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港股異動 | 新高教集團(2001.HK)漲近4.44% 多家機構籲逢低買入高教股
格隆匯 09-15 15:14
格隆匯9月15日丨新高教集團(2001.HK)今日高開高走,現漲近4.44%,報5.65港元,總市值87億港元。本月初,幾項行業政策出台對教育行業部分公司影響較大,多支業務涉及義務教育的教育股一度暴跌超20%,高教股也被“誤傷”從而存在一定程度的下跌。多家機構表示,行業政策基本不涉及高教板塊,籲逢低買入高教股。中泰國際研報強調,高等教育板塊的政策較明朗,風險較低。近年政府還頻頻出台扶持民辦高教的政策。今年獨立學院開啟轉設工作,將利好高教集團淨利潤增長。招商證券國際表示,在高教方面,預計上市公司所擁有的學校都將在2022/23年左右選擇“營利性”,因此最近的政策強調不會對高教板塊公司產生影響。現有的高教板塊的政策基調仍然是支持性的,例如職業教育和專升本的擴招。

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