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港股异动 | 新东方-S(09901)涨超5% 集团整体业务发展趋向稳定 股东回报比例提升或对...
Xin Lang Cai Jing· 2025-09-29 03:33
Group 1 - New Oriental-S (09901) shares increased by over 5%, reaching a price of HKD 41.62 with a trading volume of HKD 114 million [1] - Guosheng Securities reported that as of FY25Q4, the company's deferred revenue (customer prepayments) was USD 1.955 billion, reflecting a year-over-year increase of 9.8%, indicating growth in the collection side which supports future revenue [1] - The company projects FY2026Q1 net revenue (including Dongfang Zhenxuan) to grow by 2% to 5% year-over-year, reaching USD 1.464 to 1.507 billion, with conservative guidance due to a high base in FY25Q1 and rescheduling of K12 business due to the early Spring Festival in 2025 [1] Group 2 - Daiwa noted that after reviewing New Oriental-S's operational status for the summer semester of 2025 and the performance of Dongfang Zhenxuan for FY2025, the overall business development of the group appears stable, with improved K-9 fall student retention rates and no further deterioration in overseas exam preparation services [2] - New Oriental announced plans to distribute no less than 50% of its net profit attributable to shareholders from the previous fiscal year in the form of dividends or share buybacks starting from FY2026 [2] - Daiwa believes that the anticipated shareholder return ratio could significantly exceed the group's commitment of 50%, potentially reaching high double-digit percentages or even over 100%, which is seen as a key positive catalyst for the shares [2]
港股新东方-S涨超5%
Mei Ri Jing Ji Xin Wen· 2025-09-29 03:33
Group 1 - New Oriental Education & Technology Group (09901.HK) saw its stock price increase by over 5% on September 29, reaching a price of 41.62 HKD [1] - The trading volume for New Oriental was reported at 114 million HKD [1]
新东方-S涨超5% 集团整体业务发展趋向稳定 股东回报比例提升或对其形成正面催化
Zhi Tong Cai Jing· 2025-09-29 03:21
Group 1 - New Oriental-S (09901) shares increased by over 5%, reaching a price of HKD 41.62 with a trading volume of HKD 114 million [1] - Guosheng Securities reported that as of FY25Q4, the company's deferred revenue (customer prepayments) was USD 1.955 billion, reflecting a year-over-year increase of 9.8%, indicating growth in the collection side which supports future revenue [1] - The company projects FY2026Q1 net revenue (including Dongfang Zhenxuan) to grow by 2% to 5% year-over-year, reaching USD 1.464 to 1.507 billion, with conservative guidance due to a high base in FY25Q1 and rescheduling of K12 business due to the early Spring Festival in 2025 [1] Group 2 - Daiwa noted that after reviewing New Oriental-S's operational status for the summer semester of 2025 and the performance of Dongfang Zhenxuan for FY2025, the overall business development of the group appears stable, with improved K-9 fall student retention rates and no further deterioration in overseas exam preparation services [2] - New Oriental announced plans to distribute no less than 50% of its net profit attributable to shareholders from the previous fiscal year in the form of dividends or share buybacks starting from FY2026 [2] - Daiwa believes that the anticipated shareholder return ratio could significantly exceed the group's commitment of 50%, potentially reaching high double-digit percentages or even over 100%, which is seen as a key positive catalyst for the shares [2]
港股异动 | 新东方-S(09901)涨超5% 集团整体业务发展趋向稳定 股东回报比例提升或对其形成正面催化
智通财经网· 2025-09-29 03:18
Group 1 - New Oriental-S (09901) saw a stock increase of over 5%, reaching HKD 41.62 with a trading volume of HKD 114 million [1] - Guosheng Securities reported that as of FY25Q4, the company's deferred revenue (customer prepayments) was USD 1.955 billion, reflecting a year-over-year increase of 9.8%, indicating growth in the collection side which supports future revenue [1] - The company projects FY2026Q1 net revenue (including Dongfang Zhenxuan) to grow by 2% to 5% to USD 1.464 to 1.507 billion, with conservative guidance due to a high base in FY25Q1 and rescheduling of K12 business due to the early Spring Festival in 2025 [1] Group 2 - Daiwa noted that after reviewing New Oriental-S's summer semester operations for 2025 and the performance of Dongfang Zhenxuan, the overall business development is stabilizing, with improved K-9 fall student retention rates and no further deterioration in overseas exam preparation services [2] - New Oriental announced plans to distribute no less than 50% of its previous fiscal year's net profit to shareholders in the form of dividends or share buybacks starting from FY2026, which could potentially exceed 100% [2] - The anticipated shareholder return ratio is seen as a significant positive catalyst for the stock [2]
上海行动教育科技股份有限公司 关于召开2025年半年度业绩说明会的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-27 00:47
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ●会议召开时间:2025年10月14日(星期二) 11:00-12:00 ●会议召开地点:上海证券交易所上证路演中心(网址:https://roadshow.sseinfo.com/) ●会议召开方式:上证路演中心网络互动 ●投资者可于2025年09月29日 (星期一) 至10月13日 (星期一)16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱dongban@xdjy100.com进行提问。公司将在说明会上对投资者普遍 关注的问题进行回答。 上海行动教育科技股份有限公司(以下简称"公司")已于2025年8月12日发布公司2025年半年度报告, 为便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况,公司计划于2025年10月14 日11:00-12:00举行2025年半年度业绩说明会,就投资者关心的问题进行交流。 一、说明会类型 本次投资者说明会以网络互动形式召开,公司将针 ...
