美银证券发布研报称，新东方-S截至11月止第二财季的收入及利润率均胜预期。收入增长加速至15%， 并高于9%至12%的指引。非通用会计準则经营利润率扩阔4.8个百分点，亦按季加速，同时高于指引 的"逾1个百分点"。公司对截至2月止第三财季的收入增长指引为11%至14%，并将5月底止全财年收入 指引上调至53亿至55亿美元，即按年增长8%至12%，高于原先指引的5%至10%，主要动力来自K12业 务、东方甄选及海外备考业务跌幅收窄。 新东方-S(09901)涨超4%，截至发稿，涨4.03%，报46.56港元，成交额1.79亿港元。 消息面上，1月28日，新东方-S发布截至2025年11月30日止的2026财年第二季度财务业绩公告，该集团 2026财年第二季度的净营收同比上升14.7%至11.91亿美元；经营利润同比上升244.4%至6630万美元；新 东方股东应占净利润同比上升42.3%至4550万美元。于2026财年上半年，净营收约27.14亿美元，同比增 长9.7%。经营利润约3.77亿美元，同比增长20.7%。新东方股东应占净利润约2.86亿美元，同比增长 3.2%。 ...

Core Viewpoint - Australia’s Chengfeng Higher Education (01752) reported a revenue of AUD 34.258 million for the fiscal year ending June 30, 2025, representing a year-on-year increase of 17.96% [1] - The company’s net profit attributable to shareholders was AUD 3.428 million, marking a significant year-on-year increase of 78.82% [1] - The basic earnings per share were AUD 0.00143, and the company proposed a final dividend of HKD 0.006 per ordinary share [1] Revenue Breakdown - The increase in revenue is primarily attributed to a rise in student enrollment compared to the same period in 2024 [1] - Tuition fees accounted for over 93.7% of the company’s revenue, while other service fees contributed approximately 6.3% [1]

Core Viewpoint - China Oriental Education (00667.HK) reported a mid-year performance for the first half of 2025, showing significant growth in revenue and profit metrics [1] Financial Performance - The company's revenue for the first half of 2025 reached RMB 2.186 billion, representing a year-on-year increase of 10.23% [1] - Shareholders' profit for the same period was RMB 403 million, marking a substantial year-on-year growth of 48.41% [1] - Basic earnings per share stood at RMB 0.184 [1] Profitability Metrics - The group's gross profit for the six months ending June 30, 2025, was approximately RMB 1.253 billion, compared to about RMB 1.051 billion in the same period of 2024 [1] - The gross profit margin for the first half of 2025 was 57.3%, an increase from 53.0% in the same period of 2024 [1] - The increase in gross profit margin was primarily attributed to revenue growth, while the cost of revenue remained stable due to enhanced cost control measures [1]

Group 1 - The core viewpoint of the article highlights the significant financial growth of Excellence Education Group, with a revenue of 917 million yuan, representing a year-on-year increase of 188.9% [1] - The adjusted net profit reached 152 million yuan, showing a year-on-year increase of 178.9% [1] - The net profit also stood at 152 million yuan, reflecting a year-on-year increase of 178.5% [1] - The basic earnings per share were reported at 19.92 cents [1] Group 2 - The increase in revenue is primarily attributed to the continuous improvement in the quality of comprehensive literacy business products and services, as well as significant market expansion in Guangzhou, Shenzhen, and Foshan [1]

Group 1 - The core viewpoint of the article highlights that Angli Education (600661) reported a revenue of 309 million yuan for the first quarter of 2025, reflecting a year-on-year growth of 10.78% [1] - The net profit for the same period was 13.32 million yuan, showing a year-on-year increase of 22.93% [1]