Group 1 - Education stocks are experiencing significant gains, with China Oriental Education (00667) up 5.2% to HKD 6.88, Zhongjiao Holdings (00839) up 4.39% to HKD 3.09, Yuhua Education (06169) up 3.7% to HKD 0.56, and New Higher Education Group (02001) up 2.46% to HKD 1.25 [1] - Yuhua Education's recent transition to a for-profit model at Hunan University of Foreign Economic and Trade has garnered considerable attention within the education sector [1] - Shenwan Hongyuan's report suggests that attention should be paid to Hong Kong's higher education companies, as the potential for for-profit options to restart may enhance the certainty of profit distribution for private colleges, leading to a recovery in expansion momentum [1] - Guoyuan International's report indicates that for-profit schools benefit listed companies through dividends and profit distribution, which can alleviate debt burdens [1] - Although the transition to for-profit status requires the completion of asset transfers and tax payments, which may increase short-term costs, it is expected to lead to long-term market revaluation of assets [1] - Currently, only Yuhua Education has received approval for this transition, which may help restore sentiment and valuation in the short term, with potential for long-term value reassessment if other listed companies follow suit [1]
教育股涨幅居前 营利性选择有望重启 机构称高教公司盈利能力提升可期