异动解读 | 新东方盘中大涨5.03%,高中业务及新业务表现亮眼

异动解读
Jun 05

新东方(EDU)今日盘中大涨5.03%,引发市场关注。截至发稿,该股报价47.4美元。

消息面上,第一上海发布的研报指出,新东方高中及新业务总体表现良好。公司网点数量已达1189家,较上年末增长16%,并维持全年20-25%的产能扩张计划。分业务来看,2025财年第三季度海外考试准备和出国咨询业务同比增长7.1%及21.4%,大学生及成人考试业务同比增长17.0%。新业务方面,第三季度整体营收同比增长34.5%,其中非学科类辅导业务报名人次达40.8万,同比增长14.9%。智能学习系统及设备第三季度活跃付费用户达30.9万人次,同比大幅增长64.4%。

此外,国泰海通发布研报称,关注高中教育体制改革,并指出高中教育需求刚性,仍具备7-8年人口红利期。政府支持扩大高中阶段教育学位供给,引导规范民办教育发展,推进职普融通。这一政策导向可能为新东方等教育机构带来新的发展机遇。与此同时,新东方正积极拓展新业务领域,如东方甄选直播平台,进一步丰富公司的业务结构。这些因素共同推动了投资者对新东方未来发展前景的信心,从而带动股价上涨。

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