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吴间道
2021-08-19
转艺术,我立马报名
好未来教育、新东方称中国新规将对业务产生重大影响
吴间道
2021-07-26
中概股全跌
新东方:预期相关措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响
吴间道
2021-07-24
学科类的剥离上市公司就可以了
新东方系股价闪崩背后 学科培训资本化运作“凉凉”
吴间道
2021-07-23
$新东方(EDU)$
我这是为教育事业捐躯了么
吴间道
2021-07-23
那上市了怎么办
抱歉,原内容已删除
吴间道
2021-07-20
$新东方-S(09901)$ 奇怪,我们这里新东方照样上着暑假班,怎么股票跌成这样
吴间道
2021-03-05
我觉得挺合理的,已经两百多天能让退就不错了
流利说回应“剩余88天课程仅退费10元”:需扣教材礼品费
吴间道
2020-08-21
$拼多多(PDD)$ 今天真的上100 了
吴间道
2020-07-07
$36氪(KRKR)$ 起飞
吴间道
2020-07-07
$拼多多(PDD)$ 又开始表演了
吴间道
2020-07-06
$拼多多(PDD)$ 太吓人了
吴间道
2020-06-26
$拼多多(PDD)$
今天怎么没盘前
吴间道
2020-06-20
$拼多多(PDD)$ 竟然要超过京东200亿,太不可思议了
吴间道
2020-06-16
$拼多多(PDD)$
每天看美团表演完就拼多多表演,他们两个一样走势
吴间道
2020-06-16
$拼多多(PDD)$
不拉到千亿级别不罢休呀
吴间道
2020-05-25
$拼多多(PDD)$
美团亏了十几亿人民币,换来一百多亿的营收,可是pdd亏了四十多亿,换来才六十多亿的营收,而且百亿补贴换用户作用也越来越不明显了
吴间道
2020-05-22
$拼多多(PDD)$ 按照这套路说不定今天能上70
吴间道
2020-05-22
今晚先拉后跌
吴间道
2020-05-21
$拼多多(PDD)$
财报当天说不定会来个跳空
吴间道
2020-02-27
$微博(WB)$
今天盘前为何如此安静
去老虎APP查看更多动态
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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2d8785eee2d779f9815ee6f2463b063","relate_stocks":{"09901":"新东方-S","TAL":"好未来","EDU":"新东方"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210819134929788bce47&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160075260","content_text":"美股研究社获悉,据外网消息,中国补习公司好未来教育和新东方教育称遵守中国的规定,并在周末、国定假日和当前学校假期期间停止课后辅导。,这些公司正在遵守今天正式发布的新政府法规。“公司遵守这些措施将对其现有的AST业务、经营业绩和财务状况产生重大不利影响”,好未来教育(TAL)在一份声明中表示。好未来和新东方表示,从历史上看,这些时期学术 AST 课程的收入占公司总收入的“大部分”。中国补习包括好未来、新东方和高途科技在政府宣布将禁止营利性补习公司后,过去一个月的数字暴跌 。 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07:35","market":"us","language":"zh","title":"新东方:预期相关措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2154932256","media":"E公司","summary":"e公司讯,新东方:本公司现正考虑采取适当的合规措施,预期该等措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响。本公司将就致力遵守《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》 及任何相关规则及法规积极寻求政府当局的指导及配合政府当局的行动。","content":"<html><body><article><p>e公司讯,<a href=\"https://laohu8.com/S/EDU\">新东方</a>:本公司现正考虑采取适当的合规措施,预期该等措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响。本公司将就致力遵守《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》 及任何相关规则及法规积极寻求政府当局的指导及配合政府当局的行动。