金吾财讯 | 内地教育股多数强势，成实外教育(01565)涨5.06%，天立国际控股(01773)涨4.95%，光正教育(06068)涨4.79%，新东方(09901)涨4.74%，中教控股(00839)涨4.46%，民生教育(01569)涨2.92%。海通国际表示，看好教育板块，关注“低估值+顺周期”赛道。该行建议围绕两条主线优选标的：一是教育板块，政策担忧减弱助推板块估值回升。非学科类课外培训及学科类高中培训有望显着受益于行业供给出清，竞争格局优化。职业教育延续一贯政策鼓励方向。二是“低估值+顺周期”品种：该行预计国内旅游市场有望保持稳步增长，入出境游在政策红利的影响下有望增长迅猛，板块信心逐步修复。优选低估值，景气度边际改善标的。
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