记者丨刘雪莹 编辑丨江佩霞 "老板在南极，员工在加班。" 这是不少网友在看到俞敏洪的最新全员信后的第一反应。 11月16日，新东方迎来成立32周年纪念日，创始人俞敏洪身处南极发布内部信，向全体员工及 支持者致谢。该文开篇即细致描绘"浩瀚的洁白、翡翠般的冰山"等南极景观，称当地"几乎24 小时充满阳光"的环境让他对"时间的力量与坚守的意义"有了更深感悟。 然而这封饱含"南极感悟"的信函并未收获预期的共鸣，有员工在社交媒体暗指老板的"远方"与 员工的"现场"形成鲜明对比。更直白的吐槽来自企业邮箱留言称，看到信中对南极风光的描述 "只觉得讽刺" 。 截至发稿，新东方官方及俞敏洪本人尚未对相关争议作出回应。 新东方仍处于转型关键期，面临着现实经营压力。据2025财年第四季度财报显示，其净利润骤 降73.7%至710万美元，主要受东方甄选业务拖累及商誉减值影响。此外，核心教育业务增速 逐季放缓，2025财年营收增速从上一财年的43.9%降至13.6%。（ 详情 ） （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品 | 2 1财经客户端 2 1世纪经济报道 道指大跌超500点，多数中概股下跌， ...

Core Viewpoint - The internal letter from Yu Minhong, founder of New Oriental, while expressing gratitude to employees, has sparked controversy as employees feel disconnected from the founder's experience in Antarctica during a time of significant work pressure [4][6][9]. Group 1: Company Background - New Oriental was founded in 1993 by Yu Minhong, starting from a small classroom and expanding into a major educational institution, becoming the first Chinese education company to be listed on the New York Stock Exchange in 2006 [9]. - The company has diversified its services to include study abroad consulting, preschool education, and online education, but has faced significant challenges in recent years, leading to a substantial decline in stock price and market value [9][10]. Group 2: Recent Developments - As of the fourth quarter of the 2025 fiscal year, New Oriental reported a 73.7% drop in net profit to $7.1 million, primarily due to losses in the Oriental Selection business and goodwill impairment [10]. - The company’s revenue growth has slowed, with a decrease from 43.9% in the previous fiscal year to 13.6% [10]. - For the first quarter of the 2026 fiscal year, New Oriental reported net revenue of $1.523 billion, a year-on-year increase of 6.1%, driven by new educational business growth [10]. Group 3: Market Performance - On November 17, New Oriental's stock in Hong Kong rose by 0.35% to HKD 41.48, with a market capitalization of HKD 65.6 billion [10]. - In the U.S. market, New Oriental's stock fell by 1.8% to $52.31, with a market capitalization of $8.3 billion [11].

每经编辑｜程鹏 "老板在南极，员工在加班。"这是不少网友在看到俞敏洪的最新全员信后的第一反应。 俞敏洪在南极旅游。 11月16日，新东方迎来成立32周年纪念日，创始人俞敏洪身处南极发布内部信，向全体员工及支持者致谢。他在信中以"冰雪中的坚守"为主题回顾创业历 程并擘画未来。 同时他在信中提出，新东方要成为"希望的播种者"，东方甄选应成"商家良知的代表"，新东方文旅要"让更多的人把世界装在心里"。 截图来源：正观新闻 有网友统计，内部信全文提及17次"我"和5次"南极"，却对员工当下的工作压力鲜有提及。一名网友发布"给俞敏洪的一封回信"，称"您在南极看冰山，我 在出租屋看数字。" | I | | --- | 内部信发布后引发关注，但并未收获预期的共鸣，有员工表示无法与正在旅游的老板共情，类似言论在多个社交平台引热议。疑有员工发文调侃与吐槽， 称"今夜，所有xdfer（新东方人）都是南极人"，暗指老板的"远方"与员工的"现场"形成鲜明对比。 另据正观新闻报道，有新东方教育板块员工透露，纪念日当天仍在上完课连夜加班做续费方案，看到信中对南极风光的描述"只觉得讽刺"。还有一些员工 在社交媒体上表示"无法共情"。 截至 ...

