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 | | | | ...

Core Viewpoint - The company is strategically positioning itself to address the talent gap in new professions, enhancing its professional offerings and training programs to meet the growing demand for skilled blue-collar workers in the context of economic restructuring and policy support [1][5]. Group 1: Professional Development and Training - The company has introduced multiple emerging majors focusing on skill-based and standardized training for new blue-collar workers, including areas like smart device maintenance and IoT technology [3][4]. - The training modules include skill upgrades, advanced manufacturing technology, and modern service business, aiming to cultivate high-skilled talent aligned with industry needs [3][5]. - The company emphasizes the importance of digital skills, offering programs such as PLC and e-commerce to empower traditional industries [3][4]. Group 2: Employment Promotion Initiatives - The company has implemented measures to synchronize professional training with market demands, ensuring that students' skills align with industry requirements [8][9]. - New programs such as AI algorithm engineers and AI application trainers have been introduced to keep pace with technological advancements [8]. - The company actively collaborates with enterprises to gather insights on the latest technology trends and talent needs, facilitating a comprehensive employment ecosystem [9]. Group 3: Continuous Curriculum Updates - The company maintains a high professional update and replacement rate of over 30% annually, ensuring that educational content remains relevant to industry advancements [11][12]. - A three-tiered research and development system supports the continuous iteration of course content in line with industry demands [12][13]. - The company has successfully expanded into new sectors, such as beauty education, which has seen significant revenue growth and high employment rates for graduates [12].

Core Insights - The visit by the Uzbekistan delegation to China Oriental Education highlights the growing interest in vocational education collaboration between Uzbekistan and China [2][8][12] - Uzbekistan's emphasis on developing a high-quality skilled workforce aligns with China's advanced vocational education practices, creating opportunities for partnership [9][11] Group 1: Delegation Visit and Observations - The Uzbekistan delegation, including officials from the Ministry of Higher Education, Science and Innovation, visited three vocational schools operated by China Oriental Education in Anhui [6][4] - The delegation observed the practical training environments and was impressed by the modern training equipment and effective teaching methodologies [6][8] Group 2: Strategic Cooperation and Future Prospects - Uzbekistan's Secretary of the Ministry of Education expressed a strong desire to collaborate with China Oriental Education to enhance their vocational education system [8][11] - The ongoing "Belt and Road" initiative presents significant opportunities for vocational education cooperation, particularly with Uzbekistan's "Uzbekistan 2030 Strategy" focusing on youth and education [9][12] Group 3: Experience Sharing and Development - China Oriental Education is willing to share its successful experiences in professional curriculum development and training base construction with Uzbekistan [11][12] - The collaboration aims to create a strategic plan tailored to Uzbekistan's vocational education needs, leveraging China's expertise [11][12]