消息面上，政策暖风频吹，为消费板块的强势表现提供了坚实支撑。《求是》杂志最新发表的署名文章《扩大内需是战略之举》明确指出，扩大 内需既关系经济稳定，也关系经济安全，不是权宜之计，而是战略之举。文章强调，要加快补上内需特别是消费短板，使内需成为拉动经济增长 的主动力和稳定锚。 【环球网消费综合报道】在"扩大内需"被提升至战略高度的背景下，大消费板块12月16日迎来爆发式行情。商业百货率先领涨，永辉超市、百大 集团（4连板）、欧亚集团、中央商场、广百股份、茂业商业等多股强势涨停，食品饮料、美容护理、旅游酒店等细分领域亦全面走强，市场做多 热情被彻底点燃。 国家发展改革委亦在同刊发表文章，提出要着力释放居民消费潜力，通过提振消费专项行动、消费品以旧换新、稳定和扩大就业、实施城乡居民 增收计划等多措并举，切实增强居民消费能力。此前召开的中央经济工作会议已将"坚持内需主导，建设强大国内市场"列为明年首要任务，彰显 了国家层面对提振消费的决心。 除了政策利好驱动，大消费板块自身的吸引力同样不容忽视。经过较长时间的调整，消费股估值已处于历史较低区间，存在显著的技术性反弹需 求。 在板块整体估值偏低和龙头业绩稳健的背景下，一 ...

Core Insights - The report emphasizes two main investment directions for 2026: recovery sectors focusing on profit inflection points and growth sectors targeting high revenue increases [4][19][20] Recovery Sectors - The duty-free sector is showing signs of recovery with favorable policies enhancing consumption, including expanded product categories and improved shopping convenience [4][19] - The hotel industry is expected to see a gradual improvement in RevPAR, with business and leisure demand stabilizing, indicating a potential operational turning point in Q4 or next year [4][19] - The tourism sector remains resilient despite macroeconomic pressures, with increasing travel volumes and government initiatives aimed at boosting consumption in various travel themes [4][19] Growth Sectors - The beauty industry is experiencing intensified competition, with a focus on channel value reconstruction and brand establishment [4][20] - The gold and jewelry sector is witnessing a recovery, driven by new product launches and an increasing focus on high-end market competition [4][20] - The cross-border e-commerce sector is expected to rebound, supported by stable policies and a decrease in shipping costs, with strong demand from the U.S. market [4][20] Key Company Recommendations - For duty-free, China Duty Free Group is recommended for its long-term growth potential, with attention to Wangfujing and Zhuhai Duty Free Group [4] - In the hotel sector, companies like Jinjiang Hotels, Atour, and Huazhu are highlighted for their growth prospects [4] - In tourism, companies such as Three Gorges Tourism and Changbai Mountain are suggested for monitoring acquisition and new business developments [4] - The beauty sector includes recommendations for brands like Maogeping and Proya, focusing on channel strategies [4] - For gold and jewelry, companies like Chow Tai Fook and Lao Pu Gold are recommended for their market positioning [4] - In retail, companies like Yonghui Supermarket and Xinhua Department Store are noted for their recovery potential [4]

格隆汇12月10日｜A股市场教育股拉升，其中，中公教育拉升封板，学大教育、豆神教育（维权）跟涨。 MACD金叉信号形成，这些股涨势不错！ ...

教育板块直线拉升，中公教育涨停，豆神教育、学大教育、科德教育、全通教育、昂立教育等纷纷走 高。 ...

证券代码：000526 证券简称：学大教育 公告编号：2025-092 学大（厦门）教育科技集团股份有限公司 关于控股股东之一致行动人变更名称及法人的公告 企业名称：华澳（台州）科技有限公司 统一社会信用代码：91440300708457700T 注册资本：壹佰万元整 企业类型：有限责任公司（非自然人投资或控股的法人独资） 法定代表人：廖鼎鑫 住所：浙江省台州市椒江区白云街道开元小区18幢2单元502号（自主申报） 经营范围：一般项目：技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广；新材料技术研发；电子专用材料研发；新兴能源技术研发，人工 智能基础资源与技术平台：电子专用材料销售，市场营销策划，社会经济咨询服 务：企业管理咨询（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 上述工商变更事项仅为股东自身信息变化，不涉及公司控股股东及实际控制 人的变更，不涉及公司与控股股东及实际控制人之间的控制权结构及持股比例变 化，对公司治理及经营活动不构成影响。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 学大（厦门）教育科技集团股份有限公司 ...

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 | ...

证券代码：000526 证券简称：学大教育 公告编号：2025-091 学大（厦门）教育科技集团股份有限公司 关于为子公司申请授信额度提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别风险提示： 本次担保生效后，公司存在对资产负债率超过 70%的公司提供担保的情况， 担保余额已超过上市公司最近一期经审计净资产 50%，系公司对全资子公司的 担保，敬请广大投资者注意投资风险。 一、授信及担保情况概述 学大（厦门）教育科技集团股份有限公司（以下简称"公司"）于2025年4 月24日召开了第十届董事会第二十二次会议、于2025年5月23日召开2024年年度 股东会，审议通过了《关于为子公司申请授信额度提供担保的议案》，基本情况 如下： 1、为满足公司日常生产经营需求，根据公司 2025 年度生产经营计划和发展 规划，2025 年公司及其合并报表范围内的控股子公司拟向银行及其他金融机构 申请不超过人民币 10 亿元综合授信额度；各金融机构具体授信品种、授信额度、 贷款利率、费用标准、授信期限等以公司与金融机构最终协商签订的授信/用信 合同为准。具 ...

Market Overview - The education sector declined by 1.71% on December 2, with China High-Tech leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Individual Stock Performance - Action Education (605098) closed at 41.39, up 0.75% with a trading volume of 7040 lots and a transaction value of 29.12 million [1] - China High-Tech (600730) closed at 12.37, down 4.85% with a trading volume of 694,800 lots and a transaction value of 860 million [2] - Other notable declines include Kewen Education (002659) down 0.63% and ST Kaien (300338) down 0.72% [1][2] Capital Flow Analysis - The education sector experienced a net outflow of 334 million from institutional investors, while retail investors saw a net inflow of 296 million [2] - The main capital inflow was observed in ST Dongshi (603377) with a net inflow of 477.96 million from retail investors [3] - Significant outflows were noted in Kewen Education (002659) with a net outflow of 12.91 million from institutional investors [3]

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 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]