Group 1 - The 2026 CCTV Spring Festival Gala will feature Huang Bolin, a champion in the skills sector and an exemplary graduate of Dongguan Light Industry School, showcasing the importance of vocational education [1][2][5]. - The Spring Festival Gala aims to highlight ordinary individuals who shine in their respective fields, with multiple World Skills Competition champions, including Huang Bolin, set to demonstrate their skills and the spirit of craftsmanship [2][8]. - The World Skills Competition, held every two years, is recognized as the highest-level and largest vocational skills event globally, representing advanced standards in vocational skill development [2]. Group 2 - Huang Bolin won the gold medal in the fine woodworking category at the 47th World Skills Competition held in Lyon, France, in September 2024, reflecting the success of Dongguan's vocational education in cultivating skilled talent [5][8]. - Dongguan is transitioning from a "manufacturing city" to a "strong manufacturing city," with vocational schools like Dongguan Light Industry School focusing on cultural and collaborative educational approaches to support regional industrial development [5][7]. - The school has established a three-in-one educational system combining Lingnan culture, military culture, and corporate culture, aiming to foster resilience and professional qualities among students while integrating industry standards into their curriculum [7].

证券研究报告 | 2026年02月09日 中国东方教育（00667.HK） 优于大市 模式升级固本培元，职教龙头弄潮服务消费新风口 深耕职教近四十年，多品牌构筑技能培训版图。中国东方教育是国内领先的 职业技能教育集团，旗下布局新东方烹饪、新华电脑、万通汽修等知名品牌。 2019 年在港股上市。公司覆盖烹饪技术、西点西餐、信息及互联网技术、汽 车服务四大成熟专业，并积极布局美业、宠物、康养等新兴专业。 技能培训行业：职教万亿扩容，中职调整寻机。我国职业教育行业处于万亿 扩容黄金期，受政策持续加码与产业需求拉动双轮驱动，2025-2029 年预计 维持 17%复合增速，2029 年市场规模有望突破 2 万亿元。此前中职赛道经历 数年调整，2010-2024 年在高中招生占比从 51%下滑至 34%，但考虑中级技能 人才产业刚需、部分普高适配度较低学生回流，后续普高比有望寻找新平衡。 成熟专业：疫后盈利能力率先修复，收入后提速打开利润增长空间。2024 年以来公司积极调整，关停并转低效校区、推进五省职教产业园建设、升级 课程结构，带动 2025H1 公司经调净利率 19.0%/+5.0pct；预计伴随更多职教 园区 ...

证券研究报告 | 2026年02月09日 中国东方教育（00667.HK） 优于大市 模式升级固本培元，职教龙头弄潮服务消费新风口 深耕职教近四十年，多品牌构筑技能培训版图。中国东方教育是国内领先的 职业技能教育集团，旗下布局新东方烹饪、新华电脑、万通汽修等知名品牌。 2019 年在港股上市。公司覆盖烹饪技术、西点西餐、信息及互联网技术、汽 车服务四大成熟专业，并积极布局美业、宠物、康养等新兴专业。 技能培训行业：职教万亿扩容，中职调整寻机。我国职业教育行业处于万亿 扩容黄金期，受政策持续加码与产业需求拉动双轮驱动，2025-2029 年预计 维持 17%复合增速，2029 年市场规模有望突破 2 万亿元。此前中职赛道经历 数年调整，2010-2024 年在高中招生占比从 51%下滑至 34%，但考虑中级技能 人才产业刚需、部分普高适配度较低学生回流，后续普高比有望寻找新平衡。 成熟专业：疫后盈利能力率先修复，收入后提速打开利润增长空间。2024 年以来公司积极调整，关停并转低效校区、推进五省职教产业园建设、升级 课程结构，带动 2025H1 公司经调净利率 19.0%/+5.0pct；预计伴随更多职教 园区 ...

