国信证券:个人教育服务需求持续演变 不同赛道消费驱动各异

智通财经网
Nov 19

智通财经APP获悉,国信证券发布研报称,教育行业在政策调整、战略需求和AI技术驱动下进入结构性变革期。中高考改革与普高扩招重塑升学需求,公考、职教及学历提升赛道因就业压力需求旺盛;细分赛道下K12教培扩展缓速,明确质量提升战略目标,推荐关注龙头转型及高教板块估值修复机会。国信证券主要观点如下:教育行业概况教育行业作为与升学、就业紧密相连的赛道,曾凭借其刚需和预付款的商业模式孵化出多家千亿市值企业。...

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