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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.
CITIC SEC: "The arrival of Deepseek Singularity" will likely accelerate the commercialization phase of Education + AI by 2025.
Xin Securities published a Research Report stating that recently, companies in the Education sector have been embracing Deepseek, and the strong reasoning capability of AI large models is expected to accelerate the commercialization phase of Education + AI.
Hong Kong stocks fluctuated | Education stocks surged in early trading, TIANLI INT HLDG (01773) rose nearly 6%, NEW ORIENTAL-S (09901) rose nearly 6%.
Education stocks rose broadly in early trading. As of the time of writing, TIANLI INT HLDG (01773) is up 5.9%, trading at 4.13 HKD; NEW ORIENTAL-S (09901) is up 3.8%, trading at 47.75 HKD; FENBI (02469) is up 2.87%, trading at 2.51 HKD; CHINA EAST EDU (00667) is up 1.97%, trading at 2.59 HKD.
Chen Lin Education Group Holdings' (HKG:1593) Shareholders Have More To Worry About Than Only Soft Earnings
Express News | Chen Lin Education Group - Liu Chunbin Tendered His Resignation as an Executive Director and Vice President
CHEN LIN EDU: 2024 ANNUAL REPORT
Chen Lin Education Group Holdings (HKG:1593) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of