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CHUANGLIAN HOLD: Interim Report 2024
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.
Chuanglian Books 25 Million Yuan Loss in Fiscal H1; Shares Slide 4%
Express News | Chuanglian Holdings FY Gross Margin 18.2%
whqqq : Why do other countries want to stop the development of China's chip industry? What's good for them?![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
YC Xiao : There's a famous sayings, Do unto others as you would have them do unto you. That's what someone is doing now.
101689942 whqqq : fear of competition. once china masters chip manufacturing, the cost of manufacturing will drop substantially due to their scale. which also mean the others will soon be pushed to the corner
whqqq 101689942 : Thank you for your answer. It seems that they are afraid that China is better than them![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)