如果,你扎根资本市场一线多年;如果,你 在某个专业领域内拥有深厚的积淀;如果, 你愿意将自己的经验分享给更多人。 那么，梧桐课堂诚挚邀请您——加入我们的 专业导师团队，成为行业内的引路人! 关于 我 们 梧桐课堂成立于2016年5月，是一家专注境 内外资本市场实务教育的内容服务商，致力 1127777 1155 11 177 11 17 17 17 11 1 丁迪以伶杀化치以八用尸侧彫，帘助具头挑 职业增长。 目前,梧桐课堂已服务了境内外上市公司董 监高/财务/法务、券商、律师、会计师、税 务师、VC/PE/FA、行研、银行、保险、信 托、交易所及监管机构等100多万专业人 士，400多家品牌机构，成为资本市场从业 者学习实务的专业平台。 加入我们,你将收获 打造个人专属品牌 1 梧桐课堂将通过全媒体矩阵(订阅号、服务 号、自媒体、社群、APP、小红书、喜马拉 雅等）对您进行包装推广，全方位曝光。 您也可以在课件、稿尾等地方对个人、机构 品牌进行宣传曝光,打造个人名片,扩大知 名度，获取更多的合作机会。 精进业务水平 2 每一次的分享,都是讲师与学员之间的一场 知识交流碰撞；每一次的碰撞，都会对原有 知识进行 ...

Group 1 - The construction of Zhejiang Yuying Vocational and Technical College is a significant project under the "Thousand Projects, Trillion Investment" initiative for 2025, aimed at enhancing higher education in Lin'an and supporting economic development with a projected investment of approximately 2 billion yuan [1] - The college will occupy an area of 458 acres and have a total construction area exceeding 340,000 square meters, expected to accommodate around 10,000 students and faculty, thereby contributing to Lin'an's talent pool [1] - In addition to the college, the Zhejiang Agricultural and Forestry University East Lake Campus and the Ping Shan Food City are also under construction, indicating a broader push for urban internationalization and cultural development in the region [1] Group 2 - Jinbei Street has prioritized "project construction speed competition" as a key focus for 2025, aligning with the "strong industry zone" strategy, emphasizing the importance of industry, projects, and efficiency [2] - There are 54 key projects in Jinbei Street for 2025, characterized by diversity, scale, and innovation, with nearly 20 projects exceeding 100 million yuan in investment, representing over 20% of the district's key projects [2] - Jinbei Street has established three service mechanisms to ensure project implementation, including optimizing management, deepening efforts, and strengthening supervision to address land use and approval bottlenecks [2] Group 3 - Jinbei is attracting talent and industry through its four key attributes: openness, beauty, livability, and innovation, with plans to further enhance its appeal as a hub for innovation and entrepreneurship [3]

