新东方教育科技集团（股票代码：EDU）今日盘中大涨6.52%，引发市场广泛关注。这一显著涨幅主要受到分析师报告及公司业务改善的推动。
据悉，大和证券最新发布的研究报告对新东方的业务发展持积极态度。报告指出，经过审视新东方2025年夏季学期的经营状况以及旗下东方甄选的2025财年业绩后，认为集团整体业务发展趋向稳定。值得注意的是，K-9年级秋季学生的留存率有所改善，而此前面临压力的出国考试准备业务也不再恶化。
此外，新东方还宣布了一项引人注目的股东回报计划。自2026财年起，公司计划将不低于其前一财年股东应占净利润的50%，以股息分配或股份回购等形式回馈股东。大和证券表示，这一举措可能成为股价的重要正面催化剂，并预计实际回报比例可能显著高于承诺的50%，甚至可能达到高双位数百分比或超过100%。基于这些积极因素，大和证券重申了对新东方的"买入"评级，并将目标价从43港元上调至49港元，显示出对公司未来发展的强烈信心。
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