国泰海通证券 | 研究所 葡 12-5 国泰海通证券2025消费品年会 2025年 9月2日-3日 上海 · 金茂君悦大酒店 联席首席分析 联席首席分 织服装 在线上游戏即时 7越田 杜服 家用电器 以用相 *议程内容更新于2025年8月25日15:40 9月2日上午 · 主会场 | 09:00-09:10 开场致辞 | | | --- | --- | | | 陈忠义 - 国泰海通证券副总裁、研究与机构业务委 | | | 员会总裁、政策和产业研究院院长 | | 09:10-09:40 | 长寿时代消费趋势 | | | 张教授-复旦大学人口研究所所长 | | 09:40-10:10 | 国货美妆如何逆袭? | | | 舒总-美妆商业评论主理人 | | 10:10-10:40 | 功能性保健品时代 | | | 杨总-仙乐健康董事 | | 10:40-11:10 | 超市调改解读与展望 | | | 知名超市专家 | | 11:10-12:00 | 圆桌论坛 | | | 新消费时代 | | | 警 猛-研究所所长助理、消费组长、食品饮料/美护 | | | 首席分析师 | | | 新消费持续高景气,强政策推动大机会 | ...

证券代码：000526 证券简称：学大教育 公告编号：2025-074 学大（厦门）教育科技集团股份有限公司 关于股东股份解除质押及质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 学大（厦门）教育科技集团股份有限公司（以下简称"公司"）收到股东出 具的《关于股份质押情况的告知函》，获悉浙江台州椰林湾投资策划有限公司所 持有的公司部分股份办理了解除质押及质押手续，具体事项如下： 一、股东股份解除质押及质押基本情况 （一）本次解除质押的基本情况 | 股东名称 | 是否为控股 股东或第一 | 本次解除质 押股份数量 | 占其所 持股份 | 占公司总 | 质押 | 质押 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 | （股） | 比例 | 股本比例 | 起始日 | 解除日 | | | | 一致行动人 | | | | | | | | 浙江台州 | | | | | | | | | | | | | | | | 浙江依爱夫游戏 | | 椰林湾投 | | | | | 2024 ...

Market Overview - The education sector increased by 1.1% on August 26, with ST Dongshi leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Individual Stock Performance - ST Dongshi (603377) closed at 3.96, up 5.04% with a trading volume of 236,300 shares and a transaction value of approximately 93.59 million yuan [1] - Xueda Education (000526) closed at 53.49, up 3.40% with a trading volume of 44,800 shares and a transaction value of approximately 238 million yuan [1] - Chuangye Education (300688) closed at 36.85, up 2.88% with a trading volume of 221,500 shares and a transaction value of approximately 819 million yuan [1] - Guomai Technology (002093) closed at 13.28, up 2.87% with a trading volume of 831,400 shares and a transaction value of approximately 1.097 billion yuan [1] - Kede Education (300192) closed at 26.32, up 1.58% with a trading volume of 1,385,700 shares and a transaction value of approximately 3.71 billion yuan [1] Capital Flow Analysis - The education sector experienced a net outflow of 531 million yuan from institutional investors, while retail investors saw a net inflow of 417 million yuan [2] - The main capital inflow and outflow for individual stocks showed varied trends, with Guomai Technology receiving a net inflow of approximately 72.95 million yuan from institutional investors [3] - ST Dongshi experienced a net outflow of approximately 8.08 million yuan from institutional investors, despite a net inflow of 4.55 million yuan from speculative funds [3]

Market Performance - The education sector increased by 1.18% on August 15, with Kede Education leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Individual Stock Performance - Kede Education (300192) closed at 17.66, up 5.37% with a trading volume of 402,900 shares and a turnover of 700 million yuan [1] - Guomai Technology (002093) closed at 13.02, up 4.75% with a trading volume of 855,800 shares and a turnover of 1.101 billion yuan [1] - Other notable performers include ST Chuan Zhi (003032) up 2.01%, ST Kaiyuan (300338) up 1.57%, and Quanta Education (300359) up 1.32% [1] Capital Flow Analysis - The education sector saw a net inflow of 208 million yuan from institutional investors, while retail investors experienced a net outflow of 91.036 million yuan [2] - The main capital inflow was observed in Guomai Technology with a net inflow of 188 million yuan, while Kede Education had a net inflow of 76.81 million yuan [3] Summary of Trading Data - The trading data for various education stocks indicates mixed performance, with some stocks like Xueda Education (000526) declining by 3.98% [2] - The overall capital flow indicates a preference for institutional investment in certain stocks while retail investors are pulling back [2][3]

证券之星消息，8月14日教育板块较上一交易日下跌1.88%，中国高科领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。教育板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000526 | 学大教育 | 54.21 | 0.30% | 2.01万 | | 1.09亿 | | 300192 | 科德教育 | 16.76 | -0.24% | 30.04万 | | 5.12亿 | | 300010 | 豆神教育 | 8.60 | -1.26% | 97.15万 | | 8.48亿 | | 605098 | 行动教育 | 37.09 | -1.41% | - 2.07万 | | 7791.76万 | | 002607 | 中公教育 | 2.88 | -1.71% | 160.68万 | | 4.66亿 | | 300338 | ST开元 | 3.83 | -1.79% | 5.96万 | | 2297.31万 ...

