办学质量提升
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新高教集团:云爱集团与中原信托订立合作协议 涉资约4.3亿元
Zhi Tong Cai Jing· 2025-12-25 03:53
新高教集团 分时图 日K线 周K线 月K线 1.00 -0.03 -2.91% 2.91% 1.94% 0.97% 0.00% 0.97% 1.94% 2.91% 1.00 1.01 1.02 1.03 1.04 1.05 1.06 09:30 10:30 12:00/13:00 14:00 16:10 0 23万 45万 68万 新高教集团(02001)发布公告,云爱集团已与中原信托订立合作协议,据此,云爱集团将向中原信托支 付总额不超过人民币4.3亿元的资金。中原信托将负责向云爱集团提供金融服务,包括但不限于提供资 产管理、财务顾问服务及风险管理顾问服务。 合作协议的条款乃由集团与中原信托经参考近期市况后公平磋商而厘定。董事会相信,订立合作协议将 使集团能够获得全面而便捷的差异化信托服务以及财务顾问服务,有助于优化资金配置效率,为集团旗 下院校提升办学质量提供长效资金支持,有利于集团的高质量发展。 ...
2026年教育行业投资策略:景气与困境反转交织,投资机会纷呈
Shenwan Hongyuan Securities· 2025-11-16 12:15
Group 1 - The education industry is expected to see a turnaround as the fundamentals reach a bottom and policies advance, particularly in higher education [3][7][9] - The demand for vocational training among young people is surging, leading to an upturn in the vocational education sector [3][86] - The tutoring industry is characterized by strong brand growth and franchise operations, indicating potential investment opportunities [3][85] Group 2 - The education index has underperformed compared to the Hang Seng China Enterprises Index, with a year-to-date absolute return of 11.4% and an excess return of -17.5% [6] - The private higher vocational education sector has shown strength, with a cumulative return of 52.9% year-to-date, outperforming the Hang Seng China Enterprises Index by 24% [6] - The report highlights specific companies such as Yuhua Education, Zhongjiao Holdings, and New Higher Education as key players to watch [8][84] Group 3 - The policy of profit-oriented classification management is gradually being reinitiated, which is expected to stabilize the investment returns for private higher education institutions [9][13] - The quality of education in private institutions has significantly improved over the past five years, with key metrics such as student-to-teacher ratios and per-student funding meeting standards [77][75] - The anticipated recovery in profitability for private higher education companies is linked to the completion of quality assessments and the potential for expansion following the issuance of profit-oriented licenses [71][74] Group 4 - The vocational education market is experiencing a boom due to the increasing number of graduates and those who do not pass entrance exams entering the labor market [88] - The number of high school graduates is on the rise, while the labor force from junior high school graduates is shrinking, indicating a shift in educational demand [89]