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A股異動丨教育股盤初拉昇 豆神教育一度大漲超12% 券商指行業中期業績值得期待
A股教育股盤初拉昇明顯,其中,豆神教育一度大漲超12%,科德教育漲超5%,昂立教育漲3%,學大教育、全通教育、行動教育漲超2%,凱文教育、中國高科漲1.6%。消息上,民生證券研報指出,教育行業“三維共振”,中高考迎來“黃金十年”。近幾年,教育行業迎來政策邊際改善、行業供給出清、需求持續釋放的“三維共振”。同時,受“二胎”政策放開和“龍寶”的到來,2011-2017年我國迎來生育小高峯,中高考有望迎來“黃金十年”,中高考市場有望迎來持續增長。該行又指,教育公司經營良好,中期業績值得期待。新招生、續費率、客單價、排課及報到率等“四大變量”決定了教育公司盈利空間。學校類教育公司穩中有升,凱文教育迎來趨勢性經營拐點,預計中報繼續保持盈利狀態,下半年業績有望提速。(格隆匯)

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