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Huaxin Securities: The demand in the Education Sector is rigid, supply is clearing, and the leading companies are restoring flexibility.
The bank is bullish on SCHOLAR EDU (01769) for successfully transitioning from K12 subject training to quality education and high school training, as well as on Excellence Education (03978) and Xueda(Xiamen)Education Technology Group (000526.SZ), and suggests paying attention to Shanghai Xinnanyang Only Education & Technology (600661.SH).
Brokerage morning meeting highlights: remain bullish on Publishing and AI+Education investment opportunities.
In today's Brokerage morning meeting, Zhongtai stated that it remains Bullish on Publishing and AI+Education investment opportunities; CITIC SEC pointed out that it is important to focus on the valuation increase of the Education Sector; China Securities Co.,Ltd. noted that the price increase of Cement and fiberglass continues, and the timing for allocating cyclical sectors has arrived.
Driven by technology and policy, the Education Industry pattern and valuation are expected to be restructured.
At the economic themed press conference on March 5, Zheng Zhanjie, the director of the National Development and Reform Commission, introduced plans to expand the supply of high-quality Education resources, continue to promote the quality upgrade of higher education, and further increase the scale of undergraduate enrollment in 'Double First Class' Universities.
[Brokerage Focus] China Securities Co.,Ltd.: DeepSeek significantly reduces costs, a transformation in AI Education is imminent.
Jinwu Financial News | China Securities Co., Ltd. released a Research Report stating that learning is a slow process and has characteristics that go against human nature, but each round of technological innovation brings significant changes to the Education Industry. ChatGpt has ushered in the era of generative AI, while DeepSeek has greatly reduced costs, indicating that an AI education transformation is imminent. The firm believes that AI "replacing tutoring teachers" will be much easier than "replacing lead teachers," and in the future, every student may even need an AI learning assistant. Currently, AI education is mature in areas such as photo-question search, error questions, assessments, and personalized Q&A, and it empowers companies to improve quality and efficiency internally, but precision learning still needs enhancement. AI education applications are promising.
CHINA EDU GROUP (00839) will distribute a final dividend of 0.1028 yuan per share on March 26.
CHINA EDU GROUP (00839) announced that it will distribute by March 26, 2025, as of August 31, 2024...
Returns At China Education Group Holdings (HKG:839) Are On The Way Up
