证券代码：600661 证券简称：昂立教育 公告编号：2026-006 上海新南洋昂立教育科技股份有限公司 关于股东减持股份计划的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 股东名称 | 上海长甲投资有限公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | √是 | □否 | | | 董事、监事和高级管理人员 | □是 | √否 | | | 其他： | | | | 持股数量 | 20,153,815股 | | | | 持股比例 | 7.03% | | | | 当前持股股份来源 | 其他方式取得：20,153,815股 | | | 一、减持主体的基本情况 上述减持主体存在一致行动人： | | | 1 上海新南洋昂立教育科技股份有限公司（以下简称"公司"）股东上海 长甲投资有限公司（以下简称"长甲投资"）计划在本公告披露之日起 15 个交易日后的 3 个月内合计减持不超 ...

Investment Rating - The report maintains a "Recommend" rating for the education industry [1]. Core Insights - The education sector is expected to experience a "three-dimensional resonance" with policy improvements, supply clearing, and demand release, shifting the investment logic from policy-driven to performance-driven. The industry is anticipated to benefit from a "Davis Double Play" in terms of performance and valuation under policy support. Additionally, the integration of AI in education is highlighted as a key investment theme, with leading education companies likely to benefit from this trend [7][25]. Summary by Sections 1. Education Industry Policy Dynamics - On March 7, the Minister of Education, Huai Jinpeng, discussed the achievements of the education sector and outlined three key focus areas for the "14th Five-Year Plan" period, emphasizing the importance of education for youth development and talent cultivation. Key statistics include 440,000 schools, 280 million students, and 18.7 million teachers. The gross enrollment rate for preschool education is 92.9%, and all counties have achieved basic balance in compulsory education [10][11]. 2. Education Stock Dynamics - The report details a significant stock transfer involving Kede Education, where the controlling shareholder transferred 23.57% of shares to two entities, potentially changing the company's control [13]. 3. Education Index and Stock Performance - The education sector underperformed compared to the CSI 300 index, with the CITIC Education Index declining by 0.6929% during the week of March 9-13, 2026, while the CSI 300 rose by 0.1867%. The K12 training index was the best-performing sub-sector, increasing by 2.51% [14][16]. 4. Investment Recommendations - The report suggests focusing on three main investment lines: (1) "AI + Education," with Kevin Education and Kede Education positioned as potential leaders; (2) performance and valuation resonance, highlighting Action Education and Xueda Education; (3) the search for a second growth curve, with Botong Co. actively seeking new growth opportunities [25].

Investment Rating - The report maintains a "Recommend" rating for the education industry [1] Core Insights - The education sector is expected to experience a "three-dimensional resonance" with policy improvements, supply clearing, and demand release, shifting the investment logic from policy-driven to performance-driven. The industry is anticipated to benefit from a "Davis Double Play" in terms of performance and valuation under policy support. Additionally, the integration of AI in education is highlighted as a key investment theme, with leading education companies likely to benefit from this trend [7][25] Summary by Sections 1. Education Industry Policy Dynamics - On March 7, the Minister of Education, Huai Jinpeng, discussed the achievements of the education sector and the deployment for the "14th Five-Year Plan" during a press conference. He emphasized the importance of education for youth development and talent cultivation for modernization. Key statistics include 440,000 schools, 280 million students, and 18.7 million teachers in China. The gross enrollment rate for preschool education is 92.9%, and all counties have achieved basic balance in compulsory education [10][11] 2. Education Stock Dynamics - The report details a significant stock transfer involving Kede Education, where the controlling shareholder is changing hands. The transfer involves 77.58 million shares, representing 23.57% of the total shares, with the new controlling shareholder being Huaxin Future [13] 3. Education Index and Stock Performance - The education sector underperformed compared to the CSI 300 index, with the CITIC Education Index declining by 0.6929% from March 9 to March 13, while the CSI 300 rose by 0.1867%. The education sector lagged behind by 0.8796 percentage points [14][18] - The top-performing stocks in the education sector for the week were Qinxin Co. (+14.53%), Action Education (+8.22%), and Zhonggong Education (+1.74%). Conversely, the worst performers were Doushen Education (-4.55%), Huatu Shanding (-5.33%), and China Gaoke (-6.38%) [18][19] 4. Investment Recommendations - The report suggests focusing on three main investment lines: (1) "AI + Education," with Kevin Education and Kede Education positioned as potential leaders; (2) performance and valuation resonance, highlighting Action Education, Xueda Education, and Angli Education for their significant valuation advantages; (3) the search for a second growth curve, with Botong Co. actively seeking new growth opportunities [25][26]

