Core Viewpoint - New Oriental is shifting its growth focus towards the silver economy by launching the "Beijing New Oriental Retirement Club," which offers free online courses and low-cost offline classes to cater to the educational and social needs of the elderly [3][4]. Group 1: Club Launch and Offerings - The "Beijing New Oriental Retirement Club" has started recruiting members, offering free online courses and offline experience classes priced at 19.9 yuan [3]. - The club has quickly gained popularity, with multiple member groups of 500 people filling up, indicating strong interest from both seniors and their children [3][6]. - The offline classes will be held in key districts of Beijing, with plans for monthly gatherings that include various activities such as handicrafts and photography [6][11]. Group 2: Financial Context and Growth Strategy - New Oriental's revenue and profit growth have significantly slowed, marking the end of its previous explosive growth phase, necessitating the cultivation of new growth drivers [4][14]. - In the first quarter of the 2026 fiscal year, New Oriental reported a net revenue of $1.522 billion, a 6.1% year-over-year increase, but net profit slightly declined by 1.9% [14][15]. - The company aims for a full-year revenue growth of 5% to 10% for the 2026 fiscal year, reflecting a further reduction in growth expectations compared to previous years [15]. Group 3: Educational Quality and Course Design - The club's courses will be taught by instructors with over ten years of experience in teaching seniors, ensuring high educational quality [7][8]. - Initial courses include Tai Chi, mobile photography, and dance, with plans to expand based on participant feedback [6][11]. - The club's approach combines education with social activities, addressing the social needs of empty nesters while leveraging New Oriental's educational expertise [13][14]. Group 4: Market Potential and Challenges - The silver economy in China is projected to reach a scale of over 9 trillion yuan by 2025, indicating significant market potential for New Oriental's new initiatives [14]. - Challenges include maintaining consistent service quality across different locations and adapting course content to regional cultural differences [16]. - Effective human resource management and training for staff capable of delivering senior education are critical for balancing scale and quality [16].

Core Viewpoint - New Oriental is shifting its growth focus towards the silver economy by launching the "Beijing New Oriental Retirement Club," which offers free online courses and low-cost offline classes to attract older adults [3][13]. Group 1: Club Launch and Offerings - The "Beijing New Oriental Retirement Club" is recruiting members without any fees, providing free online courses and offline experience classes priced at 19.9 yuan [3][13]. - The club has quickly gained popularity, with multiple member groups of 500 filling up, indicating strong interest from families wanting to enroll their parents [4][15]. - The club plans to offer long-term offline courses divided into two semesters, each lasting three months and including 12 courses, with tuition fees exceeding 1,000 yuan [4][5]. Group 2: Market Context and Financial Performance - New Oriental's revenue and profit growth have significantly slowed, marking the end of its explosive growth phase, as indicated by its Q1 2026 financial report showing a net revenue of $1.522 billion, a 6.1% year-on-year increase [8][19]. - The company is facing challenges in maintaining growth, with a projected annual revenue growth of only 5%-10% for the 2026 fiscal year, down from previous higher growth rates [19][20]. - The silver economy is projected to reach a scale of over 9 trillion yuan by 2025, representing 6% of GDP, and is expected to grow at a compound annual growth rate of 15.7% until 2035 [7][18]. Group 3: Strategic Adjustments and Challenges - New Oriental is transitioning from a single focus on cultural tourism to a multi-faceted approach that includes education and wellness for the elderly, reflecting a strategic shift in response to market demands [7][18]. - The company faces challenges in ensuring consistent service quality across its expanding network of clubs, necessitating standardized processes and tailored content to meet regional cultural differences [20]. - Human resource management is critical, particularly in recruiting and training qualified personnel for elderly education, which requires a balance between scale and quality [20].

