证券代码：600661 证券简称：昂立教育 编号：临 2025-023 上海新南洋昂立教育科技股份有限公司 关于上海育伦教育科技发展有限公司少数股权收购方案变更的 公告 本公司董事会及全体董事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个别及连带责任。 2025 年 7 月 15 日，经公司第十一届董事会第十八次会议审议通过，同意对上海 育伦教育科技发展有限公司（以下简称"育伦教育"）少数股权收购方案进行变更， 由公司全资子公司上海新南洋教育科技有限公司（以下简称"新南洋教育"）以 1,336 万元的价格收购育伦教育 20%股权，具体内容如下： 一、交易概述 2023 年 4 月 26 日，公司第十一届董事会第六次会议审议通过了《关于收购上海 育伦教育科技发展有限公司少数股权的议案》，同意公司全资子公司新南洋教育以现 金方式收购陈笠持有的育伦教育 49%股权，交易分两期进行：第一期，收购育伦教育 29%股权；第二期，收购育伦教育 20%股权，具体内容详见公司披露的《关于收购上 海育伦教育科技发展有限公司少数股权的公告》（公告编号：临 2023-012）。 ...

证券代码：600661 证券简称：昂立教育 编号：临 2025-022 上海新南洋昂立教育科技股份有限公司 第十一届董事会第十八次会议决议公告 一、董事会会议召开情况 上海新南洋昂立教育科技股份有限公司（以下简称"公司"）第十一届董事会第 十八次会议于 2025 年 7 月 15 日以通讯表决方式召开。公司于 2025 年 7 月 11 日以邮 件方式通知全体参会人员。会议应当出席董事 11 人，实际出席董事 11 人。本次会议 的召集召开符合有关法律、法规和《公司章程》的要求，会议合法有效。 二、董事会会议审议情况 1、审议通过《关于上海育伦教育科技发展有限公司少数股权收购方案变更的议 案》 具体内容详见刊登于《上海证券报》、《中国证券报》、《证券时报》和上海证券交 易所网站（http://www.sse.com.cn）的《关于上海育伦教育科技发展有限公司少数股 权收购方案变更的公告》（公告编号：临 2025-023）。 董事张晓波对本议案弃权，认为三名第一顺位继承人未办理继承权公证或法院确 权手续，存在确权风险。 表决结果：10 票同意，0 票反对，1 票弃权。 本公司董事会及全体董事保证本公告内容不存在 ...

Group 1 - The company plans to reduce its holdings by no more than 5.731 million shares, accounting for 2% of the total share capital [1] - The reduction will take place within six months after the announcement, starting 15 trading days from the disclosure date [1] - The funds obtained from the share reduction will be used to supplement the company's working capital [1] Group 2 - If the share capital changes due to stock dividends or capital reserve transfers, the reduction amount will be adjusted accordingly [1] - Upon completion of the reduction plan, the company's holdings in the repurchase account will decrease from 8.8663 million shares to 3.1354 million shares, changing the holding percentage from 3.09% to 1.09% [1]

Group 1: Education Initiatives - The Ministry of Education has launched the fourth batch of "National Higher Education Huang Danian-style Teacher Teams" creation activities, aiming to establish 200 teams with ongoing support and publicity [1] - A collaborative initiative for AI talent cultivation has been signed by representatives from 49 primary and secondary schools across mainland China and Hong Kong and Macau, focusing on curriculum co-construction, resource sharing, and teacher training [4] Group 2: Company Performance Forecasts - Shengtong Co. expects a net loss of 4 million to 7.5 million yuan for the first half of 2025, although it reports significant improvement in profit margins from its printing business [5] - China High-Tech anticipates a net loss of 4.13 million to 4.96 million yuan for the same period, citing a decline in market share and revenue in its online education segment [6] - *ST Chuan Zhi forecasts a net loss of 6.6 million to 9.6 million yuan, with projected revenue between 150 million and 180 million yuan [7] - Angli Education expects to achieve a net profit of approximately 2.8 million yuan for the first half of 2025, reversing its previous losses with an estimated revenue of about 630 million yuan [8]

