证券之星消息，10月9日教育板块较上一交易日下跌0.54%，凯文教育领跌。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002093 | 国脉科技 | 11.45 | 1.69% | 16.14万 | | 1.84亿 | | 600880 | 博瑞传播 | 4.93 | 1.23% | 13.65万 | 6673.20万 | | | 002607 | 中公教育 | 2.78 | 0.72% | 149.91万 | | 4.15 乙 | | 600661 | 昂立教育 | 10.11 | -0.30% | - 3.84万 | 3863.77万 | | | 300010 | 豆神教育 | 8.25 | -0.36% | 154.32万 | | 12.66亿 | | 300688 | 创业等司 | 31.46 | -0.44% | 7.43万 | | 2.33 ...

天眼查App显示，近日，北京智启文华教育科技有限公司成立，法定代表人为董琪，注册资本5000万人 民币，经营范围包括人工智能行业应用系统集成服务、人工智能硬件销售、人工智能公共数据平台等， 由凯文教育（002659）、智谱AI关联公司北京智谱华章科技股份有限公司、北京鸿智睿师管理咨询合 伙企业（有限合伙）共同持股。 天眼查App显示，近日，北京智启文华教育科技有限公司成立，法定代表人为董琪，注册资本5000万人 民币，经营范围包括人工智能行业应用系统集成服务、人工智能硬件销售、人工智能公共数据平台等， 由凯文教育（002659）、智谱AI关联公司北京智谱华章科技股份有限公司、北京鸿智睿师管理咨询合 伙企业（有限合伙）共同持股。 ...

Core Insights - A new company, Beijing Zhiyi Wenhua Education Technology Co., Ltd., has been established with a registered capital of 50 million yuan [1] - The company's business scope includes artificial intelligence theory and algorithm software development, AI public service platform technical consulting, AI application software development, and intelligent robot research and development [1] - The company is jointly held by Kevin Education and its affiliated company, Beijing Zhipu Huazhang Technology Co., Ltd. [1]

证券日报网讯凯文教育（002659）9月30日在互动平台回答投资者提问时表示，截至9月19日，公司股东 户数为18664户。 ...

Group 1: Company Overview - Kevin Education is a rare K12 school operation service provider in the A-share market, with business covering three main sectors: K12 school operations, quality education services, and vocational education services [1] - In the first half of 2025, the company achieved operating revenue of 171 million yuan, a year-on-year increase of 12.51%, and turned a profit with a net profit attributable to shareholders [1] - The company recently announced a joint venture with Zhihua Huazhang to expand its business into the AI education sector, with Kevin Education holding a 65% stake [1] Group 2: Strategic Partnership - The collaboration aims to deeply integrate the strengths of both parties, leveraging Kevin Education's strong educational resources and industry experience, and Zhihua Huazhang's leading large model technology [1] - The joint venture will utilize Zhihua's foundational large model and high-quality educational data from Haidian District to provide intelligent products and solutions for schools, students, and education managers [1] Group 3: Industry Dynamics - The consumer services sector experienced a decline of 3.42% during the reporting period, underperforming the market by 4.04 percentage points [2] - The Ministry of Education launched a plan to promote the revitalization of county-level high schools through resource expansion and standardized enrollment [2] - Recent initiatives from the Ministry of Commerce aim to stimulate consumption potential by encouraging business model integration and supporting non-academic training [2]

证券研究报告 | 2025年09月29日 行业与公司动态：商务部等发布服务消费 19 条举措，涵盖鼓励业态融合、 优化景区预约、支持非学科培训及探索中小学春秋假等，以激发消费潜力。 教育部推出县中振兴计划，通过资源扩容、规范招生及职普融通等措施促进 县域高中优质均衡发展。淘宝闪购与饿了么将联合推出到店团购业务，打通 阿里多端流量切入本地生活市场。海底捞旗下"焰请烤肉"在部分城市试点 自助模式，定价 79.9 元/人。 风险提示：政策变动、行业竞争加剧、消费环境修复不及预期等。 社会服务行业双周报（第 115 期） 优于大市 凯文教育携手智谱华章，成立合资公司布局 AI 教育 周观点：凯文教育携手智谱华章，成立合资公司布局 AI 教育。凯文教育是 A 股稀缺的 K12 学校运营服务商，据公司年报，业务涵盖三大板块：K12 学校 业务、素质教育业务（提供校内外体育、艺术等特色培训）、职业教育服务 （产教融合及党校业务）。2025 年上半年，公司实现营业收入 1.71 亿元， 同比增长 12.51%，归母净利润实现扭亏为盈。近期发布公告与智谱华章成立 合资公司，业务版图进一步扩展至 AI 教育板块，凯文教育持股 6 ...

