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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.
【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.
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.
CH XINHUA EDU (02779.HK) appoints Chen Ming as Executive Director.
Gelonghui, December 30丨CH XINHUA EDU (02779.HK) announced that Mr. Lu Zhen has resigned from the position of Executive Director, effective from December 30, 2024. Ms. Chen Ming has been appointed as Executive Director, effective from December 30, 2024.
Express News | China Xinhua Education Group Ltd - Lu Zhen Has Resigned as an Executive Director
