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新高教集團(02001.HK)逆市上漲近3% 獲多家券商看好 政策明朗有望消除高教板塊不確定性
格隆匯 05-12 11:55

新高教集團(02001.HK)逆市走高,盤中逼近6.2港元,截至發稿,漲2.87%,報6.1港元,近一月漲幅近34%,漲幅領跑行業。

消息面上,有內地媒體貼出疑似《民辦教育促進法實施條例》(實施條例)的最終版本,並顯示實施條例將於9月1日開始實行。中泰國際認為,如以上屬實,該條例支持民辦學校開辦職業教育課程,也鼓勵與企業開展校企合作項目。條例利好高等職業教育機構,也利好民辦學校多元化打開融資渠道,可以用經營收入進行融資。雖然未能確定這是否官方的實施條例最終稿,但其重申政策對義務教育趨嚴,高等教育趨寬,支持職業教育的大方向不變。建議關注高教板塊:中教控股(00839.HK)、新高教集團(02001.HK)、希望教育(01765.HK)、中滙集團(00382.HK)等。建議繼續規避K-12教育機構,等待官方最終稿落地。

中信證券認為,如果媒體報道屬實,民促法實施條例落地將進一步消除板塊的政策不確定性隱憂,有望促進民辦高教板塊的關注度和估值抬升。考慮到高教行業業務穩定,現階段業績增長快,估值便宜,板塊迎來佈局良機。建議重點關注中教控股(00839.HK)、新高教(02001.HK)、中滙集團(00382.HK)、中國科培(01890.HK)等優質高教個股。

CLSA也發佈報吿稱,民促法如果落地有望消除高教板塊不確定性,有助於高教板塊整體估值修復。基於多年來政策持續利好、穩定的增長潛力和極具吸引力的估值,其對高教板塊未來發展十分樂觀。

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