中國春來(1969.HK)獲納入教育指數ETF(513360)
格隆匯6月19日丨中國春來6月15日正式被納入中國教育指數ETF(513360)。教育ETF,全稱博時中證全球中國教育主題交易型開放式指數證券投資基金(QDII),是緊密跟蹤中證全球中國教育主題指數(人民幣)的指數基金,交易代碼513360。中國春來獲納入教育指數ETF(513360),意味着該股將有機會獲更多資金青睞。另外還值得注意的是,國家發改委、教育部等8部門6月13日聯合印發《職業教育產教融合賦能提升行動實施方案(2023—2025年)》。其中提出,支持符合條件的產教融合型企業上市融資;到2025年國家產教融合試點城市達到50個左右;還強調將針對產教融合型企業面臨的問題,研究創新激勵舉措。中信證券研報指出,《職業教育產教融合賦能提升行動實施方案(2023—2025年)》重點圍繞產教融合領域,對學校、企業均給予了更充分的支持,有望加速行業發展。從投資策略上,建議圍繞幾條主線佈局把握:1)內生髮展穩健,產教融合政策有望帶來潛在業績增量,並提升行業信心,當前估值處於低位,股息率高的港股高教板塊;2)主業經營優秀,且具備產教融合能力,未來有望加速拓展產教融合業務的公司;3)有望受益產教融合發展的教育信息化公司。
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