2025年12月15日 2025年12月15日 标的指数成份股涨幅 TOP20 标普中国 A 股红利机会指数(CSPSADRP) | 序号 | 代码 | 简称 | 車日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 002478.SZ | 常宝股份 | 10.04 | 64.21 | 2.89 | | 2 | 605090.SH | 九丰能源 | 9.99 | 38.54 | 3.33 | | 3 | 603408.SH | 建霖家居 | 9.98 | 22.34 | 3.75 | | 4 | 002533.SZ | 金杯电工 | 4.34 | 32.69 | 2.03 | | 5 | 002032.SZ | 苏泊尔 | 3.22 | -4.37 | 5.95 | | 6 | 300628.SZ | 亿联网络 | 3.19 | -2.06 | 5.15 | | 7 | 002532.SZ | 天山铝业 | 2.88 | 79.46 | 3.00 | | 8 | 000 ...

证券之星消息，12月8日教育板块较上一交易日上涨0.69%，科德教育领涨。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300192 | 科德教育 | 20.80 | 4.21% | 26.67万 | | 5.49亿 | | 002093 | 国脉科技 | 13.59 | 3.74% | 201.87万 | | 27.85亿 | | 000526 | 学大教育 | 37.55 | 2.34% | 2.77万 | | 1.03亿 | | 600661 | 昂立教育 | 10.77 | 1.89% | ﻛ 6.26万 | 6722.14万 | | | 605098 | 行动教育 | 41.36 | 1.47% | 1.22万 | 5019.54万 | | | 300010 | 豆神教育 | 6.52 | 1.40% | 42.84万 | | 2.81亿 | ...

Core Insights - The report emphasizes a strategic shift towards large financial and consumer sectors, indicating a rebound opportunity following a period of panic due to tariff impacts [2] - The report highlights a positive performance in the A-share market, with the Shanghai Composite Index rising over 10% to above 3800 points since the mid-year strategy was introduced [2] Overall Assessment - The report suggests a cautious approach, recommending investors to wait for opportunities to buy on dips. It notes that liquidity-driven adjustments have stabilized, with certain asset classes like TMT and precious metals leading the rebound [3][7] - The report anticipates that the upcoming Federal Reserve interest rate cuts will further bolster market confidence, despite short-term investor caution in domestic sectors like lithium batteries and storage [3][7] Configuration Direction - The report advises a gradual investment strategy based on economic expectations and valuation attractiveness, focusing on quality dividends and cyclical opportunities in sectors such as real estate, resource commodities, and consumer sentiment [4][9] - It identifies four key areas for medium-term investment: technology (AI trends), high-end manufacturing (global investment cycle), consumer (high-quality overseas profits), and resource commodities (supply-side dynamics) [4][9] Top Stock Picks - The report lists ten recommended stocks across various sectors, including TCL Electronics, Action Education, Anjuke Food, Petty Co., Chengda Pharmaceutical, Haiguang Information, Lixing Co., Jitu Express, Beibu Gulf Port, and China Resources Mixc Living [4][5]

Core Insights - The education sector experienced a rise of 1.78% on November 28, with China High-Tech leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Education Sector Performance - China High-Tech (600730) saw a significant increase of 10.03%, closing at 12.61 with a trading volume of 784,100 shares [1] - Other notable performers included: - Qiantong Education (300359) up 2.77% to 5.93 with a trading volume of 214,300 shares [1] - Zhonggong Education (002607) up 2.70% to 2.66 with a trading volume of 1,237,700 shares [1] - The overall trading volume and turnover for the education sector were substantial, indicating active market participation [1] Capital Flow Analysis - The education sector saw a net inflow of 76.38 million yuan from institutional investors, while retail investors experienced a net outflow of 82.42 million yuan [2][3] - Key stocks with significant capital inflows included: - Dou Shen Education (300010) with a net inflow of 47.70 million yuan [3] - Zhonggong Education (002607) with a net inflow of 39.39 million yuan [3] - Conversely, stocks like ST Dongshi (603377) and Kede Education (300192) faced net outflows, indicating mixed investor sentiment [2][3]

Core Points - The company will hold an investor briefing on December 5, 2025, to discuss its Q3 2025 performance and financial results [2][3][4] - The briefing will be conducted online via the Shanghai Stock Exchange Roadshow Center, allowing for interactive communication with investors [3][4][5] - Investors can submit questions from November 28 to December 4, 2025, and the company will address common concerns during the briefing [2][4][6] Summary by Sections Meeting Details - The investor briefing is scheduled for December 5, 2025, from 11:00 to 12:00 [2][5] - It will take place at the Shanghai Stock Exchange Roadshow Center [2][5] Participation Information - Investors can participate online through the Shanghai Stock Exchange Roadshow Center [4][5] - Questions can be submitted via the Roadshow Center's "Pre-Question Collection" section or through the company's email before the deadline [2][4][6] Contact Information - Contact persons for the event are Yang Linyan and Sun Yinghong, with a provided phone number and email for inquiries [6]