Financial Data and Key Metrics Changes - Revenue for Q3 2025 increased 15% year over year to $204.3 million [11][23] - Net income rose approximately 114% year over year to $10.7 million, with diluted earnings per share of $0.19 [11][23] - Adjusted EBITDA grew over 37% year over year to $25.3 million [11][23] - Average full-time active students increased nearly 13% year over year to 23,757 students [11][21] Business Line Data and Key Metrics Changes - Concord Career Colleges division saw an 18.8% increase in average full-time active students compared to Q3 2024, with new student starts growing 9.1% year over year [21] - UTI division experienced an 8.9% year over year increase in average full-time active students, but new student starts declined slightly by 3% year over year [21][22] Market Data and Key Metrics Changes - The demand for skilled trades education continues to grow, with significant media coverage highlighting the value of skilled trades over traditional college degrees [12][10] - The regulatory environment is increasingly supportive of skilled trades, with new legislation potentially making short course programs Pell eligible [9][28] Company Strategy and Development Direction - The company is focused on scaling new programs, optimizing student outcomes, and investing in long-term growth strategies [10][19] - Plans to expand campus footprints and add new in-demand offerings are underway, with a particular emphasis on the Concord division's growth following the lifting of growth restrictions [28][27] - The North Star strategy aims for over $1 billion in yearly revenue and approaching $200 million in adjusted EBITDA by fiscal 2029 [29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the favorable operating environment and the company's ability to meet or exceed expectations in the coming quarters [10][19] - The company anticipates a strong fourth quarter, with new student starts expected to increase significantly [47][48] Other Important Information - The company is raising the low end of its fiscal 2025 guidance for both revenue and new student starts, now expecting consolidated revenue between $830 million and $835 million [20][25] - Total available liquidity at the end of Q3 was $236.9 million, including $47.2 million of short-term investments [24] Q&A Session Summary Question: What could Concord look like in three to five years? - Management indicated that the lifting of growth restrictions allows for accelerated program launches and potentially more campuses, with guidance updates expected in November [35][37] Question: How will EBITDA margins be affected in 2026 and 2027? - Management noted that while EBITDA margin expansion may be muted due to investments, gross dollars should not decline [38][39] Question: What is the readiness around faculty hiring for Concord? - The company has been proactive in site selection and program portfolio development, ensuring readiness for rapid expansion [45] Question: How is student interest in the fourth quarter? - Management confirmed that a significant portion of new starts comes from high school students, primarily in auto diesel, with expectations for strong performance in Q4 [53][54] Question: What is the exposure to short-term training programs benefiting from Pell changes? - Currently, the exposure is very small, but the new Pell eligibility opens opportunities for shorter, bespoke programs [56][58] Question: What is the capacity situation at Concord? - Management stated that they are approaching capacity limits in several programs and are working to lift these caps for future growth [59][60]

陕西金叶最新股价报4.80元，较前一交易日上涨0.03元。当日成交量为201535手，成交金额达0.96亿 元，换手率为2.62%。 从资金流向来看，8月6日主力资金净流出142.27万元，近五个交易日累计净流出3054.77万元。当前公司 总市值36.90亿元，市盈率为57.37倍。 风险提示：股市有风险，投资需谨慎。 该公司主营业务涵盖包装材料和职业教育两大领域。作为陕西省属企业，其业务布局包括烟草配套材料 生产、印刷包装以及教育产业投资运营等方向。 ...

高校专业资源如何转化为现实"生产力"？在山东东营，一场由工会牵线搭台、高校专业设计、企业参与 支持的特别"幼升小"萌娃夏令营给出了生动答案。小萌娃们在这里快乐成长、完成"入学训练"，高校师 范生则在实践"练兵场"中检验和提升所学知识。 课程游戏化，巧解入学难题 清晨，东营职业学院校园里，一群"准小学生"正围着师范专业的哥哥姐姐们玩"指令接力赛"。 如何让孩子们平稳过渡？课程设计是关键。"幼儿园的游戏场景和小学课堂差异很大，单纯知识灌输治 标不治本。"夏令营负责人郭文静点出关键。夏令营依托学院深厚的"老师范"底蕴，精准聚焦幼升小必 备的七大核心能力——从视知觉、听知觉训练，到知觉转化、运动协调，从语言沟通、数学准备，到社 会适应能力培养。 "在这里，学习不是枯燥的坐板凳。"郭文静说，老师们巧妙运用"番茄钟"工作法，将时间化整为零，课 堂动静相宜，游戏与知识无缝穿插，充分调动孩子们的学习兴趣。 萌娃爱上课堂，家长喜见成长 "重要的是帮孩子们建立课堂规则感——什么时候专注听讲，什么时候放松交流。"班主任康欣雨兴奋地 分享教学心得，孩子们用彩色数棒学分类，就是"数学准备"，跟着音乐做动作，练的是"听知觉"和"运 动协 ...

