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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.
SCHOLAR EDU (01769.HK): Purchased 0.7 million shares according to the share incentive plan.
Gelonghui on January 28 reported that SCHOLAR EDU (01769.HK) announced that from January 7 to January 17, 2025 (including the first and last day), according to the plan rules and REITs deed, the trustee has purchased a total of 0.7 million shares in the market, which are held in trust for the benefit of selected participants.
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.
Scholar Education Group (HKG:1769) Top Key Executive Qiyuan Chen's Holdings Dropped 15% in Value as a Result of the Recent Pullback
Everbright Securities: The competitive landscape of K12 education and training is expected to improve, and the industry's leading companies are gradually recovering their profits within the year.
With the clearing of the industry, the competitive landscape has improved, and the profitability of leading companies is gradually recovering (under optimized conditions, the utilization rate of leading outlets and the scheduling rate of teachers are gradually increasing). The darkest hour for the education and training industry has passed.
HK stocks are on the move | Education stocks are all rising, as the policy proposes expanding the supply of high-quality education resources. Private high schools are the first to benefit from the warming of HK stocks.
Education stocks are on the rise. As of the time of publication, China Edu Group (00839) rose by 5.65% to HK$5.05; Beststudy Edu (03978) rose by 5.12% to HK$3.08; New Oriental-S (09901) rose by 3.85% to HK$47.15; China East Edu (00667) rose by 3.33% to HK$3.1.
