好未来:学习设备“烧钱”拖累利润,下沉市场能否成盈利突破口?

证券之星
25 May

近期,好未来(TAL.N)旗下学而思发布三款学习机新品,P系列首发价下探至3000元以内,这一动作被视为学而思从中高端市场向主流价格带渗透的关键策略,以应对激烈的行业竞争。证券之星注意到,在好未来向主流价格带冲击的背后,公司智能学习设备对盈利的需求愈发迫切。作为主要业务之一,好未来内容解决方案业务在2025财年Q4的收入占比提升至三成,但学习服务业务仍是营收主力。好未来高研发与高营销投入拖累了公司...

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