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 ...

2025 INTERIM REPORT 中期報告 INTERIM REPORT 中期報告 2025 CHINA EAST EDUCATION HOLDINGS LIMITED 中國東方教育控股有限公司 Contents 目錄 | | | Pages頁次 | | --- | --- | --- | | Highlights | 摘要 | 2 | | Corporate Information | 公司資料 | 7 | | Management Discussion and Analysis | 管理層討論與分析 | 9 | | Other Information | 其他資料 | 41 | | Report on Review of Condensed Consolidated | 簡明綜合財務報表審閱報告 | 58 | | Financial Statements | | | | Condensed Consolidated Statement of Profit | 簡明綜合損益及其他全面收益表 | 60 | | or Loss and Other Comprehensive Income | | | | ...

"公司顺应经济结构调整和政策支持，针对新职业人才缺口，提前进行专业布局。同时，为了适应市场 对技能化、规范化蓝领需求的迅速增长，公司通过细化专业设置和证书培训，帮助学生实现高质量就业 及收入提升。此外，公司还通过融合AI等技术手段，创新教学模式，提升培训效率与质量，并通过强 化企业与学校的合作，确保人才培养符合产业升级方向。"上述中国东方教育相关负责人表示。 新设多个新兴专业 在中国东方教育看来，新蓝领更强调技能化，需掌握专业技术和知识，如智能设备维修、物联网技术 等，职业门槛和专业化程度显著提升。新蓝领更多面向现代服务业，如健康护理、高端家政和先进制造 业，且群体呈现年轻化趋势，对职业发展、收入及社会认同有更高期待。 中国东方教育针对新蓝领"技能化、规范化"方向，重点布局了三大模块，分别是：技能升级与细分模 块、先进制造技术模块以及现代服务业务模块。其中，技能升级与细分模块主要涵盖智能家电维修师、 PLC专业培训，以此推动岗位专业化转型。先进制造技术模块主要覆盖新能源汽车、工业机器人等领 域，主要培养符合先进制造业需求的高技能人才。现代服务业务模块则主要包括高端餐饮管理、健康服 务等，目的是强化服务标准化和 ...