Core Points - The company, Yu Hua Education (06169), reported an annual performance for the year ending August 31, 2025, with revenue of RMB 2.497 billion, representing a year-on-year increase of 5.4% [1] - Adjusted net profit attributable to equity holders of the company was RMB 914 million, a significant year-on-year increase of 95.6% [1] - The net profit attributable to equity holders of the company reached RMB 930 million, reflecting a year-on-year increase of 133.2% [1] - Basic earnings per share were reported at RMB 0.23 [1] Revenue and Profit Analysis - The increase in adjusted net profit was primarily driven by revenue growth and improved cost management, which led to a reduction in costs and expenses [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或 因依賴該等內容而引致的任何損失承擔任何責任。 CHINA YUHUA EDUCATION CORPORATION LIMITED 中國宇華教育集團有限公司 （於開曼群島註冊成立的有限責任公司） （股份代號：6169） 截至2025年8月31日止年度之 年度業績公告 摘要 中國宇華教育集團有限公司（「本公司」，連同其附屬公司及併表附屬實體統 稱「本集團」）董事（「董事」）會（「董事會」）欣然公佈本集團截至2025年8月31日 止年度（「報告期」）之經審核合併年度業績。該等年度業績經由本公司審核委 員會審閱。第5至42頁所載財務資料摘錄自截至2025年8月31日止年度的合併 財務報表，乃由本公司審計師羅兵咸永道會計師事務所根據國際審計準則審 計。 | | | 截至8月31日止年度 | | | --- | --- | --- | --- | | | 2025年 | 2024年 | 變動 | | | （人民幣 | （人民幣 | | | | 千元） | 千元 ...

Core Viewpoint - Yuhua Education (06169.HK) announced that it will hold a board meeting on November 28, 2025, to approve the annual performance for the year ending August 31, 2025, and to consider the distribution of a final dividend, if any [1] Summary by Relevant Sections - Company Announcement - The board meeting is scheduled for November 28, 2025 [1] - The meeting will focus on approving the annual performance and potential dividend distribution [1]

中国宇华教育集團有限公司 （於開曼群島註冊成立的有限責任公司） （股份代號：6169） 董事會會議通告 中国宇华教育集團有限公司（「本公司」）董事會（「董事會」）謹此宣佈，本公司 將於二零二五年十一月二十八日（星期五）舉行董事會會議，藉以（其中包括） 批准本公司及其附屬公司截至二零二五年八月三十一日止之年度業績及其發佈， 並考慮派發末期股息（如有）。 承董事會命 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不就因本公告的全部或任何部份內容所產生 或因依賴該等內容而引致的任何損失承擔任何責任。 CHINA YUHUA EDUCATION CORPORATION LIMITED 中國宇華教育集團有限公司 主席兼執行董事 李光宇 於本公告日期，董事會包括執行董事李光宇先生、李花女士及任豔丹女士；及獨立非執行董 事陳磊先生、張志學先生及范楠楠女士。 香港，二零二五年十一月十八日 ...

Group 1: Hong Kong Consumer Services Investment Strategy - The report emphasizes the importance of capturing certainty and focusing on marginal improvements in the Hong Kong consumer services sector for 2026 [2][8] - Macau gaming revenue shows resilience, with October gross gaming revenue increasing by 16% year-on-year, reaching the highest monthly record post-pandemic, driven by relaxed visa policies and events like concerts [2][8] - The report highlights the growth in VIP gaming revenue, which increased by 29% year-on-year, recovering to 54% of 2019 levels, while mass gaming revenue grew by 7% year-on-year, up 15% compared to 2019 [2][8] - The current EV/EBITDA valuation for the industry is at a low of 9 times, indicating potential for investment [2][8] - Recommended stocks include Galaxy Entertainment, MGM China, and Sands China [2][8] Group 2: Online Travel Sector - Online travel companies are experiencing revenue growth that outpaces the overall travel market, benefiting from increased online penetration and a focus on leisure travel rather than business travel [2][8] - Ctrip and Tongcheng Travel have not been adversely affected by new competitors, with improved marketing efficiency and higher growth rates in outbound and pure overseas travel segments [2][8] Group 3: Restaurant Sector - The restaurant sector faces fundamental pressures but continues to trend towards increased chain penetration, with significant elasticity expected if consumer sentiment improves [3][9] - The report recommends focusing on marginal changes in companies, highlighting ready-to-drink tea brands like Gu Ming and Mi Xue, as well as franchise models in lower-tier markets like Guo Quan [3][9] - Notable companies with strong shareholder returns include Yum China, which achieved record net openings for KFC and Pizza Hut in the third quarter [3][9] Group 4: Higher Education Sector - The report discusses the maturation of conditions for profit-oriented classification management in higher education, with expectations for a turnaround in the fortunes of higher education companies [4][13] - Recent policy developments in Guangdong province regarding private higher education classification management are anticipated to be followed by other provinces, enhancing the operational asset rights of listed private higher education companies [4][14] - The report predicts that after five years of quality improvement investments, the operational efficiency of higher education companies is expected to gradually recover, with a focus on quality enhancement as a regulatory goal [5][15] Group 5: Dividend Returns in Higher Education - The report anticipates a resumption of expansion for higher education companies once quality standards are met, leading to revenue growth and valuation increases [6][16] - With a current payout ratio of 30% and low valuation multiples, some higher education companies are expected to offer dividend yields exceeding 9%, providing a good margin of safety [6][16] - Recommended stocks include Yuhua Education, Zhongjiao Holdings, New Higher Education Group, and others [6][16] Group 6: Investment Analysis in Higher Education - The report suggests focusing on Hong Kong higher education companies, as the potential for profit-oriented classification is expected to revive expansion dynamics [20][31] - The report also highlights the positive performance of autumn enrollment data for K12 education companies, indicating strong brand appeal among students [20][31] - Recommendations include New Oriental, TAL Education, and others, with a particular emphasis on vocational education companies like China Oriental Education [20][31]