Core Viewpoint - China Oriental Education (00667) has projected a 45%-50% year-on-year increase in net profit for the first half of 2025, driven by a 7% increase in new student registrations and a 10% rise in revenue, alongside effective cost control measures [1][2]. Group 1: Financial Performance - The company has experienced a significant market value increase of over 2.3 times this year, becoming a standout in the vocational education sector, although its current PE ratio has reached 34 times, indicating a potential peak in valuation [1][3]. - For the fiscal year 2024, the company expects a net profit of 513 million yuan, representing an 88% increase, marking a five-year high [7]. - The average tuition fee across its five training brands is projected to be 27,600 yuan, with a year-on-year increase of 3.6%, and the total number of training participants is approximately 146,300, reflecting a slight increase of 0.4% [7]. Group 2: Market Dynamics - The company's stock performance has been bolstered by policy-driven expectations and a short squeeze phenomenon, with significant policy support for vocational education, including the issuance of the "Education Power Construction Plan" [3][6]. - The vocational education sector has seen a rebound since January, with a cumulative increase of over 45% this year, leading the Hong Kong stock market [3][4]. - China Oriental Education is recognized as the largest vocational skills education provider in China, having recorded a price increase of over 140% in the past seven months [4]. Group 3: Competitive Landscape - While China Oriental Education has shown strong performance, other vocational education institutions have also reported double-digit growth in revenue and net profit, indicating a competitive market environment [8]. - The divergence in market performance between vocational training and academic institutions is notable, with the former receiving more capital attention due to favorable policies and market conditions [8][9]. - The company is well-positioned to benefit from the growing demand for vocational skills training, especially in a high unemployment environment, enhancing its market appeal [8][9]. Group 4: Future Outlook - Despite reaching a potential peak in valuation, the company is expected to maintain a strong growth trajectory, supported by favorable policies and a solid business foundation [2][9]. - The ongoing growth in the vocational education sector presents long-term investment opportunities, particularly for high-performing stocks and those at valuation inflection points [9].

Core Viewpoint - China Oriental Education (00667) has announced a significant profit increase forecast for the first half of 2025, expecting a year-on-year growth of 45%-50% in net profit, driven by a 7% increase in new student registrations and a 10% rise in revenue due to effective cost control and operational efficiency [1][2]. Financial Performance - The company has experienced a strong market performance this year, with a cumulative increase of over 2.3 times in market value, although its price-to-earnings (PE) ratio has reached 34 times, indicating a potential peak in valuation [1][3]. - For the fiscal year 2024, the company is projected to achieve a net profit of 513 million yuan, representing an 88% year-on-year increase, marking a five-year high [7]. Market Dynamics - The stock price of China Oriental Education has been influenced by two main drivers: policy support and a short squeeze phenomenon, leading to a bullish market sentiment [3][6]. - Recent favorable policies, such as the "Education Power Construction Plan (2024-2035)" and new vocational education standards, have positively impacted the vocational education sector, particularly benefiting companies like China Oriental Education [3][4]. Competitive Position - As the largest vocational skills education provider in China, the company has maintained a leading position in the market, with a 1.4 times increase in stock price over the past seven months [4][6]. - The company operates five training brands, each catering to different fields, with all brands maintaining a gross margin above 50% [7]. Industry Context - The vocational education sector has seen a general upward trend, with many institutions achieving double-digit growth in revenue and net profit, although China Oriental Education's performance is considered average compared to peers [8]. - The divergence in valuation between vocational training and academic institutions is expected to persist, with the former receiving more capital attention due to favorable market conditions and high unemployment rates driving demand for skill-based training [8][9]. Long-term Outlook - Despite reaching a potential peak in valuation, the company is expected to maintain a strong growth trajectory in the long term, supported by favorable policies and a solid operational foundation [2][9]. - Investors are encouraged to look for opportunities in high-performing stocks within the vocational education sector, particularly those that may be undervalued [9].

