在線教育概念股再度上演漲停潮
格隆匯2月5日丨在線教育概念股再度上演漲停潮,三盛教育、全通教育、昂立教育、二六三、中國高科等近10只個股漲停。

針對疫情對高校正常開學和課堂教學造成的影響,教育部日前印發相關指導意見,要求採取政府主導、高校主體、社會參與的方式,共同實施並保障高校在疫情防控期間的在線教學,實現“停課不停教、停課不停學”。截至2月2日,教育部組織22個在線課程平台免費開放在線課程2.4萬餘門,覆蓋了本科12個學科門類、專科高職18個專業大類。
海通證券認為,現在為線上機構搶佔市場,提升集中度的關鍵時期。龍頭線上機構在此次疫情中通過免費為學生提供課程,有利於培育新的線上用户,有望享受行業增長與份額提升的雙重紅利。此外,由於高 考指揮棒仍在,補習需求不會因此次疫情減少。故判斷疫情對於缺乏資金流動性的小機構影響較大,長期有助於龍頭企業擴大市佔率。
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