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港股概念追踪 | 教育部大力推进教育数字化变革 港股教育板块连续大涨 反转还是反弹?(附概念股)

Tracking the concept of Hong Kong stocks | the Ministry of Education vigorously promotes the digital reform of education. Does the education sector of Hong Kong stocks rise sharply, reverse or rebound? (with concept stock)

Zhitong Finance ·  Jun 9, 2022 17:05

Zhitong Financial APP learned that on June 9, under the influence of the news that the Ministry of Education had vigorously promoted the digitization of education, the Hong Kong education sector soared continuously. By the close, New Oriental Education & Technology Group-S (09901) was up nearly 10%. People's livelihood Education (01569), Hope Education (01765), Yuhua Education (06169), China Education Holdings (00839) and other stocks rose.

On June 6, Minister of Education and member of the leading Group of the UNESCO 2030 High-level steering Committee on Education, Huai Jinpeng, attended and delivered a speech at the second Asia-Pacific Conference of Ministers of Education by video. Huai Jinpeng put forward suggestions for the reform of education in the Asia-Pacific region, in which he mentioned the need to vigorously promote the digital reform of education. China is implementing the national education digitization strategy, integrating all kinds of resources to launch a national wisdom education platform, using digitization to promote the transformation and upgrading of education, and is willing to actively explore the international cooperation and exchange mechanism of online education. work together to create a new space and vision for digital education in the future. Huai Jinpeng said that China is willing to deepen practical cooperation with UNESCO and countries in the Asia-Pacific region, jointly explore the law of future-oriented personnel training, jointly promote the digital reform of education, speed up the recovery of post-epidemic education and achieve the 2030 education goal.

In addition, People's Daily recently wrote that high-quality development of higher education should be promoted. China's higher education is closer to the development goal of a powerful country in higher education than at any other time in history, and the overall strength and quality of higher education have reached the best level in history.

Authoritative data show that at present, the total market scale of vocational education in China has exceeded one trillion yuan. Institutional comments believe that: as China has entered a new stage of development, industrial upgrading and economic restructuring are accelerating, the demand for technical and skilled personnel in various industries is becoming more and more urgent, and the important position and role of vocational education is becoming more and more prominent.

Huaxi Securities mentioned that prior to this, the Ministry of Finance issued 212.5 billion yuan (excluding teachers' salaries) related to compulsory education to guide and support local governments to implement the requirements of the "double reduction" policy and improve the level of funding for compulsory education. we will further promote the improvement of weak links and capacity enhancement, strengthen the building of teachers, and improve the quality of education and teaching.

Huatai pointed out that stable employment has been emphasized again, and it is suggested that attention should be paid to the impact of the epidemic in the human resources and vocational education sector, economic cycle, and demographic changes, resulting in greater challenges to China's employment environment this year. Under the background of stable employment, the human resources plate which can improve the efficiency of job matching is worthy of attention. Among them, it is expected that the "reservoir" with flexible use of work to stabilize employment is expected to maintain a relatively high bearing in the short to medium term, but the labor demand of different industries may be divided under the control of the epidemic. In addition, non-academic vocational skills training that can address personnel's skills and job-suitability is also expected to benefit in the long run.

Caixin Securities said that the revision of the new vocational education law emphasizes the coordinated development of vocational education and general education, reflects the state's affirmation of the important status of vocational education and the trend of encouragement and support for vocational education, and is beneficial to vocational school education and vocational education and training at the policy level.

Related subject matter:

New Oriental Education & Technology Group-S (09901): established many well-known education brands, such as New Oriental Education & Technology Group Primary and Secondary School General Education, New Oriental Education & Technology Primary and Middle School International Education, New Oriental Education & Technology overseas examination, New Oriental Education & Technology Group University Learning and Development Center, New Oriental Education & Technology Group online, New Oriental Education & Technology Group Future abroad, New Oriental Education & Technology Group International study abroad, New Oriental Education & Technology Group Mantianxing, New Oriental Education & Technology Group Dayu Culture, New Oriental Education & Technology Group International Bilingual School, and many other well-known education brands.

People's livelihood Education (01569): mainly provides higher academic education, including undergraduate education and tertiary education.

Hope Education (01765): with the vision of "building the first brand of private higher education in China" and the concept of "happy study, happy work and happy life", we attach great importance to the quality and connotation construction of colleges and universities. we will actively explore the development path and collectivization management model of private education with the characteristics of hopeful education, and devote ourselves to training all kinds of high-quality professional talents.

Yuhua Education (06169): mainly provides private formal education services from kindergarten to university non-vocational education in Henan Province, China.

China Education Holdings (00839): for the largest private higher education listed company, endogenous + epitaxial growth continues to be realized, and is expected to make use of scale advantages, financing advantages and management advantages to continue to expand the territory of higher education and enjoy the dividend of industry integration.

The translation is provided by third-party software.


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