为落实好"十四五"规划提出的在边境县（团场）建设100所"国门学校"的要求，助力边疆地区素质教育 发展，兴业银行慈善基金会在福建援藏援疆工作队和当地教育部门的支持下，于2024年底正式开启为期 5年的"情系国门·爱在边疆——素质教育提升计划"，以西藏定日县、新疆奇台县等边境县为重点区域， 在10所学校打造"兴星梦想中心"。目前，10所项目学校的教室改造工程已经竣工，为期5年的素质教育 探索实践拉开序幕。 （欣仁） 据悉，"情系国门·爱在边疆——素质教育提升计划"项目以现代化教育理念为引领，搭建"硬件+课程+研 训"三位一体的公益教育服务体系，为边疆地区的孩子们提供享受优质教育的机会。硬件方面，每所学 校建设一间"兴星梦想中心教室"，配备平板电脑、图书、多媒体等设备，为学生打造一个风格独特、便 于开展互动式课程的学习空间；课程方面，联合高校专家团队，研发素养课程，与国家基础课程互补， 培养学生独立思考能力、创新精神和健全人格；研训方面，注重赋能当地教育系统，针对不同岗位教育 工作者，设定专门培训内容，让教师成为"有爱、专业、求新的终身梦想实践家"、教育管理者成为"推 动当地素质教育发展的引领者"，为边疆地区教育 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the education industry, particularly in the context of the Hong Kong and U.S. stock markets, highlighting the performance of the education index and the impact of various factors on the sector [1][4]. Core Insights and Arguments - In the first half of 2025, the Hong Kong and U.S. education index achieved an absolute return of approximately 8.8%, but underperformed the Hang Seng China Enterprises Index by about 10% due to challenges in the education and training sector [1][4]. - The vocational education and private higher education sectors in Hong Kong showed strong performance, with overall returns exceeding 50%, particularly driven by companies like China Oriental Education [1][4]. - The increasing number of university graduates and students who did not pass the college entrance examination has led to a surge in demand for vocational skills training, with the market expected to reach around 80 billion yuan, indicating significant long-term growth potential [2][5]. - The high school enrollment rate has risen from 50% to 60% over the past five years, contributing to a growing number of high school graduates, while university enrollment growth has been relatively slow at an average of 2.2% over the past three years [1][8]. Important Trends and Data - The vocational skills training market is experiencing a demand explosion due to the high unemployment rate among young people, which is significantly higher than that of urban residents [5][10]. - The dual reduction policy has led to a substantial decline in the market size of the education training industry, dropping from nearly one trillion yuan to less than 60 billion yuan, with a shift towards non-academic training products [16]. - By 2030, the market for quality training is projected to reach 1.45 trillion yuan, with significant growth in both pure quality training and quality training that includes academic elements [16]. Future Prospects - The vocational training market is expected to grow rapidly, supported by government initiatives and a significant gap in the current training penetration rate of only 5% [11][24]. - The higher education sector is anticipated to see a turnaround in profitability by 2026, with some companies already showing signs of profit recovery in 2025 [12][14]. - The shift towards skill-based training and the establishment of a recognition mechanism for vocational qualifications are expected to enhance the competitiveness of young graduates in the labor market [10][13]. Investment Opportunities - Investment strategies for the education sector in the second half of 2025 will focus on vocational skills training, higher education, and the franchising of training institutions, with a particular emphasis on companies that have shown operational efficiency improvements [2][24]. - Companies that have met or are close to meeting key operational indicators and have begun to restore dividends are seen as having a high safety margin and potential for stock price catalysts [14][15]. Conclusion - The education industry is undergoing significant transformations, with new growth avenues emerging in vocational training and quality education. The sector presents various investment opportunities, particularly for companies that can adapt to the changing landscape and meet the evolving demands of the labor market [21][22][24].

Group 1 - The core viewpoint of the article emphasizes the importance of "investing in people" as a policy approach to enhance and improve people's livelihoods, addressing urgent public needs and expanding the service consumption market [1][2][4] - The new policy shifts focus from macro-level public service supply to direct responses to people's needs in employment, education, and healthcare, marking a significant change in policy direction [1][2] - The policy aims to enhance social security systems, which can convert high household savings into service consumption demand, thereby invigorating the service consumption market [2][3] Group 2 - The "investment in people" strategy is expected to have a multiplier effect, where every additional yuan spent on social security can generate approximately 1.5 yuan in consumption growth [2] - The service consumption market in China has significant growth potential, with projections indicating that the share of service consumption in total consumption will rise from 46.1% in 2024 to 50% or higher by 2030 [4][5] - The education sector is anticipated to evolve from standardized supply to personalized services, creating new investment opportunities in educational infrastructure and technology [5][6] Group 3 - The healthcare sector is expected to transition from basic services to comprehensive, full-cycle services, with potential market sizes reaching hundreds of billions in areas like remote medical services and innovative drug development [5][6] - The aging population and childcare services are projected to shift from basic needs to quality consumption, with the elderly care market potentially exceeding 20 trillion yuan in the next decade [5][6] - Community services are likely to develop from basic support to diversified offerings, creating a comprehensive service ecosystem that meets residents' needs throughout their life cycles [6]

【1】教育部发布2025年高考预警信息 5月29日，据"微言教育"微信公众号消息，2025年高考临近，广大考生正在紧锣密鼓进行最后的复习备 考。然而，一些不法分子受利益驱使，散布高考相关虚假信息，制造贩卖焦虑，组织实施诈骗，甚至诱 导考生作弊，严重损害考生和家长切身利益，严重扰乱考试招生秩序。为此，教育部会同有关部门梳理 汇总了近年来出现的一些典型案例，提醒广大考生和家长切勿相信谣言，提高辨别能力，谨防上当受 骗，切勿参与涉考违法犯罪活动，诚信参加考试，遵规守纪守法。 【2】北京公布2025年具有招生资格的普通高中学校名单 5月29日，据"首都教育"微信公众号消息，为稳妥做好2025年本市高级中等学校招生工作，保障考生合 法权益，维护招生工作秩序，确保招生录取工作公开、公平、公正进行，坚决杜绝违规招生行为，将北 京市2025年具有招生资格的高级中等学校向社会进行公示。未经公示的高级中等学校，不得擅自开展招 生活动。根据名单，包括位于东城区的北京市第二中学、北京市第五中学在内的多所学校具有招生资 格。 【4】福耀科技大学首年8亿预算招50个学生 5月28日，据九派新闻报道，近期，福耀集团董事局主席曹德旺在接受采 ...

Financial Performance - In Q1 2025, the company achieved revenue of 91 million, representing a year-on-year growth of 17.68%, and net profit turned positive for the first time [2] - The company reported significant improvement in its financial performance compared to previous periods [2] Business Segments - The company's operations are divided into three main segments: K12 school operations, quality education, and vocational education [2] - K12 school operations have expanded, achieving record high admission results and continuously developing the K12 curriculum [2] - In quality education, the company leverages its resources in arts, music, and sports to offer various camp and research activities for students [2] - In vocational education, the company has established a platform through Haike Vocational Education (Beijing) Technology Co., Ltd., and has opened a branch in Shandong, collaborating with multiple institutions to create industry colleges [2] Future Plans - The company plans to seize market opportunities by expanding into new educational sectors, including partnerships to build industry colleges and focusing on digital economy and AI-related programs [3] - The company aims to enhance the variety of educational services and improve asset returns through light asset operation models to increase business scale and profitability [3]