Group 1 - Higher education stocks showed strong performance, with China Education Holdings (00839) rising by 14.29% to HKD 3.84, Yuhua Education (06169) increasing by 7.35% to HKD 0.73, and New Higher Education Group (02001) up by 7.26% to HKD 1.33 [1] - Yuhua Education announced that its university, Hunan International Economics University, received approval from relevant government authorities to proceed with the classification registration for profit-making private schools, indicating progress in the transition to a profit-making model [1] - Huachuang Securities noted that the recent developments in Hunan's private higher education sector could serve as a demonstration effect, signaling a positive shift in policy direction that may lead to valuation recovery for Hong Kong-listed education companies [1] Group 2 - Guoyuan International stated that profit-making schools would benefit listed companies by facilitating dividend distribution and alleviating debt burdens, despite the short-term increase in costs due to asset transfer and tax payments [1] - The announcement highlighted that the approval is not a confirmation of successful registration as a profit-making school, emphasizing the complexity and uncertainty of the process [1] - The long-term outlook suggests that the transition to profit-making status could lead to a market revaluation of assets [1]

部分高教股早盘走强，截至发稿，中教控股(00839)涨14.29%，报3.84港元；宇华教育(06169)涨7.35%， 报0.73港元；新高教集团(02001)涨7.26%，报1.33港元。 华创证券指出，一方面，近期湖南民办高教转营利性有切实进展，此前政策方向明确但进展较慢，此次 推进有望起示范作用，或为政策积极推进重要信号。港股高教公司经营稳健+高股息，此前估值受政策 压制明显，看好股值修复。国元国际表示，营利性的学校有利于上市公司分红，分配利润缓解债务。虽 然营利性登记需完成土地、房产等资产过户及补缴税费，短期增加成本，但长期将实现资产市场化重 估。 消息面上，9月14日晚，宇华教育发布公告称，对旗下大学湖南涉外经济学院的传闻进行声明，该学校 近期收到相关政府主管部门的批复，同意其开展营利性民办学校分类登记，同时公告中提示，此批复是 同意学校按照政府部门的相关要求开展营利性登记工作、而非已经成功登记成为了营利性学校，因相关 工作流程复杂、耗时久远、不确定性强，暂时无法保证和控制所需要的时间。 ...