NEW ORIENTAL(09901)
Search documents
俞敏洪称董宇辉为孩子,自嘲是道歉哥

Bei Ke Cai Jing· 2025-12-22 06:45
【#俞敏洪自嘲是道歉哥##俞敏洪称呼董宇辉为孩子#】12月21日,新东方创始人俞敏洪在公开讲话中再 度谈及董宇辉离职事件。他以"孩子"相称董宇辉,直言对当前结果 "比较满意",还自嘲自己是"道歉 哥",频繁向员工和客户道歉。 "这些孩子们即使分开了,也能各自平稳地、安全地共同发展,而不是去做成一种你死我活的姿态。我 跟他们的年龄相比,我是长辈了,长辈更加需要有一种协调能力。所以,尽管后来出现了各种各样的事 情,但我对整体这个结果还是比较满意的。"俞敏洪说。 "我个人做得不到位的地方,也许我会发一个'道歉声明',所以现在网络上把我叫做'道歉哥',说俞敏洪 动不动就道歉。有网友问我为什么总道歉,我说还是有做得不到位的(地方),我们道一下歉就行 了。"俞敏洪表示。(智通财经) ...
俞敏洪最新发声再谈董宇辉离职

Xin Lang Cai Jing· 2025-12-22 04:02
据看看新闻,12月21日,新东方创始人俞敏洪在讲话中提及董宇辉离职,他表示,和他们比自己是长 辈,更加需要有协调能力,像董宇辉"这些孩子"即使分开了,也能各自发展,而不是要"一种你死我活 的姿态"。 ...
罗永浩开炮,大佬不断出走,俞敏洪为什么留不住顶尖人才?
商业洞察· 2025-12-21 09:20
作者:唐纳德 来源:快刀财经 年底了,总想着复盘些什么,直到12月17日,罗永浩称在新一期播客节目称,早年在新东方未被 认可。 ------------------------------- 这是一个很有意思的话题,人和人之间的恩怨纠葛历来喜欢沦为吃瓜群众和看客的饭后谈资,而罗 永浩与俞敏洪两人又是极为具有话题感、争议感的人物。 他们身上的争议点与各自身上的经历或者总能时不时闹出一些舆论热点有关,不过笔者更想谈的 是,这几十年来,为什么总有人在离开新东方和新东方体系。 以下文章来源于快刀财经 ,作者快刀财经编辑部 快刀财经 . 欢迎关注这个洞察商业真相的公号。快刀财经,商业快媒体、思维孵化器、价值试验场和洗欲中心。 严格来讲,人才激动和人员离职在一家公司算不得罕见的事,可偏偏新东方体系内的顶级人才的跳 槽、离职更有章可循。 往深处讲,我们更愿意提供一个思考,在面向高质量发展或者新质生产力培育过程中,民营企业的 人才与治理机制是什么。即便从打工人的角度看,谁不想在2026年拥有一个更想信赖的老板呢? 性格和制度都会决定命运,万般不由人。 按照这个角度,今天讨论的事情意义就非同小可了。好了,还是继续深挖下新东方及 ...
After a 95% Crash, This China Education Stock Has Drawn a $35 Million Bet From One Institutional Investor
The Motley Fool· 2025-12-19 20:10
Company Overview - New Oriental Education & Technology Group is a leading provider of private education services in China, operating a vast network of schools and learning centers, offering a diversified portfolio including language training, test preparation, and online education [5][8] - As of the latest report, the company's market capitalization is $9.3 billion, with a revenue of $5 billion and a net income of $367 million for the trailing twelve months [4] Recent Developments - Serenity Capital Management increased its stake in New Oriental Education & Technology Group by approximately $21.6 million, acquiring 411,380 additional shares during the third quarter, bringing its total holdings to 656,878 shares valued at $34.9 million as of September 30 [2][3] - The fund's investment now represents 8.8% of its reportable assets under management, making New Oriental its fifth-largest holding [3][7] Financial Performance - The company's first-quarter fiscal 2026 revenue rose 6.1% year over year to $1.52 billion, while operating income increased by 6% to $311 million, with a non-GAAP operating margin improvement to 22% [10] - The company ended the quarter with over $1.2 billion in cash and plans to return at least 50% of annual net income to shareholders through dividends and buybacks starting this fiscal year [11] Market Position and Strategy - Following regulatory changes in China's education sector, New Oriental has shifted its focus towards adult education, overseas test preparation, and consulting services, adapting its business model to ensure sustainability and profitability [9][10] - The company is positioned as a scaled, profitable survivor in a challenging market, indicating potential for future growth from a more stable base [12]
——海外消费周报(20251212-20251218):海外教育:景气与困境反转交织,投资机会纷呈——教育行业26年投资策略-20251219
Shenwan Hongyuan Securities· 2025-12-19 09:29
Group 1: Higher Education Sector - The higher education sector is expected to see a reversal of difficulties due to a combination of bottoming fundamentals and policy advancements, with a focus on improving educational quality and encouraging the expansion of high-quality private colleges [5][6] - The reintroduction of profit-oriented classification management in Hunan Province in 2025 may serve as a pilot for nationwide implementation, providing a stable policy environment for private colleges to expand and meet the growing demand for higher education [5][6] - Key indicators of educational quality, such as student-to-teacher ratios and per-student funding, have met standards after five years of increased investment, suggesting that the investment cycle is peaking and operational