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港股教育股集體大漲:新高教、希望教育、中教控股均漲超20%
格隆匯10月15日丨港股教育股暴漲,新高教集團、中教控股和希望教育漲超20%領漲板塊,中國東方教育、東軟教育、中彙集團、宇華教育、民生教育、中國科培、中國新華教育漲幅均在10%以上。中辦、國辦近日發佈《關於推動現代職業教育高質量發展的意見》提出:到2025年,職業本科教育招生規模不低於高等職業教育招生規模的10%。意見還鼓勵上市公司、行業龍頭企業舉辦職業教育,鼓勵各類企業依法參與舉辦職業教育。分析師稱,今年初以來,受“雙減”相關政策影響,教育行業估值水平處於歷史低位,職教、高教板塊受到牽連。兩辦發文釋放積極信號,預計後續將有連續的鼓勵職業教育發展的政策出台,有望緩解、消除甚至扭轉市場此前的悲觀預期,帶動職教、高教股估值迎來修復。

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