金吾财讯 | 新东方(EDU)涨超2%，截至发稿，报47.4美元。消息面上，国泰海通发布研报称，关注高中教育体制改革，并继续推荐三条主线：①继续推荐 AI+消费主题;②情绪与体验消费结构性景气;③传统零售调改与新渠道;同时关注关注一季报高增长个股。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，关注受益政策与需求红利的相关标的。
第一上海表示，公司高中及新业务总体良好。公司网点数量达1189家、环比上年末已同增16%，维持全年20-25%产能扩张计划。分业务来看，FY25Q3 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，Q3 整体营收同比增长34.5%，其中非学科类辅导业务报名人次40.8 万人次，同比增长14.9%。智能学习系统及设备Q3 活跃付费用户达30.9 万人次，同比增长64.4%。
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