（来源：淘金ETF） 教育ETF 1. 金现代 300830 公司专注行业数字化与低代码开发，主营电力、化工等领域信息化解决方案，拥有垂直领域专用大模型 与AI智能取数、AI配料智能体等核心产品，深度服务央企与工业企业数智化转型。在AI应用全面爆发 背景下，公司依托低代码+AI开发优势，可快速对接阿里云、华为云开放工具与大模型能力，大幅缩短 项目交付周期、降低研发成本，AI赋能工业生产、设备管理、质量管控等场景落地加速，订单与交付 效率同步提升，充分受益于全行业AI应用普及与企业数字化需求扩张，成长空间持续打开。公司在电 力信息化领域具备深厚积累，AI技术与行业Know-How深度融合，可快速响应客户智能化升级需求，随 着AI开发成本下降与落地效率提升，其在能源、化工等行业的AI解决方案有望加速复制，进一步巩固 市场地位，打开业绩增长新空间。 2. 赛意信息 300687 公司是国内领先的企业数智化服务商，聚焦智能制造、工业软件与ERP实施，为电子、光伏等行业提供 MES与工业互联网解决方案，自研谷神工业大模型与PCB行业垂直模型，AI解决方案已实现规模化订单 落地。作为华为MetaERP核心合作伙伴，公司深 ...

教育（核心股）强国建设持续推进：据中国政府网 2026 年 1 月发布《教育强国建设规划纲要（2024— 2035 年）》，坚持教育优先发展，完善投入与保障机制，行业长期发展框架清晰。 教育（核心股）数字化加速落地：据教育部等九部门联合印发《关于加快推进教育数字化的意见》，推 动 AI 与教学全场景融合，扩大优质资源覆盖。 今日 A 股教育（核心股）板块尾盘显著走高，市场情绪与资金关注度同步提升。个股呈现集体上行态 势，中公教育直线涨停，科德教育、昂立教育、豆神教育、华图山鼎、全通教育等核心标的纷纷跟涨， 板块交易活跃度明显提升，资金对教育服务赛道的配置意愿增强。 教育（核心股）行业最新利好消息 职业教育（核心股）教学改革深化：据教育部 2026 年 2 月 12 日发布《关于深化职业教育教学关键要素 改革的意见》，面向低空经济（核心股）、人工智能等新兴产业增设新专业，推动产教融合与人才培养 升级。 教育（核心股）数字化行业：据国信证券行业研究，AI、虚拟仿真技术赋能教学场景，智慧教育硬件 与平台服务商迎来增量空间。 学历与升学服务行业：据申万宏源 2026 年教育（核心股）投资策略，高校与民办高教需求具备韧 ...

教育板块尾盘走高，中公教育涨停，科德教育、昂立教育、豆神教育、华图山鼎、全通教育等纷纷走 高。 ...

其表示，人口结构的剧烈变动，为银发经济创造了前所未有的需求基数。预计到2035年，银发经济规模 有望达到30万亿。 据央视新闻报道，2月24日，国务院总理李强主持召开国务院常务会议，研究推进银发经济和养老服务 发展有关工作。 国信证券指出，2025年我国60岁及以上人口已达3.2亿，占总人口比重上升至23%，较2024年上升了1个 百分点，标志着我国已正式迈入中度老龄化社会。中国老龄化科学研究中心预计2035年前后，我国银发 族人口数量将突破4亿，到2050年左右突破5亿。 康尼机电：公司目前智能轮椅、老年代步车等产品已实现批量销售。 昂立教育：公司旗下快乐公社就是专注银发经济的品牌，面向40岁以上人群提供兴趣课程与文旅服务， 定位为"教育+陪伴"的模式。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 湘财证券则认为，养老服务政策的核心在于通过市场化、科技化手段提升供给质量与效率，催生结构明 确的投资机遇。医疗中以下两大方向将直接受益：一是养老服务运营商：品牌化、连锁化扶持及稳定运 营支持，利好已形成规模的头部养老机构，市场份额有望提升。二是康复器械与智能养老：策强力支持 ...

