集团在该期间的纯利增加主要由于在该期间的新生注册及新客户注册数量增加约7%，从而导致公司收 入增加约10%；及在该期间集团高效的营运及成本控制，导致集团的整体成本在收入增长的情况下，仍 能保持相对平稳。 消息面上，7月31日，中国东方教育发布公告，预期集团于截至2025年6月30日止6个月的纯利较截至 2024年6月30日止6个月期间将增加不少于45%但不多于50%。 智通财经APP获悉，中国东方教育(00667)盈喜倒跌逾5%，截至发稿，跌5.77%，报7.68港元，成交额 4445.26万港元。 ...

证券研究报告|港股公司点评报告 [Table_Date] 2025 年 07 月 31 日 [Table_Title] 25H1 净利润超预期，上调盈利预测 公司公告 2025 年中报净利增长 45-50%，超出市场预期。公司净利增加主要由于（1）上半年新生注册机新 客户注册数量增加约 7%，从而导致收入增加约 10%；（2）上半年公司高效的运营及成本控制，使得整体成本 在收入增长的情况下，仍能保持平稳。 分析判断: 我们分析，公司收入增长主要由于 15 个月高价格专业占比提升、职教升学、美业增长超预期带动，利润 为高经营杠杆效应的体现。 投资建议 我们分析，（1）短期来看，我们预计公司秋季招生良好，随着成本控制全年业绩有望持续超预期；（2）中 期来看，在长期生招生恢复的基础上，明后年收入有望加速增长；分品类来看，我们预计烹饪招生恢复、汽车和 美业维持快速增长，欧米奇和美业减亏趋势持续、汽车服务净利率提升；（3）公司长期优势在于就业竞争力、 针对市场变化快速调节课程的能力，公司区域中心建设完成后、技师学院资质获批、从而有望拉长学制。上调盈 利预测，上调 25-27 年营业收入预测 44.1/48.4/53.2 ...

会上，中泰双方签署了《国际交流合作备忘录》，明确了七大合作领域。中方提出共建"中文 + 职业技 能"教学中心、开展师生双向交流等合作路径，泰方则表达了与国际标准对接的急切需求。山东省省会 经济圈产教联合体发布了"三位一体"合作战略，山东智捷数字科技有限公司推出"四大行动"计划，为合 作的落地提供了具体的框架，涉及电子商务、新能源汽车等多个优势专业。 7月27日，中泰职业教育国际交流合作洽谈会在山东济南隆重开幕。乡宁县职业中学校党支部书记、校 长尉六龙和招生就业办公室主任任金祥受邀参会，与来自中泰两国的近百位职业教育同仁共同探讨国际 化合作的重大事宜。 本次会议由山东智捷数字科技有限公司主办，吸引了黄河流域30所职业院校、20余家行业协会及企业代 表齐聚一堂，泰国帕府职业教育委员会及6所职业院校代表也远道而来。会议紧紧围绕"教随产出、产教 同行"的原则，致力于落实山东省职业教育"组团出海"战略，构建"技能 + 语言 + 标准 + 产业"的跨境产 教融合新生态。 （资讯） 尉六龙校长表示，此次交流会为乡宁县职业中学拓宽了国际化视野。学校将积极对接中泰合作资源，探 索师生交流、课程共建等合作模式，助力培养兼具国际视 ...

集团在该期间的纯利增加主要由于(i)在该期间的新生注册及新客户注册数量增加约7%，从而导致公司 收入增加约10%;及(ii)在该期间集团高效的营运及成本控制，导致集团的整体成本在收入增长的情况 下，仍能保持相对平稳。 智通财经APP讯，中国东方教育(00667)发布公告，预期集团于截至2025年6月30日止6个月的纯利较截至 2024年6月30日止6个月期间将增加不少于45%但不多于50%。 ...

集团在该期间的纯利增加主要由于(i)在该期间的新生注册及新客户注册数量增加约7%，从而导致公司 收入增加约10%;及(ii)在该期间集团高效的营运及成本控制，导致集团的整体成本在收入增长的情况 下，仍能保持相对平稳。 中国东方教育(00667)发布公告，预期集团于截至2025年6月30日止6个月的纯利较截至2024年6月30日止 6个月期间将增加不少于45%但不多于50%。 ...

根据董事会目前可得资料，集团在该期间的纯利增加主要由于(i)在该期间的新生注册及新客户注册数量 增加约7%，从而导致公司收入增加约10%；及(ii)在该期间集团高效的营运及成本控制，导致本集团的 整体成本在收入增长的情况下，仍能保持相对平稳。 格隆汇7月31日丨中国东方教育(00667.HK)公布，预期集团于截至2025年6月30日止六个月期间的纯利较 截至2024年6月30日止六个月期间将增加不少于45%但不多于50%。 ...