Group 1 - Jin Modern focuses on digitalization and low-code development, providing information solutions in power and chemical industries, leveraging AI to enhance project delivery and reduce costs, benefiting from the widespread adoption of AI applications [1][34] - Saiyi Information is a leading digital service provider in China, specializing in smart manufacturing and ERP implementation, utilizing AI to enhance production efficiency and quality in the electronics and photovoltaic sectors [2][35] - Zhongke Chuangda is a global leader in smart operating systems, providing solutions for smart cars and AIoT, benefiting from partnerships with major tech companies to enhance AI capabilities [3][36] Group 2 - Giant Network is a well-known game developer, integrating AI technology into the entire game lifecycle to improve content generation and player experience, positioning itself advantageously in the gaming and metaverse sectors [4][37] - Zhonggong Education is a leading provider of employment and vocational education services, actively integrating AI into its training programs to enhance learning efficiency and student experience [5][38] - Zhejiang University NetNew focuses on digital transformation for government and infrastructure, leveraging AI and big data to enhance service delivery and operational efficiency [6][39] Group 3 - Dou Shen Education specializes in K12 and quality education, utilizing AI to develop intelligent teaching assistants and personalized learning content, aiming to enhance educational outcomes [7][40] - Jingye Da is a core supplier in smart education and rail transit, developing AI-driven educational tools and enhancing its smart rail business through AI applications [8][41] - Angli Education is a prominent education training institution, exploring AI applications to improve teaching efficiency and adapt to changing educational evaluation systems [9][42] Group 4 - Jiafa Education is a pioneer in educational information technology, integrating AI into exam management and teaching evaluation to enhance educational quality [10][43] - Zhengyuan Wisdom provides solutions for smart campuses and enterprises, leveraging AI to optimize service delivery and operational costs [11][44] - Xinkai Pu is a leader in campus card systems and smart enterprise solutions, collaborating with major tech firms to enhance AI applications in educational and governmental contexts [12][45] Group 5 - Shengtong Co. focuses on technology education, developing AI-driven educational systems to enhance teaching effectiveness and meet growing demand in youth education [13][46] - Shiji Tianhong is a K12 education content provider, leveraging AI to improve educational products and services, aiming for a competitive edge in the market [14][47] - Ouma Software specializes in exam information technology, applying AI to optimize evaluation processes and enhance data analysis capabilities [15][48] Group 6 - iFLYTEK is a leading player in intelligent voice and AI, leveraging its advanced models to penetrate various sectors including education, justice, and healthcare [16][49] - Huina Technology focuses on digital solutions for commercial real estate and retail, utilizing AI for customer behavior analysis and operational decision-making [17][50] - Jiuqi Software specializes in digitalization for government and enterprise sectors, integrating AI into various applications to enhance operational efficiency [18][51]

Group 1 - The A-share education sector experienced a significant rise in the afternoon trading session, with market sentiment and capital attention increasing simultaneously [1] - Key stocks such as Zhonggong Education, Kede Education, Angli Education, Doushen Education, Huatu Shanding, and Quantu Education saw collective upward movement, indicating enhanced capital allocation willingness towards the education service sector [1] Group 2 - The vocational education sector is undergoing deep reforms, with new programs being added to meet the demands of emerging industries like low-altitude economy and artificial intelligence, promoting integration of industry and education [2] - The construction of an education powerhouse is being continuously advanced, with a clear long-term development framework established through the "Education Powerhouse Construction Plan Outline (2024-2035)" [2] - The acceleration of digitalization in education is being promoted, with initiatives to integrate AI into teaching scenarios and expand access to quality resources [2] Group 3 - The vocational skills training industry is benefiting from increased employment demand and policy support, leading to high demand for public examinations and vocational skills training [3] - The education digitalization sector is seeing growth opportunities as AI and virtual simulation technologies empower teaching scenarios, benefiting smart education hardware and platform service providers [3] - The demand for higher education and enrollment services remains resilient, with improvements in educational quality and standardized development favoring quality institutions [3]

其表示，人口结构的剧烈变动，为银发经济创造了前所未有的需求基数。预计到2035年，银发经济规模 有望达到30万亿。 据央视新闻报道，2月24日，国务院总理李强主持召开国务院常务会议，研究推进银发经济和养老服务 发展有关工作。 国信证券指出，2025年我国60岁及以上人口已达3.2亿，占总人口比重上升至23%，较2024年上升了1个 百分点，标志着我国已正式迈入中度老龄化社会。中国老龄化科学研究中心预计2035年前后，我国银发 族人口数量将突破4亿，到2050年左右突破5亿。 康尼机电：公司目前智能轮椅、老年代步车等产品已实现批量销售。 昂立教育：公司旗下快乐公社就是专注银发经济的品牌，面向40岁以上人群提供兴趣课程与文旅服务， 定位为"教育+陪伴"的模式。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 湘财证券则认为，养老服务政策的核心在于通过市场化、科技化手段提升供给质量与效率，催生结构明 确的投资机遇。医疗中以下两大方向将直接受益：一是养老服务运营商：品牌化、连锁化扶持及稳定运 营支持，利好已形成规模的头部养老机构，市场份额有望提升。二是康复器械与智能养老：策强力支持 ...

