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大行評級丨中銀國際:教育行業現積極訊號 重申好未來和新東方“買入”評級
格隆匯 12-19 13:54

中銀國際發表報吿指,上海市中學生業餘數學學校宣佈從2025年1月開始恢復招收10年級和11年級學生,提供針對奧林匹克數學競賽培訓的課程。上海市中學生業餘數學學校是一所致力於奧林匹克數學的培訓學校,得到了上海市教育局和上海市數學學會等多個官方機構的支持。

報吿指,2021年雙減政策實施後,上海市中學生業餘數學學校關閉了所有年級的補習。本次是雙減政策實施以來,該校首次重新開放招生和補習業務。雖然目前只恢復招收10年級和11年級的學生,但恢復招生表明學科類培訓和奧林匹克數學競賽輔導正在得到官方支持,這對教培行業是一個非常積極的信號。該行重申對兩家教培龍頭好未來和新東方的“買入”評級。

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