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港股異動丨教育股走強 料受惠獨立學院新政 花旗看好
格隆匯 05-20 13:24
格隆匯5月20日丨教育股走強,博俊教育漲近9%領漲,民生教育漲近5%,希望教育和中國科培漲超4%。花旗發表最新報告,指國內高等教育的領先者已收到教育部下發的《關於加快推進獨立學院轉設工作的實施方案》。該行指,方案承諾將優先處理轉設申請,轉設完成後,教育部將在招生等方面提供支持。花旗認為,教育部出台新規後,中國獨立學院的轉設將加速,方案鼓勵加快獨立學院的轉設,有利於此類公司節約管理費,提升盈利能力。該行又預計,方案將加快獨立學院的剝離步伐,為上市公司提供更多併購目標,目前國內獨立學院超過200家,估計其中逾百家符合轉設資格。花旗料新政利好中教控股(00839.HK)、希望教育(01765.HK)、民生教育(01569.HK)和中國科培(01890.HK)。

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