天眼查商业履历信息显示，上海新南洋昂立教育科技股份有限公司，成立于1983年，位于上海市，是一 家以从事科技推广和应用服务业为主的企业。企业注册资本28654.883万人民币，实缴资本4416.3259万 人民币。公司法定代表人为周传有。 通过天眼查大数据分析，上海新南洋昂立教育科技股份有限公司共对外投资了27家企业，参与招投标项 目2次，知识产权方面有商标信息5条，此外企业还拥有行政许可6个。 来源：金融界 金融界消息 截至2025年8月8日收盘，昂立教育（600661）报收于11.39元，下跌1.89%，换手率6.31%， 成交量18.09万手，成交金额2.06亿元。 资金流向方面，今日主力资金净流出1599.80万元，占比成交额7.78%。其中，超大单净流出565.76万 元、占成交额2.75%，大单净流出1034.04万元、占成交额5.03%，中单净流出流入424.40万元、占成交 额2.06%，小单净流入1175.40万元、占成交额5.72%。 昂立教育最新一期业绩显示，截至2025一季报，公司营业总收入3.09亿元、同比增长10.78%，归属净利 润1332.08万元，同比增长22.93%，扣非净 ...

Core Viewpoint - The newly released policy on reducing preschool education costs has positively impacted the A-share market, particularly benefiting stocks related to childcare and early education, leading to a broad market rally in these sectors [1][3]. Group 1: Policy Impact - The central government's issuance of the "Opinions on Gradually Promoting Free Preschool Education" complements the previously announced "Implementation Plan for Childcare Subsidies," creating a policy synergy [3]. - The market reaction indicates a short-term emotional boost driven by the policy, with expectations for a positive long-term impact on the infant and child industry chain as the policies are implemented [3]. Group 2: Industry Outlook - The new policy may lead to a differentiation within the A-share education sector, where leading companies with brand advantages and course development capabilities are expected to enhance service quality and expand family childcare guidance services, potentially increasing customer spending and offering valuation recovery opportunities [5]. - The gradual implementation of free preschool education is anticipated to accelerate the release of real demand for educational resources, benefiting niche sectors such as childcare themes, educational informatization, and teacher training [5]. - Future demand is expected to increase around courses, content, services, and facilities, which may become the next investment theme in the industry [7].

Core Viewpoint - The A-share market for baby and child-related stocks experienced a significant increase, driven by recent government policies aimed at promoting early childhood education and providing financial support for families with young children [1][2]. Group 1: Stock Performance - Qide New Materials (300995) saw an increase of 8.47%, with a total market value of 3.956 billion and a year-to-date increase of 198.59% [2]. - Chenxin Pharmaceutical (603367) rose by 7.29%, with a market capitalization of 14.6 billion and a year-to-date increase of 138.23% [2]. - Helen Piano (300329) increased by 5.64%, with a market value of 3.219 billion and a year-to-date increase of 149.00% [2]. - Hejing Technology (300279) grew by 4.95%, with a market capitalization of 3.942 billion and a year-to-date increase of 33.00% [2]. - Chuangyuan Co. (300703) rose by 4.36%, with a market value of 4.365 billion and a year-to-date increase of 71.09% [2]. - Beingmate (002570) increased by 4.24%, with a market capitalization of 7.971 billion and a year-to-date increase of 75.30% [2]. - Angli Education (600661) saw a rise of 3.95%, with a market value of 3.393 billion and a year-to-date increase of 1.02% [2]. Group 2: Government Policies - The State Council issued an opinion on August 5 to gradually implement free preschool education, starting from the fall semester of 2025, which will waive the care and education fees for children in public kindergartens [2]. - A new implementation plan for a childcare subsidy system was released on July 28, which will provide cash subsidies to families with children under three years old, starting from January 1, 2025. The current basic standard for the subsidy is 3,600 yuan per child per year [2].

