Company Overview - Guangdong Kuxuan Life Management Co., Ltd. has been established with a registered capital of 5 million RMB [1] - The legal representative is Yu Youyuan, and the company is primarily owned by Shenzhen Tianyue Chuang Investment Co., Ltd. (50%) and Shenzhen Lianhe Chuang Enterprise Management Co., Ltd. (49%) [1] Business Scope - The company’s business activities include health consulting services (excluding medical services), information consulting services (excluding licensed information consulting), education consulting services (excluding licensed educational training activities), and various sales activities including daily necessities, household appliances, and agricultural products [1] - The company is also involved in internet sales, domestic trade agency, and consulting services related to enterprise management and social economic consulting [1] Registration and Compliance - The company is registered in Shenzhen, with its business license allowing it to operate independently within the scope of its registered activities [1] - The business registration is valid until July 3, 2025, with no fixed term thereafter [1]

Core Viewpoint - Zhangdian District is focusing on enhancing talent support and building a strong education system through strategic initiatives aimed at youth development, educational reform, and improving employment services [1] Group 1: Talent Development Initiatives - Zhangdian District aims to create a highland for youth talent by implementing the "Qingniao Plan," which includes offering over 350 internship positions for university students during summer and winter breaks by 2025 [2] - The district has established 28 "Youth Homes" and 7 "Youth Reception Rooms" to facilitate talent return and urban development [2] - The "Youth Station" initiative has been upgraded to provide discounted accommodation and policy consultation services for young people coming to Zibo [2] Group 2: Teacher Development and Education Quality - Zhangdian District prioritizes building a high-quality teaching workforce, having recruited 2,413 excellent teachers since the implementation of the talent policy in 2019, with 579 holding graduate degrees, accounting for nearly 24% [3] - The district has developed a comprehensive teacher training system, integrating various resources to enhance professional growth and sharing of excellent teaching resources [3] - A "teacher burden reduction list" has been established to streamline non-teaching tasks, promoting a better educational environment [3] Group 3: Employment and Entrepreneurship Support - The district has organized 16 recruitment events involving 426 companies, offering 1,106 job positions as part of its employment-first strategy [4] - A comprehensive employment and entrepreneurship service system has been established, conducting 41 service activities that have assisted over 1,000 individuals [4] - The district is focusing on integrating talent and industry development, enhancing high-skill talent training platforms, and supporting doctoral research innovation [4]

Core Points - Guangdong Province has launched a large-scale vocational skills enhancement training action plan for 2025-2027, focusing on high-quality employment and modern industrial system needs [1] - The plan aims to provide subsidized vocational skills training for over 1.5 million participants and to add more than 1.5 million new vocational qualification or skill level certificates [1] - The training will target key groups such as college graduates, rural migrant workers, registered unemployed individuals, and those facing employment difficulties [1] Group 1 - The action plan emphasizes training in key sectors including health care, advanced manufacturing, modern services, and new occupations [1] - Guangdong will implement a project-based training model that integrates job demand, skills training, skills evaluation, and employment services [2] - The province has established 65 national high-skilled talent training bases and 65 national skill master studios, along with over 1,500 private vocational training schools to provide various vocational skills training services [2] Group 2 - The plan includes support measures for training entities such as enterprises, educational institutions, and social organizations, focusing on policy, funding, services, and resources [1] - The "New Eight-Level Worker" system will be fully implemented to encourage employee participation in training and skill enhancement [2] - The training will cover ten areas, including traditional industries, emerging industries, digital technology skills, modern services, and entrepreneurship training [1]

天眼查App显示，近日，西航投未来教育科技（成都）有限公司成立，法定代表人为温棋焱，注册资本 5000万人民币，由西航投（成都）科技集团有限公司全资持股。 来源：金融界 序号股东名称持股比例1西航投（成都）科技集团有限公司100% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；教育咨询服务（不含涉 许可审批的教育培训活动）；教育教学检测和评价活动；招生辅助服务；信息咨询服务（不含许可类信 息咨询服务）；自费出国留学中介服务；会议及展览服务；体育经纪人服务；体育竞赛组织；组织体育 表演活动；体育赛事策划；组织文化艺术交流活动；体育中介代理服务；教学用模型及教具销售；教学 专用仪器销售；文具用品零售；办公用品销售；绘图、计算及测量仪器销售；环境保护专用设备销售； 通信设备销售；仪器仪表销售；实验分析仪器销售；办公设备销售；工业自动控制系统装置销售；音响 设备销售；电子测量仪器销售；计算机软硬件及辅助设备零售；计算机软硬件及辅助设备批发；体育用 品及器材批发；体育用品及器材零售；鞋帽批发；鞋帽零售；劳动保护用品生产【分支机构经营】；劳 动保护用品销售；办公设备耗材销售。（除依法须经批准的项目 ...

