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港股异动|教育板块涨幅靠前机构指持续看好职业教育赛道
格隆汇 08-27 10:10
格隆汇8月27日丨教育板块涨幅靠前,新高教集团(2001.HK)涨12.32%、21世纪教育(1598.HK)涨5.4%、思考乐教育(1769.HK)涨3.52%、卓越教育集团(3978.HK)涨3.5%。

东吴证券指,上周二,习近平总书记在考察张掖市山丹培黎学校时强调,发展职业教育是解决地区发展不平衡的关键。自19年以来国家对职业教育持续表现出大力支持的态度,全面利好职业教育赛道上市公司。目前我国仍有较大的技能劳动者需求缺口,19Q1我国求人倍率继续由18Q4的1.27上升至1.28,市场对高级工程师的需求大幅增长,同时对高级技师和技术员的需求也有所增长,表现出市场对技能劳动者的需求依旧旺盛,且我国每年也有大量需通过接受职业教育培训求职的人群。在职教政策的利好下、市场需求旺盛的情况下,我们继续看好以就业为导向办学的港股高教类标的。
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