盛通股份(002599) - 盛通股份调研活动信息

Group 1: Business Overview - The company is a leading player in the printing and packaging industry, particularly in publishing and educational materials, with a stable profit contribution from its printing business [2] - The company has established a strategic partnership with the China Children's Center to enhance course promotion, including applications in the metaverse [2][3] Group 2: Educational Business Performance - As of September 2022, the number of enrolled students reached approximately 36,000, showing growth compared to the end of 2021 [3] - The education segment faced losses this year primarily due to the pandemic's impact on offline delivery and rising costs, including acquisition and operational setup expenses [3] Group 3: Future Outlook and Strategy - The company plans to expand its direct stores in first-tier cities while establishing flagship model stores in second-tier cities and more franchise stores in third and fourth-tier cities [4] - The market share in the education sector is currently fragmented, but there are opportunities for the company to capture a significant portion in the future [4] Group 4: Policy and Market Trends - The company anticipates supportive policies for non-academic education, expecting clearer regulations to emerge, which will enhance compliance within the industry [3][4] - The demand for technology education is expected to grow, driven by the "Science and Education Prosperity" initiative, which encourages more children to engage in technology-related learning [3]