2024年1月-9月，昂立教育实现营业收入9.65亿元，同比增长35.33%；归属净利润1904.95万元，同比增 长122.05%。 来源：金融界 资料显示，上海新南洋昂立教育科技股份有限公司位于上海市淮海西路55号申通信息广场11C，公司主 要从事教育培训业务，包括K12学科教育、K12素质教育、职业教育、国际与基础教育等领域。公司致 力于为3-18岁学生提供全科教育和素质教育，同时在职业教育领域，公司业务涵盖高等职业院校、职业 技能培训、日语教育和高端管理继续教育培训，以及国际教育园区托管运营和举办国际教育、基础教育 项目等。 截至9月30日，昂立教育股东户数1.96万，人均流通股1.46万股。 8月6日，昂立教育盘中10.01%涨停，截至09:30，报12.53元/股，成交9451.21万元，换手率2.71%，总市 值35.9亿元。 ...

Core Viewpoint - The company is responding to regulatory inquiries regarding the acquisition of a 20% stake in Yulun Education, clarifying ownership issues and transaction valuation, while ensuring that the acquisition meets legal and financial standards [1][2][3]. Group 1: Ownership and Legal Matters - The 20% stake in Yulun Education is held by the deceased individual Chen Li, and the company plans to sign a share transfer agreement with his legal heirs [1][2]. - The heirs have agreed to transfer the shares at an agreed price, although they have not yet reached a consensus on the distribution of the transfer payment [2]. - The company asserts that the acquisition of the 20% stake meets the clarity of ownership requirements and is free from any legal encumbrances [2][3]. Group 2: Transaction Valuation - The company previously acquired a 51% stake in Yulun Education in 2019 and plans to acquire an additional 20% stake for 13.36 million yuan, which is based on a formula linked to the company's performance [3][5]. - The valuation of Yulun Education was assessed at 199 million yuan, with the final acquisition price agreed upon at 170 million yuan, reflecting a reasonable assessment of the company's performance [5][6]. - The company indicates that the operational performance of Yulun Education has generally aligned with management expectations, and there are no indications of harm to the interests of the listed company or minority shareholders [5][6]. Group 3: Management and Operational Stability - Following Chen Li's passing, the core management team has taken over the operational responsibilities of Yulun Education, ensuring a smooth transition [6][9]. - The organizational structure has been strengthened with the appointment of new directors and a focus on developing a capable management team, which has mitigated any potential negative impacts from the leadership change [9][11]. - The company confirms that the main business operations of Yulun Education remain stable, and the acquisition of the 20% stake is a contractual obligation under the previous agreement [11].

上海新南洋昂立教育科技股份有限公司 证券代码：600661 证券简称：昂立教育 编号：临 2025-025 关于对上海证券交易所监管工作函回复的公告 本公司董事会及全体董事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个别及连带责任。 2025 年 7 月 18 日，上海新南洋昂立教育科技股份有限公司（以下简称"公司"） 收到上海证券交易所下发的《关于上海新南洋昂立教育科技股份有限公司股权收购方 案变更事项的监管工作函》【上证公函（2025）第 1079 号】，公司就工作函所提出的 问题进行了认真核查，现回复如下： 1、关于标的资产权属情况。本次拟收购股权由自然人陈笠持有，鉴于陈笠已去 世，其持有的育伦教育 20%将依法发生法定继承，公司拟与陈笠全体第一顺位继承人 签订《股权转让协议》。公司董事会审议上述议案时，董事张晓波基于上述继承人未 办理继承权公证或法院确权手续投出弃权票。请公司补充说明本次拟收购育伦教育 20%股权是否满足权属清晰条件，是否获取必要的权属证明文件。 答：上海市张江公证处通过数据库查询、电话核实、线下调查等方式对陈笠全体 第一顺位继承人 ...