efficiency in higher education companies is likely to recover [5][6] - Companies to watch in this sector include Yuhua Education, Zhongjiao Holdings, New Higher Education, China Kepei, Neusoft Ruixin, Xijiao International Holdings, and Zhonghui Group [5][6] Group 2: Vocational Education Sector - The demand for vocational training is surging, driven by an increasing number of university graduates and high school students entering the labor market, leading to a projected market size of 80 billion yuan in 2025 with a penetration rate of only 5% [6][7] - The youth unemployment rate, particularly among those aged 16 to 24, is higher than the urban average, indicating a growing need for vocational skills training [6][7] - Companies to focus on in the vocational education sector include China Oriental Education and Fenbi [6][7] Group 3: Education Industry Trends - The education industry has undergone significant changes due to the "double reduction" policy, resulting in a 96% reduction in capacity in the academic training sector, with a limited number of operational licenses being redistributed [7] - The shift towards competency-based training is gaining momentum, with institutions leveraging their operational qualifications to expand their market share through non-academic training services [7] - The industry is moving towards a "franchise" model, which is expected to enhance revenue and profit growth for compliant institutions [7] Group 4: Investment Recommendations - The report recommends focusing on Hong Kong-listed vocational education companies, particularly China Oriental Education, which is adapting its operational strategy to cater to the needs of high school graduates [9] - In the higher education sector, the potential reintroduction of profit-oriented options is expected to enhance the revenue-sharing certainty for private colleges, with companies like Yuhua Education, Zhongjiao Holdings, and China Kepei being highlighted for their growth potential [9] - The report also suggests monitoring Chinese education companies listed in the US, such as New Oriental, TAL Education, and others, which are showing strong enrollment data [9]
罗永浩回应骂俞敏洪是忘恩负义:每年占我几千万的便宜,纯白赚
Xin Lang Cai Jing· 2025-12-18 04:01
12月17日,罗永浩的十字路口发布新一期播客节目,本期嘉宾为导演大鹏。在节目中,罗永浩回顾了在 新东方的工作经历,他说,今天年轻人在社会上骂老板骂职场是主流,我骂就说我忘恩负义,这是不是 太奇怪了。如果你在职场上成功了,就没想过可能是你自己努力的吗? 罗永浩坦言:"就是当时如果不去新东方,有可能我的命运更好,也可能更差。当时讲课有很多人都是 冲我来的,额外的收入你没给我也能理解,因为我不是加班加点做的这个事。有一天听见管理层说想开 除罗永浩因为总吐槽公司,俞敏洪说这个人每年给公司几千万免费广告效应为什么放他走,我当时觉得 他是纯白赚,所以我很愤怒,我不仅走我还要骂你。你占我每年几千万的便宜,你什么认可都没有,最 后你还得意洋洋地跟管理层说你知道这个事儿,你怎么能提恩情呢?" 责任编辑:李昂 责任编辑:李昂 12月17日,罗永浩的十字路口发布新一期播客节目,本期嘉宾为导演大鹏。在节目中,罗永浩回顾了在 新东方的工作经历,他说,今天年轻人在社会上骂老板骂职场是主流,我骂就说我忘恩负义,这是不是 太奇怪了。如果你在职场上成功了,就没想过可能是你自己努力的吗? 罗永浩表示:"我们有时候讲职场的知遇之恩,我理解的知遇之 ...
智通港股沽空统计|12月18日
智通财经网· 2025-12-18 00:21
Core Viewpoint - The report highlights the top short-selling stocks in the Hong Kong market, indicating significant investor sentiment and potential market movements for these companies [1][2]. Group 1: Top Short-Selling Ratios - Sun Hung Kai Properties (80016), BYD Company (81211), and JD Health (86618) have the highest short-selling ratios at 100.00% [1][2]. - SenseTime (80020) follows with a short-selling ratio of 87.67%, while Xiaomi Group (81810) has a ratio of 84.37% [2]. Group 2: Top Short-Selling Amounts - Xiaomi Group leads in short-selling amount with HKD 1.43 billion, followed by Alibaba (09988) at HKD 1.368 billion and Tencent Holdings (00700) at HKD 1.251 billion [1][2]. - China Ping An (02318) and Meituan (03690) also feature prominently with short-selling amounts of HKD 1.115 billion and HKD 956 million, respectively [2]. Group 3: Top Short-Selling Deviation Values - Xiaomi Group (81810) has the highest deviation value at 41.14%, indicating a significant difference from its average short-selling ratio [1][2]. - BYD Company (81211) follows closely with a deviation value of 40.41%, while Far East Consortium (00035) has a deviation of 33.08% [2].
