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傳聞拖累港股教育股集體重挫:民生教育跌23%,民辦高教龍頭中教控股3日股價腰斬
格隆匯1月27日丨延續昨日弱勢,港股教育股今日再度全線重挫,其中,民生教育跌24%,大山教育跌18%,中教控股最近3股股價遭腰斬,新東方在線跌10%,希望教育跌超7%,東軟教育和中彙集團跌超7%,希望教育、中國東方教育和思考樂教育跌超6%,中國科培和新東方-S跌超5%。消息面上,中國民辦教育協會等發佈倡議書,強調規範非學科類校外培訓,堅決抵制應試應考培訓等行為。另外,1月25日有市場傳言,中國教育部及各省份教育廳舉行了閉門會議,並聯合約談了在香港和美國上市的所有學校教育上市公司的主要負責人,要求其做到如下幾點並簽署會議紀要:對於學校資產,VIE結構將不再合法;上市公司的報表中不能再有任何學校資產;不能再以任何形式進行收購併購學校資產;也不能以任何形式擴大辦學規模;不能隨意漲學費。安信國際稱,經與希望教育、中教控股、東軟教育公司溝通後,多家上市公司管理層表示沒有見過官方文件,亦沒有參加官方會議或接到官方通知。除安信國際認為上述市場傳聞為不實信息外,國元國際等多家機構也同樣認為,從官方政策和各類公示文件來看,傳聞的真實性存疑。

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