继去年教师招聘人数减半之后，今年江西的教师招聘人数，再度跳水。 3月25日，江西省人力资源和社会保障厅官网披露： 2025年江西省中小学教师招聘人数计划2146名。 来源：江西省人力资源和社会保障厅官网 这一数据，相比于去年下降了45.8%。相比于2020年的14158人，下降了84.8%。 正在搞一个汽车号，对汽车、企业、科技感兴趣的读者，可以同步关注一下我的"飞箭财经"↓ 作者：余飞 01 教师招聘，不断缩水 制图：城市财经；数据： 江西省人力资源和社会保障厅官网 教师招聘人数下滑背后，是学生荒造成的教师队伍严重过剩。 我在江西省的官网查询了一下，江西省教师招聘人数2020年见顶，之后一路下滑，过去三年下滑速度在加快。 这一时间点正好对应着江西省的幼儿园、小学、初中在校生的人数见顶时间。 江西省统计局数据显示，幼儿园在园人数于2020年见顶，当年为170万人，去年降至114.4万人。 制图：城市财经；数据：江西省统计局 江西统计局披露的小学生数据来看，无论是招生人数，还是在校生人数，这几年一直都在减少。 | | 江西省小学招生与在校生人数 单位: 万人 | | | --- | --- | --- | | ...

Core Viewpoint - Kevin Education has shown significant improvement in its financial performance, achieving profitability in Q1 2025 after a loss in the previous year, driven by a focus on K12, quality education, and vocational training sectors [1][2]. Financial Performance - In 2024, the company reported a revenue of 320 million yuan, a year-on-year increase of 25.92% [1]. - For Q1 2025, the revenue reached 90.67 million yuan, reflecting a year-on-year growth of 17.68% [1]. - The net profit attributable to shareholders for Q1 2025 was 468,400 yuan, marking a significant turnaround with a year-on-year increase of 113.24% [2]. Business Strategy - The company leverages its state-owned background to enhance its social influence and business expansion capabilities, integrating regional educational resources effectively [3]. - As the only education-related publicly listed company under the Haidian District State-owned Assets Supervision and Administration Commission, Kevin Education is focused on both basic education services and expanding into vocational education [3]. Vocational Education Development - The vocational education team consists of industry experts and experienced teachers, providing a strong foundation for talent training and course development [4]. - The subsidiary, Haike Vocational Education, has established partnerships with leading companies like Xiaomi, Baidu, Tencent, and Huawei, facilitating resource integration for talent cultivation [4]. Operational Experience and Service Enhancement - Since entering the education sector in 2015, the company has successfully established two Kevin schools, demonstrating excellence in planning and operational management [5]. - The schools have gained high social recognition due to their outstanding graduation results and top-notch facilities, which support the expansion of vocational education and light asset educational services [5]. Focus on Quality Education - The company has invested in top-tier quality education resources, creating a comprehensive quality education system that includes arts, music, and sports [6]. - Future plans include expanding unique course offerings to reach a broader audience and tapping into the potential of quality education training [6]. - Kevin Education is actively assessing the impact of new educational policies and technological advancements on the industry, aiming to enhance its K12 operations and vocational education scale while promoting talent training for various sectors [6].

前十大流通股东累计持有： 24150.23万股，累计占流通股比： 40.37%，较上期变化： 1715.45万股。 | 名称 | 持有数量(万股) | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 八大处控股集团有限公司 | 17251.93 | 28.84 | 不变 | | 华夏行业景气混合 | 2549.12 | 4.26 | 1207.82 | | 华夏远见成长一年持有混合A | 1112.96 | 1.86 | 437.99 | | 北京市海淀区国有资产投资经营有限公司 | 696.48 | 1.16 | 不变 | | 北京京鲁兴业投资有限公司 | 644.98 | 1.08 | 不变 | | 华夏基金管理有限公司-社保基金四二二组合 | 565.22 | 0.94 | 新进 | | 江苏环宇投资发展有限公司 | 425.14 | 0.71 | 不变 | | 张勇 | 314.45 | 0.53 | -50.00 | | 李婧铱 | 297.83 | 0.50 | 新进 | | 陈憬 | 292.12 | 0.49 | 新 ...

