格隆汇1月30日丨凯文教育(002659.SZ)公布，预计2025年归属于上市公司股东的净利润-2,000万元 ～-1,400万元，上年同期-3,696.46万元，扣除非经常性损益后的净利润-2,100万元～-1,500万元，营业收 入33,500万元～35,000万元。 2025 年度，公司持续深化教育业务布局，推进学校教育服务、素质教育和职业教育三大核心业务板块 协同发展，实现营业收入规模较上年同期稳步增长。综合来看，公司 2025 年度利润总额实现了扭亏为 盈。在报告期内公司设立新业务子公司增加相关投入，受四季度新增加成本及递延所得税等影响，归属 于上市公司股东的净利润尚未转正，但亏损幅度较上年同期大幅度收窄约45%-60%。 ...

Core Viewpoint - New Oriental (NYSE: EDU; HK: 09901) reported strong financial results for the second quarter of fiscal year 2026, with revenue of $1.191 billion, a year-on-year increase of 14.7%, surpassing previous guidance and market expectations [2] Financial Performance - Revenue for the quarter reached $1.191 billion, up 14.7% year-on-year, exceeding prior guidance [2] - Operating profit was $66.31 million, a significant increase of 244.4% year-on-year [2] - Net profit attributable to shareholders was $45.45 million, reflecting a year-on-year growth of 42.3% [2] - Non-GAAP operating profit margin improved by 4.7 percentage points to 7.5% [2] - Full-year revenue guidance for fiscal year 2026 was raised to a growth of 8%-12% from the previous 5%-10% [2] Business Growth Drivers - The main business segments, including education and the Oriental Selection, contributed to revenue and profit growth [2] - New Oriental's education business saw a 21.6% year-on-year growth, with non-academic tutoring services showing a steady increase in student numbers [3] - The active paid users of the smart learning system reached approximately 352,000 [3] - The company is focusing on enhancing product and service quality while optimizing operational efficiency [3] AI and Operational Efficiency - New Oriental invested $28.4 million in upgrading its OMO (Online-Merge-Offline) teaching system and integrating AI technology into its educational ecosystem [4] - AI initiatives are aimed at improving product offerings, enhancing existing services, and achieving cost savings [4] - A new cross-department customer service system was initiated to enhance customer loyalty and reduce marketing costs [4] Product and Service Expansion - Oriental Selection expanded its product range from fresh snacks to seafood, health foods, and household items, increasing its proprietary product matrix to 801 SPUs [5] - The company plans to expand offline channels and continue the nationwide rollout of smart vending machines [5] - New leadership in Oriental Selection emphasizes user engagement and community interaction [5] Tourism and Wellness Business - New Oriental is expanding its tourism business, focusing on middle-aged and elderly users, with over 30 wellness bases established in collaboration with local governments [6] - The newly opened Hainan education base aims to create a comprehensive educational ecosystem [6] - The company is increasingly focusing on platform-based products to enhance business value and user engagement [6] User-Centric Strategy - The emphasis on user-centric strategies is evident across various business segments, aiming to improve user satisfaction and extend the value chain [7] - The company recognizes the importance of product positioning and user operations in retaining customers and driving growth [7]

智通财经APP讯，立德教育(01449)发布公告，香港立信德豪会计师事务所有限公司将于其现时任期届满 后于本司将于2026年2月24日举行的应届股东周年大会结束时退任公司核数师。董事会谨此宣布，根据 公司审核委员会的建议，董事会已议决委任中职信(香港)会计师事务所有限公司(中职信)为继立信德豪 退任后的公司新任核数师，自应届股东周年大会结束时起生效并直至公司下届股东周年大会结束为止， 惟须经股东于应届股东周年大会上批准。 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating a projected investment return exceeding the market benchmark by more than 15% over the next 6-12 months [6]. Core Insights - The company reported a revenue of $770.2 million for FY26Q3, representing a year-on-year growth of 27.0%. The net profit attributable to shareholders reached $130.6 million, a significant increase of 466.1% year-on-year. The Non-GAAP net profit was $141.4 million, up 266.6% year-on-year [1]. - The learning services and other segments showed robust growth, with offline small class revenues increasing due to higher enrollment numbers and stable pricing. The online quality courses also saw growth driven by technological innovations and enhanced user experience [1][2]. - Cost control measures led to a notable improvement in profit margins, with the Non-GAAP net profit margin reaching 18.4%, an increase of 12.0 percentage points year-on-year [3]. Financial Projections - The company has revised its net profit forecasts for FY2026 to FY2028 upwards to $369 million, $482 million, and $606 million respectively, with corresponding PE ratios of 21x, 16x, and 13x [4]. - Revenue projections for FY2024 to FY2028 are set at $1.49 billion, $2.25 billion, $2.975 billion, $3.764 billion, and $4.606 billion, with growth rates of 46.2%, 51.0%, 32.2%, 26.5%, and 22.4% respectively [5][10].