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新东方:预期相关措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新东方:预期相关措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107260735467a581034&s=b><strong>E公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>e公司讯,新东方:本公司现正考虑采取适当的合规措施,预期该等措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响。本公司将就致力遵守《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》 及任何相关规则及法规积极寻求政府当局的指导及配合政府当局的行动。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107260735467a581034&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2d8785eee2d779f9815ee6f2463b063","relate_stocks":{"EDU":"新东方","09901":"新东方-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107260735467a581034&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2154932256","content_text":"e公司讯,新东方:本公司现正考虑采取适当的合规措施,预期该等措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响。本公司将就致力遵守《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》 及任何相关规则及法规积极寻求政府当局的指导及配合政府当局的行动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174482001,"gmtCreate":1627126562303,"gmtModify":1627126562303,"author":{"id":"3442319502234177","authorId":"3442319502234177","name":"吴间道","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442319502234177","idStr":"3442319502234177"},"themes":[],"htmlText":"学科类的剥离上市公司就可以了","listText":"学科类的剥离上市公司就可以了","text":"学科类的剥离上市公司就可以了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174482001","repostId":"2153559982","repostType":2,"repost":{"id":"2153559982","pubTimestamp":1627049304,"share":"https://www.laohu8.com/m/news/2153559982?lang=&edition=full","pubTime":"2021-07-23 22:08","market":"us","language":"zh","title":"新东方系股价闪崩背后 学科培训资本化运作“凉凉”","url":"https://stock-news.laohu8.com/highlight/detail?id=2153559982","media":"贝果财经","summary":"新东方系股价闪崩背后 学科培训资本化运作“凉凉”本报记者 孙吉正 北京报道7月23日,新东方集团旗下的上市公司股价先后出现大幅度跳水。此次下发的《双减意见》首次明确了“学科类培训机构严禁资本化运作;上市公司不得通过股票市场融资投资学科类培训机构”。记者联系新东方集团方面,其拒绝对此事作出回应。","content":"<html><body><p>原标题:<a href=\"https://laohu8.com/S/EDU\">新东方</a>系股价闪崩背后 学科培训资本化运作“凉凉” </p><p><font>本报记者 孙吉正 北京报道</font></p><p>7月23日,新<a href=\"https://laohu8.com/S/600811\">东方集团</a>旗下的上市公司股价先后出现大幅度跳水。港股<a href=\"https://laohu8.com/S/01797\">新东方在线</a>股价下跌28.07%、<a href=\"https://laohu8.com/S/09901\">新东方-S</a>下跌40.61%,两只股票合计跌去近400亿港元。其他港交所教育股也纷纷下跌,<a href=\"https://laohu8.com/S/01769\">思考乐教育</a>跌24%,<a href=\"https://laohu8.com/S/03978\">卓越教育集团</a>跌超14%,<a href=\"https://laohu8.com/S/00667\">中国东方教育</a>跌超7%。与此同时,美股的中概教育股盘前随之集体重挫,新东方跌超40%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超40%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超50%。