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CH XINHUA EDU (02779.HK) plans to hold a Board of Directors meeting on March 31 to approve the annual performance.
Gelonghui reported on March 19 that CH XINHUA EDU (02779.HK) announced that the Board of Directors meeting will be held on March 31, 2025 (Monday) to consider and approve the group's performance for the year ending December 31, 2024, and its release, as well as to consider the proposal for a final dividend distribution (if any).
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】CITIC SEC: Strongly promoting the AI large model's reasoning capability, Education + AI is expected to accelerate into the commercialization stage.
Jingwu Financial News | CITIC SEC stated that recently companies in the Education sector are embracing Deepseek, and the powerful reasoning capabilities of AI large models are expected to accelerate the commercialization of Education + AI solutions. The firm believes that Deepseek's advantages in accuracy, reasoning capabilities, and training costs are likely to promote the widespread application of Education + AI. Moreover, understanding application scenarios in related fields, accumulating data, and productization capabilities may become new competitive advantages for commercialization. The firm is Bullish on the current situation where, under the catalysis of Deepseek, Education + AI is advancing in the fields of educational Hardware, Software subscriptions, and smart campuses.
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.