北京商报讯(记者吴其芸)1月30日，中国高科（600730）发布2025年年度业绩预告，报告期内，中国高 科预计实现营业收入7804万元；归属于母公司所有者的净利润亏损1.13亿—1.36亿元。 ...

Core Viewpoint - Oriental University City Holdings (08067.HK) reported a slight decrease in revenue for the six months ending December 31, 2025, with earnings of RMB 28.36 million, reflecting a year-on-year decline of 0.3% [1] Financial Performance - The profit attributable to the company's owners was RMB 5.32 million, a significant improvement compared to a loss of RMB 8.83 million in the same period last year [1] - Basic earnings per share were reported at RMB 0.03 [1] Rental Income Stability - The company experienced stable rental income from several educational institution tenants in the Oriental University City campus located in Langfang, China, leading to modest growth [1]

Core Viewpoint - Oriental University City Holdings (08067) reported a mid-term performance for the six months ending December 31, 2025, showing a slight decrease in revenue but a return to profitability for the company [1] Financial Performance - Revenue for the period was 28.36 million, representing a year-on-year decrease of 0.3% [1] - Profit attributable to owners of the company was 5.32 million, marking a turnaround from a loss to profit year-on-year [1] - Basic earnings per share were 0.03 [1]

Core Viewpoint - Oriental University City Holdings (08067) reported a revenue of 28.36 million, a slight decrease of 0.3% year-on-year, while the profit attributable to owners turned positive at 5.32 million, marking a turnaround from a loss [1] Financial Performance - Revenue for the six months ending December 31, 2025, was 28.36 million, reflecting a year-on-year decrease of 0.3% [1] - Profit attributable to owners was 5.32 million, indicating a return to profitability compared to the previous period [1] - Basic earnings per share were reported at 0.03 [1]

中国高科公告称，经初步测算，预计2025年年度利润总额、归母净利润、扣非后净利润均为负值，营业 收入或低于3亿元。若经审计的2025年年度利润总额、净利润或者扣非后净利润孰低者为负值且营业收 入低于3亿元，公司股票将触及实施退市风险警示情形。若触发，股票将于2025年年度报告披露日起停 牌，上交所将在停牌5个交易日内实施退市风险警示。公司预计在年报披露前再发2次风险提示公告。 ...

Core Viewpoint - The Hong Kong stock market experienced a decline on the last trading day of January, with the Hang Seng Index dropping by 2.08% to close at 27,387.11 points, while the Hang Seng China Enterprises Index fell by 2.47% and the Hang Seng Tech Index decreased by 2.1% [1] Monthly Performance - For the month, the Hang Seng Index recorded a cumulative increase of 6.85%, briefly surpassing the 28,000 points mark, reaching a four-year high [1] - The Hang Seng China Enterprises Index rose by 4.53%, and the Hang Seng Tech Index increased by 3.67% over the same period [1] Sector Performance - Some education stocks saw gains, with China Spring rising over 22% and New Oriental increasing by 5.5% post-earnings [1] - Precious metals experienced a significant drop, with spot gold falling below the 5,200 USD mark, and companies like Chifeng Jilong Gold and Shandong Gold declining over 14%, while Ganfeng Lithium dropped nearly 11% [1] - The application software sector continued to decline, with Kingdee International falling by 7.7% and Kingsoft dropping nearly 4% [1] - Local retail stocks in Hong Kong faced widespread declines, with Chow Tai Fook decreasing by 6.7% [1] - CK Hutchison Holdings fell by 4.6% following a ruling by the Panama Supreme Court declaring a port contract unconstitutional [1]