established a multi-dimensional competition system over 37 years, integrating internal and external competitions, and has won over a thousand awards, reinforcing the concept of "learning through competition" [7][11] - The recent achievements validate the group's deep accumulation in vocational training and its commitment to high-quality talent development, aligning with national strategies for high-skilled talent cultivation [11]

Core Viewpoint - The recent success of Xie Lianghao from China Oriental Education at the National Vocational Skills Competition highlights the importance of skill development and the integration of competition into educational practices [1][5][8]. Group 1: Competition Overview - The National Vocational Skills Competition is the highest-level comprehensive national vocational skills event in China, featuring 106 competition items and attracting 3,420 participants [1]. - Xie Lianghao won a silver medal in the 3D Digital Game Art category, showcasing his skills in concept design, modeling, and animation production under strict time constraints [5][7]. Group 2: Individual Achievement - This is not Xie Lianghao's first appearance at the national skills competition; he previously achieved fifth place in the second competition, demonstrating significant improvement over two years [7]. - His success is attributed to diligent training and the guidance of his instructors, reflecting a strong commitment to skill enhancement [7]. Group 3: Educational Approach - Xinhua Computer School has implemented a talent cultivation model that integrates competition with daily teaching, resulting in notable achievements in various vocational skill competitions [7]. - The school focuses on the film and animation design major, aligning its curriculum with the demands of the digital creative industry, providing advanced teaching facilities and practical platforms for students [7][8]. Group 4: Industry Context - The 3D digital game art field is a vital component of the digital economy, with a growing job market driven by the rapid development of gaming, animation, and virtual reality industries [8]. - Xie Lianghao's performance not only brings honor to the school but also serves as an inspiration for students in vocational colleges, reinforcing the importance of skill development [8].

Core Viewpoint - China Oriental Education Group has strategically established three vocational colleges to enhance its educational ecosystem through a "industry + capital + region" approach, focusing on local economic development and talent needs [1][7]. Group 1: Strategic Expansion - The three vocational colleges are located in East China, North China, and Southwest China, aligning their programs with local industry demands, thereby strengthening the group's educational capabilities [1][2]. - The establishment of these colleges broadens the recruitment scope, allowing the group to attract students from secondary vocational schools, higher vocational colleges, and beyond, especially under the backdrop of policies promoting higher vocational education [1][3]. Group 2: Specialized Focus Areas - Anhui Wantong, now a vocational college, focuses on the new energy vehicle sector, offering programs that align with the local industry's needs, particularly in the context of major companies like BYD and NIO [2]. - Shanxi Metallurgy Vocational College, acquired by the group, emphasizes CNC technology and electrical automation, aiming to cultivate high-skilled talent for the smart manufacturing sector [2]. - Guiyang New Oriental Culinary Vocational College, the first of its kind in Guizhou, targets the culinary field, supporting the local restaurant and tourism industries while also contributing to rural revitalization efforts [3]. Group 3: Educational Quality and Recognition - The approval of these vocational colleges marks a significant milestone for China Oriental Education, indicating official recognition of its educational standards and capabilities [4][5]. - The colleges will facilitate a pathway for high-skilled talent development, enhancing students' prospects in terms of further education and career advancement [6]. Group 4: Industry Trends and Policy Alignment - The establishment of these colleges reflects a broader trend in the vocational education sector towards high-quality, integrated development, aligning with national policies that encourage participation from various stakeholders [7]. - The focus on local industries and emerging sectors in the colleges' program offerings demonstrates a commitment to aligning vocational education with regional economic needs [7]. Group 5: Long-term Strategic Goals - The strategic establishment of these vocational colleges is aimed at solidifying the group's foundational development, enhancing brand influence, and opening up high-value business growth opportunities [8].