供需优化，行业增长韧性十足——2025 下半年教育行业 投资策略 20250624 摘要 2025 年上半年，港美股教育指数绝对回报约为 8.8%，但受教培行业拖 累，相对于恒生国企指数的超额收益为负 10%。港股民办高职教及职业 教育板块表现强劲，收益超过 50%，其中中国东方教育表现突出。 大学毕业生和高考落榜生数量增加，技能培训市场关注度提升。高中阶 段招生数持续增加，但大学扩招相对缓慢，导致高考落榜生数量增加， 职业技能培训需求井喷。青年人群失业率较高，对职业技能培训需求更 强烈。 高中阶段招生人数持续扩张，普通高中入学率提升和职业高中招生吸引 力增加，导致初中毕业生进入劳动力市场的人数减少。普通高中录取人 数通过扩招从过去五年的 50%升至 60%。 高中阶段扩容导致毕业生数量增加，但大学招生未能完全承载，高考落 榜现象显著。近三年大学平均招生增速仅 2.2%，而高中阶段年度增速 超过 5%，导致高中毕业后未升上大学的人数快速增加。 Q&A 2025 年下半年教育行业的投资策略是什么？ 2025 年下半年教育行业的投资策略主要集中在职业技能培训、高等教育和教 培行业特许经营三个方面。首先，青年人群职 ...

企业名称歌尔研学教育服务（山东）有限公司法定代表人李岩枫注册资本1500万人民币国标行业教育> 教育>技能培训、教育辅助及其他教育地址山东省潍坊高新区清池街道浞岛社区桃园街7777号歌尔绿城 6号商业楼01铺企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-6-23至无固定期限 登记机关潍坊高新技术产业开发区市场监督管理局 来源：金融界 天眼查App显示，近日，歌尔研学教育服务（山东）有限公司成立，法定代表人为李岩枫，注册资本 1500万人民币，由山东歌尔教育集团有限公司全资持股。 序号股东名称持股比例1山东歌尔教育集团有限公司100% 经营范围含体验式拓展活动及策划；教育教学检测和评价活动；业务培训（不含教育培训、职业技能培 训等需取得许可的培训）；组织文化艺术交流活动；3D打印服务；体育场地设施经营（不含高危险性 体育运动）；体育赛事策划；体育竞赛组织；体育保障组织；组织体育表演活动；会议及展览服务；摄 影扩印服务；教育咨询服务（不含涉许可审批的教育培训活动）；技术服务、技术开发、技术咨询、技 术交流、技术转让、技术推广；专业设计服务；工艺美术品及收藏品零售（象牙及其制品除外）；户外 用 ...

来源：金融界 天眼查App显示，近日，如东嘉国文化培训有限公司成立，法定代表人为张兵，注册资本300万人民 币，由南通美藤嘉国教育科技有限公司全资持股。 企业名称如东嘉国文化培训有限公司法定代表人张兵注册资本300万人民币国标行业教育>教育>技能培 训、教育辅助及其他教育地址江苏省南通市如东县洋口镇金蛤大道16号企业类型有限责任公司营业期限 2025-6-23至无固定期限登记机关如东县行政审批局 序号股东名称持股比例1南通美藤嘉国教育科技有限公司100% 经营范围含许可项目：营利性民办自学考试助学教育机构（依法须经批准的项目，经相关部门批准后方 可开展经营活动，具体经营项目以审批结果为准）技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广；教育咨询服务（不含涉许可审批的教育培训活动）；教育教学检测和评价活动；信息技 术咨询服务；软件开发；企业管理咨询；企业形象策划；咨询策划服务；商务代理代办服务；会议及展 览服务；组织文化艺术交流活动；居民日常生活服务；教学用模型及教具销售；招生辅助服务；文具用 品批发；办公用品销售；文具用品零售；教学专用仪器销售；自习场地服务；自费出国留学中介服务； 因私出入境中 ...

