教育板块2025年中期投资策略:K12教育投资守正 职业教育与AI主题投资出奇

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教育产业两大核心功能分别是升学及就业,进一步衍生出不同细分赛道。升学方向,如学前教育(早教)、K12教育(学校及课外培训)、中职高职及高等教育(民办职高、高教、考研留学培训等);就业方向包括各类非学历的职业技能培训及考证、公考等录用类考试培训。鉴古知今,“双减”及疫情前,K12教培与公考备考均跑出过千亿大市值。K12教育是长坡厚雪赛道,底层刚需且用户生命周期长,树立口碑后能进一步吸引优质生源,进而...

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