“双减”正式落地,教育股遭遇重挫!已上市企业面临退市风险

The “double reduction” has officially been implemented, and education stocks have suffered a severe setback! Listed companies face the risk of delisting

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老闆説的對 Jul 26, 2021 14:24 · 79.2k Views
On July 24, according to Xinhua News Agency, the General Office of the CPC Central Committee and the General Office of the State Council issued “Opinions on Further Reducing the Work Burden and Out-of-School Training Burden of Students in Compulsory Education” (hereinafter referred to as the “Double Reduction” Opinion). This opinion was previously reviewed and approved by the 19th session of the Central Committee on Comprehensive and Deepening Reform on May 21, 2021.

A previous research report by CITIC Securities pointed out that in the future, K9 subject training institutions may enter an era of strong supervision for a long period of time. Both business development and capitalization paths will be restricted. At the same time, preschool education training and high school subject training will also present certain regulatory risks. Therefore, it is recommended that training institutions shift in the direction of quality education, vocational education, education technology, etc. where policies are more enco

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Transcript

  • 00:02 朋友们,
  • 00:02 重大消息,
  • 00:03 7月23号教育圈内被称为双减政策的关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见文件开始在坊间流传。
  • 00:12 这个双减文件,
  • 00:13 可谓是卷起了资本市场教育组的腥风血雨。
  • 00:16 文件里指出,
  • 00:17 学科类培训机构一律不得上市融资,
  • 00:19 严禁资本化运作,
  • 00:21 上市公司不得通过融资投资学科类培训机构,
  • 00:24 也不得通过发行股份或支付现金等方式购买学科类培训机构资产,
  • 00:29 并且外资也不得通过兼收并购。
  • 00:31 受托经营、加盟连锁等方式控股或参股学科类培训机构,这一系列的不得不能给了资本市场重重的牵头。教育股集体进入暴跌模式,新东方甚至刷新历史记录,跌幅一度扩大至50%,成为历史股价最低点。并且,A股、港股、美股上市的24家含有校内外培训资产、市值超1500亿的上市公司命运也堪忧,因为文件中出现了已违规,要进行清理整治这句话,这也就意味着他们可能要面临着退市或剥离学科类资产。
  • 01:01 此外,
  • 01:02 行业内部也将发生巨大变化。
  • 01:04 众所周知,
  • 01:05 K12在线教育是一个烧钱的行业,
  • 01:07 为了获客或失,
  • 01:08 各大公司纷纷砸钱,
  • 01:09 为了拿到足够的经费,
  • 01:11 这些公司把融资,
  • 01:12 上市当成重要方向。
  • 01:14 但这一情况今后都将发生改变。
  • 01:16 为什么相关部门会突然重拳出击教育培训圈呢?
  • 01:20 其实啊,
  • 01:20 近年来校外培训行业野蛮生长,
  • 01:22 劣迹斑斑已经是有目共睹的事情了,
  • 01:25 大量资本融入培训行业,
  • 01:27 展开烧钱大战,
  • 01:28 广告铺天盖地,
  • 01:29 对全社会进行狂轰滥炸式营销。
  • 01:32 各种贩卖焦虑是过度宣传。
  • 01:34 许多家长被培训机构裹挟,
  • 01:36 认为如果不送孩子去校外培训班,
  • 01:38 就会比其他学生落后,
  • 01:40 这是在往死里卷。
  • 01:42 这些行为已经违背了教育公益属性,
  • 01:44 破坏了教育正常生态,
  • 01:46 本就应该早点被关注,
  • 01:47 被监管了。
  • 01:48 在文件发出后,
  • 01:49 大部分企业迅速做出回应。
  • 01:51 新东方和未来高徒都表示坚决拥护双减政策,
  • 01:54 为培育德智体美劳全面发展的祖国花朵贡献出一份力量,
  • 01:58 希望这份文件能真正减轻祖国花朵们的负担,
  • 02:01 他们。