证券之星消息，7月30日教育板块较上一交易日下跌0.17%，豆神教育领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。教育板块个股涨跌见下表： 从资金流向上来看，当日教育板块主力资金净流出1.2亿元，游资资金净流入8061.19万元，散户资金净流 入3985.51万元。教育板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002607 | 中公教育 | 6090.84万 | 6.15% | 1201.44万 | 1.21% | -7292.28万 | -7.36% | | 600730 | 中国高科 | 5772.47万 | 7.71% | -2305.16万 | -3.08% | -3467.31万 | -4.63% | | 300688 创业黑马 | | 910.38万 | 3.30% | 780.49万 | 2.83% | -16 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300688 | 创/ | 33.42 | -2.54% | 8.72万 | 2.92亿 | | 600880 | 博瑞传播 | 5.28 | -2.22% | 39.14万 | 2.06亿 | | 002607 | 中公教育 | 3.00 | -1.32% | 342.79万 | 10.15 Z | | 002659 | 凯文教育 | 5.25 | -1.13% | 15.76万 | 8259.35万 | | 600661 | 昂立教育 | 11.27 | -1.05% | 12.43万 | 1.41亿 | | 300010 | 豆神教育 | 8.88 | -0.89% | 69.17万 | 6.16亿 | | 002093 | 国脉科技 | 12.31 | -0.81% | 30.71万 | 3.76亿 | | 300192 | 科德教育 | 15.63 | -0.64% | 11.39万 | 1.78亿 | | 003032 | *ST传智 ...

Group 1: Electronic Materials Industry - In the first half of 2025, China's copper-clad laminate imports amounted to 19,788 tons, a decrease of 0.36% compared to the first half of 2024, with an average import price of $34.01 per kilogram, up 28.44% year-on-year. Exports were 44,283 tons, down 12.18%, with an average export price of $7.56 per kilogram, up 20.21% year-on-year. The price increases for imports and exports in the first half of 2025 exceeded those during the pandemic period from 2019 to 2022, indicating a high level of prosperity in the copper-clad laminate and PCB industries. The demand for AI is rapidly increasing across various sectors, and the performance iteration of AI servers is advancing quickly, leading to a positive outlook for the PCB and copper-clad laminate industries [1] Group 2: Smartphone Market - In Q2 2025, China's smartphone shipments totaled 67.8 million units, reflecting a year-on-year decline of approximately 4%. Huawei's shipments reached 12.2 million units, up 15%, while Xiaomi shipped 10.4 million units, a 3% increase. Apple benefited from significant price reductions, selling 10.1 million units, a 4% increase. Other brands generally experienced negative growth. The first half of the year focused on inventory digestion, but with a notable year-on-year increase in smartphone production in July, new model releases, and ongoing consumer subsidies, the market is expected to maintain positive growth in the latter half of the year. Imaging technology remains a key highlight for smartphone upgrades, supporting optimism for related sub-industries [2] Group 3: Advanced Manufacturing - A recent program by Dongche Di and CCTV tested 36 vehicle models, with Tesla's Model 3 and Model X achieving first and second place, respectively. Tesla's performance in China was noted to be exceptional despite the lack of local training data. On July 26, Tesla showcased its intelligent driving plans at the World Artificial Intelligence Conference, indicating further developments in China. This testing underscores Tesla's leading position in intelligent driving technology, suggesting that top software and algorithms can surpass hardware capabilities. This trend may force other automakers to invest more in data, model training, and software optimization, accelerating industry consolidation and marginalizing companies lacking core software capabilities [5][6] Group 4: Automotive Market - In June 2025, China accounted for 36% of the global automotive market, an increase of 4 percentage points year-on-year. Global automotive sales reached 8.06 million units, a 3% year-on-year increase and a 2% increase from May. Chinese brands like BYD, Geely, and Chery ranked 6th, 9th, and 10th globally, respectively. The era of fuel vehicles defined by Europe, America, and Japan is ending, giving way to a new era led by China in the fields of new energy and intelligence, which will significantly reshape the fate of automakers and impact global economic, technological, and trade dynamics [6] Group 5: Education Sector - Xueda Education reported an expected net profit of 228 to 259 million yuan for the first half of 2025, representing a year-on-year growth of 41% to 60%, with a median growth rate of 51%. The revenue growth was driven by both increased enrollment and price hikes. The company plans to expand its network from over 240 to more than 300 locations, covering over 100 cities, with a teaching staff exceeding 4,000. The second quarter typically sees a peak in course consumption, and combined with increased average transaction prices, this has led to significant revenue growth. The implementation of a new cash subsidy policy for families with children under three years old is expected to further support the education sector [9][10]

