suyll
2021-07-26
新东方主要盈利还是在大学教育上，k12转型本来就争不过别人，前两财年还是巨额亏损，现在k12被砍掉，我觉得对新东方反而可能是利好
新东方：考虑采取适当的合规措施，降低现有业务产生重大不利影响
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郭小开
2021-07-26
郭小开
看眼财报吧[喷血]
Spoon
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suyll
:
朱宇说的话居然信
我能巴菲特
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suyll
:
还有一层，k12不让搞了，别的机构要存活，好多会转型到新东方现在的领域，仅有的赛道竞争会加剧
suyll
:
1，K12业务虽然发展势头良好，但由于营业成本过高一直处在亏损状态。研究显示，新东方K12业务的毛利率水平较低。2，朱宇说，新东方在高中生市场排名第一，高中业务占K12业务的70%。双减是针对义务教育9年，我认为对新东方实际冲击不算巨大
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