Investment Rating - The report assigns a "Buy" rating to New Oriental Education Technology (9901 HK) with a target price of HKD 46.00, indicating a potential upside of 29.8% from the current price of HKD 35.45 [1][4][14]. Core Insights - The report highlights that the overseas business may still face pressure, but cost reduction and efficiency improvements are expected to manifest in the upcoming quarter [1]. - For the fiscal year 2025, the company is projected to achieve revenue growth of 12.9% and net profit growth of 21.5% [2][9]. - The core education segment contributed 57% of total revenue, with new business revenue growing by 35%, accounting for 27% of total revenue [8][9]. Financial Overview - Revenue for fiscal year ending May 31, 2023, was USD 2,998 million, with projections of USD 4,314 million for 2024 and USD 4,871 million for 2025, reflecting a year-on-year growth of -3.5%, 43.9%, and 12.9% respectively [2][15]. - Net profit for 2023 was USD 259 million, expected to rise to USD 381 million in 2024 and USD 457 million in 2025, with corresponding earnings per share of USD 0.15, USD 0.23, and USD 0.28 [2][15]. - The company’s operating profit margin is projected to be 12.1% for 2025, slightly down from 13.1% in 2024 [8]. Quarterly Performance - In the third quarter of fiscal year 2025, the company reported a revenue of USD 1,183 million, a 2% decrease year-on-year, with adjusted net profit of USD 102 million [8][9]. - The report anticipates a 13% year-on-year increase in core education revenue for the fourth quarter of fiscal year 2025, amounting to USD 1,036 million [8]. Valuation - The current price corresponds to a price-to-earnings ratio of 12 times for 2025, with an expected profit growth of over 15%, indicating an attractive valuation [8][9]. - The report maintains a target price of HKD 46.00, based on a 15 times price-to-earnings ratio for the education services business [8][9].

佳发教育（300559）公告，2025年第一季度营收为5486.82万元，同比下降51.82%；净亏损1003.88万 元，去年同期净利润652.54万元。 ...

金十数据整理：每日港股市场要闻速递（4月24日 周四） 4. 中广核电力 (01816.HK)：一季度营业收入约200.28亿元，同比增长4.41%；净利润约30.26亿元，同比 减少16.07%。 5. 中海油田服务 (02883.HK)：一季度营业收入为107.975亿元，同比增长6.4%；净利润约8.87亿元，同 比增长39.6%。 6. 平安好医生 (01833.HK)：一季度实现收入约10.625亿元，同比增长25.8%。净利润3318.8万元，同比 扭亏为盈。 7. 丽珠医药 (01513.HK)：一季度营业收入约31.81亿元，同比减少1.92%；净利润6.37亿元，同比增长 4.75%。 8. 国泰航空 (00293.HK)：3月载客量为225.62万人次，同比增加19.8%；前3月累计载客量同比增加 23.4%。 9. 宝龙地产 (01238.HK)：已委任新独家财务顾问，以促进公司与其债权人之间的进一步沟通。 1. 南都电源：筹划境外发行股份并在香港联交所上市。 2. 金猫银猫(01815.HK)：4月29日起中文股份简称将变更为"珠峰黄金"。 3. 新东方(09901.HK)：2025财 ...