资金流向方面，今日该股主力资金净流出4030.76万元，其中，特大单净流出1786.08万元，大单资金净 流出2244.68万元。近5日主力资金净流入1607.39万元。（数据宝） 凯文教育9月29日交易公开信息 深交所公开信息显示，当日该股因日振幅值达15.27%上榜，机构专用席位净卖出3905.16万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.39亿元，其中，买入成交额为5139.73 万元，卖出成交额为8722.50万元，合计净卖出3582.77万元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即卖二、卖三、卖五，合计买入金额 549.34万元，卖出金额4454.50万元，合计净卖出3905.16万元。 凯文教育今日下跌8.54%，全天换手率17.13%，成交额6.53亿元，振幅15.27%。龙虎榜数据显示，机构 净卖出3905.16万元，营业部席位合计净买入322.39万元。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 东吴证券股份有限公司苏州西北街证券营业部 | ...

Market Overview - The market opened high and continued to rise throughout the day, with the Shanghai Composite Index increasing by over 1% in the afternoon and the ChiNext Index rising by more than 3% [1] - Financial stocks, including brokerages, saw significant gains, with stocks like GF Securities, Huatai Securities, and Guosheng Financial hitting the daily limit [1] - Solid-state battery concept stocks were active, with Tianqi Materials and Xiangtan Electric Chemical reaching the daily limit [1] - Gold stocks also surged, with companies like Shengda Resources hitting the daily limit [1] - Education stocks, however, faced declines, with Kevin Education and China High-Tech hitting the daily limit down [1] - Overall, more than 3,500 stocks in the Shanghai and Shenzhen markets rose, with a total trading volume of 2.18 trillion yuan [1] Hot Topics 1. Financial Sector - The financial sector saw a strong performance, with stocks like Guosheng Financial, Huatai Securities, and Huijin Holdings hitting the daily limit, while Dongfang Fortune and CITIC Securities experienced significant gains [3] - As of September 25, the margin trading balance in A-shares increased to 2.44 trillion yuan, setting a new historical record, with the margin balance accounting for 2.54% of the circulating market value and the margin buying amount accounting for 11.80% of the A-share trading volume [3] - On September 24, Zhejiang Merchants Securities announced an increase in its financing business scale from 40 billion yuan to 50 billion yuan, with at least four brokerages planning to raise their financing business limits by 2025 [3][4] 2. Solid-State Batteries - The solid-state battery sector was active again, with Tianqi Co. achieving two consecutive daily limits, and companies like Fengshan Group, Duofluor, and Shida Shenghua also hitting the daily limit [6] - A new type of fluorinated polyether electrolyte developed by a team from Tsinghua University provides new ideas and technical support for the development of practical, high-safety, high-energy-density solid-state lithium batteries [6] - On September 24, Changsheng Technology disclosed that its all-solid-state cathode material has achieved ultra-high capacity and long cycle life, with 10-ton batch shipments already underway [6] 3. Domestic Chips - The domestic chip sector continued to be active, with Huajian Group achieving three consecutive daily limits, and companies like Dazhong Public Utilities and Yingqu Technology also seeing significant gains [8] - On September 26, the IPO of Moore Threads was officially approved, marking the shortest time from application acceptance to approval in this year's Sci-Tech Innovation Board [8] 4. Other Active Sectors - Other active sectors included energy storage, robotics, and methanol, while stocks that had previously hit daily limits faced declines [10]

Group 1 - The three major indices experienced a rebound in early trading, with the Shanghai Composite Index turning positive and the ChiNext Index rising nearly 3% at one point [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.28 trillion, a decrease of 85.4 billion compared to the previous trading day [1] - The new energy sector saw a collective surge, particularly in green methanol concept stocks, with Jiaze New Energy achieving three consecutive trading limit increases and Donghua Technology achieving two [1] Group 2 - The energy storage concept stocks rebounded, with Tongrun Equipment achieving two trading limit increases in four days [3] - Solid-state battery concept stocks performed strongly, with Tianji Co. achieving two consecutive trading limit increases, and multiple stocks such as Wanrun New Energy and Molybdenum Flour reaching trading limits [3] - The securities sector strengthened during the trading session, with Guosheng Jinkong hitting a trading limit and reaching a new high [3] Group 3 - The solid-state battery, non-ferrous metals, and photovoltaic equipment sectors saw the largest gains, while the education, coal, and pork sectors experienced the largest declines [3] - By the end of the trading session, the Shanghai Composite Index rose by 0.13%, the Shenzhen Component Index increased by 1.11%, and the ChiNext Index climbed by 1.77% [3]

Group 1 - The A-share market is experiencing a decline in education stocks, with Kevin Education nearing a limit down [1] - China High-Tech has dropped over 7%, while Kede Education has fallen more than 6% [1]