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新高教集团(02001.HK)逆市上涨近3% 获多家券商看好 政策明朗有望消除高教板块不确定性
格隆汇 05-12 11:55

新高教集团(02001.HK)逆市走高,盘中逼近6.2港元,截至发稿,涨2.87%,报6.1港元,近一月涨幅近34%,涨幅领跑行业。

消息面上,有内地媒体贴出疑似《民办教育促进法实施条例》(实施条例)的最终版本,并显示实施条例将于9月1日开始实行。中泰国际认为,如以上属实,该条例支持民办学校开办职业教育课程,也鼓励与企业开展校企合作项目。条例利好高等职业教育机构,也利好民办学校多元化打开融资渠道,可以用经营收入进行融资。虽然未能确定这是否官方的实施条例最终稿,但其重申政策对义务教育趋严,高等教育趋宽,支持职业教育的大方向不变。建议关注高教板块:中教控股(00839.HK)、新高教集团(02001.HK)、希望教育(01765.HK)、中滙集团(00382.HK)等。建议继续规避K-12教育机构,等待官方最终稿落地。

中信证券认为,如果媒体报道属实,民促法实施条例落地将进一步消除板块的政策不确定性隐忧,有望促进民办高教板块的关注度和估值抬升。考虑到高教行业业务稳定,现阶段业绩增长快,估值便宜,板块迎来布局良机。建议重点关注中教控股(00839.HK)、新高教(02001.HK)、中滙集团(00382.HK)、中国科培(01890.HK)等优质高教个股。

CLSA也发布报告称,民促法如果落地有望消除高教板块不确定性,有助于高教板块整体估值修复。基于多年来政策持续利好、稳定的增长潜力和极具吸引力的估值,其对高教板块未来发展十分乐观。

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