中汇集团(00382.HK):高等及职业教育发展顺应国策
中汇集团(00382.HK)首席运营官刘文琦表示,「双减」新规仅针对学科类培训机构,而集团专注於高等教育及职业教育,紧跟国策办学,是顺应国家对於人才的需求,「十四五」期间亦出台各项利好政策,高教及职教类并购并没有受到限制,不担心政策风险。
首席执行官廖伊曼认为,当局推行新政策的目的是引导及规范行业健康发展,因此长远会利好整个教育行业。至於新规会否令机构转移发展高教及职教,加剧市场竞争,她指出行业门槛较高,进入市场不单止需要资金,相信集团在收购时有优势。
首三季职业教育业务收入达到4,200万元人民币(下同),按年升2.7倍,已超越去年全年收入1,500万元。首席财务官兼公司秘书黄成满表示,虽然目前只占总收入约5%,但业务增长迅速,期望未来职业教育业务对收入贡献可提升至15%至20%。
首三季资本投入约4.5亿元,他指,第四季料剩余约1亿至2亿元,将用於新校区投用。
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