Market Overview - The education sector increased by 0.71% on August 13, with China High-Tech leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Individual Stock Performance - China High-Tech (600730) closed at 9.15, up 9.98% with a trading volume of 473,100 shares and a turnover of 415 million yuan [1] - Dou Shen Education (300010) closed at 8.71, up 1.28% with a trading volume of 980,900 shares and a turnover of 846 million yuan [1] - Action Education (605098) closed at 37.62, up 1.13% with a trading volume of 23,500 shares and a turnover of 88.47 million yuan [1] - Other notable performances include Guomai Technology (002093) at 12.70, up 0.40%, and Xueda Education (000526) at 54.05, up 0.37% [1] Capital Flow Analysis - The education sector experienced a net outflow of 14.09 million yuan from institutional investors and 19.53 million yuan from retail investors, while retail investors saw a net inflow of 33.63 million yuan [2] - The capital flow for individual stocks shows that China High-Tech had a net inflow of 74.43 million yuan from institutional investors, while Dou Shen Education had a net outflow of 20.92 million yuan [3] Summary of Key Stocks - China High-Tech (600730) had a significant institutional net inflow of 74.43 million yuan, representing 17.88% of its trading volume [3] - Dou Shen Education (300010) saw a net outflow of 2.09 million yuan from institutional investors, indicating a negative sentiment [3] - Kevin Education (002659) had a net inflow of 6.75 million yuan from institutional investors, showing some positive interest [3]

证券之星消息，8月12日教育板块较上一交易日上涨0.3%，科德教育领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。教育板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300192 | 科德教育 | 16.83 | 6.12% | 38.32万 | | 6.31亿 | | 600636 | *ST国化 | 8.87 | 4.97% | 9.30万 | 8140.19万 | | | 002093 | 国脉科技 | 12.65 | 2.93% | 67.86万 | | 8.53亿 | | 600730 | 中国高科 | 8.32 | 1.96% | 21.60万 | | 1.78亿 | | 003032 | *ST传智 | 6.75 | 1.35% | 5.17万 | 3455.32万 | | | 605098 | 行动教育 | 37.20 | 1.09% | 3.28万 | | 1.21亿 | | 0005 ...

Core Insights - The report highlights that in 2024, the total salary for A-share listed company secretaries reached 4.086 billion yuan, with an average annual salary of 708,000 yuan [1] - Over 21% of company secretaries earned more than 1 million yuan in 2024 [1] Salary Analysis - The average salary for company secretaries in the social services-education sector is approximately 812,900 yuan, with the highest salary being 1.9451 million yuan for Yang Linyan from Action Education [1] - The average salary decreased by 29,500 yuan compared to 2023 [1] - Notably, Cui Zhiyong from Xueda Education saw a salary increase of 282,800 yuan, marking a 52% rise from 2023 [1] Demographic Insights - The average age of company secretaries is approximately 44.92 years, with the majority (62%) aged between 40-49 years [1] - The oldest company secretary is Wang Xinhai from Zhonggong Education, aged 51, earning 1.0754 million yuan in 2024 [1] Educational Background - The educational distribution shows 1 PhD, 8 Master's, and 4 Bachelor's degree holders, with average salaries of 1.0754 million yuan, 930,700 yuan, and 511,800 yuan respectively [1] - Wang Xinhai, the only PhD, earns 1.0754 million yuan, making him the highest-paid in the industry [1]

分行业来看，社会服务-教育行业（申万二级行业）上市公司董秘2024年薪酬平均数约为81.29万元。其 中薪酬最高为行动教育杨林燕，2024年薪酬高达194.51万元；薪酬最低为科德教育张峰，2024年薪酬为 29.09万元（统计剔除了未完整领取2024年全年薪酬的董秘）。从整体薪酬分布来看，薪酬在从整体薪 酬分布来看，薪酬在50-100万元人数最多，共计8人，占比62%。 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 从薪酬变化情况来看，2024年薪酬较2023年平均下跌2.95万元。其中，学大教育崔志勇2024年薪酬为 82.18万元，较2023年薪酬53.9万元增加28.28万元，涨幅达52%，其薪酬增加金额与涨幅比例均居首 位。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 责任编辑：公司观察 从学历分布来看，博士、硕士、本科分别为1人、8人、4人，对应平均薪酬分别为107.54万元、93.07万 元、51.18万 ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年 度A股董秘数据报告》显示，2024年A股上市公司董秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，社会服务-教育行业（申万二级行业）上市公司董秘2024年薪酬平均数约为81.29万元。其 中薪酬最高为行动教育杨林燕，2024年薪酬高达194.51万元；薪酬最低为科德教育张峰，2024年薪酬为 29.09万元（统计剔除了未完整领取2024年全年薪酬的董秘）。从整体薪酬分布来看，薪酬在从整体薪 酬分布来看，薪酬在50-100万元人数最多，共计8人，占比62%。 从年龄结构来看，董秘的年龄平均数约为44.92岁，其中40-49岁最多，人数共8人，占比约62%。其中， 年龄最大的为中公教育王新汉，年龄为51岁，2024年薪酬为107.54万元；年龄最小的为*ST传智（维 权）陈碧琳，年龄为33岁，2024年薪酬为75.33万元。 从学历分布来看，博士、硕士、本科分别为1人、8人、4人，对应平均薪酬分别为107.54万元、9 ...