Core Viewpoint - The restaurant industry is leading the consumption recovery, highlighting the contradiction of "difficulty in hiring for companies and employment challenges for graduates," which stems from a structural disconnect between the service industry's scale, standardization, digital upgrades, and traditional talent cultivation models [1] Group 1: Industry Challenges - The service industry's rapid growth contrasts with the slow supply of skilled talent, making it crucial to address this issue for high-quality development in the sector [1] - The core of service consumption is experience, which directly depends on the skills and quality of the workforce, necessitating a shift towards high-quality, specialized, and innovative talent in the restaurant industry [1] Group 2: Educational Initiatives - To tackle structural challenges in talent supply, deepening industry-education integration and establishing a collaborative ecosystem between schools and enterprises is essential [2] - China Oriental Education's New Oriental Culinary Education has launched the "Industry-Education Integration Community" and the "Thousand Enterprises, Ten Thousand Positions Talent Program," aiming to systematically cultivate high-quality skilled talent aligned with industry needs [2] Group 3: Talent Development Model - New Oriental Culinary Education has developed a "Three-Dimensional Quality Model" focused on high career starting points, high retention rates, and high promotion potential to ensure quality employment [4] - This model addresses the talent supply-side shortcomings by collaborating with leading industry companies to integrate job skills and standards into the educational process, significantly reducing the adaptation period for graduates [6] Group 4: Economic Impact - The "Thousand Enterprises, Ten Thousand Positions" initiative is expected to create thousands of quality job opportunities annually, providing valuable "talent certainty" amid economic and employment uncertainties [8] - This approach reflects a shift in China's vocational education from mere expansion to a focus on quality and ecosystem building, leveraging 38 years of experience in vocational education [8]

Group 1 - The core viewpoint of the articles highlights the emergence of a "retirement club" by New Oriental in Beijing, targeting the 50 to 75 age group, which reflects the growing cultural and social needs of the elderly population, indicating a shift in the silver economy from basic material security to higher-level "social value realization" and "lifelong learning growth" [1] - The trend of companies exploring services for the elderly, such as cultural tourism and health care, demonstrates a significant social change where a new generation of active seniors seeks not just basic care but also social participation, interest learning, and peer interaction for self-improvement and spiritual fulfillment [1] - This transition in the silver economy demands new market supply requirements, where successful services must provide deep engagement, social connections, and identity recognition, challenging service providers to truly understand the elderly and innovate in course design, activity guidance, and intergenerational interaction [1] Group 2 - The exploration by institutions like New Oriental injects new perspectives and vitality into the silver economy, revealing that this vast "blue ocean" is not just about ensuring a comfortable old age but also about empowering seniors to "create new value in their later years" and enrich their life experiences [2] - As more social forces respond innovatively to these deeper needs, a learning-oriented and social-friendly ecosystem for the elderly can be constructed, accelerating the transition of the "positive aging view" from an ideal to a tangible social reality, representing both a significant market opportunity and a measure of social progress [2]

Core Viewpoint - New Oriental needs time to establish a viable business model for its cultural tourism segment [4] Group 1: Business Development - New Oriental has launched the "Beijing New Oriental Retirement Club" aimed at individuals aged 50-75, offering local activities and health classes [2][3] - The retirement club is associated with New Oriental's cultural tourism business and is founded by the company's founder, Yu Minhong [3] - The club's membership has rapidly grown to nearly 500 members, indicating strong interest in its offerings [3] Group 2: Financial Performance - In the first fiscal quarter of 2025, New Oriental's cultural tourism revenue was approximately $9 million [4] - The company has seen continuous revenue growth in its cultural tourism segment over the past three years [4] - Despite growth, the CEO indicated that the company still requires time to develop a sustainable business model for this segment, with revenue growth expected to slow in fiscal year 2026 [4] Group 3: Target Demographics - New Oriental is exploring more services targeted at the elderly, including the establishment of an elderly university in Nanjing in 2024 and a "silver-haired study abroad" program [4] - The company has signed contracts for ten wellness bases in Sanya, focusing on providing services rather than infrastructure [4]

每经编辑｜陈柯名 近日，名为"北京新东方退休俱乐部"的账号，在各社交平台发布招募内容，称邀请北京50岁-75岁退休的叔叔阿姨们加入。 在招募贴中，介绍到退休俱乐部开设北京本地活动、兴趣课程等内容，全程由80、90后年轻人做活动玩伴，每月组织2次小聚会、免费3门兴趣课。在账号 主页课程介绍中，目前显示线上课0元领取，线下课体验价格19.9元，包括自媒体、手工、烘焙、舞蹈、八段锦、品茶、钓鱼、书法等课程，部分课程有 100元-500元不等的材料费。 据智通财经，"北京新东方退休俱乐部"工作人员表示，校方正在选定场地，线下兴趣课堂计划在东城、西城、朝阳、海淀设立"根据地"，线下聚会活动在 各大城区均有，下周将发布具体的课堂和活动日历。 该俱乐部的开办是新东方探索银发经济的重要落子。事实上，自2023年进军文旅领域以来，新东方已先后试点中老年文旅路线、布局海南、云南等20余个 康养基地，并于2024年成立南京新东方老年大学，形成"文旅+教育+康养"的多维布局。 从过往发展来看，新东方中老年文旅并未形成较大规模，有关中老年人业务的盈利情况也未在财报中被单独披露。该公司2025财年第四季度财报提到，新 东方文旅业务收入同 ...

