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兩份文件發佈!港股教育股集體暴漲 天立教育(1773.HK)漲超30%
格隆匯 11-12 10:15

格隆匯11月12日丨港股市場教育股出現集體暴漲行情,天立教育漲超30%,睿見教育、成實外教育、希望教育、楓葉教育均漲超10%,思考樂教育、宇華教育、民生教育、中教控股等均紛紛大漲。

教育部11月10日刊發《關於政協十三屆全國委員會第三次會議第4842號(教育類379號)提案答覆的函(摘要)》指出,根據《民辦教育促進法》,非營利性民辦學校的舉辦者不得取得辦學收益,學校的辦學結餘全部用於辦學。為保障非營利性民辦學校舉辦者權益,迴應舉辦者訴求,教育部對合法合規的關聯交易持開放態度。前提是關聯教育要“公開、公平、公允,合理定價”。格隆匯研究員指出,教育部的表述比較温和,對非營利性學校的關聯交易並沒有“一刀切”,利好此前市場因擔憂政策趨嚴而致下跌的義務教育板塊,如天立教育、成實外、睿見教育等。

另外還有一個值得注意的信息是,教育部昨日發佈《關於擬同意設置本科高等學校的公示》,擬同意21所獨立學院轉設為獨立設置的本科學校。其中包括中教控股旗下南方翻譯學院轉設為重慶外語外事學院。天風指出,轉設完成一方面將極大增厚表觀利潤,原有管理費減免將帶來大幾千萬級業績貢獻;另一方面將爭取到更多學額及辦學資源,對於公司發展具有較強正向意義。

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