暑期消费旺季来临,教育股全线反弹,中教控股大涨超10%、粉笔涨7.5%

格隆汇
Jun 29

港股教育股拉升反弹,其中,中教控股大涨超10%领衔,银杏教育涨8%,粉笔涨7.5%,新东方涨5%,华南职业教育中汇集团涨4.5%,卓越教育集团中国东方教育天立国际控股中国科培跟涨。

消息上,暑期是教育培训的消费旺季,成人培训需求、线上课程的营销都会明显增加。中信证券也明确指出,暑假期间教育行业多数上市公司有望持续增长,行业景气度明确。近期中央政策明确提到“教育和培训消费”,为板块提供支撑。加上板块前期经历了大幅回调(中教控股PE(TTM)仅5.54倍),本身就存在估值修复空间。

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