62岁俞敏洪突发意外！再次回应

Core Viewpoint - The article discusses the recent incident involving Yu Minhong, the founder of New Oriental, who suffered a minor injury while cycling, and provides insights into the company's stock performance and financial results. Group 1: Incident Overview - On May 29, Yu Minhong fell while cycling in Qinghai, which drew public attention. He later reassured everyone that he only sustained minor injuries and expressed gratitude for the concern shown by his followers [1][3][6]. - Yu Minhong posted updates on his condition, confirming that he was not seriously hurt [1][3]. Group 2: Company Performance - New Oriental's stock has experienced significant declines in 2023, with a drop of over 20% year-to-date [8]. - As of May 30, New Oriental's Hong Kong stock fell by 24%, while its U.S. stock dropped by over 23.5%, and the stock of Dongfang Zhenxuan (a subsidiary) decreased by nearly 28% [9]. Group 3: Financial Results - On April 23, New Oriental reported its unaudited financial results for the third quarter of the 2025 fiscal year, revealing a revenue of $1.183 billion, a year-on-year decrease of 2.0%. However, excluding the performance of Dongfang Zhenxuan, the education and cultural tourism business revenue was $1.038 billion, reflecting a year-on-year increase of 21.2%, surpassing performance guidance expectations [12]. - The report indicated that Dongfang Zhenxuan has not yet recovered from the decline following the departure of a key figure, but it also highlighted the stability of New Oriental's education business [12]. Group 4: Market Outlook - The complex international situation has impacted New Oriental's overseas study business, leading to a divided market sentiment regarding the company's overall performance. A report from CMB International downgraded New Oriental's profit forecasts for the fiscal years 2025 to 2027 by 2% to 8% due to macroeconomic uncertainties and geopolitical tensions [13]. - Conversely, Goldman Sachs raised its core business non-GAAP operating profit forecast for New Oriental for the same fiscal years by 7% to 14%, citing effective cost control measures and an increase in mature learning centers as mitigating factors against the negative impact on profit margins from overseas exam training and consulting businesses [13].