社会服务行业双周报(第107期):从需求分化、竞争演变、修复节奏维度复盘本轮教育板块分化行情

国信证券股份有...
03 Jun

本轮教育板块行情思考:2025 年初以来,教育板块个股表现分化显著,其中中国东方教育(+139%)、高途集团(+74%)、希教国际控股(+47%)、卓越教育集团(+44%)、宇华教育(+41%)涨幅显著领先。本轮个股表现分化可从三个角度理解:1)需求旺盛程度随赋能就业升学性价比而分化,阶段性来看高中教育(学科培训+学历学校)、K9 高年龄段>K9 低年龄段>民办本科>研考/公考/职业培训>中职学校...

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