证券代码：600661 证券简称：昂立教育 公告编号：2026-005 上海新南洋昂立教育科技股份有限公司 关于集中竞价减持回购股份结果的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 1 为维护上海新南洋昂立教育科技股份有限公司（以下简称"公司"）和 股东利益，落实"提质增效重回报"行动方案，有效传递公司价值， 公司于 2024 年 2 月至 5 月期间，通过集中竞价交易方式回购公司股份 8,866,330 股，占公司总股本的 3.09%。 经公司第十一届董事会第十八次会议审议通过，公司计划自 2025 年 8 月6日至2026年2月5日通过集中竞价交易方式减持不超过5,730,976 股回购股份（占公司总股本的 2%），具体内容详见公司于 2025 年 7 月 16 日披露的《关于集中竞价减持回购股份计划的公告》（公告编号： 2025-024）。 截至目前，公司未减持回购股份，回购专用账户持有回购股份 8,866,330 股，占公司总股本的 3.09%，本次减持计划时间已届满。 上述减持主体 ...

Investment Rating - The report upgrades the investment rating to "Recommended" for the company [2]. Core Views - The company, a leading education training provider in Shanghai, has shown significant performance recovery, with a projected revenue of 1.38 billion yuan for 2025, representing a year-on-year growth of 12.23%. The net profit attributable to shareholders is expected to be approximately 80 million yuan, marking a turnaround from losses [1][8]. - The company is actively expanding into the silver economy, with plans to acquire Shanghai Leyou, which focuses on high-end leisure tourism and services for individuals aged 40 and above. This strategic move aims to enhance the company's growth trajectory by integrating educational and tourism services [8]. Financial Forecasts - Revenue projections for 2025, 2026, and 2027 are 1.38 billion yuan, 1.70 billion yuan, and 2.00 billion yuan, respectively, with growth rates of 12.2%, 23.0%, and 18.0% [2][9]. - The net profit attributable to shareholders is forecasted to be 80 million yuan in 2025, 99 million yuan in 2026, and 122 million yuan in 2027, with corresponding growth rates of 265.5%, 23.5%, and 22.5% [2][9]. - Earnings per share (EPS) are expected to be 0.28 yuan in 2025, 0.35 yuan in 2026, and 0.42 yuan in 2027, with price-to-earnings (PE) ratios of 38, 31, and 25, respectively [2][9]. Business Strategy - The company is enhancing its competitive edge by improving product quality, teaching standards, and operational management, while also focusing on technology integration and talent development [8]. - The acquisition of Shanghai Leyou is part of the company's strategy to tap into the growing silver economy, with the "Happy Community" brand aimed at providing educational and companionship services to older adults [8].

教育行业周报 | 分析师 | 苏多永 | | --- | --- | | | 执业证书： S0590525110058 | | 邮箱： | suduoyong@glms.com.cn | | 分析师 | 张锦 | | | 执业证书： S0590525120009 | | 邮箱： | zhangjin_yj@glms.com.cn | 相对走势 -10% 3% 17% 30% 2025/2 2025/8 2026/1 消费者服务 沪深300 相关研究 本公司具备证券投资咨询业务资格，请务必阅读最后一页免责声明 证券研究报告 1 AI 教育、职教升级与星际前沿人才培养迎新局 glmszqdatemark 2026 年 02 月 01 日 推荐 维持评级 [Table_Author] | 1 教育行业政策动态 3 | | --- | | 2 教育个股动态 5 | | 3 教育指数及个股表现 6 | | 3.1 教育行业一周市场表现 6 | | 3.2 一周个股表现 7 | | 4 投资建议 9 | | 4.1 行业投资建议 9 | | 5 风险提示 10 | | 插图目录 11 | | 表格目录 11 | 行业动态 ...

