NEW ORIENTAL(US:EDU) Hua Xia Shi Bao·2026-01-23 13:26Core Insights - The entry of New Oriental into the senior interest education sector is generating significant competition and interest, particularly with the launch of the "Beijing New Oriental Retirement Club" aimed at individuals aged 50-75 [1][2] - The growing elderly population in China presents a substantial market opportunity for senior education, with over 323 million people aged 60 and above projected by 2025 [3] Group 1: Company Initiatives - New Oriental is targeting the senior demographic with interest courses and social activities, offering free online classes and low-cost offline experiences [1][2] - The courses are taught by certified New Oriental teachers and currently include photography, Qigong, and dance, with plans to expand to other subjects like calligraphy and English [2] - New Oriental is also exploring "silver study abroad" programs, indicating a broader strategy to cater to the educational needs of older adults [4] Group 2: Market Potential - The elderly population in China is expected to exceed 323 million by 2025, representing over 23% of the total population, which provides a solid user base for the senior education market [3] - The willingness of the elderly to invest in educational opportunities is high, particularly among active seniors, referred to as the "new middle-aged" demographic [2] Group 3: Competitive Landscape - Other players in the senior education sector include Angli Education, which is integrating cultural entertainment with travel services to enhance its offerings [6] - Companies like Quantum Song and their subsidiaries are also entering the market, although some have faced challenges with service quality and customer satisfaction [7] - The entry of major companies like New Oriental is expected to improve industry standards and service quality, moving the sector from a fragmented approach to a more structured and quality-focused model [7]