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港股異動丨職業教育股普漲 中國東方教育漲超4% 國家開展大規模職業技能提升培訓
港股職業教育股普遍上漲,其中,中國東方教育漲超4%,宇華教育漲2%,中國科培、中彙集團、華南職業教育、中國新華教育漲約2%,中教控股、華夏控股漲超1%。消息上,日前,國家部署開展大規模職業技能提升培訓行動。《意見》提出,從2025年到2027年底,圍繞增加製造業、服務業緊缺技能人才供給,以深入實施“技能照亮前程”培訓行動爲牽引,廣泛開展職業技能提升培訓。另外,近期,上海將出臺教育強市建設三年行動計劃;廣州市發佈關於加強新時代廣州高技能人才隊伍建設的實施意見。有分析指出,職業技能培訓政策既是民生工程,也爲教育行業注入強心劑。具備課程迭代能力、政企資源及技術壁壘的企業將優先受益,但需警惕行業洗牌中的分化風險。短期看政策催化,中長期需關注就業市場與培訓效果的聯動性。(格隆匯)

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