Financial Data and Key Metrics Changes - Total net revenue decreased by 2% year over year, but net revenue excluding Easter buy increased by 21.2% year over year [6] - Operating income increased by 9.8% year over year to $124.5 million [17] - Net income attributable to New Oriental increased by 0.1% year over year to $87.3 million [18] - Non-GAAP net income decreased by 14.3% year over year to $113.3 million [18] - Cash and cash equivalents totaled approximately $1.42 billion, with total assets around $4.7 billion [19] Business Line Data and Key Metrics Changes - Overseas test drive business revenue increased by 7% year over year [9] - Overseas study consulting business revenue increased by 21% year over year [9] - Adults and university students business revenue increased by 17% year over year [9] - New educational business initiatives recorded a revenue increase of 35% year over year [11] - Integrated tourism-related business line revenue increased by 85% year over year [11] Market Data and Key Metrics Changes - Top 10 cities contributed over 60% of the overseas test drive business [10] - Top 10 cities contributed approximately 50% of the intelligent learning system and device business [11] - Revenue contribution from top 10 cities in integrated tourism-related business exceeded 50% [12] Company Strategy and Development Direction - Company remains committed to long-term value creation and operational consistency [6] - Continued investments in AI and technology integration to enhance educational offerings and operational efficiency [14][22] - Share repurchase program extended with an increased aggregate value from $400 million to $700 million [15] Management Comments on Operating Environment and Future Outlook - Management anticipates total net revenue growth in the range of 10% to 13% for the upcoming quarter [20] - Cost control measures initiated to enhance efficiency and operating margins [21] - Management expects overseas related business growth to be in the range of 5% to 10% in the upcoming quarter [27] Other Important Information - Operating costs decreased by 3.2% year over year, while selling and marketing expenses increased by 13% [17] - Deferred revenue increased by 15% year over year to approximately $1.75 billion [19] Q&A Session Summary Question: Drivers of slowdown in overseas related businesses - Management indicated that the slowdown is due to macroeconomic conditions and international relations changes, projecting growth of 5% to 10% for overseas related business in Q4 [27] Question: Breakdown of other business growth in Q4 - Management provided estimates for Q4 growth: overseas related business around 8%, domestic university students business around 19%, high school business around 16-17%, and K-9 educational business around 30-35% [30] Question: K-9 offline enrollment growth and learning device impact - Management explained that slower K-9 growth is impacted by enrollment timing differences and expects K-9 business to grow over 35% in Q4 [41] Question: Sustainability of margin expansion into FY26 - Management expects margin expansion due to ongoing cost control and efficiency enhancements, aiming for a lower percentage of headquarters expenses in FY26 [70][72] Question: Future shareholder payback plans - Management confirmed ongoing discussions for future capital allocation plans, including potential dividends and share buybacks [50] Question: Growth expectations for other business segments next year - Management anticipates similar growth rates for core business lines as in Q4, with overseas related business stabilizing and K-9 new business expected to grow around 25-30% [58] Question: AI and technology development strategy - Management emphasized the integration of AI in teaching and learning processes, enhancing efficiency and data collection for better student outcomes [63][64] Question: Learning hardware business strategy amid competition - Management expressed confidence in the learning hardware business model, leveraging educational strengths and technology to maintain competitive margins [81][83]

金十图示：2025年04月22日（周二）新闻联播今日要点 早上8时许,在北京航天飞行控制中心的统一调 度下,酒泉卫星发射中心、西安卫星测控中心以 及任务各测控站点实施联调联控,全面模拟发射 准备、发射以及飞行过程中的各种技术状态和工 作过程。目前发射场区设施设备状态良好,后续 将按程序进行火箭推进剂加注和发射工作。 ● 教育部增设29种普通本科新专业 * 今天(4月22日),教育部发布2025年普通高等 学校本科专业目录,共增设29种本科新专业,纳 入2025年高老招生。 此次增设的29种本科新专业,进一步强化了专业 设置对国家战略急需和高质量发展的快速响应。 其中,围绕服务国家战略,增设了区域国别学、 碳中和科学与工程、海洋科学与技术等专业;面 向科技发展前沿,增设了智能分子工程、医疗器 械与装备工程、时空信息工程等专业;主动适应 市场需求,增设了国际邮轮管理、航空运动等专 业;聚焦人工智能赋能经济社会发展,增设了人 工智能教育、智能视听工程、数字戏剧等专业 业高端化稳步推进。一季度,高技术制造业增加 值同比增长9.7%。其中,光纤制造、航空航天 相关设备制造、集成电路制造等行业增加值均实 现20%以上增长 ...

21世纪经济报道记者王峰 北京报道 本轮本科专业调整力度达到新高度。 日前，教育部公布2024年度普通高等学校本科专业备案和审批结果，全国高校共新增专业点1839个，调整学位授予门类或修业年限专业点 157个，停招专业点2220个，撤销专业点1428个，专业调整优化力度进一步加大。 《教育强国建设规划纲要（2024—2035年）》中多处提及学科专业建设，提出"超常布局急需学科专业，加强基础学科、新兴学科、交叉学 科建设，支持濒危学科和冷门学科""超前布局、动态调整学科专业""面向数字经济和未来产业发展，加强课程体系改革，优化学科专业设 置"等。 21世纪经济报道记者梳理发现，人工智能专业位居2024年度新增专业点数量之首，共新增91所布点高校，数字经济、智能建造、大数据管 理与应用、城乡规划、智能制造工程、机器人工程、集成电路设计与集成系统等新增专业点数量位居其后，布点高校数量都超过30所。 此次还增设29种新专业，包括北京航空航天大学等6所高校超常增设的低空技术与工程专业。这个专业从论证到设立仅用了半年，可见需求 之强烈。 教育部高等教育司负责人介绍专业设置的考虑时表示，在服务国家战略方面，增设了区域国别学 ...

Group 1 - The company's revenue for Q1 2025 is 348 million yuan, representing a year-on-year increase of 40.28% [1] - The net profit for Q1 2025 is 40.3 million yuan, showing a year-on-year growth of 14.42% [1]