以下文章来源于刺猬公社 ，作者刺猬公社编辑部 刺猬公社 . 互联网内容行业观察与研究 出生率持续下跌， 老年教育是教培又一出路吗？ 文 ｜ 白棉 编辑 ｜ 园长 来源｜ 刺猬公社（ID ： c iweigongshe ） 封面来源 ｜ IC Photo 除了新东方，还有从上海交通大学勤工俭学中心发展而来的昂立教育、公考机构粉笔等多家 教培公司 选择布局银发经济。 和传统的K12教育相比，老年教育是一门怎样的生意？未来又会怎样发展？ 刺猬公社 发现，醉翁之意不在酒，老年大学仅是教培机构更大生意的流量入 口。 不止一家教培入局 近几年的教培行业内，转型和自救 早已是各个企业共同的命题：有的直播卖货，有的尝试转型To B，有的做起了学习机、羽绒服、咖啡等新的生意...... 就在最近 ， 一个新 的转型方式 出现了——养老。 以行业的龙头企业新东方为例，2024年 ， 新东方先是在南京试点老年大学，设立外语、旅游文化和艺术三个学院； 近期 ， 新东方 又在 北京 推出" 退休俱乐部 " ，同样开设多个兴趣课程，相较其他新东方培训课程价格亲民。 图源公众号南京新东方银铃俱乐部 这个消息社交媒体上也是小火一把。" 过去 ...

Group 1 - The company, Angli Education, announced an expected operating revenue of approximately 138 million yuan for the fiscal year 2025, representing a year-on-year growth of about 12.23% [1] - The company anticipates turning a profit in 2025, with a projected net profit of around 8 million yuan attributable to shareholders, marking a significant increase of approximately 12,858.47% year-on-year [1]

Group 1 - The company, Angli Education (600661.SH), announced that it expects to turn a profit in the fiscal year 2025, projecting a net profit of approximately 80 million yuan attributable to shareholders of the listed company [1]

Core Viewpoint - The company, Angli Education (600661.SH), announced that it expects to turn a profit in the fiscal year 2025, projecting a net profit of approximately 80 million yuan attributable to shareholders of the listed company [1] Summary by Relevant Categories Financial Performance - The company anticipates achieving a net profit of around 80 million yuan in 2025, indicating a turnaround from previous losses [1]

北京商报讯（记者 吴其芸）1月30日，昂立教育发布2025年度业绩预盈公告，报告期内，昂立教育预计 实现营业收入约13.8亿元，同比增长约12.23%；归属于上市公司股东的净利润约8000万元，实现扭亏为 盈。 ...

Group 1 - The company Anli Education (600661) expects to achieve an operating revenue of 1.38 billion yuan in 2025, representing a year-on-year growth of 12.23% [4] - The company forecasts a net profit attributable to shareholders of 80 million yuan, a significant recovery from a loss of 48.58 million yuan in the same period last year [4] - The expected net profit after deducting non-recurring gains and losses is approximately 4 million yuan, compared to a loss of 67.94 million yuan in the previous year [4] Group 2 - As of January 30, the company's price-to-earnings (P/E) ratio (TTM) is approximately 38.29 times, the price-to-book (P/B) ratio (LF) is about 22.77 times, and the price-to-sales (P/S) ratio (TTM) is around 2.22 times [4] - The company has formed four major business segments: quality education, vocational and basic education, international education, and adult education [13] - In 2025, the company plans to deepen strategic adjustments, expand business scale, enhance product quality, and improve operational efficiency through various initiatives [13] Group 3 - The company completed the sale of real estate assets and shares of Kensington Park School Limited, generating approximately 64 million yuan in revenue [13] - The company received government subsidies totaling about 14 million yuan in 2025 [13]

Core Viewpoint - The company, Angli Education (600661.SH), is expected to achieve a revenue of approximately 1.38 billion yuan in 2025, representing a year-on-year growth of about 12.23%, and is projected to turn a profit with a net profit of around 80 million yuan, a significant increase of approximately 129 million yuan year-on-year [1][2]. Group 1: Business Performance - The company is implementing strategic adjustments to expand its business scale, enhance product quality and teaching standards, improve organizational capabilities, and strengthen campus management, which has led to a significant improvement in operational efficiency [1]. - The company has managed to achieve a net profit attributable to shareholders of approximately 4 million yuan after accounting for share-based payment expenses related to employee stock ownership plans totaling about 31.4 million yuan [1]. Group 2: Non-Operating Income - In 2025, the company completed the sale of real estate assets and shares in Kensington Park School Limited, generating a total income of approximately 64 million yuan [2]. - The company also received government subsidies totaling about 14 million yuan in 2025 [2].