大行评级|大和:上调新东方目标价至49港元 憧憬股东回报增加
Ge Long Hui· 2025-09-26 04:59
Group 1 - The core viewpoint of the report indicates that New Oriental's overall business development is stabilizing, with improved K-9 fall student retention rates and no further deterioration in overseas exam preparation services [1] - New Oriental plans to distribute no less than 50% of its net profit attributable to shareholders from the previous fiscal year in the form of dividends or share buybacks starting from the fiscal year 2026 [1] - The report anticipates that the shareholder return ratio could significantly exceed the committed 50%, potentially reaching high double-digit percentages or even over 100%, which is seen as a key positive catalyst for the stock [1] Group 2 - Daiwa has raised its revenue forecasts for New Oriental for the fiscal years 2026 to 2028 by 1% to 2%, and its earnings per share forecasts by 0.2% to 5% [1] - The rating for New Oriental has been reaffirmed as "Buy," with the target price increased from HKD 43 to HKD 49 [1]
赚得盆满钵满的张雪峰突然被禁,摊上大事了
Xin Lang Cai Jing· 2025-09-25 20:18
Core Viewpoint - Zhang Xuefeng's multiple accounts on various platforms have been banned from gaining new followers, raising questions about the reasons behind this sudden action [2][16][24]. Group 1: Account Suspension - Zhang Xuefeng's main account has been banned on platforms such as Weibo, Bilibili, Douyin, and Xiaohongshu, preventing new followers from subscribing [2][16]. - The ban is attributed to violations of laws or community guidelines, although the specific reasons remain unclear [16][24]. - Despite the ban, the content on Zhang's accounts remains accessible to the public [16]. Group 2: Public Reaction and Speculation - The abrupt suspension of Zhang's accounts has sparked curiosity among netizens, leading to various speculations regarding the underlying causes [16][24]. - Zhang's brief response to the situation, stating "it's an account issue," has further fueled public interest and discussion [16][19]. Group 3: Background and Business Model - Zhang Xuefeng has been a prominent figure in the education sector, leveraging public anxiety about education to build a substantial following and business [26][27]. - His rise to fame began with a viral video in 2016 that addressed common concerns about school selection, which resonated with parents and students alike [26]. - Zhang has been known for controversial statements that amplify educational anxiety, which have contributed to his popularity and business success [26][27]. Group 4: Potential Reasons for Account Ban - Analysts suggest that the ban may be linked to Zhang's previous statements that could be seen as inciting negative emotions, which aligns with recent regulatory actions aimed at curbing such behavior [24][27]. - Zhang's business practices, including high-priced educational services that have faced criticism for quality and transparency, may have also played a role in the loss of public trust [27].
华图教育金华分公司发布违法培训广告被罚
Qi Lu Wan Bao· 2025-09-25 04:50
Core Points - Huatu Education Technology Co., Ltd. Jinhua Branch was fined RMB 20,000 for publishing illegal training advertisements [1][2][3] Group 1: Company Information - Huatu Education is a wholly-owned subsidiary of Huatu Shanding (300492.SZ) [2] - The company operates over 1,000 learning centers nationwide and employs more than 10,000 staff [2] Group 2: Regulatory Action - The Jinhua Market Supervision Administration ordered the company to correct its illegal behavior and imposed a fine [1][2] - The illegal advertisement was published on the company's WeChat official account on January 27, 2024, violating Article 4, Paragraph 1 of the Advertising Law of the People's Republic of China [2] - The administrative penalty decision was made on September 24, 2025, and the company must comply within 15 days of receiving the decision [2]
北京丰台通报2起违规开展线下学科培训情况
Bei Jing Shang Bao· 2025-09-25 04:38
北京商报讯(记者 吴其芸)9月25日,北京市教委发布的消息显示,丰台区"双减"专班针对违规开展线 下学科培训的问题线索,持续加强联合执法检查力度,依法打击面向中小学生的违规学科培训行为。根 据举报线索,现将近期查处情况进行通报。 丰台区"双减"专班检查人员已现场叫停违规培训行为,责令妥善做好相关工作,确保安全,丰台区市场 监管局依法依规予以进一步查处。 根据通报,北京夕阳妈妈泽韵文化咨询有限公司、北京艺之蓝融享教育科技有限公司均未取得《中华人 民共和国民办学校办学许可证》,涉嫌违规组织开展线下学科培训。 ...
AI+生信,在CNS顶刊论文的应用
生物世界· 2025-09-25 04:35
Core Viewpoint - The article emphasizes the integration of AI tools, particularly DeepSeek, in enhancing research methodologies in bioinformatics, specifically in the analysis of multi-omics data and the design of research projects [1][3][29]. Course Structure - The course includes practical sessions on AI-assisted design of research topics, focusing on multi-omics data analysis, including metabolomics, proteomics, and genomics [3][30]. - It covers the use of AI for efficient reading and summarizing of CNS literature, as well as the evaluation of innovative ideas and data analysis feasibility in bioinformatics [3][29]. AI Applications in Bioinformatics - AI is utilized for sample grouping, data filtering from public databases, and visualizing bioinformatics analysis results [4][19]. - The course includes modules on machine learning applications in metabolomics, proteomics, and transcriptomics, highlighting various algorithms and their implementations [33][40]. Research Methodologies - The curriculum emphasizes the importance of understanding and applying various statistical and machine learning methods for data analysis, including regression models and clustering techniques [44][40]. - It also includes practical coding sessions to replicate high-level research from CNS articles, enhancing hands-on experience [50][51]. Continuous Support and Learning - The program offers ongoing support and one-on-one guidance even after course completion, ensuring that participants can effectively apply their learning in real-world scenarios [22][24][50]. - The course is designed to be flexible, allowing participants to revisit materials and receive assistance as needed [22][26].