11月6日，北京市教育委员会、北京市人力资源和社会保障局发布《北京市实施〈中华人民共和国民办教育促进法〉办法（修订草案征求意见稿）》，本次《征求意见稿》主要针对民办学历教育以及校外培训机构做出针对性修订。
对于校外培训机构，机构关注后续学科类牌照发放情况；对于民办学历教育，选营选非有望提速。
浙商证券发布研报称，K12暑期/三季度收入普遍保持20%-40%增长下个季度收入增速预计普遍有所放缓，盈利能力延续分化；考虑到教培板块的动态估值水平在消费板块中已较高，具备基本面的公司短期应关注产能扩张节奏与招生增长节奏的匹配性。
此外，民办高教率先受益港股回暖，美联储降息周期开始+央行政策刺激，港股若出现整体反弹，近两年低估值的高教高股息板块历次行情演绎或较为靠前。
教育相关港股：
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.