Industry Dynamics - The education industry is experiencing a "three-dimensional resonance" with marginal policy improvements, supply clearing, and demand release, shifting the investment logic from policy-driven to performance-driven, with low relative valuations and potential for a "Davis double play" in performance and valuation under policy support [1] - On January 7, the Minister of Education met with the Singaporean Minister of Education, emphasizing cooperation in foundational and interdisciplinary subjects, encouraging top universities to conduct joint research in life sciences, brain sciences, and artificial intelligence, and promoting international technology transfer and talent cultivation [2] - The National Education Work Conference held on January 8 outlined key tasks for educational reform, focusing on nurturing talent for the party and the country, prioritizing basic education, optimizing higher education structure, enhancing education's support for technology and talent, accelerating vocational education development, and promoting high-level educational openness [2] - On January 9, the Ministry of Education released two industry standards to advance the national education digitalization strategy, improve education data management, and regulate the use of interactive smart teaching terminals [2] Industry Performance - The education sector outperformed the CSI 300 index during the week of January 5 to January 9, with the CITIC Education Index rising by 5.89%, compared to the CSI 300's increase of 2.79% and the Shanghai Composite Index's rise of 3.82%, marking a 3.10 percentage point outperformance [4] Company Performance - The top three performing stocks in the A-share education sector for the week were Borui Communication (+30.97%), Huatu Shanding (+18.67%), and China High-Tech (+14.17%), while the bottom three were *ST Guohua (+0.81%), Qinsun Shares (-0.97%), and ST Kaiyuan (-2.63%) [5] Company Dynamics - Action Education announced a share repurchase plan of no less than 20 million and no more than 25 million yuan, with the first repurchase occurring on January 6, amounting to 4.64123 million yuan for 110,800 shares at an average price of 41.72 yuan [6] - Kede Education's controlling shareholder transferred 77.584267 million shares (23.5716% of total shares) to Huaxin Future and Dongfang International Asset Management, making Huaxin Future the new controlling shareholder and changing the actual controller to Zhou Qichao [6]