Group 1: Education System Development - Since the 18th National Congress, China has built the world's largest education system, achieving a historic leap in education popularization, with a higher education gross enrollment rate exceeding 60% [1] - In 2024, the nine-year compulsory education consolidation rate is projected to be 95.9%, and the gross enrollment rate for high school is expected to reach 92.0%, placing China's basic education level in the upper-middle tier globally [2] Group 2: Quality Education and Technology Integration - The establishment of quality high schools in rural areas has stabilized student sources and improved the quality of education in townships, with Nantong having 20 township high schools, 16 of which are four-star rated [2] - The integration of technology in education is evident with over 1,200 digital twin schools established in Ningxia, connecting rural schools with urban quality schools through online platforms [3] Group 3: Vocational Education and Workforce Development - Over 70% of new frontline workers in modern manufacturing and strategic emerging industries come from vocational schools, highlighting the importance of vocational education in building a skilled workforce [4] - As of 2023, China has 11,133 vocational schools with nearly 35 million students, forming the world's largest vocational education system, producing approximately 10 million skilled workers annually [4] Group 4: Higher Education and Innovation - In 2024, the total enrollment in various forms of higher education in China is 48.46 million, with 20.86 million in undergraduate programs and 4.10 million in graduate programs, indicating a robust higher education landscape [6] - Top universities are innovating in talent cultivation and research, with initiatives like Tsinghua University's interdisciplinary laboratories and Fudan University's project-based talent training model [7]

本报讯 记者姜雪报道 近日，教育部公示第二批国家级职业教育教师教学创新团队名单，沈阳市3所职业 院校教学团队成功入选，分别为沈阳现代制造服务学校、沈阳市旅游学校、沈阳职业技术学院，涉及物 流服务与管理、旅游服务与管理、云计算技术应用3个专业。 国家级职业教育教师教学创新团队建设是教育部于2019年启动的重点项目，旨在通过团队协作与校企合 作等方式，提升职业院校教师的教学创新能力，服务国家战略性重点产业与民生紧缺领域。 值得一提的是，此次全国7000余所中职学校中仅有44支团队获此殊荣，沈阳此次入选的3所职业院校中 有两所中职院校，这也是我省中职院校首次入围国家级团队建设单位。 2021年7月，教育部确定第二批国家级团队立项建设单位240个、培育建设单位2个。沈阳这3所职业院校 团队在教学管理机制、团队成长模式及教学实践模式方面深入探索，打通了职业发展链条，提升了教学 创新能力，为地方经济注入了活力。经严格评审，这3个团队顺利通过最终验收。 沈阳市教育局将充分发挥国家级职业教育教师教学创新团队的示范引领作用，深化教师队伍建设改革， 带动市级、校级团队整体规划和建设布局，推动职业院校加强高素质"双师型"教师队伍建 ...

Core Viewpoint - The article highlights the successful ten-year partnership between Shandong Province and the Xinjiang Production and Construction Corps' 12th Division, focusing on economic, social, and cultural development through various support initiatives [1]. Group 1: Economic Development - Over the past decade, Shandong has implemented a comprehensive support strategy for the 12th Division, enhancing economic and social development through targeted resource allocation and collaboration [1]. - The establishment of the "Shandong-Ru Bin Technology Innovation Center" has facilitated the application of over ten advanced technologies in the region [5]. - The logistics sector has seen significant growth, with the Shandong High-Speed Xinjiang International Logistics Industrial Park achieving a monthly throughput of approximately 100,000 tons [7]. Group 2: Healthcare Improvement - The healthcare system in the 12th Division has improved significantly, with over 2,000 surgeries performed and more than 1 million medical services provided to the local population [3]. - The introduction of specialized medical services has reduced the need for patients to travel to larger cities for treatment, enhancing local healthcare accessibility [3]. Group 3: Educational Advancements - Shandong has sent a team of educators to the 12th Division, significantly improving the quality of education and establishing a national-level experimental zone for new teaching methods [4]. - The collaboration with ten high-quality vocational colleges from Shandong has led to the signing of support agreements, resulting in multiple awards in various skill competitions [3][4]. Group 4: Cultural Exchange - The "Cultural Enrichment in Xinjiang" initiative has promoted cultural exchanges, including performances and exhibitions that celebrate both Shandong and Xinjiang's heritage [10][11]. - The establishment of cultural education platforms in schools has fostered a sense of unity among students from diverse backgrounds [11]. Group 5: Talent Development - A talent employment platform has been created, facilitating over 420 job postings and 200 talent services within a month of operation [5]. - The partnership with Shandong Talent Group has addressed talent shortages in the 12th Division, enhancing local employment opportunities [5].