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高途Q3财报亮眼:营收大涨30.7%,亏损大幅收窄,线下布局成新引擎?
Sou Hu Cai Jing· 2025-11-28 01:21
11月27日,教育科技公司高途(NYSE:GOTU)发布了截至2025年9月30日的2025财年第三季度财 报。 财报发布后,高途创始人陈向东与CFO沈楠在随后的业绩说明会上,详细拆解了各业务线的进展,并首 次系统性披露了线下业务的发展态势。 考研赛道上,高途以"个性化提分"破局,推出分层课程与五阶教学体系,搭配"直播+回放+AI答疑"模式 适配职场人需求。三季度考研业务贡献近6成营收,二三线城市线下集训营报班率环比涨23%。 AI则升级了教学模式,"名师+辅导老师+AI伴学"体系通过"学情画像"精准推送练习,使完课率提升 18%,也让辅导老师聚焦核心答疑工作。 此外,高途通过与剑桥考评院合作、服务体育及电竞领域等跨界动作,悄悄拓宽成人教育边界。 比起营收增长,更让市场安心的是亏损的大幅收窄。成本控制是亏损收窄的关键:营销费用率下降5.2 个百分点,通过高校公益讲座等精准获客方式提升转化率。高途还提前完成8000万美元股票回购,并启 动1亿美元新计划,稳固市场信心。 但线下扩张仍存隐患:教学点从百余家扩至150家,营收占比却不足5%,部分校区因无证办学被罚,陈 向东坦言线下体系需1-2年打磨。 数据显示,高途 ...
2025名校之约|北京语言大学:以语言为桥、创新为翼,培养国际化复合型人才的“小联合国”
Yang Shi Wang· 2025-06-25 06:42
Core Perspective - Beijing Language University (BLU) is positioned as a key university under the Ministry of Education, with a historical mission to promote Chinese language and culture, serving national strategies and facilitating cultural exchange [1][9]. Group 1: Academic Strength and Educational Features - BLU offers 54 undergraduate programs, with 18 national-level first-class undergraduate programs and 7 national-level characteristic programs, covering 11 academic disciplines [2]. - The university has established a "Three Strong, Three New" system, with "Chinese Language and Literature" ranked fourth nationally in the 2024 Soft Science rankings, and "Regional Studies" also ranked fourth in national competitiveness [2]. - The faculty includes numerous high-level educators, such as Friendship Medal recipients and national teaching masters, contributing to the training of over 300,000 international students [2]. Group 2: Talent Development - BLU has cultivated over 100,000 outstanding talents, including more than 80 foreign leaders and over 300 diplomats, playing a crucial role in promoting cultural exchange [3]. Group 3: 2025 Enrollment Highlights - The university plans to increase enrollment, responding to the "expansion of quality undergraduate education" initiative, with 16 different admission categories to provide more opportunities for applicants [4]. - Two new cooperative programs with top 100 global business schools will be introduced, offering dual degrees in Information Management and International Trade [4]. - Three new joint bachelor's degree programs will be launched, focusing on interdisciplinary education combining language and engineering [5]. Group 4: Innovative Talent Training Models - A new elite talent training program, "International Elite Talent Program in Sinology and Chinese Studies," will be established to cultivate leaders with deep understanding of China [6]. - The university has introduced multiple new major directions, integrating AI into traditional disciplines to meet national talent needs [7]. Group 5: Employment Outcomes - BLU has achieved an employment rate exceeding 98% for 2024 graduates, with graduates finding positions in various sectors including government, education, media, and finance [8]. - Over 30% of graduates pursue further studies domestically, while about 20% study abroad, with many attending top 100 global universities [8]. Group 6: International Relations College - The International Relations College at BLU aims to cultivate global governance talents with foreign language advantages, having established the first UN research center in China [10][11]. - The college has a comprehensive training system from undergraduate to master's and professional education, with a strong emphasis on research and practical experience [11]. Group 7: Information Science College - The Information Science College focuses on language intelligence and has established a dual-engine academic structure with a national first-class program in Computer Science and Technology [15][16]. - The college has a unique interdisciplinary training model combining computer science, data science, and linguistics, producing graduates with high employability in AI-related fields [16][21].