文 | 陈明一 回顾整个9月，山东与东盟的互动频频。 据山东省外办网站，9月15日至19日，山东省委常委、统战部部长、省海外联谊会会长邓云锋率山东省 代表团访问印度尼西亚、新加坡；9月22日至26日，山东省委书记林武率山东省代表团访问马来西亚、 越南。此外，山东多地城市主官以及知名企业主要负责人一同出访，开启深化务实合作的新篇章。 青岛市委书记曾赞荣率青岛市代表团先后到泰国、柬埔寨访问；威海市委书记闫剑波率威海市经贸代表 团赴马来西亚、越南开展经贸促进活动，推介威海市特色优势产业和营商环境；潍坊市委书记刘运率潍 坊市代表团访问马来西亚、越南，对接当地政府部门、商协会、高校、企业等，进一步推进高水平对外 开放，拓展高质量发展空间；临沂市委书记张宝亮率临沂市代表团出访马来西亚、越南，深化友好交 往，开展经贸洽谈，推动全市对外开放和商城出海再上新水平…… 可以说，这是一次目标明确的出访。"十四五"收官在即，承接"十五五"，锚定"走在前、挑大梁"，山东 必须有所表率。 片来源：摄图网 为什么是东南亚？ 早在7月21日，中国国际贸易促进委员会山东省委员会就已广发"邀请函" ，计划组织经贸代表团访问马 来西亚、越南，以积 ...

光正教育(06068)发布公告，于2025年10月1日，东莞瑞兴(本公司的全资子公司)与云浮光明学校订立云 浮高中管理服务协议，东莞瑞兴同意向云浮高中提供云浮高中管理服务，初步期限自2025年10月1日起 至2028年8月31日止(包括首尾两日)，经双方同意可予延长，惟须符合上市规则第十四A章及所有其他适 用法律及法规的规定。 ...

智通财经APP讯，光正教育(06068)发布公告，于2025年10月1日，东莞瑞兴(本公司的全资子公司)与云 浮光明学校订立云浮高中管理服务协议，东莞瑞兴同意向云浮高中提供云浮高中管理服务，初步期限自 2025年10月1日起至2028年8月31日止(包括首尾两日)，经双方同意可予延长，惟须符合上市规则第十四 A章及所有其他适用法律及法规的规定。 ...

Summary of Adtalem Global Education Conference Call Company Overview - **Company**: Adtalem Global Education (NYSE: ATGE) - **Industry**: Health Care Education - **Key Focus**: Operator of nursing schools and health care-focused education facilities in the U.S. with over 90,000 students across various programs including medical, nursing, and veterinary education [4][5] Core Business Insights - **Growth Guidance**: Expected top-line growth at mid-single digits with an annual margin expansion of approximately 100 basis points [7] - **Market Demand**: Strong secular demand trends in health care, particularly in nursing, with attractive wage inflation and demand for skilled professionals [8] - **Nursing Shortage**: Acknowledgment of a persistent nursing shortage in the U.S. and the challenge of insufficient nursing educators [9][10] Challenges and Solutions - **Barriers to Growth**: Identified barriers include the scarcity of qualified nursing faculty, availability of clinical preceptors, and state-level regulations [10] - **Faculty Recruitment**: Adtalem has successfully attracted faculty by offering competitive market rates, mitigating growth challenges faced by others in the industry [11] Partnerships and Programs - **SSM Health Partnership**: Introduction of the Aspiring Nurse program, providing tuition support in exchange for clinical opportunities and employment commitments, aimed at creating a proprietary talent pipeline for health systems [15][16] - **Cost Efficiency**: The program allows health systems to reduce costs associated with nurse replacements, which can average $65,000 to $70,000 per nurse [16] Market Positioning - **Multi-Site Model**: Adtalem's ability to deliver distance learning allows it to partner with health systems across multiple locations, enhancing access to talent [20] - **Allied Health Opportunities**: Exploring potential expansion into Allied Health education, contingent on employer partnerships and market demand [22][23] Regulatory Environment - **Favorable Landscape**: Current regulatory changes are seen as favorable for proprietary higher education, with a level playing field for all institutions [25][32] - **Loan Programs**: Transitioning to private loan options with Sallie Mae to mitigate impacts from changes in federal loan programs, ensuring continued access to funding for students [24][26] Financial Performance and Strategy - **Capital Allocation**: Focus on investing in core business, share repurchase programs, and potential M&A opportunities to enhance growth [46][47] - **Operational Excellence**: The "Growth with Purpose" strategy has led to significant operational improvements and record student graduations [40][41] Market Dynamics - **Demographic Shifts**: Increasing number of non-traditional students, including older adults and immigrants, aligns with Adtalem's target market [38] - **Pricing Strategy**: Competitive pricing benchmarked against state university tuition to maintain enrollment levels [39] Future Outlook - **Value Creation**: Despite recent successes, the company believes it is still in the early stages of its growth strategy, with significant potential for future value creation [50] - **Investor Engagement**: Plans for a new Investor Day to provide deeper insights into the company's strategies and performance [50] Key Takeaways - Adtalem is positioned as a critical player in addressing the health care talent shortage through its educational programs - The company is actively pursuing partnerships and exploring new market segments while maintaining a strong focus on operational efficiency and financial health - Regulatory changes and market dynamics present both challenges and opportunities for growth in the health care education sector [49][50]

公司首席财务官兼联席公司秘书郑超然已获委任为执行董事，自2025年9月30日起生效。 董事会进一步宣布，执行董事查东辉已获委任为公司首席营运官以取代张湘伟，自2025年9月30日起生 效。 格隆汇9月30日丨中国科培(01890.HK)宣布，由于彼等决定投放更多时间于其他事务，张湘伟已辞任执 行董事及公司首席营运官，及孙丽霞已辞任执行董事，自2025年9月30日起生效。 ...