Core Points - The founder of New Oriental, Yu Minhong, celebrated the company's 32nd anniversary from Antarctica, emphasizing themes of perseverance and hope in his internal letter to employees [2][4] - The letter aimed to inspire employees by reflecting on the company's journey and future vision, positioning New Oriental as a "sower of hope" and promoting its various business segments [2][4] - The internal communication sparked controversy among employees, with some expressing feelings of disconnect between the founder's vacation and their ongoing work pressures [4][7] Company Performance - New Oriental's financial performance shows significant challenges, with a 73.7% drop in net profit to $7.1 million for the fourth quarter of fiscal year 2025, primarily due to losses in the Oriental Selection business and goodwill impairment [7] - The company's revenue growth has slowed, with fiscal year 2025 revenue growth decreasing from 43.9% to 13.6% [7] - For the first quarter of fiscal year 2026, New Oriental reported net revenue of $1.523 billion, a 6.1% year-over-year increase, driven by new educational business initiatives, although net profit attributable to shareholders fell by 1.9% to $241 million [7]

Core Viewpoint - The internal letter from the founder of New Oriental, Yu Minhong, delivered from Antarctica, aimed to celebrate the company's 32nd anniversary and inspire employees, but it sparked controversy due to the stark contrast between the founder's location and the employees' working conditions [3][5]. Summary by Sections Company Overview - New Oriental is celebrating its 32nd anniversary, with Yu Minhong reflecting on the company's journey and future aspirations in his letter [3]. - The company aims to position itself as a "sower of hope" and represent "the conscience of merchants" through its various business segments [3]. Employee Sentiment - The letter received mixed reactions from employees, with some expressing feelings of disconnect and frustration over the founder's vacation while they were working late [5][8]. - Employees noted the irony in the founder's descriptions of the Antarctic scenery, contrasting it with their own challenging work conditions [5][8]. Financial Performance - New Oriental is currently undergoing a critical transformation phase, facing significant operational pressures [8]. - The financial report for Q4 of fiscal year 2025 showed a 73.7% drop in net profit to $7.1 million, primarily due to the underperformance of the Oriental Selection business and goodwill impairment [8]. - Revenue growth for the core education business has slowed, with fiscal year 2025 revenue growth decreasing from 43.9% to 13.6% [8]. - The unaudited financial report for Q1 of fiscal year 2026 indicated net revenue of $1.523 billion, a 6.1% year-over-year increase, driven by new educational business segments [8].

俞敏洪在南极发布内部信祝贺新东方成立32周年，却遭遇争议。这封署名为"俞敏洪在南极"的内部信， 共5次出现"南极"二字，多位网友于社交平台吐槽称，"满篇看下来，整个脑子都是南极""全员信更像是 俞敏洪的自我感动"等等。 11月17日，有内部员工向南都湾财社记者证实，俞敏洪于11月16日向新东方全国教职员工发布了内部 信，该员工表示，去年新东方31周年，俞敏洪并没有发布内部信，今年不知为何突然发布该信件。对于 俞敏洪该信件引发的争议，前述员工表示，他的本意可能不是那样，但当时大家都在上班。 南都湾财社记者注意到，该内部信也在俞敏洪个人公众号"老俞闲话"展示。11月17日，南都湾财社记者 尝试联系采访，截至发稿前未得到回应。同日，记者致电新东方官方，电话未能接通。 俞敏洪在信中写道："此刻，我正站在南极的冰雪世界中，四周是浩瀚的洁白、翡翠般的冰山和无边的 宁静，冰川在阳光下闪烁着迷人的光芒，仿佛在无声地诉说着时间的力量与坚守的意义...在这片远离尘 嚣的纯净之地，我热烈祝贺新东方32周年的生日快乐！现在的南极，几乎24小时充满阳光，我在明媚的 阳光下，向每一位参与过或者正在参与新东方事业的人，表达深深的感谢；也向 ...

Core Viewpoint - The recent letter from New Oriental's founder, Yu Minhong, celebrating the company's 32nd anniversary while he was in Antarctica, has sparked controversy among employees who feel disconnected from the message and are still working hard during this time [1][2]. Company Overview - New Oriental was founded in 1993 by Yu Minhong in a small classroom in Beijing, initially focusing on TOEFL and GRE training, and has since expanded into various educational services [4]. - The company went public in 2006, becoming the first Chinese education institution listed in the U.S., and has diversified into study abroad consulting, early childhood education, and online education [4]. Recent Performance - For the first quarter of the 2026 fiscal year, New Oriental reported a net revenue of $1.523 billion, a year-on-year increase of 6.1%, driven by new educational business growth of approximately 15.3% [4]. - The company's net profit attributable to shareholders was $241 million, a decrease of 1.9%, while operating profit under non-GAAP increased by 11.3% to $335.5 million [4]. Future Projections - New Oriental expects its net revenue for the second quarter of the 2026 fiscal year to be between $1.132 billion and $1.163 billion, representing a year-on-year growth rate of 9% to 12% [5]. - The company projects full-year net revenue to be between $5.1453 billion and $5.3903 billion, with a growth rate of 5% to 10% [5].