行 业 及 产 业 海外消费服务 行 业 研 究 / 行 业 点 评 2025 年 06 月 20 日 供需优化，行业增长韧性十足——教育行业 2025 年下半年投资策略 看好 ——海外消费周报（20250613-20250619） 本期投资提示： ⚫ 海外教育：供需优化，行业增长韧性十足——教育行业 2025 年下半年投资策略 青年人群职业技能培训市场迎来需求井喷，行业景气度持续提升。我们预计随着大学毕业生 以及高考落榜生逐年增长，每年进入劳动力市场的青年人群数量将持续增长，使得技能培训 市场景气度持续提升。由于高中阶段（普通高中和中职）招生数量持续增加，毕业生人数持 续提升，而同期大学扩招缓慢，导致高考落榜生即高中毕业进入劳动力市场的人群数量持续 增加。同时大学毕业生持续增长，青年人群（16 至 24 岁）失业率普遍高于城镇居民失业 率，青年人群就业困难带动职业技能培训需求井喷。我们预计 25 年技能培训市场规模 800 亿元，且渗透率仍只有 5%，因此成长空间可期。 高教办学投入拐点显现，经营效率提升可期。随着职教改革持续深入，办学质量提升成行业 主基调。近三年民办高教在监管收紧办学质量时期纷纷增加办学 ...

Core Insights - The "post-examination economy" is experiencing a surge in consumption across various sectors, including skill training, leisure, and cultural tourism, following the conclusion of the 2025 college entrance examination [1] - Demand is driven by students seeking to reward themselves after years of hard work, while parents are eager to celebrate their children's achievements, leading to increased spending on travel, electronics, and experiences [1] - Supply-side factors include businesses and institutions offering tailored promotions and discounts to attract recent graduates, enhancing the emotional value of purchases and further stimulating consumption [1] Demand Side - Students are looking for ways to relieve stress after intense study periods, leading to increased interest in travel, new gadgets, and skill acquisition [1] - Parents are willing to spend significantly to celebrate their children's graduation, often expressing that the money spent is well worth it [1] Supply Side - Various sectors, including shopping malls, tourist attractions, and training institutions, are capitalizing on this trend by providing exclusive benefits for high school graduates, such as discounts and free gifts [1] - The market is seeing a shift towards more personalized and diverse consumption patterns, with a growing preference for sports equipment, emotional dining experiences, and cultural exploration activities [1] Consumption Trends - The post-examination consumption landscape is evolving, with a notable shift from traditional electronics to a wider array of products and experiences, including outdoor adventures and cultural heritage activities [1] - Celebratory gatherings are becoming more intimate, with small family meals and gatherings gaining popularity over larger, more extravagant celebrations [1] Market Regulation - There is a call for rational consumption amidst the rising spending, with concerns about excessive expenditures on post-examination activities, prompting discussions on the need for responsible consumer behavior [2] - The "post-examination economy" is recognized not only as an economic trend but also as a cultural phenomenon reflecting societal values regarding education and future aspirations [2] - Regulatory bodies are urged to enhance market oversight to prevent unhealthy consumption practices disguised as part of the "post-examination economy," ensuring a healthy market environment [2]

Group 1 - The core point of the article is that Hainan Airlines plans to acquire 100% equity of Hainan Tianyu Flight Training Co., Ltd. for 799.07 million yuan, marking a significant asset restructuring in the aviation sector following the new "National Nine Articles" policy [7][9][13] - The acquisition is expected to enhance Hainan Airlines' core competitiveness and operational efficiency by integrating flight training services into its business model, thereby reducing training costs for pilots and crew members [9][14] - The transaction price reflects a 34.37% increase over Tianyu's net asset value of 595 million yuan as of the end of 2024, indicating a strategic investment in a key asset within the aviation training industry [9][14] Group 2 - Hainan Airlines will also increase capital in its subsidiary HNA Technology, with Hainan Airlines contributing approximately 1.736 billion yuan and Hainan Airport contributing about 814 million yuan, raising HNA Technology's registered capital to approximately 5.019 billion yuan [7][9] - The acquisition is seen as a return of ownership, as Tianyu was previously sold to Hainan Airport, which is controlled by the Hainan State-owned Assets Supervision and Administration Commission [8][10] - The deal is positioned as a response to the recovery of the civil aviation market post-pandemic, with Tianyu's business stability and profitability expected to improve, thus contributing positively to Hainan Airlines' overall financial performance [11][14]