签约仪式隆重举行，央企与名校共话区域发展 当日，中建·雲啟鳳華与历城二中教育集团合作签约仪式庄重举行，双方相关领导共同出席活动，见证这一关乎区域教育与人居发展的重要时刻。 中建八局城发公司副总经理桑振兴在签约仪式上表示，中建·雲啟鳳華此次与历城二中教育集团达成合作，既是对"好房子、好生活、好社区"理念的深化实 践，更是积极响应并践行济南"东强"战略的具体举措。桑振兴讲到，中建·雲啟鳳華作为中建集团全国首批、山东省内唯一的"好房子"试点项目，将以此次 签约为重要契机，推动优质教育资源与高阶人居体验深度融合，确保合作校区早日建成并服务业主，致力于将项目打造为济南东部"教育+人居"协同发展的 标杆样本。 历城二中教育集团，深耕教育数十载以"勤志"育英才 9月30日，中建·雲啟鳳華项目与历城二中教育集团签约仪式圆满举行，此次签约不仅标志着济南"东强"核心区优质教育资源实现战略落位，更成为该区域以 教育赋能推动"产、城、人、教"深度融合、实现能级进阶的标志性事件，为济南东部教育发展注入新动能。 此次与中建·雲啟鳳華签约的校区，作为历城二中教育集团核心成员校，将充分发挥集团旗下领航学校的"实验性"与"先进性"，深入探索" ...

Group 1: Education Sector - The Ministry of Education and the Ministry of Finance plan to recruit 7,000 retired teachers for the 2025 Silver Age Teaching Program, focusing on retired principals, researchers, and senior teachers under the age of 65 [1] Group 2: Transportation Sector - During the National Day and Mid-Autumn Festival holiday, the expected number of waterway passengers is projected to reach 12.5 million, representing an 11.6% year-on-year increase, with a peak expected on October 4 and 5 [1] Group 3: Economic Policy - The National Development and Reform Commission has allocated 69 billion yuan in special long-term bonds to support the consumption upgrade program, with a total of 300 billion yuan allocated for the year [2] - The Ministry of Finance and the Ministry of Commerce announced a plan to support around 15 cities in building an international consumption environment, with financial subsidies of 200 million yuan for major cities and 100 million yuan for others [4] Group 4: Manufacturing Sector - The manufacturing Purchasing Managers' Index (PMI) for September is reported at 49.8%, indicating a 0.4 percentage point increase from the previous month, marking two consecutive months of growth [5] - The equipment manufacturing PMI stands at 51.9%, while the consumer goods manufacturing PMI has reached 50.6%, the highest level this year [5] Group 5: Internet Industry - From January to August, the revenue of large-scale internet enterprises reached 1,285.9 billion yuan, showing a year-on-year growth of 2.2%, with profit margins declining at a slower rate [6] Group 6: Transportation Regulation - As of August, the compliance rate for ride-hailing orders in 24 major cities exceeded 80%, with a total of 393 ride-hailing platforms licensed [7]

证券之星消息，9月30日教育板块较上一交易日上涨0.96%，豆神教育领涨。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。教育板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 6026200 | 凯文教育 | 5.97 | -5.54% | 74.69万 | 4.61亿 | | 600730 | 中国高科 | 8.68 | -2.36% | 36.35万 | 3.18亿 | | 000526 | 学大教育 | 44.77 | -1.56% | 2.45万 | 1.10亿 | | 600636 | *ST国化 | 8.20 | -1.09% | 3.35万 | 2756.85万 | | 605098 | 行动教育 | 37.21 | -0.64% | 7696.0 | 2860.88万 | | 300338 | ST开元 | 3.93 | -0.51% | 5.37万 | 2112.83万 | | 300688 | 创业等号 ...

证券日报网讯凯文教育（002659）9月30日在互动平台回答投资者提问时表示，截至9月19日，公司股东 户数为18664户。 ...

瞄准在美上市的小型中国企业实施股价操纵案增加（REUTERS） 以在美国上市的小型中国企业为对象的股价操纵正急剧增加。犯罪分子利用AI机器人在聊天软件上散 布虚假信息，诱导投资者入局，借此推高股价。2022年以来，美国股市涉嫌股价操纵等的异常交易中 70%涉及中概股…… 以在美国上市的小型中国企业为对象的股价操纵正急剧增加。犯罪分子利用AI机器人（人工智能自动 应答）在聊天软件上散布虚假信息，诱导投资者入局，借此推高股价的案例屡见不鲜。美国的证券交易 所拟发布提高交易量低的中国企业上市门槛的限制方案等，正忙于应对。 纳斯达克发现的违规案中，7成涉及中概股 尤其突出的是在美国上市的中国概念股。美国证券交易所纳斯达克的资料显示，2022年以来，该所向美 国金融业监管局（FINRA）及美国证券交易委员会（SEC）通报的涉嫌股价操纵等异常交易中，70%涉 及中概股。 美国网络安全公司KnowBe4的首席信息安全官（CISO）顾问Roger Grimes提出看法称："占比高达 70%，很难认为这是偶然事件，很可能涉及有组织犯罪"。 AI机器人伪装成金融专家 例如，被认为在中国从事电子设备显示器制造的奥斯汀科技集团(Os ...