国泰海通｜批零社服：上海教育释放利好，教育板块迎新机遇

Core Viewpoint - The "Implementation Plan for the High-Quality Development of Ordinary High Schools in Shanghai" injects new momentum into the education sector, promoting the optimization of educational resources, innovation in educational models, and digital transformation, thereby releasing policy benefits. The education sector is expected to see new investment opportunities in personalized education, vocational training, and intelligent education [1][2]. Summary by Sections Investment Opportunities - The plan brings structural opportunities to the education sector, including the expansion and optimization of educational resources, enhancing the competitiveness of quality private schools, and increasing demand for extracurricular training due to the emphasis on "five educations" [2]. - The integration of vocational and general education is expected to expand the vocational education and skills training market [2]. Ordinary High School Development Plan - The plan focuses on improving the quality and capacity of ordinary high schools by enhancing resource allocation, educational reform, team building, and digital empowerment [2]. - It aims to increase the supply of ordinary high school places and promote the sharing of quality educational resources through inter-school cooperation and support for weaker schools [2]. Digital Technology Empowerment - The plan emphasizes digital transformation to enhance the quality and efficiency of high school education, including the application of intelligent teaching systems and the establishment of a digital course resource library [3]. - It aims to improve the digital literacy of teachers and students, integrating intelligent technology into teacher training and enhancing the quality of information technology courses [3]. Reform of Educational Approaches - The plan proposes a "five educations" integrated education system, promoting the organic integration of moral, intellectual, physical, aesthetic, and labor education [3]. - It encourages the involvement of parents and community representatives in school development planning and decision-making to enhance transparency and social participation [3].