东软睿新集团点评:开拓医养业务 提升多业务协同效应 未来增长可期

申万宏源研究
Sep 09, 2025

高教业务稳定增长。公司旗下三所院校持续稳定增长。25/26 新学年,公司招生计划人数达2.1万人,较24/25 学年增长约6%。预计将带动在校生人数于26 年达到6.1 万人,同比增长4%,增速较25 年提升1 个百分点。公司旗下广东学校结束教学评估,各项指标达标。预计将于26/27学年起扩大招生规模。同时公司大连学校扩建项目将于25 年底竣工,提供约6000 床位,从而提高学校容量至6.6 万。...

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