Core Viewpoint - The article discusses various consumer complaint channels available in modern business society, emphasizing the importance of choosing the right platform based on the nature of the complaint and industry characteristics [1][3][4]. Official Complaint Channels and Their Characteristics - The National 12315 Platform is a key official complaint channel with administrative enforcement power, handling issues like product quality and price fraud, but may have longer processing times due to high complaint volumes [1]. - The Ministry of Industry and Information Technology's Telecommunication User Complaint Center specializes in communication service complaints, providing effective resolutions typically within 15 working days [2]. Third-Party Complaint Platforms - Third-party platforms like Black Cat Complaints play a significant role in resolving consumer disputes through public oversight and collaboration with businesses, despite lacking administrative enforcement power [3]. - Black Cat Complaints offers a user-friendly interface for submitting complaints across multiple platforms, streamlining the process to generally take less than five minutes [3]. Industry-Specific Complaint Channel Selection - Different industries have unique complaint characteristics, and selecting the appropriate channel can enhance resolution efficiency: - In e-commerce, consumers can also approach industry associations for better mediation success [4]. - In the automotive sector, consumers can report product defects to the National Market Supervision Administration, with Black Cat Complaints contributing valuable data to regulatory bodies [4]. - In the education sector, local education authorities and third-party platforms can be utilized for collective complaints, particularly effective in cases of mass disputes [4]. Improving Complaint Processing Efficiency - To enhance complaint processing efficiency, consumers should: - Prepare comprehensive evidence, including contracts and payment receipts, to facilitate quicker resolutions [6]. - Clearly articulate reasonable demands based on relevant laws to avoid unrealistic requests [6]. - Maintain open communication with complaint handlers to ensure timely responses [6]. - Utilize platform features for tracking complaint progress, such as Black Cat Complaints' intelligent work order system [6]. Advantages of New Complaint Platforms - New complaint platforms demonstrate clear advantages over traditional channels, including higher processing efficiency, greater transparency, and user-friendly operations [8]. - These platforms can quickly respond to issues due to their intelligent distribution systems and partnerships with businesses, often leading to prompt resolutions [8]. - The transparency of complaint content and public exposure of high-complaint businesses through monthly reports enhances public accountability [8].

Group 1 - The Vietnamese government has announced a national plan to make English a compulsory subject in primary schools by 2030 and gradually include it in all schools by 2035 [1][2] - The plan aims to address the English proficiency gap in the workforce and position Vietnam as a high-income country by 2045 [1] - The Ministry of Education and Training will standardize the English curriculum, and public schools will offer free English classes, benefiting 90% of students in public schools [1][2] Group 2 - The new strategy establishes a comprehensive English learning system from preschool to higher education, emphasizing experiential learning in kindergartens and enhancing practical language skills in primary and secondary education [2] - By 2035, 35% of universities are expected to implement full English immersion teaching [2] - A significant challenge for the implementation of this educational reform is the shortage of qualified English teachers, with an estimated need for an additional 22,000 teachers by 2030 [2]

Core Viewpoint - The article discusses the transformation of anxiety into income within the education and training industry, particularly focusing on the civil service examination training sector, which has seen a significant increase in applicants but a decline in revenue for leading training institutions [4][5]. Group 1: Industry Dynamics - The number of applicants for civil service examinations has increased by 1.4 times over the past five years, reaching 3.718 million in the latest round of applications [8]. - Despite the surge in applicants, leading training institutions like Zhonggong Education and Fenbi have reported revenue declines of 20.2% and 8.5% respectively in the first half of the year [5][8]. - The training model known as "agreement classes," which allows for refunds if students do not pass, has contributed to a significant increase in refund rates, from 44.14% in 2019 to 68.46% in 2021 for Zhonggong Education [14]. Group 2: Financial Challenges - The financial strain on training institutions is evident, with Zhonggong Education reporting cash reserves of 1.77 billion yuan and pending refunds amounting to 4.82 billion yuan [12][14]. - The business model has shifted from earning "tuition fees" to "result fees," where institutions rely on a small number of successful students to cover the refunds for the majority who do not pass [14][16]. - The investment income for Zhonggong Education has decreased significantly, from 79.27 million yuan in 2021 to 5.78 million yuan in 2024, indicating a decline in profitability [14]. Group 3: Market Competition - The civil service training market is experiencing increased competition from smaller institutions and new entrants leveraging social media platforms, which has intensified the market dynamics [10][11]. - The influx of competitors has led to a decrease in sales efficiency for leading institutions, with Zhonggong Education's sales expense ratio increasing by 6 percentage points to 25.4% [8][10]. Group 4: Strategic Shifts - In response to the challenging environment, Zhonggong Education has begun restructuring, reducing its workforce from 45,000 to 7,888 and cutting down its direct branches from 1,669 to 681 [16]. - The company is exploring new business avenues, including health services and AI employment training, although these initiatives currently contribute less than 3% to overall revenue [16][17]. - The strategic focus has shifted towards becoming an "employment and re-employment service provider," indicating a pivot from traditional training to broader employment services [17].