豆神教育(300010.SZ):“雙減”政策將對公司營業收入利潤產生重大不利影響
格隆匯7月25日丨豆神教育(300010.SZ)公佈,2017年,公司積極主動推進教育戰略的落地和實施;2018年公司在原有教育業務基礎上,收購中文未來100%股權,導入了大語文學習服務業務。截至2021年3月31日,公司大語文直營學習中心數量為98個,加盟學習中心數量為384個。2021年寒假分校業務累計就讀人次為20,852人;線上業務累計就讀人次為58,601人。2021年一季度,大語文學習業務現金收款8,978萬元;確認收入12,829萬元。
本次“雙減”政策對學科培訓機構性質、辦學許可證、從業教師、教師資格證、培訓時間、培訓內容、培訓形式、培訓場地、培訓價格、營銷方式、融資方式等方面進行了嚴格的限制和規範,考慮到公司現有大語文學習服務業務收入佔公司營業收入比例逐年增高(見上表),“雙減”政策將對公司營業收入、利潤產生重大不利影響。
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