● 经公司第十一届董事会第十八次会议审议通过，公司计划自2025年8月6日至2026年2月5日通过集中竞 价交易方式减持不超过5,730,976股回购股份（占公司总股本的2%），具体内容详见公司于2025年7月16 日披露的《关于集中竞价减持回购股份计划的公告》（公告编号：2025-024）。 ● 截至目前，公司未减持回购股份，回购专用账户持有回购股份8,866,330股，占公司总股本的3.09%， 本次减持计划时间已届满。 一、减持主体减持前基本情况 ■ 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 为维护上海新南洋昂立教育科技股份有限公司（以下简称"公司"）和股东利益，落实"提质增效重回 报"行动方案，有效传递公司价值，公司于2024年2月至5月期间，通过集中竞价交易方式回购公司股份 8,866,330股，占公司总股本的3.09%。 ● 公司第十一届董事会第十八次会议审议通过《关于集中竞价减持回购股份的议案》，并授权公司经营 层具体负责操作减持相关事宜。基于对公司价值的合理判断，结合当前证券 ...

Group 1 - The company, Angli Education, announced on February 5 that it has not reduced its repurchased shares, holding approximately 8.87 million shares in the repurchase account, which accounts for 3.09% of the total share capital [1] - The current share repurchase plan has reached its expiration date [1] Group 2 - There are tens of millions of elderly individuals living alone in the country, highlighting a significant demographic issue [1] - The concept of intended guardianship has been present in the country for 14 years, but it still faces challenges in achieving full implementation [1]

证券代码：600661 证券简称：昂立教育 公告编号：2026-005 上海新南洋昂立教育科技股份有限公司 关于集中竞价减持回购股份结果的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 1 为维护上海新南洋昂立教育科技股份有限公司（以下简称"公司"）和 股东利益，落实"提质增效重回报"行动方案，有效传递公司价值， 公司于 2024 年 2 月至 5 月期间，通过集中竞价交易方式回购公司股份 8,866,330 股，占公司总股本的 3.09%。 经公司第十一届董事会第十八次会议审议通过，公司计划自 2025 年 8 月6日至2026年2月5日通过集中竞价交易方式减持不超过5,730,976 股回购股份（占公司总股本的 2%），具体内容详见公司于 2025 年 7 月 16 日披露的《关于集中竞价减持回购股份计划的公告》（公告编号： 2025-024）。 截至目前，公司未减持回购股份，回购专用账户持有回购股份 8,866,330 股，占公司总股本的 3.09%，本次减持计划时间已届满。 上述减持主体 ...

Investment Rating - The report upgrades the investment rating to "Recommended" for the company [2]. Core Views - The company, a leading education training provider in Shanghai, has shown significant performance recovery, with a projected revenue of 1.38 billion yuan for 2025, representing a year-on-year growth of 12.23%. The net profit attributable to shareholders is expected to be approximately 80 million yuan, marking a turnaround from losses [1][8]. - The company is actively expanding into the silver economy, with plans to acquire Shanghai Leyou, which focuses on high-end leisure tourism and services for individuals aged 40 and above. This strategic move aims to enhance the company's growth trajectory by integrating educational and tourism services [8]. Financial Forecasts - Revenue projections for 2025, 2026, and 2027 are 1.38 billion yuan, 1.70 billion yuan, and 2.00 billion yuan, respectively, with growth rates of 12.2%, 23.0%, and 18.0% [2][9]. - The net profit attributable to shareholders is forecasted to be 80 million yuan in 2025, 99 million yuan in 2026, and 122 million yuan in 2027, with corresponding growth rates of 265.5%, 23.5%, and 22.5% [2][9]. - Earnings per share (EPS) are expected to be 0.28 yuan in 2025, 0.35 yuan in 2026, and 0.42 yuan in 2027, with price-to-earnings (PE) ratios of 38, 31, and 25, respectively [2][9]. Business Strategy - The company is enhancing its competitive edge by improving product quality, teaching standards, and operational management, while also focusing on technology integration and talent development [8]. - The acquisition of Shanghai Leyou is part of the company's strategy to tap into the growing silver economy, with the "Happy Community" brand aimed at providing educational and companionship services to older adults [8].