Investment Rating - The report maintains a "Recommendation" rating for the education industry, indicating a positive outlook for the sector [2]. Core Insights - The education industry is expected to experience a "three-dimensional resonance" with policy improvements, supply clearing, and demand release, shifting the investment logic from policy-driven to performance-driven. The industry is also seen as having relatively low valuations, with potential for a "Davis Double Play" in performance and valuation under policy support [8][26]. - The integration of AI in education is highlighted as a key investment theme, with leading education companies likely to benefit from the "AI + Education" trend [8][26]. Summary by Sections 1. Industry Policy Dynamics - On February 9, the Guangdong Provincial Education Department issued guidelines to standardize enrollment practices in primary and secondary schools, effective from March 10, 2026, for five years [11]. - The Jiangsu Province introduced an action plan for AI and intellectual property from 2026 to 2030, promoting the integration of AI with intellectual property to foster interdisciplinary talent [11]. - The Ministry of Education emphasized the importance of high-quality Sino-Russian educational cooperation, focusing on vocational education and joint research platforms [11]. - The establishment of the Aerospace Intelligent College at Hainan University aims to align educational offerings with high-end industry needs [11]. - A new opinion from the Ministry of Education calls for reforms in vocational education to address industry disconnects and enhance adaptability [11]. 2. Individual Stock Dynamics - China Oriental Education forecasted a 46%-51% increase in net profit for 2025, driven by a 6% increase in new student registrations and a 12% revenue growth [14]. - Huatu Shanding's major shareholder had a portion of shares released from freeze, while Zhonggong Education's shareholder released a significant number of pledged shares [14]. 3. Market Performance - The education sector outperformed the CSI 300 index, with the CITIC Education Index rising by 1.16% compared to the CSI 300's 0.36% increase during the week of February 9-13, 2026 [15]. - The best-performing stocks in the education sector included Doushen Education (+6.31%), Qinsong Shares (+5.03%), and Kede Education (+3.36%) [20]. 4. Investment Recommendations - The report suggests focusing on three main investment lines: 1. "AI + Education" with a positive outlook for Kevin Education and Kede Education as potential leaders 2. Performance and valuation resonance with Action Education, Xueda Education, and Angli Education showing significant valuation advantages 3. Second growth curve opportunities with Botong Shares actively seeking new growth avenues [26].

Investment Rating - The report maintains a "Recommendation" rating for the education industry, indicating a positive outlook for investment opportunities [2]. Core Insights - The education industry is expected to experience a "three-dimensional resonance" with policy improvements, supply clearing, and demand release, shifting the investment logic from policy-driven to performance-driven. The industry is also seen as having relatively low valuations, with potential for a "Davis Double Play" in performance and valuation under policy support [8][26]. - The integration of AI in education is highlighted as a key investment theme, with leading education companies likely to benefit from the "AI + Education" trend [8][26]. Summary by Sections 1. Industry Policy Dynamics - On February 9, the Guangdong Provincial Education Department issued guidelines to standardize enrollment practices in primary and secondary schools, effective from March 10, 2026, for five years [11]. - The Jiangsu Province introduced an action plan for AI and intellectual property from 2026 to 2030, promoting the integration of AI with education and supporting interdisciplinary talent development [11]. - The Ministry of Education emphasized the importance of high-quality cooperation in vocational education with Russia, focusing on talent cultivation and joint research [11]. - The establishment of the Aerospace Intelligent College at Hainan University aims to align educational offerings with high-end industry needs [11]. - The Ministry of Education released opinions on reforming vocational education, focusing on industry collaboration and the introduction of new majors in emerging fields [11]. 2. Individual Company Dynamics - China Oriental Education announced a positive profit forecast, expecting a 46%-51% increase in net profit for 2025, driven by a 6% increase in new student registrations [14]. - Huatu Shanding's major shareholder had some shares released from freezing, while Zhonggong Education's shareholder completed the release of pledged shares [14]. 3. Market Performance - The education sector outperformed the CSI 300 index, with the CITIC Education Index increasing by 1.16% compared to the CSI 300's 0.36% during the week of February 9-13, 2026 [15]. - The best-performing stocks in the education sector included Doushen Education (+6.31%), Qinsong Shares (+5.03%), and Kede Education (+3.36%), while the worst performers were ST Kaiyuan (-7.06%), Huatu Shanding (-3.92%), and Angli Education (-2.45%) [20]. 4. Investment Recommendations - The report recommends focusing on three main investment lines: (1) "AI + Education" with a focus on Kevin Education and Kede Education as potential leaders; (2) performance and valuation resonance with Action Education, Xueda Education, and Angli Education showing significant valuation advantages; (3) exploring second growth curves with Botong Shares [26].

