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部分教育股继续走高 民办高教选营再有进展 机构称板块有望迎来显著估值修复
Zhi Tong Cai Jing·2025-09-15 06:14

Group 1 - Education stocks collectively rose, with notable increases in companies such as Zhongjiao Holdings (00839) up 3.43% to HKD 3.62, Jianqiao Education (01525) up 1.91% to HKD 3.2, and China Oriental Education (00667) up 1.89% to HKD 7.53 [1] - Yuhua Education's Hunan International Economics University has received approval for its selection process, which may serve as a reference for other provinces [1] - Cinda Securities indicated that the previous peak of the selection process occurred in October 2022, with successful transitions of private colleges to for-profit status, suggesting a potential revival in the private higher education sector [1] Group 2 - The approval of Hunan International Economics University's selection process is seen as a significant step after a three-year stagnation, potentially leading to a valuation recovery in the private higher education sector [1] - The private higher education sector, currently trading at a PE ratio of 3-6x, is expected to experience significant valuation recovery, presenting investment opportunities, particularly in companies like Zhongjiao Holdings [1]