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国泰海通:关注高中教育体制改革 推荐AI+消费等三条主线
智通财经网·2025-05-19 01:36

Group 1 - The core viewpoint emphasizes the strong demand for high school education, which is expected to maintain a stable population demand for the next 7-8 years due to a demographic dividend [1] - The number of high school candidates for the 2023 college entrance examination reached 12.91 million, an increase of 8% year-on-year, with the participation rate rising to 81% of the eligible population [1] - The government is supporting the expansion of high school education resources and promoting the integration of vocational and general education [2] Group 2 - The proportion of private high schools has been steadily increasing, with private institutions accounting for 30% of all high schools in 2023, up from 17% in 2011 [3] - In 2023, there were 15,381 high schools in China, with 4,567 being private high schools, and the number of students in private high schools reached 5.48 million, representing 20% of total high school enrollment [3] - The integration of vocational and general education is expected to enhance the potential for expansion in regions with a higher vocational-to-general education ratio [3]