证券之星消息，8月5日教育板块较上一交易日上涨0.24%，昂立教育领涨。当日上证指数报收于3617.6， 上涨0.96%。深证成指报收于11106.96，上涨0.59%。教育板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600661 | 昂立教育 | 11.39 | 1.88% | 9.50万 | | 1.08亿 | | 600636 | *ST国化 | 8.42 | 1.20% | 2.61万 | 2195.88万 | | | 000526 | 学大教育 | 55.53 | 1.11% | 2.59万 | | 1.43亿 | | 002607 | 中公教育 | 2.97 | 0.68% | 108.95万 | | 3.23亿 | | 002093 | 国脉科技 | 12.32 | 0.65% | 23.00万 | | 2.82亿 | | 300688 | 创业等司 | 35.14 | 0.60% | 8.74万 | | 3.07亿 | | 002659 ...

Group 1 - The stock price of Angli Education closed at 11.27 yuan on July 29, 2025, down 1.05% from the previous trading day [1] - The stock opened at 11.68 yuan, reached a high of 11.83 yuan, and a low of 11.11 yuan, with an intraday volatility of 6.32% [1] - The trading volume was 124,300 shares, with a total transaction value of 141 million yuan [1] Group 2 - Angli Education operates in the education industry, focusing on K12 education and vocational training, with its registered location in Shanghai [1] - The company's business scope includes various segments such as childcare services [1] - On the morning of July 29, Angli Education experienced a rapid decline, with a drop of over 2% within the first five minutes before 9:35 AM, and a net outflow of 3.03 million yuan in main funds for the day [1]

Core Insights - The number of candidates for the postgraduate entrance examination in China has been increasing over the past few years, leading to a rise in the demand for training services [1][11] - However, in recent years, the enthusiasm for the examination has declined, resulting in a decrease in training demand and a shrinking market for training institutions [1][11] - The market size of the postgraduate training industry in China is projected to reach 13.85 billion yuan in 2024, reflecting a year-on-year decline of 11.1% [1][11] Industry Overview - The postgraduate training industry provides systematic and professional guidance for candidates preparing for the national postgraduate entrance examination, aiming to enhance knowledge, exam skills, and preparation efficiency [3] - The training covers various stages, including foundational review, skill enhancement, methodology, targeted practice, and final exam preparation [3] Market Dynamics - The per capita disposable income of Chinese residents has been steadily increasing, which supports higher spending on education, including postgraduate training [5] - The number of candidates for the postgraduate examination is expected to drop to 3.88 million in 2025, a decrease of 500,000 from the previous year, indicating a significant market shift [9] Competitive Landscape - The postgraduate training market in China is highly competitive, with over a hundred participants, including major players like New Oriental, Gaotu, and Zhonggong Education [13][14] - Large educational institutions dominate the mainstream market due to their teaching resources and course development capabilities, while smaller regional institutions and online platforms target niche markets with flexible strategies [13] Industry Trends - There is a growing demand for diversified and personalized training services, moving beyond traditional subjects to include emerging fields like data science and artificial intelligence [18] - The integration of technology, such as artificial intelligence and big data, is expected to enhance the training experience by providing personalized learning paths and improving preparation efficiency [19] Regulatory Environment - The industry faces challenges such as false advertising and unqualified institutions, prompting the need for regulatory measures to ensure fair practices and protect candidates' interests [20]

Group 1 - The Ministry of Education has issued a notice to ensure the safety of primary and secondary school students during the summer vacation of 2025, emphasizing the need for local authorities to implement targeted measures and clarify responsibilities [1] - Beijing's market regulatory authority has exposed five typical cases of illegal advertising in the education training sector, aiming to regulate the advertising market and remind consumers to discern compliance [2] - The Hangzhou Ecological Environment Bureau has responded to reports of multiple elementary school students experiencing nosebleeds, stating that monitoring has not revealed any excessive emissions from nearby enterprises [3] Group 2 - Guomai Technology announced that shareholder Lin Huirong has lifted the pledge on 13 million shares, representing 4.72% of his holdings and 1.29% of the company's total shares [4] - Anlong Education has approved a change in the acquisition plan for a minority stake in Shanghai Yulun Education Technology Development Co., Ltd., agreeing to purchase 20% of the equity for 13.36 million yuan [5] - New Oriental International Education has officially opened its Mong Kok campus in Hong Kong, aiming to provide comprehensive educational services for new families and local students [6]