Core Insights - The strategic cooperation agreement between Guangdong Provincial Education Department and JD Group aims to enhance vocational education and training for delivery personnel, addressing issues like unclear career paths and insufficient skills training [1][2] Group 1: Strategic Cooperation and Initiatives - The partnership will implement the "71583" plan, which includes establishing 7 JD Industry Colleges, exploring 10 JD Super Campus Comprehensive Operation Centers, building 5 Industry Technology Innovation Centers, and creating 8 Joint Laboratories [1] - JD will provide access to its logistics supply chain, e-commerce retail, AI, and big data resources to support the implementation of the plan [1] Group 2: Modern Rider Academy - The Modern Rider Academy is the first vocational education platform in China focused on the career development of delivery personnel [1] - The academy aims to provide a dual pathway for skill and educational advancement, offering vocational skill certificates and support for academic progression [2][3] Group 3: Training Programs and Curriculum - The academy will offer a modular, tiered curriculum designed to enhance the skills and career transition of riders, including advanced skills training in smart logistics and legal regulations [4][5] - Training will include soft skills development and new technology applications, preparing riders for roles in drone operation and smart logistics [5] Group 4: Workforce Impact - JD currently employs over 930,000 people, with 600,000 being frontline delivery personnel, indicating a significant potential impact on the workforce through this training initiative [6]

Core Insights - Guangdong Province's Education Department is collaborating with JD Group to implement the "71583" school-enterprise cooperation plan, which includes establishing 7 JD Industry Colleges, exploring 10 JD Super Campus Comprehensive Operation Centers, and building 5 Industry Technology Innovation Centers [1] - The establishment of the Modern Rider Academy marks a significant step in promoting healthy development of new employment forms and creating a modern vocational education system in Guangdong [1][2] Group 1: Collaboration and Initiatives - The "71583" plan aims to enhance cooperation between high-level universities and JD Group, focusing on industry-academia integration and practical training [1] - The Modern Rider Academy is the first vocational education platform in China dedicated to the career development of riders and couriers, addressing issues such as unclear career paths and insufficient skills training [2][4] Group 2: Training and Certification - Riders completing specific training at the Modern Rider Academy will receive vocational skill certificates, which can aid in career advancement and job transitions [4] - The academy offers a multi-tiered training system, including short-term, long-term, and targeted training programs, designed to enhance riders' skills without disrupting their daily work [4][6] Group 3: Curriculum and Skill Development - The curriculum at the Modern Rider Academy focuses on enhancing riders' job capabilities and facilitating career transitions, with modules on advanced skills, legal knowledge, soft skills, and new technology applications [6] - Courses will cover areas such as intelligent scheduling system operation, basic maintenance of unmanned delivery devices, and legal awareness, aiming to improve riders' overall competencies [6] Group 4: Institutional Support and Goals - Guangzhou Vocational Technology University will leverage its expertise in vocational education to collaborate with JD Group, creating a comprehensive training system for riders [7] - JD Group currently employs over 930,000 staff, with 600,000 being frontline couriers and riders, indicating a significant potential impact on the new employment sector through this training initiative [7]

Group 1 - The core viewpoint of the article highlights the strategic partnership between Guangdong Provincial Education Department and JD Group, focusing on the establishment of a vocational skills education platform for delivery personnel [1] - The Modern Rider Academy is the first of its kind in the country, aimed at enhancing the career development of riders and couriers through a dual pathway of "education + skills" [1] - The skills training provided by the academy is expected to cover over 100,000 full-time riders and frontline workers employed by JD (including Debang and KuaYue) in Guangdong [1]

Core Viewpoint - The articles highlight the achievements of vocational students in various skill competitions, emphasizing the importance of vocational education in shaping their careers and contributing to national development [4][6][8][14][16]. Group 1: Achievements in Competitions - A student from Tianjin won a gold medal in the information network cabling project at the 47th World Skills Competition, breaking a 17-year foreign dominance in this category [4]. - Another student from Shandong secured a silver medal at the BRICS Skills Competition, showcasing their expertise in industrial robotics [6]. - A student from Heilongjiang won a gold medal in woodworking at the national vocational skills competition, representing their province at the national level [9]. Group 2: Personal Development and Commitment - Students express how their commitment to skill training and education has transformed their lives, with one student stating that vocational education allowed them to be "seen" and recognized for their skills [4][6]. - The dedication to practice and improvement is evident, with students spending extensive hours honing their skills, often sacrificing personal time for training [6][8][14]. - The articles illustrate the journey from initial uncertainty to achieving recognition and success in their respective fields, highlighting the transformative power of vocational education [8][14][16]. Group 3: Future Aspirations and Industry Impact - Students are motivated to continue their education and skill development, aiming to contribute to their industries and the broader economy [4][6][14][16]. - The integration of modern technology, such as AI and 3D modeling in design education, is preparing students for future challenges in their fields [10][11]. - The articles emphasize the growing demand for skilled professionals in various sectors, indicating a positive outlook for vocational education and its role in workforce development [15][17].

