Core Viewpoint - The recent opening of the Nanjing campus of Suzhou University of Science and Technology, operated by China Spring (1969.HK), significantly enhances the company's enrollment capacity and regional penetration, accommodating at least 16,000 students [1] Company Summary - The Nanjing campus officially commenced operations on September 13, with over 1,300 new students enrolled in the first batch [1] - The expansion aligns with favorable policies in the private higher education sector, leading to a surge in several education stocks [1] Industry Summary - Hunan International Economics University recently received approval from relevant government authorities to proceed with the classification registration of profit-oriented private schools [1] - This approval may serve as a reference model for other provinces, potentially accelerating the progress of profit-oriented private education initiatives across the country [1] - According to Cinda Securities, the higher education sector is poised for valuation recovery, as the previous stagnation in profit-oriented transitions had suppressed valuations [1] - The approval of Hunan International Economics University, although a step in the profit-oriented transition, represents a significant positive development after three years of stagnation [1] - The private higher education sector, currently trading at a PE ratio of approximately 3 to 6 times, is expected to experience substantial valuation recovery [1]
中国春来(1969.HK)南京万人大校区投入运营 高教板块获营利性转置政策催化