教育行业周报20241007-20241011：民促法草案征求意见稿发布，推荐高教板块

Investment Rating - Industry rating: Neutral [4] Core Viewpoints - The Ministry of Justice and the National Development and Reform Commission released the draft of the "Private Economy Promotion Law," emphasizing the importance of promoting the sustainable, healthy, and high-quality development of the private economy as a long-term national policy [2][12] - The report recommends the higher education sector, which has faced valuation pressure due to slow progress in selecting educational institutions and concerns over capital outflows [2][12] - The report highlights potential investment opportunities in various educational companies, including China Education Group, New Higher Education, Dongsoft Education, and China Science and Technology Education, with expected revenue growth of over 10% in the short term [2][12] Summary by Sections Weekly Insights - The draft law aims to ensure fair competition, improve the investment and financing environment, support technological innovation, and enhance service guarantees [2][12] - The report recommends several educational companies based on their dividend yields and price-to-earnings ratios, indicating a positive outlook for the higher education sector [2][12] Market Review - CITIC Education Index fell by 4.67% this week, underperforming the Shanghai Composite Index, which declined by 3.56% [3][13] - Year-to-date, the CITIC Education Index has decreased by 20.27%, while the Shanghai Composite Index has increased by 8.16% [3][13] Industry News Overview - The establishment of the "Belt and Road" University Technology Cooperation Alliance aims to enhance international cooperation in education and promote sustainable development [23][24] - The report discusses the establishment of the first K15 internationalized basic education group in Shenzhen, which aims to integrate resources from various educational levels [35][36] - The report highlights the collaboration between companies and educational institutions to enhance digital transformation in education, including the donation of smart campus equipment [38][39]