证券代码：600661 证券简称：昂立教育 编号：临 2025-021 上海新南洋昂立教育科技股份有限公司 关于 2025 年半年度业绩预盈的公告 公司董事会及全体董事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个别及连带责任。 重要内容提示： ? 经初步测算，上海新南洋昂立教育科技股份有限公司（以下简称"公司"） 预计实现归属于上市公司股东的净利润约 280 万元，实现归属于上市公司股东的扣除 非经常性损益后的净利润约-140 万元。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 经财务部门初步测算，预计 2025 年半年度实现营业收入约 63,000 万元，与上年 同期相比，将同比增长 11.42%；预计 2025 年半年度净利润实现扭亏为盈，实现归属 于上市公司股东的净利润约 280 万元，预计实现归属于上市公司股东的扣除非经常性 损益的净利润约-140 万元，将同比减亏约 1,577.54 万元。 二、上年同期经营业绩和财务状况 （一）归属于上市公司股东的净利润：-1,712.41 万元。归属于上市公司股东的 扣除非经常性损益的净利 ...

证券代码：600661 证券简称：昂立教育 编号：临 2025-021 上海新南洋昂立教育科技股份有限公司 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 重要内容提示： （二）业绩预告情况 经初步测算，上海新南洋昂立教育科技股份有限公司（以下简称"公司"） 2025年半年度预计实现营业收入约63,000万元，2025年半年度净利润实现扭亏为盈， 预计实现归属于上市公司股东的净利润约 280 万元，实现归属于上市公司股东的扣除 非经常性损益后的净利润约-140 万元。 经财务部门初步测算，预计 2025 年半年度实现营业收入约 63,000 万元，与上年 同期相比，将同比增长 11.42%；预计 2025 年半年度净利润实现扭亏为盈，实现归属 于上市公司股东的净利润约 280 万元，预计实现归属于上市公司股东的扣除非经常性 损益的净利润约-140 万元，将同比减亏约 1,577.54 万元。 一、本期业绩预告情况 二、上年同期经营业绩和财务状况 关于 2025 年半年度业绩预盈的公告 公司董事会及全体董事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 ...

Summary of Conference Call Records Industry Overview - The service consumption sector in China is currently lower than that of developed economies, with a high proportion of survival consumption. Future potential lies in entertainment and tourism services, which are expected to benefit from changing consumer preferences [2][1]. Key Insights and Arguments Tea Beverage Industry - The tea beverage industry is projected to grow well in 2025, with same-store sales growth exceeding 20%, driven by high temperatures and delivery subsidies. Although domestic growth may slow from 20%-30% to 15%-20%, there remains significant growth potential in international and lower-tier markets. Recommended investment targets include Xuewang, which has a high market share and low price point, and Gupin, which has untapped market potential [3][1]. Restaurant Industry - The restaurant industry is expected to exceed expectations in 2025, with moderate single-digit growth but significant internal structural differentiation. Affordable chain restaurants are showing improved operational data, with recommended stocks including Xiaocaiyuan Green Tea and Yum China, which has a robust performance and offers a 9% dividend yield through share buybacks [4][1]. Meituan's Competitive Advantage - Meituan faces competition from JD and Alibaba but maintains strong core competitive barriers, including a robust local life three-sided transaction network and a well-established ecosystem, particularly in lower-tier cities. This positions Meituan favorably in the ongoing instant retail subsidy battle [5][1]. Education Sector - The education market is currently characterized by high demand and a trend towards concentration, with leading companies likely to capture greater market share. Recommended stocks include Xueda, Angli, and Hong Kong-listed Zhuoyue and Sikaole [6][1]. Human Resources Industry - The human resources sector is experiencing weak demand, but companies like Keri and Beijing Renli are leveraging partnerships with major clients like Huawei for structural recovery. Keri's HeFa recruitment platform utilizes AI to connect headhunters and companies, enhancing efficiency [7][1]. Hotel Industry - The hotel sector is currently oversupplied, with RevPAR showing a year-on-year decline, although the rate of decline is narrowing. The summer tourism demand is strong, and there are opportunities for improvement in leading hotel groups. Recommended investment includes Shoulu Group, which is expected to benefit from operational improvements [11][1]. Additional Important Points - The tourism sector is under close policy scrutiny, with potential government subsidies to boost the industry. The domestic tourism market shows a clear seasonal trend, with increasing disparities between peak and off-peak seasons [9][1][10][1]. - The hotel industry is expected to see a recovery in supply-demand dynamics, with leading companies poised to benefit from improved operational metrics and strategic adjustments [11][1].

