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《公司专访》中教控股(00839.HK):维持目前并购步伐 料「民促法」落地後消除行业不明朗性
阿思达克 05-10 09:24
中教控股(00839.HK)首席财务官莫贵标接受本通讯社专访时表示,集团内生增长目标保持每年15%,未来三至五年每年学生人数和学费分别增长10%和5%

莫贵标指,未来会维持每年并购两至三间学校,现时有77个项目储备,当中7个已展开深入讨论,包括6间本科及1间专科学校,学生人数约1万至2万人。集团有足够现金流应付未来两至三年并购活动,若有融资需要未来亦会考虑发债,规模约2亿至3亿美元。

不过集团暂时未有并购职业学校计划。莫贵标指,旗下三间技师及职业学校包括广州白云技师学院、郑州城轨学校和西安铁道技师学院,每间学生规模都有2万人以上。而市场上的职业学校规模大部分较小,学生人数只有数千人,因此集团现阶段并购层面上会专注拓展本科和专科学校,例如去年收购的海口经济学院,单是在校生人数就有2万多人。

至於海外学校发展策略就有所不同。他表示,现时海外学校学生规模约一千多至两千人,未来目标并不是要增加学生人数至数万个,而是期望透过海外学校发展国内学校的国际课程。对於近年中国和美国及澳洲的政治问题会否影响留学课程。他指,由於国内实行2+2或3+1制度,国际课程首两至三年都在国内完成,即使情况进一步恶化,亦会提供遥距学习的替代方案,因此造成的影响可控。

莫贵标提到,今年是集团资本开支高峰期,达30亿元,随着广东白云学院新校区两期建设工程已完成,只余下广州大学松田学院新校区第二期工程,相信明年支出将会下降。

对於市场预计《民办教育促进法实施条例》即将正式落地。他指,虽然民促法对高教学校影响不大,但过去市场始终存有戒心,相信民促法推出後,内地教育政策会有更清晰的发展路径,消除行业不明朗性。

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