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教育股集體高開 中公教育漲超6% 兩辦發文堅定鼓勵職業教育
格隆匯10月13日丨開元教育開盤觸及漲停價,科德教育漲超11%,三盛教育漲超10%,傳智教育漲10%漲停,昂立教育漲超9%,中公教育、國新文化、全通教育漲超6%,學大教育和行動教育漲超5%。中共中央辦公廳、國務院辦公廳近日印發《關於推動現代職業教育高質量發展的意見》稱:到2025年,職業本科教育招生規模不低於高等職業教育招生規模的10%;到2035年,職業教育整體水平進入世界前列,技能型社會基本建成。文件指出:鼓勵上市公司、行業龍頭企業舉辦職業教育,鼓勵各類企業依法參與舉辦職業教育。鼓勵職業學校與社會資本合作共建職業教育基礎設施、實訓基地,共建共享公共實訓基地等,還規定“新增教育經費向職業教育傾斜”等。天風點評稱,此次文件是:1)修復民促法實施條例及雙減等政策對教育板塊較強的負面情緒影響,提振板塊關注度及流動性;2)明確鼓勵職業教育,鼓勵上市公司、行業龍頭舉辦職業教育,系統性消除此前市場對於職教、高教等板塊極端政策蔓延的擔憂,帶動估值修復;3)量化職業本科規模,提出職業高考、社區學院、雙高計劃、建設技能型人才等目標,有利於切實提供可行發展路徑和積極外部環境,激發我國職業教育巨大市場空間;4)利好職業培訓類股:中公教育、東方教育、傳智教育、行動教育等;以及高等(學歷)教育類股:中教控股、中國科培、希望教育、宇華教育、東軟教育、中彙集團等。

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