The Zhitong Finance App learned that education stocks had the highest gains, with Education Excellence Group (03978) rising 9.76% to HK$3.15; Xile Education (01769) rising 4.34% to HK$4.33; New Oriental-S (09901) rising 3.66% to HK$70.8; and Tianli International Education (01773) rising 1.89% to HK$4.32.

Cinda Securities released a research report saying that the K12 industry has a broad market space. Among them, demand for non-subject training is strong, participation rates have increased dramatically, and the market is expected to grow at an accelerated pace to meet the demand for subject education and training. However, the market pattern is very scattered, and concentration is expected to increase after the supply-side experience is greatly cleared. Furthermore, the policy is expected to further clarify the future development path, reduce market concerns about the development prospects of the industry, and raise sector valuations.

SDIC Securities also said that with marginal improvements in education industry policies and clear supply in the industry, education companies are expected to benefit from the release of industry demand and achieve a reversal in performance. Earlier, the Ministry of Education issued the “Regulations on the Administration of Out-of-School Training” to send a signal of continuous improvement in education policies. The focus of the policy has shifted from “blocking” to “sparse,” compounding the clear supply of the industry. The release of demand for education will bring a “double blow” to the education industry's policies and performance, and is optimistic about the future development of the education industry.