You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《公司訪問》中教控股(00839.HK)料無新政策影響高教 培訓機構轉型高教可能性低
阿思達克 08-02 08:54
近日內地出臺教育「雙減」新政策,市場憂慮高教成爲下一輪目標。中教控股(00839.HK)首席財務官莫貴標表示,作爲高等和職教公司,業務並不涉及新政策所指的義務教育。而針對高等教育政策《民促法》已於5月底出臺,給予行業穩定和清晰發展路徑,據公司和有關部門溝通後的瞭解,相信不會再有新政策出臺影響高教行業。

莫貴標接受本網訪問時表示,《民促法》出臺後解除市場對高教行業的重點風險關注,有利行業發展,因給予民辦教育靈活度高,明確境外公司可以控制國內學校多過一間及進行收購活動,證明公司經營模式是可持續性。公司將會維持每年併購2至3所學校目標,今年上半年已完成兩間,下半年不排除會併購多一間,未來亦會視乎各地教育廳需求,決定旗下學校爲營利性或非營利性。

莫貴標又指,民辦教育可增加學位供應,減低學生和家庭壓力,能夠配合國家構建教育良好生態。公司本科學校偏向應用性教育,實用性強,並與二千間企業舉辦合作課程,畢業生就業率平均逾90%,高過全國的78%。在內地未來主要資源投放在義務教育下,預期民辦高等學校參與率將由目前25%在未來數年進一步升至30%。

對於會否擔心內地學科類培訓機構受雙減政策影響後轉型,莫貴標認爲,高教行業進入門檻高,相信有關情況發生的機會較低。高教行業在辦學資質等方面一直以來受嚴格監管,加上屬於輕資產,不像補習機構大部份是租用培訓中心,兩者生意模式差距大,相信要轉型爲高教並不容易。

另外,集團近日公佈收購四川錦城學院51%股權。莫貴標預期,至2024/2025年度該學院收入將會維持雙位數增長,純利亦能有一成多增長。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account