Group 1 - The training event on "Value Management and Mergers & Acquisitions" was held in Xiamen, attended by nearly 70 executives and representatives from listed companies and related institutions [1] - The core of value management is expectation management, which involves changing the company's fundamentals and perceptions to influence market value [1] - The capital market is transitioning from a "financing market" to an "investment market," presenting new opportunities in the mergers and acquisitions sector [1] Group 2 - Judicial restructuring has become a common path for listed companies to mitigate risks, as highlighted by case studies shared during the event [2] - The market structure of derivative investments was discussed, focusing on the NAFMII, SAC, and ISDA agreement systems, with examples of efficient applications of cross-border capital tools [2] - In the first half of 2025, ten listed companies in the Xiamen area completed mergers and acquisitions, involving a total amount of 1.755 billion yuan [2]

Core Insights - Xueda Education has completed a strategic investment in Beidou Fuxi Information Technology Co., Ltd., aiming to support talent cultivation and ecological collaboration in the low-altitude economy sector [1][2][4] Industry Overview - The low-altitude economy, involving various piloted and unmanned aerial activities, is recognized as a strategic emerging industry in China, with a projected market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [2] - The industry faces challenges such as a shortage of qualified talent and insufficient ecological collaboration, which are critical for its large-scale development [2][4] Company Strategy - Xueda Education focuses on optimizing its educational offerings to meet national strategic needs and industry demands, particularly in vocational education [3][4] - The collaboration with Beidou Fuxi aims to integrate educational resources with industry technology to promote a comprehensive talent cultivation system [3][4] Collaborative Efforts - The partnership will leverage Beidou Fuxi's technological expertise and Xueda's educational capabilities to develop innovative courses and training platforms [4][5] - Both companies plan to establish a high-level integration platform that combines teaching, technical research, application validation, and result incubation [5][6] Regional Development - Xueda Education and Beidou Fuxi will focus on regional initiatives, including partnerships with local educational institutions to enhance low-altitude technology talent development [5][6] - The collaboration aims to create a replicable model for vocational education that aligns with regional industrial needs, thereby driving local economic growth [6][8] Market Potential - The investment is expected to enhance Xueda Education's position in the low-altitude economy vocational education sector, potentially leading to increased profitability and market share [8] - The partnership is seen as a pathway for Xueda to extend its expertise into national strategic areas, reinforcing its leadership in the industry [8]

Core Points - The company announced the listing and circulation of 1,207,200 restricted stocks on July 28, 2025, as part of its 2023 restricted stock incentive plan [1] - A total of 378 individuals are eligible for the release of these restricted stocks, which represent 0.99% of the company's total share capital [1][6] - The second release period for the restricted stocks is defined as the first trading day after 24 months from the completion of the initial grant registration until the last trading day within 36 months [6] Decision-Making Process - On June 9, 2023, the company held its seventh board meeting to approve the draft and summary of the 2023 restricted stock incentive plan [2] - The company conducted an internal announcement of the incentive plan from June 10 to June 21, 2023, with no objections received [2] - The annual shareholders' meeting on June 30, 2023, approved the relevant proposals regarding the incentive plan [2][3] Release Conditions - The release of restricted stocks is contingent upon the company not having any adverse audit opinions and the achievement of specific performance targets [6] - The cumulative net profit for the years 2023 and 2024 must not be less than 130 million yuan [6] - The individual performance assessments for all incentive recipients must be at least satisfactory for the release of their restricted stocks [8] Stock Structure Changes - Prior to the release, the company had 3,538,250 restricted shares, which will decrease to 2,331,050 after the release [8] - The total number of unrestricted circulating shares will increase from 118,322,859 to 119,530,059 following the release [8] Documentation - The company has prepared various documents for reference, including board meeting resolutions and legal opinions regarding the release of restricted stocks [9]

证券代码：000526 证券简称：学大教育 公告编号：2025-072 学大（厦门）教育科技集团股份有限公司 关于 2023 年限制性股票激励计划首次授予第二个解除限售 期解除限售股份上市流通的提示性公告 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。 重要内容提示 （三）本次解除限售股票数量：120.72 万股，占公司当前总股本的 0.99%。 一、本激励计划已履行的决策程序和信息披露情况 （一）2023 年 6 月 9 日，公司召开第十届董事会第七次会议，审议通过《关 于<2023 年限制性股票激励计划（草案）>及摘要的议案》《关于<2023 年限制性 股票激励计划考核管理办法>的议案》《关于提请股东大会授权董事会办理 2023 年限制性股票激励计划有关事项的议案》《关于召开 2022 年年度股东大会的议 案》。 （二）2023 年 6 月 9 日，公司召开第十届监事会第七次会议，审议通过《关 于<2023 年限制性股票激励计划（草案）>及摘要的议案》《关于<2023 年限制性 股票激励计划考核管理办法>的议案》《关于<2023 年限制性股票激励计划激励 ...