Core Viewpoint - The Hong Kong education stocks are experiencing significant gains, indicating positive market sentiment towards the sector [1] Group 1: Stock Performance - Zhongjiao Holdings (00839.HK) increased by 7.67%, reaching HKD 3.09 [1] - Sikao Education (01769.HK) rose by 4.41%, trading at HKD 2.84 [1] - Yuhua Education (06169.HK) saw a 3.77% increase, priced at HKD 0.55 [1] - New Oriental-S (09901.HK) gained 2.87%, with a share price of HKD 43.06 [1]

Core Viewpoint - The education sector is experiencing significant stock price increases, driven by policy improvements, demand release, and supply constraints, with a positive outlook for 2025 and beyond [1] Group 1: Stock Performance - Education stocks are leading in gains, with notable increases: China Education Group (00839) up 7.67% to HKD 3.09, Thinker Education (01769) up 4.41% to HKD 2.84, Yuhua Education (06169) up 3.77% to HKD 0.55, and New Oriental-S (09901) up 2.87% to HKD 43.06 [1] Group 2: Policy Impact - Since July 2025, the education sector has benefited from policies such as childbirth subsidies and gradual free preschool education, which are expected to encourage childbirth and increase education spending [1] - Continuous optimization of education policies is anticipated to further support the sector [1] Group 3: AI Influence - The impact of AI on the education sector is profound, with ongoing policy support expected to benefit industry leaders significantly in the AI + education landscape [1] Group 4: Market Sentiment - The vocational education sector has been overlooked by capital markets, but sentiment is shifting, with a potential for value investors to identify opportunities as performance continues to improve [1] - The sector's valuation is stabilizing, and with ongoing performance growth and market liquidity, there is potential for recovery in investor interest, particularly in undervalued, high-dividend, and high-performance stocks [1]

Core Viewpoint - The education sector is experiencing significant stock price increases, driven by policy improvements, demand release, and supply constraints, with a positive outlook for 2025 and beyond [1] Group 1: Stock Performance - Education stocks are leading in gains, with notable increases: China Education Group Holdings (00839) up 7.67% to HKD 3.09, Think Tank Education (01769) up 4.41% to HKD 2.84, Yuhua Education (06169) up 3.77% to HKD 0.55, and New Oriental-S (09901) up 2.87% to HKD 43.06 [1] Group 2: Policy Impact - Since July 2025, the education sector has benefited from policies such as childbirth subsidies and gradual free preschool education, which are expected to encourage childbirth and increase education spending [1] - Continuous optimization of education policies is anticipated to further support the sector [1] Group 3: AI Influence - The impact of AI on the education sector is profound, with ongoing policy support expected to benefit industry leaders significantly in the AI + education landscape [1] Group 4: Vocational Education Sector - The vocational education sector remains undervalued and has been overlooked by capital markets, but there are signs of improving sentiment [1] - With ongoing performance growth and market capital dispersion, there is potential for value investors to identify opportunities in undervalued, high-dividend, and high-performance stocks within this sector [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中国宇华教育集团有限公司 呈交日期: 2025年11月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06169 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 50,000,000,000 | HKD | | 0.00001 HKD | | | 500,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | | 本月底結存 | | | 50,000,000,000 | HKD | | 0.00001 HKD | | | 500,000 | 本月底法 ...

Core Viewpoint - The Hong Kong education stocks have shown significant gains, with several companies experiencing notable increases in their stock prices as of October 20th [1] Group 1: Stock Performance - China Oriental Education (00667.HK) increased by 5.2%, reaching HKD 6.88 [1] - Zhongjiao Holdings (00839.HK) rose by 4.39%, trading at HKD 3.09 [1] - Yuhua Education (06169.HK) saw a rise of 3.7%, priced at HKD 0.56 [1] - New Higher Education Group (02001.HK) gained 2.46%, with a stock price of HKD 1.25 [1]