The Zhitong Finance App learned that some education stocks have risen. As of press release, Excellent Education Group (03978) is up 5.07% to HK$1.45; Neusoft Education (09616) is up 2.66% to HK$2.7; 21st Century Education (01598) is up 1.96% to HK$0.26; New Oriental-S (09901) is up 1.62% to HK$62.65; and Thinkle Education (01769) is up 1.59% to HK$3.2.

According to the news, recently, the “small essay” incident selected by Oriental has attracted continuous attention from the market. According to reports, since the “small essay” selection crisis in the East began, some Hong Kong stocks and US education stocks have continued to rise for many days. Since December 11, Excellent Education Group has risen by nearly 90%; Think Happy Education has risen by nearly 70%. The US stock market rose by more than 67% last week. Galaxy Securities pointed out that Oriental Selection's internal management issues have been implemented, and emphasis is placed on opportunities for pullback layout in the education sector.

Galaxy Securities believes that the Oriental selection incident is essentially the twists and turns that live e-commerce companies must go through in the business model adjustment process. In the medium to long term, if this type of company wants to achieve continuous business growth, it must eventually complete a business model adjustment driven by experts to driven by supply chain selection. The bank said that the current core logic of the education sector is that there are positive factors on both the supply and demand sides. The performance growth of the education sector is highly certain, and its comparative advantage is prominent in the large consumer industry.