Group 1 - The core viewpoint of the article highlights that Action Education's performance in the first half of 2025 is expected to experience short-term fluctuations, but the company will continue its high dividend strategy and maintain a "buy" rating [1] - The company adheres to a major client strategy, consistently supporting well-known enterprises such as Mengniu, Jinmailang, and Bosideng, achieving approximately 85% course referral and repurchase rates [1] - Action Education aims to empower 10,000 enterprises to become AI organizations, train 1 million AI operators, and establish an "AI Organization Index Evaluation System" over the next three years, driving long-term growth [1] Group 2 - The "Hundred Schools Plan" and AI strategy are continuously promoted, which is expected to expand the company's influence in the global management education market [1] - The company is focused on achieving the goals of "locking in industry first and regional first," creating a replicable growth model [1]
研报掘金丨开源证券:行动教育高分红策略延续,维持“买入”评级