Core Points - The article highlights the achievements of Lu Jingyi, a champion from Henan Chemical Technician College, who has been appointed as one of the "Global Skills Dream Ambassadors" for the 2025 World Skills Organization [1][10] - The World Skills Competition, known as the "Skills Olympics," is the largest and most prestigious vocational skills competition globally, with the 48th edition scheduled to take place in Shanghai in 2026 [1][10] Group 1: Achievements and Recognition - Lu Jingyi won the gold medal in the chemical laboratory technology project at the 47th World Skills Competition held in Lyon, France, in September 2024, marking a consecutive victory for China in this category [1][8] - She was selected from 157 applicants to represent the Asia region in the World Skills Organization's Champion Liaison Group for 2025-2026 [8][10] - Lu Jingyi's new role as a Global Skills Dream Ambassador involves inspiring and encouraging young people to pursue vocational skills and education [8][10] Group 2: Personal Journey and Development - Lu Jingyi faced initial challenges and doubts about her future after failing her high school entrance exam, leading her to enroll in a vocational school [3][4] - Through hard work and mentorship, she regained confidence and excelled in her studies, eventually participating in the World Skills Competition [3][5] - Her journey reflects a transformation from a student with limited exposure to a skilled competitor, emphasizing the importance of vocational education in changing lives [3][8] Group 3: Future Aspirations - The upcoming 48th World Skills Competition in Shanghai will feature 64 competition categories, providing a platform for showcasing skills [10][12] - Lu Jingyi aims to leverage her new ambassador role to promote the value of skills and encourage others to pursue their dreams through vocational training [10][12]

Core Points - The third National Skills Competition concluded successfully in Zhengzhou, showcasing the skills and talents of over 3,400 participants from 35 delegations across the country [2][3] - The event emphasized the importance of skill development in line with President Xi Jinping's directives, aiming to enhance vocational education and training levels [3] - The closing ceremony featured performances and awards for 106 winning projects, highlighting the achievements of participants and promoting a culture of craftsmanship and labor [3][4] Group 1 - The event was attended by approximately 8,000 participants, including government officials, industry representatives, and media [4] - The next National Skills Competition will be hosted in Zhejiang Province, with expectations for an exciting event [3] Group 2 - The competition served as a platform for sharing advanced experiences in skill development, contributing to high-quality economic growth [3] - The event celebrated the spirit of labor and craftsmanship, aiming to inspire more skilled talents to contribute to innovation and entrepreneurship [3]

Core Points - The article highlights the participation of students from Kazakhstan in the automotive manufacturing and repair competition as part of the 2025 World Skills Competition, showcasing their skills and training received at the Luban Workshop [2][3]. Group 1: Event Overview - The competition took place on September 5 in Öskemen, Kazakhstan, as part of the Central Asia regional selection for the World Skills Competition [3]. - The "Dragon Team" from East Kazakhstan Technical University won the championship, earning the opportunity to participate in the ranking competition in Tianjin, China [3]. Group 2: Luban Workshop - The Luban Workshop, established through collaboration between East Kazakhstan Technical University and Tianjin Vocational University, focuses on training in automotive maintenance and repair, reflecting the growing demand for skilled professionals in Kazakhstan's automotive sector [6][9]. - The workshop has been operational since December 2023 and aims to bridge the gap in technical education between China and Kazakhstan [6][9]. Group 3: Student Experience - Students expressed their enthusiasm and commitment, having trained intensively for one and a half months prior to the competition, applying the skills learned at the Luban Workshop [6]. - The workshop's advanced facilities and training methods have significantly impacted students' passion for automotive repair and maintenance [6][9]. Group 4: Future Prospects - The Luban Workshop is seen as a dynamic project fostering Sino-Kazakh friendship and is expected to expand its offerings, including a professional qualification certification center [9]. - Currently, around 460 students from eight countries are enrolled in the workshop, indicating its growing influence and importance in the region [9].