贵州新东方烹饪技师学院是贵州省贵阳市第一所民办技师学院，自2020年获批国家级高技能人才 培训基地以来，近五年已累计培养3000多名高级工技能人才，成为贵州省内重要的烹饪技能人才培养基 地。学校长期专注于中餐、西点、西餐等烹饪技艺的传承与创新教育，积累了丰富的办学经验和良好的 社会声誉，拥有相当的办学规模和完备的教学实训设施，为区域餐饮产业发展持续输送了大量技能人 才。目前，学院还积极响应贵州省"黔菜师傅"工程，深度参与"黔菜菜品"开发，大力培养星级"黔菜师 傅"，全面促进餐饮行业从业人员实现高质量就业创业。 此次升级是贵州省优化职业教育结构、完善技能人才培养体系的重要举措之一。升格为技师学院 后，贵州新东方烹饪技师学院将立足于更高的平台，紧密对接贵州省乃至全国餐饮产业转型升级对高素 质、高技能烹饪人才的迫切需求。学院将进一步深化产教融合、校企合作，创新人才培养模式，致力于 提升教育教学质量和人才培养规格，为服务地方经济社会发展、推动餐饮行业繁荣和助力乡村振兴提供 更坚实的人才支撑。 贵州省人民政府于近日正式批复，同意中国东方教育（00667.HK）旗下贵阳新东方烹饪高级技工学校 升格为贵州新东方烹饪技师学院 ...

Core Insights - The article highlights the increasing demand for training and vocational education resources among enterprises in China, driven by the need for digital management and cost efficiency as the economy transitions to high-quality development by 2025 [1] - The SAP market in China is projected to exceed 100 billion RMB by 2025, with a double-digit compound annual growth rate, but companies face challenges such as high implementation complexity and a significant talent gap [1] - Colette Education plans to deepen its "enterprise demand feedback teaching" model by offering customized SAP training courses to help companies enhance their information technology capabilities [1][3] Company Initiatives - Colette Education has already launched SAP internal training courses for companies like Dongjian Group, Huaren Pharmaceutical, and Beijing Yuanyi Technology, addressing issues such as system upgrades, personnel turnover, and low implementation efficiency [3] - The training includes SAP functionality and business introductions, configuration and development, and industry-specific solutions to improve employees' understanding of information systems and strategic planning [3][4] - Future plans include adopting a "work-study alternation" model to convert industry implementation cases into practical courses, integrating AI and big data to make training content more intelligent and agile [4]

Core Viewpoint - The company, Zhonggong Education, has successfully launched its AI employment learning machine, which is expected to enhance job placement for graduates, particularly those from the 2026 and 2027 classes [2] Sales Performance - The AI employment learning machine was officially launched on July 15 after a pre-sale during the June 18 shopping festival [2] - Sales channels include nearly 700 direct stores, agents, university employment service centers, self-built channels, and online malls, with sales activities progressing smoothly [2] Enrollment and Employment Outcomes - The high-end employment service products associated with the AI learning machine have attracted over 3,000 students since their launch in March, with 70% of them being graduates from the 2026 and 2027 classes [2] - Continuous employment success stories are emerging as students achieve their job placement goals, especially with the upcoming autumn recruitment and examination season [2]

Core Insights - Guangdong Province is focusing on building a modern rural industrial system and deepening the integration of primary, secondary, and tertiary industries, aiming to cultivate two trillion-level, ten hundred-billion-level, and twenty billion-level agricultural industry clusters [4][16]. Group 1: Rural Development Initiatives - Multiple counties in Guangdong are innovating new paths for rural operations and promoting the "Media+" initiative to empower the "Hundred Million" project [5][6]. - The first "Little Red Village" cultivation plan in Guangdong was launched in Zhaoqing, while Chaozhou's Chao'an unveiled the province's first county-level rural operation empowerment center [6][73]. - The first "Rural Maker Community" construction local standard was released in Heyuan, marking a significant step in rural revitalization efforts [84][88]. Group 2: Investment and Economic Impact - Over 200 billion yuan in private investment projects were mobilized to support the "Hundred Million" project in Yangjiang, with 74 projects totaling 209.4 billion yuan initiated [37][39]. - The "Chao Food Fair" in Chaozhou generated over 153.5 billion yuan in intended orders, significantly boosting the local economy and supporting the vision of making Anbu a "world-renowned candy town" [31][35]. Group 3: Media and Technology Integration - The establishment of Guangdong's first "Media+" alliance in Yunfu aims to enhance agricultural efficiency, rural vitality, and farmer income by integrating media resources [42][46]. - Yangxi County has included "Media+" work funding in its fiscal budget to support the development of a comprehensive agricultural market system [50][52]. Group 4: Educational Advancements - Nanhai District in Foshan is collaborating with Tencent Cloud to build the nation's first vocational education AI model application demonstration center, marking a significant advancement in the integration of AI and education [100][102].