Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - The report highlights the introduction of policies aimed at enhancing fertility support, which includes expanding quality education resources and establishing birth subsidies. It emphasizes the implementation of the "two-child" policy and encourages schools to provide after-school services and social practice projects to meet diverse learning needs [1] - The report suggests that the policies are expected to increase birth rates, thereby boosting education demand. It recommends focusing on K12 training companies such as A-share Kede Education, Xueda Education, and others in Hong Kong and the US [1] - Additionally, the report indicates that the policies may enhance the penetration of flexible employment practices, recommending attention to human resource service companies like Keri International and Beijing Renli [1] Summary by Sections Education Sector - The report discusses measures to promote the universal development of preschool education and the balanced development of compulsory education. It also mentions the implementation of personal income tax deductions for childcare and education for children under three years old [1] Employment Sector - The report outlines measures to strengthen the protection of female workers' rights, encourage flexible work arrangements, and enhance vocational training for women, especially those re-entering the workforce after childbirth [1]
教育行业行业事项点评:促生育政策出台,建议关注教育和人力资源服务
Xinda Securities·2024-10-28 23:37