新东方国际教育获评“2025福布斯中国国际化教育影响力品牌”
Huan Qiu Wang· 2025-12-17 10:14
来源:大众网 12月15日,2025福布斯中国教育行业系列评选结果揭晓。新东方国际教育凭借卓越的教育理念、创新的 服务模式及广泛的行业影响力,荣获"2025福布斯中国国际化教育影响力品牌"。 在三十余年发展历程中,新东方国际教育以教学质量与师资建设为根基,精准对接中国家庭日趋多元的 国际教育需求,持续革新教育模式与产品体系。以培育学生全球视野与国际胜任力为目标,其持续为不 同年龄段、不同需求的学习者提供一站式国际教育解决方案;同时积极拥抱人工智能等前沿科技,打造 线上线下融合的智能学习系统与工具,为学生提供更加高效、个性化的学习体验。 作为国际教育领域的引领者,新东方国际教育始终深耕行业生态建设,连续十年编撰发布中国学生留学 备考白皮书,以专业视角输出考情分析与备考指南;联合媒体推出"视界·讲述国际学校里的100个故 事"纪录片,生动呈现国际教育实景,增进公众认知;举办中外合作办学研讨会,携手各界探索教育合 作新模式,为行业高质量发展赋能。 此次获奖标志着业界对新东方国际教育长期贡献与创新实践的充分肯定。新东方国际教育将以此为动 力,持续推动产品创新、服务升级与生态构建,为行业创新发展注入强劲动力,助力中国教 ...
罗永浩回应骂俞敏洪忘恩负义,称未被新东方认可

3 6 Ke· 2025-12-17 09:46
罗永浩坦言:"就是当时如果不去新东方,有可能我的命运更好,也可能更差。当时讲课有很多人都是 冲我来的,额外的收入你没给我也能理解,因为我不是加班加点做的这个事。有一天听见管理层说想开 除罗永浩因为总吐槽公司,俞敏洪说这个人每年给公司几千万免费广告效应为什么放他走,我当时觉得 他是纯白赚,所以我很愤怒,我不仅走我还要骂你。" 据财经网科技报道,12月17日,@罗永浩的十字路口 发布新一期播客节目,本期嘉宾为导演大鹏。对 话中,谈及在新东方的经历,罗永浩表示:我们有时候讲职场的知遇之恩,我理解的知遇之恩是所有人 都说你不行,有某个领导非说你行,一路支撑你到你真行。你看我在新东方,很多人说你没有新东方你 什么也不是,所以俞敏洪对你是有恩的,但是你出来骂俞敏洪,这是忘恩负义的,这个我完全不能认 同。#罗永浩称早年在新东方未被认可# 【#罗永浩回应骂俞敏洪是忘恩负义#:完全不能认同】 ...
罗永浩回应骂俞敏洪,称在新东方未被认可

Xin Lang Ke Ji· 2025-12-17 08:48
#罗永浩回应骂俞敏洪是忘恩负义#【#罗永浩称早年在新东方未被认可#】12月17日,@罗永浩的十字路 口 发布新一期播客节目,本期嘉宾为导演大鹏。对话中,谈及在新东方的经历,罗永浩表示:我们有 时候讲职场的知遇之恩,我理解的知遇之恩是所有人都说你不行,有某个领导非说你行,一路支撑你到 你真行。你看我在新东方,很多人说你没有新东方你什么也不是,所以俞敏洪对你是有恩的,但是你出 来骂俞敏洪,这是忘恩负义的,这个我完全不能认同。 罗永浩坦言:"就是当时如果不去新东方,有可能我的命运更好,也可能更差。当时讲课有很多人都是 冲我来的,额外的收入你没给我也能理解,因为我不是加班加点做的这个事。有一天听见管理层说想开 除罗永浩因为总吐槽公司,俞敏洪说这个人每年给公司几千万免费广告效应为什么放他走,我当时觉得 他是纯白赚,所以我很愤怒,我不仅走我还要骂你。"(财经网科技) Lib H 平均15分钟送达 造成了几千万广告效应 9000+人正在看 35 平均15分钟送达 . ● 那你不就纯白赚我的吗 Ca 9000+人正在看 28 日8 平均15分钟送达 . 走る愈屈漲要指数 ...