DOUSHEN(SZ:300010)2022-12-03 09:20Group 1: Company Performance - The company is currently in a transformation period, planning to spin off its security assets, which has impacted its operations and partnerships [3] - The education segment has shown good performance, with revenue and net profit increasing compared to the same period last year [3] - The total number of students in the education segment increased from 30,000 last year to 54,500 this year, with significant growth in cities like Shanghai, where student numbers rose from 2,000 to 8,000 [3] Group 2: Future Projections - The company expects to serve 80,000 students by the end of the year across various campuses [4] - The number of students in the Shanghai campus is projected to reach 8,000 by year-end, with similar growth expected in other cities [4] - The company anticipates that the number of students will double annually over the next 2-3 years [3] Group 3: Market Strategy - The company plans to expand its curriculum beyond Chinese language to include subjects like mathematics and English, responding to market demand for comprehensive education [4] - The expansion speed is phased, with initial growth being slower in new regions due to the need for reputation building [3] - The company employs local recruitment and centralized training for teachers to maintain teaching quality and reduce turnover [4]