港股异动 | 中国东方教育(00667)涨超10% 机构看好职业技能培训景气提升

智通财经
Feb 26

智通财经APP获悉,中国东方教育(00667)涨超10%,截至发稿,涨10.53%,报6.82港元,成交额1.62亿港元。

消息面上,中国东方教育此前公告,预期集团于截至2025年12月31日止年度的纯利及经调整纯利将各自分别较截至2024年12月31日止年度的纯利约人民币5.13亿元及经调整纯利约人民币5.25亿元增加不少于46%但不多于51%。申万宏源认为,职业技能培训景气提升,公司招生增长提速,26年春季招生预计将持续呈现新招生人数及新生学费收入快速增长的良好局面。

方正证券指出,公司为综合职业技能教育培训龙头,管理及课程体系研发能力具有较强先发优势,随区域中心战略持续推进,一方面公司办学层级有望持续提升,另一方面可助力优化成本费用。短期关注春招情况,中长期看好区域中心逐渐成熟后公司盈利释放,以及新布局的宠物、康养等赛道的增量贡献。

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