Tiger Brokers

港股异动 | 卓越教育集团(03978)涨超4% 上半年公司收入同比实现翻倍以上增长 研发AI技术助力降本增效

智通财经
Sep 04

智通财经APP获悉，卓越教育集团(03978)涨超4%，截至发稿，涨4.17%，报5.25港元，成交额1457.52万港元。

消息面上，卓越教育集团此前发布2025年上半年业绩。光大证券表示，卓越教育集团25H1实现营业收入9.2亿元，同比+188.9%；归母净利润1.5亿元，同比+177.4%。25H1公司收入同比实现翻倍以上增长，主要系：综合素养业务产品与服务质量不断提升，推动报读人次和续报率等运营指标持续上升；广州、深圳、佛山市场拓展成效显著，依托本土化课程和品牌影响力扩大了市场份额，共同拉动了整体收入增长；AI技术在教学、营销等环节的应用优化了流程，人才策略保障了师资供给，进一步支撑了业务扩张。

国信证券指出，2025H1公司毛利率为45.0%，同比持平；费用端，销售开支收入占比为6.8%/-0.3pct；公司行政开支收入占比为12.5%/-0.4pct，成本控制成效初显；其他经营开支收入占比为5.9%/+1.4pct，分析系“ALLINAI”战略下加大相关投入。总体来看，受其他经营开支项目影响，期内归母净利率略微下滑0.7pct至16.5%，但综合考虑公司目前处于快速扩张阶段，净利率保持在可控范围内，已能体现公司较优的成本费用管控能力。

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