Investment Rating - The report maintains a "Hold" rating for the education industry [1] Core Insights - The education industry is experiencing a "three-dimensional resonance" with policy improvements, supply clearing, and demand release, shifting the investment logic from policy-driven to performance-driven. The industry is expected to benefit from a "Davis Double Play" in terms of performance and valuation under policy support [7][25] - The integration of AI in education is highlighted as a key investment theme, with leading education companies likely to benefit from the "AI + Education" trend [7][25] Summary by Sections 1. Education Industry Policy Dynamics - The "National Reading Promotion Regulation" was implemented on February 1, 2026, aimed at enhancing reading quality and promoting digital reading [10][12] - The "2026 China Automation and AI Science Popularization Conference" was held, emphasizing the integration of AI in education [10][12] - Beijing's guidelines for enhancing "AI +" training for officials were issued, focusing on practical training in AI technologies [10][12] - The Jiangsu Provincial Education Department announced plans to establish several new specialized colleges [10][12] - A national meeting on basic education reform was held, discussing the improvement of examination quality and diversified admission reforms [10][12] 2. Education Stock Dynamics - Action Education repurchased 114,500 shares, accounting for 0.096% of its total shares, at prices between 41.54 and 44.94 CNY [13] - Major shareholders of Xueda Education plan to reduce their holdings by up to 60,930 shares [13] - Angli Education announced a plan to reduce its repurchased shares, which currently account for 3.09% of its total shares [13] - Huatu Shanding received regulatory warnings for non-compliance in financial disclosures [13] 3. Education Index and Stock Performance - The education sector outperformed the CSI 300 index, with a decline of 0.83% compared to the CSI 300's decline of 1.33% [14] - The best-performing sub-sector was higher and vocational education, which rose by 1.56% [16] - The top three performing stocks in the education sector were ST Kaiyuan (+22.32%), Quanta Education (+3.42%), and Angli Education (+3.09%) [18] 4. Investment Recommendations - The report suggests focusing on three main investment themes: 1. "AI + Education" with Kevin Education and Kede Education as potential leaders 2. Performance and valuation resonance with Action Education, Xueda Education, and Angli Education showing significant valuation advantages 3. Second growth curve opportunities with Botong Co. actively seeking new growth avenues [25]

Investment Rating - The report maintains a "Hold" rating for the education industry [1] Core Insights - The education industry is experiencing a "three-dimensional resonance" with policy improvements, supply clearing, and demand release, shifting the investment logic from policy-driven to performance-driven. The industry is expected to benefit from a "Davis Double Play" in terms of performance and valuation under policy support [7][25] - The integration of AI in education is highlighted as a key investment theme, with leading education companies likely to benefit from the "AI + Education" trend [7][25] Summary by Sections 1. Education Industry Policy Dynamics - The "National Reading Promotion Regulations" came into effect on February 1, 2026, aimed at enhancing reading quality and promoting digital reading [10][12] - The "2026 China Automation and AI Science Popularization Conference" was held, emphasizing the integration of AI in education and the need for specialized training for educators [10][12] - The Beijing Municipal Government issued guidelines to strengthen AI-related training for civil servants [10][12] - The Jiangsu Provincial Education Department announced plans to establish several new specialized colleges [10][12] - A national meeting on basic education reform was held, focusing on improving examination quality and encouraging diverse admission reforms [10][12] 2. Education Stock Dynamics - Action Education repurchased 114,500 shares, accounting for 0.096% of its total share capital, with a total expenditure of approximately RMB 4.8 million [13] - Major shareholders of Xueda Education plan to reduce their holdings by up to 60,930 shares [13] - Angli Education has a share repurchase plan in place, with no shares yet repurchased [13] - Huatu Shanding received regulatory warnings for non-compliance in financial disclosures [13] 3. Education Index and Stock Performance - The education sector outperformed the CSI 300 index, with a decline of 0.83% compared to the CSI 300's decline of 1.33% [14] - The best-performing sub-sector was higher and vocational education, which rose by 1.56% [16] - The top three performing stocks in the education sector were ST Kaiyuan (+22.32%), Quanta Education (+3.42%), and Angli Education (+3.09%) [18] 4. Investment Recommendations - The report recommends focusing on three main investment themes: 1. "AI + Education" with Kevin Education and Kede Education as potential leaders 2. Performance and valuation resonance with Action Education, Xueda Education, and Angli Education showing significant valuation advantages 3. Second growth curve opportunities with Botong Co. actively seeking new growth avenues [25]

● 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。 一、减持主体减持前基本情况 ■ 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： ● 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%。 ● 公司第十一届董事会第十八次会议审议通过《关于集中竞价减持回购股份的议案》，并授权公司经营 层具体负责操作减持相关事宜。基于对公司价值的合理判断，结合当前证券 ...

每经AI快讯，昂立教育2月5日晚间发布公告称，截至目前，公司未减持回购股份，回购专用账户持有 回购股份约887万股，占公司总股本的3.09%，本次减持计划时间已届满。 每经头条（nbdtoutiao）——仅老年独居者就数千万，谁能帮他们从容老去？意定监护在国内诞生已14 年，距全面落地还差"最后一公里" （记者 王晓波） ...