Core Insights - The forum emphasized the importance of skill development in transitioning from a "demographic dividend" to a "talent dividend" in China [3] - China Oriental Education Group showcased its innovative practices in skill training and its commitment to the "Skills Illuminate the Future" initiative [5][7] Group 1: Government Initiatives - The Ministry of Human Resources and Social Security highlighted the need for a robust skill ecosystem, including the implementation of the "New Eight-Level Worker" system and a skill-oriented compensation mechanism [3] - The forum resulted in the signing of multiple agreements among partners in the skill education alliance, promoting collaboration between government, enterprises, and educational institutions [7] Group 2: Company Contributions - China Oriental Education Group has proactively engaged in emerging fields such as new energy vehicles and artificial intelligence, achieving a professional update rate exceeding 30% [5] - The Group has established over 300 training bases in collaboration with enterprises, with practical training courses accounting for more than 70% of their curriculum [5] - The Group aims to deepen industry-education integration and contribute to national skill talent cultivation, aligning with the "Skills Illuminate the Future" initiative [7]

Summary of Conference Call Records Industry Overview - The service consumption in China is significantly lower than in developed countries, currently at approximately 30% compared to 70% in the US, indicating substantial growth potential [1][2] - The new policies aim to enhance service consumption, particularly in the cultural and tourism sectors, with local governments actively improving service quality [1][2] Key Policy Insights - Five major increments in the new policy include: 1. Optimizing student holiday arrangements to explore spring and autumn breaks, benefiting tourism [1][4] 2. Encouraging IP collaborations to promote cross-industry partnerships [1][4] 3. Linking sports events with cultural tourism to boost consumer engagement [1][4] 4. Promoting AI applications in various sectors such as e-commerce and education [1][4] 5. Regulating non-academic training institutions to encourage market-oriented vocational training [1][4] Impact on Specific Sectors - **Tourism and Hospitality**: - The expansion of the visa-free entry policy is expected to significantly boost inbound tourism, particularly benefiting major cities like Beijing and Shanghai, as well as OTA platforms and hotels [3][9][12] - **Cultural and Sports Events**: - The policy encourages the introduction of international sports events and supports local sports activities, which will benefit event organizers and related industries, enhancing investor expectations [1][6] - **Education and Training**: - The new regulations for non-academic training institutions will favor companies like New Oriental and others in the vocational training sector [7][8] Financial and Economic Support - The government plans to utilize central budget investments and local special bonds to support cultural tourism and elderly care facilities, which will attract social capital investment [13] - Financial tools will be employed to increase credit availability, directly benefiting companies involved in consumer lending, such as Chongqing Department Store [13] Additional Considerations - The adjustment of student holiday schedules is anticipated to increase tourism frequency while alleviating congestion during peak seasons [11][12] - The integration of AI in service sectors is expected to enhance operational efficiency and reduce costs, indicating a significant trend in future consumption development [10]

Group 1 - Education stocks collectively rose, with notable increases in companies such as Zhongjiao Holdings (00839) up 3.43% to HKD 3.62, Jianqiao Education (01525) up 1.91% to HKD 3.2, and China Oriental Education (00667) up 1.89% to HKD 7.53 [1] - Yuhua Education's Hunan International Economics University has received approval for its selection process, which may serve as a reference for other provinces [1] - Cinda Securities indicated that the previous peak of the selection process occurred in October 2022, with successful transitions of private colleges to for-profit status, suggesting a potential revival in the private higher education sector [1] Group 2 - The approval of Hunan International Economics University's selection process is seen as a significant step after a three-year stagnation, potentially leading to a valuation recovery in the private higher education sector [1] - The private higher education sector, currently trading at a PE ratio of 3-6x, is expected to experience significant valuation recovery, presenting investment opportunities, particularly in companies like Zhongjiao Holdings [1]

（於開曼群島註冊成立的有限公司） (Stock Code: 667) （股份代號：667） NOTIFICATION LETTER 通知信函 Dear Non-Registered Shareholders (Note 1) , 12 September 2025 CHINA EAST EDUCATION HOLDINGS LIMITED 中國東方教育控股有限公司 (Incorporated in the Cayman Islands with limited liability) Your supply of your name(s) and other personal data is on a voluntary basis for the purpose of processing your instructions for receiving the corporate communications of the Company (the "Purposes"). We may transfer such data provided by you to the Share Registrar and ...

CHINA EAST EDUCATION HOLDINGS LIMITED 中國東方教育控股有限公司 (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） Should you have any queries relating to the content of this letter, please send an email to ir@chinaeastedu.com. Yours faithfully, For and on behalf of China East Education Holdings Limited Wu Wei Chairman (Stock Code: 667) （股份代號：667） NOTIFICATION LETTER 通知信函 Dear Registered Shareholders, China East Education Holdings Limited (the "Company") – Notice of Publication of Interim Repor ...