Core Viewpoint - The education sector experienced a slight decline of 0.26% on November 27, with Kevin Education leading the losses, while the overall market showed mixed results with the Shanghai Composite Index rising by 0.29% and the Shenzhen Component Index falling by 0.25% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3875.26, up 0.29% [1] - The Shenzhen Component Index closed at 12875.19, down 0.25% [1] - The education sector's performance was mixed, with individual stocks showing varying degrees of gains and losses [1] Group 2: Individual Stock Performance - Kevin Education (002659) saw a significant decline of 4.17%, closing at 6.20 with a trading volume of 638,400 shares and a transaction value of 39.9 million [2] - China High-Tech (600730) led the gains in the education sector with a rise of 5.33%, closing at 11.46 [1] - Other notable performers included Guomai Technology (002093) with a 3.01% increase and Kede Education (300192) with a 1.28% increase [1] Group 3: Capital Flow - The education sector experienced a net outflow of 21.34 million from institutional investors, while retail investors saw a net outflow of 21.00 million [2] - Conversely, speculative funds recorded a net inflow of 42.34 million into the education sector [2] - Major stocks like Guomai Technology and China High-Tech attracted significant net inflows from institutional investors, indicating selective interest [3]

证券代码：605098 证券简称：行动教育 公告编号：2025-034 上海行动教育科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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法律责任。 重要内容提示： 会议召开时间：2025 年 12 月 05 日(星期五) 11:00-12:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 28 日（星期五）至 12 月 04 日（星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 dongban@xdjy100.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 上海行动教育科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 23 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：宋雅芳 | 18 | 688516.SH | 奥特维 | 1.82 | -4.32 | 5.47 | | --- | --- | --- | --- | --- | --- | | 19 | 605098.SH | 行动教育 | 1.82 | 21.15 | 5.69 | | 20 | 603816.SH | 顾家家居 | 1.79 | 17.62 | 4.57 | | | | 数据来源：上交所等,截至2025年11月25日收盘。注:近12个月股息率截至2025年11月24日。 | | | | | | | | 标的指数基本面 | | | | | 股息率 | 市净率 | 历史市盈率 | | 预期市盈率 | | | 4.92% | 1.3倍 | 11.15倍 | | 10.48倍 | ...

Core Insights - The education sector experienced a significant increase of 3.65% on November 25, with Kede Education leading the gains [1] - The Shanghai Composite Index closed at 3870.02, up 0.87%, while the Shenzhen Component Index closed at 12777.31, up 1.53% [1] Education Sector Performance - Kede Education (300192) saw a closing price of 23.95, with a remarkable increase of 19.99% and a trading volume of 427,900 shares, amounting to 987 million yuan [1] - Kevin Education (002659) closed at 6.25, up 10.04%, with a trading volume of 263,200 shares and a transaction value of 162 million yuan [1] - Dou Shen Education (300010) closed at 7.00, up 4.17%, with a trading volume of 1,188,100 shares and a transaction value of 836 million yuan [1] - Other notable performers include Zhong Gong Education (002607) with a 3.09% increase, and Chuangye Tihua (300688) with a 2.90% increase [1] Capital Flow Analysis - The education sector saw a net outflow of 24.09 million yuan from institutional investors and 47.95 million yuan from retail investors, while individual investors contributed a net inflow of 72.04 million yuan [2] - Kede Education had a net inflow of 243 million yuan from institutional investors, while Kevin Education experienced a net inflow of 71.27 million yuan [3] - Dou Shen Education and Zhong Gong Education had smaller net inflows of 16.33 million yuan and 11.98 million yuan, respectively [3]

Core Viewpoint - The announcement details the shareholding changes of major shareholders in Action Education (605098.SH), indicating a reduction in their holdings without altering the control structure of the company [1][2]. Shareholder Changes - Shanghai Yundun Business Consulting Partnership (Limited Partnership) held 11,170,333 shares (9.3671% of total shares) before the reduction, and after the reduction, their holding decreased to 9,970,533 shares (8.3610%) [1][3]. - Shanghai Lanxiao Business Consulting Partnership (Limited Partnership) held 21,925,438 shares (18.3859% of total shares) before the reduction, and after the reduction, their holding decreased to 20,825,438 shares (17.4635%) [1][3]. Reduction Details - Shanghai Yundun reduced their shares by a total of 1,199,800 shares, consisting of 163,800 shares through centralized bidding and 1,036,000 shares through block trading, with a total cash-out amount of approximately 46.28 million yuan [1][3]. - Shanghai Lanxiao reduced their shares by 1,100,000 shares through block trading, with a total cash-out amount of approximately 41.90 million yuan [1][3]. Financial Overview - The total cash-out from both shareholders amounted to approximately 88.17 million yuan [1][2]. - The share reduction occurred between November 11, 2025, and November 19, 2025 [3]. Company Background - Action Education was listed on the Shanghai Stock Exchange on April 21, 2021, with an initial public offering of 21.09 million shares at a price of 27.58 yuan per share [4]. - The total funds raised from the IPO amounted to 582 million yuan, with a net amount of 515 million yuan after deducting issuance costs [5].