"北京新东方退休俱乐部"在社交媒体开设账号。网络截图 据了解，新东方近年来进军"银发经济"动作频繁。2024年，南京新东方学校创办了"南京新东方老年大学"，开设 外语、旅游文化、艺术三大学院；2026年初，俞敏洪探访了位于海南的新东方文旅康养旅居社区。 "在俞老师开办的北京新东方退休俱乐部的一天是啥样？早晨练一套八段锦舒展筋骨调和气息，下午拿起手机上一 节摄影课，晚上跟着老师学一支漂亮的舞蹈……在这里，学习交友旅行一次性全满足。"近日，"北京新东方退休 俱乐部"在多个社交平台开通账号，并发布招募内容。相关视频、笔记自1月20日起更新。 账号首页介绍，"北京新东方退休俱乐部"专为50-75岁北京叔叔阿姨打造，含本地活动、健康养生、兴趣课堂等业 务。北京新东方退休俱乐部工作人员介绍，目前开设手机摄影、八段锦、舞蹈形体课程，包含线上和线下课程形 式，其他课程在筹备中。正在选定校区位置，计划线下兴趣课堂设在东城、西城、海淀、朝阳等。预计下周发布 课堂和活动日历。 ...

"北京新东方退休俱乐部"在社交媒体开设账号。网络截图 据了解，新东方近年来进军"银发经济"动作频繁。2024年，南京新东方学校创办了"南京新东方老年大学"，开设 外语、旅游文化、艺术三大学院；2026年初，俞敏洪探访了位于海南的新东方文旅康养旅居社区。 新京报讯（记者徐彦琳）"在俞老师开办的北京新东方退休俱乐部的一天是啥样？早晨练一套八段锦舒展筋骨调和 气息，下午拿起手机上一节摄影课，晚上跟着老师学一支漂亮的舞蹈……在这里，学习交友旅行一次性全满 足。"近日，"北京新东方退休俱乐部"在多个社交平台开通账号，并发布招募内容。相关视频、笔记自1月20日起 更新。 账号首页介绍，"北京新东方退休俱乐部"专为50-75岁北京叔叔阿姨打造，含本地活动、健康养生、兴趣课堂等业 务。北京新东方退休俱乐部工作人员介绍，目前开设手机摄影、八段锦、舞蹈形体课程，包含线上和线下课程形 式，其他课程在筹备中。正在选定校区位置，计划线下兴趣课堂设在东城、西城、海淀、朝阳等。预计下周发布 课堂和活动日历。 编辑 缪晨霞 校对 陈荻雁 ...

(本文来自第一财经) 1月21日，第一财经发现，多个网络社交平台出现"北京新东方退休俱乐部"账号，宣称由"俞老师"创 办，专门为50-75岁北京叔叔阿姨打造，提供本地活动、健康养生、兴趣课堂。线上课0元领取，线下课 体验价格19.9元。但需注意的是，这些新账号均未带有新东方集团官方认证标识或企业蓝V认证标识。 截至发稿，新东方集团方面暂未具体回应。（第一财经记者 吕倩） ...

责任编辑：王翔 近日，名为"北京新东方退休俱乐部"账号在抖音上线，称专为50-75岁北京叔叔阿姨打造。 该账号发布的招募贴中写道，俱乐部设有本地活动、兴趣活动、健康养生等内容。其中本地活动全程由 80、90后年轻人带领成员游公园、登山、逛庙会等；兴趣课堂可学习摄影、舞蹈、绘画等技能；养生课 堂则会邀请健康专家守护身心健康。 该账号发布的内容均有"新东方文旅"相关标识。公开信息显示，北京新东方文旅有限公司成立于2023 年。天眼查信息显示，该公司注册资本为10亿元，系新东方教育科技集团有限公司全资子公司，俞敏洪 亲自出任法定代表人兼董事长，经营范围涵盖旅游业务、文化艺术交流、互联网销售等多个领域。 11月20日，俞敏洪宣布聘请深圳市恒晖公益基金会创始人陈行甲为新东方教育、东方甄选、新东方文旅 总顾问，年薪150万人民币。 近日，名为"北京新东方退休俱乐部"账号在抖音上线，称专为50-75岁北京叔叔阿姨打造。 | 退休在家,是不是总感觉少点什么? | | | --- | --- | | 7 想出门走走,找不到伴? | | | 7 想培养兴趣,怕学不会? | | | 1 相调理自休 沿人来带? | | | 0 0 ...