传媒互联网产业行业研究:调整后再出发

国金证券
04 Aug

(以下内容从国金证券《传媒互联网产业行业研究:调整后再出发》研报附件原文摘录)本周观点调整后再出发:教育:景气略有承压。从本周教培龙头新东方、好未来发布的春季(3-5月)财报来看,K9素养仍然是增速较快的,但由于小机构供给恢复,行业竞争边际加剧,新开教学点爬坡速度有所放缓,龙头增速放缓,阿尔法能力逐渐趋稳。但另一方面,龙头股东回报力度加大,新东方宣布3年股东回报计划,好未来积极回购,这点较为积极。...

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