港股異動 | 華夏視聽教育升超7%,機構稱其民辦傳媒高校具備差異化競爭優勢
uSMART友信智投7月31日消息,週五港股,華夏視聽教育早盤一度跌超4%,午後由跌轉升,截至14:49分,華夏視聽教育升7.55%,報5.7港元。振幅高達15.28%。
中信證券今日發表研報稱,華夏視聽教育 7 月 15 日於港交所上市,旗下有影視及教育兩大業務。他們本次前往公司旗下院校——南京傳媒學院深入調研。
中信證券認為:1)南傳學校質地優秀,是少有的優質民辦傳媒本科院校;
2)學校特色鮮明,業務多元,滿足了多年齡段、各類型學生的需求,能夠憑藉學校資源形成業務間的協同,具備差異化競爭優勢。
南京傳媒學院前身為中國傳媒大學南廣學院,是江蘇省唯一一所民辦傳媒本科院校。目前全日制本科在校生 14500 人。
1)招生:今年專升本招生計劃為 1000 人(提升 250 人),普通本科招生計劃為 3700 人(提升 200 人)。學校全國報考人數達 6.7 萬人,報考人次突破 11 萬人次。新生入學報到率近三年約 96%。
2)就業:就業情況良好,專業設置符合行業發展趨勢,新開辦航空攝影、電子競技、電競解說等新興專業。
3)學費:學校目前藝術類/普通類專業收費分別為 18000 和 15000 元/人/學年,學費相比其他民辦藝術院校有較大提升空間。學校計劃 1-2 年內將學費升至 25000 元/人/學年。
4)擴容:校區擴建預計 2 年內完成,9 月交付的宿舍樓將新增 4000 張床位,學校容量將達到 19000 人。
中信證券認為,學校作為上市高教企業中少有的傳媒藝術類本科院校,具備一定的稀缺性,且目前學費較低,未來增長潛力足。
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