Group 1 - Higher education stocks showed strong performance, with China Education Holdings (00839) rising by 14.29% to HKD 3.84, Yuhua Education (06169) increasing by 7.35% to HKD 0.73, and New Higher Education Group (02001) up by 7.26% to HKD 1.33 [1] - Yuhua Education announced that its university, Hunan International Economics University, received approval from relevant government authorities to proceed with the classification registration for profit-making private schools, indicating progress in the transition to a profit-making model [1] - Huachuang Securities noted that the recent developments in Hunan's private higher education sector could serve as a demonstration effect, signaling a positive shift in policy direction that may lead to valuation recovery for Hong Kong-listed education companies [1] Group 2 - Guoyuan International stated that profit-making schools would benefit listed companies by facilitating dividend distribution and alleviating debt burdens, despite the short-term increase in costs due to asset transfer and tax payments [1] - The announcement highlighted that the approval is not a confirmation of successful registration as a profit-making school, emphasizing the complexity and uncertainty of the process [1] - The long-term outlook suggests that the transition to profit-making status could lead to a market revaluation of assets [1]
港股异动 | 部分高教股早盘走强 湖南民办高教转营有切实进展 机构看好高教板块估值修复