Core Insights - The financial performance of Xueda Education shows significant growth in revenue and net profit for Q1 2025, with revenue reaching 863.7 million yuan, a year-on-year increase of 22.46%, and net profit attributable to shareholders rising to 73.77 million yuan, up 47.00% [3][4] Financial Overview - As of 2024, Xueda Education reported total assets of 3.828 billion yuan and total liabilities of 3.026 billion yuan, resulting in a high debt-to-asset ratio of 79.05% [4] - The company's debt ratio is among the highest in the A-share listed education companies, only surpassed by *ST Kaiyuan, Angli Education, and Zhonggong Education [4] Management Compensation - The founder and chairman, Jin Xin, experienced significant fluctuations in salary over recent years, with compensation dropping to 406,900 yuan in 2022 but rebounding to 2.567 million yuan in 2024, an increase of 893,000 yuan from the previous year [3] - In 2024, Jin Xin received the highest salary among disclosed executives, surpassing the vice president's compensation by 1.7452 million yuan [3] Investment Activities - Xueda Education has significantly increased its investment in financial products, with the amount rising from 2.5165 million yuan to 106 million yuan by year-end 2024, indicating a healthy cash position and lack of financial distress [4]

09:32 沪指站上3500点，创去年11月以来新高。 09:28 机器人概念股开盘活跃 恒工精密、大丰实业、长华集团竞价涨停，均普智能、朗迪集团、豪森智能、龙溪股份、富临精工等 涨超7%。 09:27 托育服务概念开盘涨幅居前 华媒控股涨停，和晶科技、孩子王、昂立教育、时代出版等个股跟涨。消息面上，国家发改委指示， 2025年，实现每千人口拥有3岁以下婴幼儿托位数4.5个，新增普惠性托位66万个。 09:25 A股开盘丨三大股指开盘涨跌不一 沪 指 报 3498.72 点 ， 涨 0.04% ， 深 成 指 报 10592.51 点 ， 涨 0.04% ， 创 业 板 指 报 2179.32 点 ， 跌 0.08%。 盘面上，托育服务、人形机器人、金属铜等板块涨幅居前，保险、贵金属、硅能源、光伏板块走弱。 （持续更新中，更多请点击文末"阅读原文"） ...

Market Overview - The Shanghai Composite Index reached 3502.27 points, marking a new high since November of the previous year, with a gain of 4.80 points or 0.14% [2] - The market showed mixed performance with the Shanghai Composite Index and Shenzhen Component Index both slightly up by 0.04%, while the ChiNext Index fell by 0.08% [5][6] Sector Performance - The sectors showing significant gains included childcare services, humanoid robots, and copper, while insurance, precious metals, silicon energy, and photovoltaic sectors experienced declines [1][6] - Childcare services saw notable activity with companies like Huamei Holdings hitting the daily limit, supported by a directive from the National Development and Reform Commission aiming for 4.5 childcare spots per 1,000 people by 2025, adding 660,000 inclusive spots [4] - Humanoid robot stocks were active at the opening, with companies such as Henggong Precision and Dafeng Industrial reaching their daily limit, and others like Enmu Intelligent and Longxi Co. rising over 7% [3] Trading Volume and Activity - The total trading volume in the market was reported at 424.11 billion, with a specific volume of 38.56 billion for the day [2] - The market saw 1,034 stocks decline, 253 remain unchanged, and 1,038 stocks increase in value [6]