Core Viewpoint - Xueda Education (000526.SZ) expects significant growth in net profit for the first half of 2025, projecting a range of CNY 228 million to CNY 259 million, representing a year-on-year increase of 41.14% to 60.02% [1] Financial Performance - For 2024, Xueda Education reported operating revenue of CNY 2.786 billion, a year-on-year increase of 25.90% [3] - The company’s net profit attributable to shareholders for 2024 was CNY 180 million, reflecting a year-on-year growth of 16.84% [3] - The non-GAAP net profit attributable to shareholders for 2024 was CNY 164 million, with a year-on-year increase of 16.25% [3] Business Strategy - The company continues to advance its development strategy, maintaining its competitive edge in personalized education and enhancing its brand image [1] - Xueda Education is deepening its focus on personalized education, vocational training, cultural reading, and medical education integration to strengthen its core competitiveness and improve profitability [1] Management and Leadership - Jin Xin, aged 48, is the Chairman and General Manager of Xueda Education, having founded the company in 2001 and held various leadership roles since then [3] - Jin Xin's compensation from 2020 to 2024 has varied significantly, with the highest being CNY 8.342 million in 2020 and the lowest at CNY 406,900 in 2022 [4]

【2】北京部分高校体育场馆暑期面向社会开放 暑期来临，部分高校的游泳馆体育馆陆续开放，这不仅是学子们的运动天地，更是服务市民的优质公共 资源，场馆设施专业、空间充裕、管理规范，为大家夏日健身提供了安全舒适的新选择。 【1】教育部发布2025年第2号留学预警 7月18日，教育部发布消息，近期，菲律宾治安不靖，针对中国公民犯罪多发。教育部提醒广大留学人 员，近期选择赴菲学习时做好安全风险评估，增强防范意识。 【4】学大教育子公司终止2.14亿元收购岳阳育盛项目 7月18日，学大教育发布公告，公司决定终止对外投资项目。根据公告，公司下属全资子公司学大信息 原计划收购岳阳育盛教育投资有限公司90%股权，交易对价为2.14亿元，然而由于相关方未满足付款条 件及其他先决条件，公司经过综合考量后与相关各方签署了解除协议，正式终止该投资项目。截至本公 告披露日，公司未实际出资。 【5】ST东时对参股子公司定向减资1200万元 7月18日，ST东时发布公告，公司对参股子公司乌鲁木齐城投东方时尚智行科技有限公司定向减少注册 资本1200万元，减资部分为公司尚未实缴的注册资本，不会损害公司及中小股东利益。减资后，东方时 尚智行科技 ...

证券代码：000526 证券简称：学大教育 公告编号：2025-071 学大（厦门）教育科技集团股份有限公司 关于对外投资的进展公告 一、对外投资概述 学大（厦门）教育科技集团股份有限公司（以下简称"公司"）于 2024 年 8 月 27 日召开第十届董事会第十八次会议、于 2024 年 9 月 13 日召开 2024 年第 二次临时股东会，审议通过了《关于对外投资的议案》，同意公司下属全资子公 司北京学大信息技术集团有限公司（以下简称"学大信息"）或公司指定的其他 全资子公司与相关各方签订《股权转让协议》《举办者公司合作协议》《服务公司 合作协议》，逐步出资持有岳阳育盛教育投资有限公司（以下简称"岳阳育盛" 或"目标公司"）90%股权，并实现间接持有岳阳现代服务职业学院（为一所非 营利性全日制民办高等职业学校，以下简称"高职学校"）90%的举办者权益，交 易对价合计为 21,420 万元人民币。此外，学大信息拟以货币出资人民币 160 万 元与岳阳育盛现有股东岳阳鸿盛建设有限公司（以下简称"岳阳鸿盛"）共同设 立有限责任公司（以下简称"服务公司"），为高职学校的办学及日常经营管理提 供教育资源及运营管理等服 ...