</p><p>5月21日,中央全面深化改革委员会第十九次会议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》(以下简称“《双减意见》”),会议上明确了义务教育最突出的问题之一是中小学生负担太重,短视化、功利化问题没有根本解决。特别是校外培训机构无序发展,“校内减负、校外增负”现象突出。减轻学生负担,根本之策在于全面提高学校教学质量,做到应教尽教,强化学校教育的主阵地作用。</p><p>引起此次资本“恐慌”的文件《印发通知》,正是《双减意见》的细则通知,且将正式向各级政府部门下达执行。</p><p>根据该《双减意见》内容,将严格限制线上教育以及课外辅导机构的数量,限制上课的时间段,限制学科类培训机构的利润,首次提出禁止学科教育机构资本化和上市。该文件旨在解决“校内减负、校外增负”的社会现象。截至记者发稿,尚未有机构针对此次《双减意见》发布整改声明。</p><p><font>暴跌的股价</font></p><p>近日,网上流传出《印发的通知》,但根据多家行业内人士和企业的证实,虽然该通知并未向公众公开,但已经向各级部门下达。</p><p>5月21日,新华社发布了中央深改委通过《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。明确了“义务教育最突出的问题之一是中小学生负担太重,短视化、功利化问题没有根本解决”,以及“特别是校外培训机构无序发展,‘校内减负、校外增负’现象突出”等行业问题。</p><p>此次下发的《双减意见》首次明确了“学科类培训机构严禁资本化运作;上市公司不得通过股票市场融资投资学科类培训机构”。这意味着相关部门已经从引导机构规范上市直接改为禁止相关机构资本化。虽然没有提及已经上市的机构该如何引导,但引起了资本市场的震动。</p><p>据中研普华《2020-2025年中国教育培训行业全景调研与发展战略研究咨询报告》分析,目前中国教育培训机构数量已达20万家,市场规模突破1万亿元。</p><p>随着此次《双减意见》向各地部门落实,新东方首先受到了冲击,在港股的新东方在线股价下跌28.07%、新东方-S下跌40.61%,美股的新东方在盘前跌超40%。记者联系新东方集团方面,其拒绝对此事作出回应。</p><p>另外,在此次《双减意见》中,明确了“不再审批新的面向义务教育阶段学生的学科类校外培训机构,现有学科类培训机构统一登记为非营利性机构,对原备案的线上学科类培训机构,改为审批制”。这意味着资本已经无法再继续打造出新的教育品牌,且课外辅导机构的盈利能力将受到极大的限制。</p><p>“文件的落地意味着所有的企业要将学科类的培训机构剥离出原有体系,成为非营利性质的公益机构,尤其是上市公司必须要将这类业务直接剥离出上市公司体系,这对于好未来、新东方等公司的影响将是巨大的。”<a href=\"https://laohu8.com/S/01598\">21世纪教育</a>研究院院长熊丙奇告诉记者。</p><p>以新东方为例,2021年第三季度财报显示,中学业务收入同比增长35%,小学业务收入同比增长约40%。K12业务已经成为新东方的最大业务。而原本的成人教育方面,2021年中报显示,大学教育部分业务同比2020财年减少19.1%。</p><p>此前,在2018年颁布的《关于学前教育深化改革规范发展的若干意见》中,明确了社会资本不得控制公办或非营利幼儿园、民办园不准上市、上市公司不得融资、投资或购买营利性幼儿园等之后,A股的<a href=\"https://laohu8.com/S/300160\">秀强股份</a>、<a href=\"https://laohu8.com/S/002308\">威创股份</a>等拥有幼儿园资产的公司迅速剥离了旗下的幼儿园产业。</p><p>同时,《双减意见》中明确“校外培训机构不得占用国家法定节假日、休息日及寒暑假期组织学科类培训”的强制规定,使得培训机构主要开课时间被进一步压缩,这也意味着未来该领域的机构规模将进一步被压缩。</p><p>“可以预见的是,很多学科类机构将面临着存亡问题,教育培训机构的数量和规模在未来只会逐步减少。”熊丙奇说。</p><p><font>线上的“寒冬”</font></p><p>今年高考,某地考生在考试中使用手机搜题作弊一事使得这一技术手段受到广泛争议。在此次的《双减意见》中,首次明确了“线上培训机构不得提供和传播”“拍照搜题”等惰化学生思维能力、影响学生独立思考、违背教育教学规律的不良学习方法。</p><p>对此,教育从业人士朱培元告诉记者,拍照搜题是线上教育最大的优势之一,也是重要的获取流量的窗口,叫停了该项功能,会使得线上教育受到很大的影响。自去年以来,线上教育迎来史无前例的发展,资本疯狂地进入该行业,而相关部门始终在引导线上领域向良性和公益化的方向发展,但实际情况是,即便相关部门约谈和处罚多家企业,很多公司仍旧没有停止逐利性质的扩张。</p><p>根据一名线上教育行业人士的说法,在2020年,线上教育的泡沫已经够大了,现在已经破灭。“在2020年,我们地方的公司通过各种渠道帮某线上教育机构拉拢学生,每拉来一个学生就给我们300元,再加上给新用户的免费课程,相当于每个流量机构就需要500到600元补贴,但实际上流量能够转购买力的比例仅有10%,那个时候地方的公司都在加速扩张,给予营销人员人头提成更是高达每人100元,但现在机构给予地方公司每个学生仅有50元流量提成,这其中巨大的落差使得很多地方的公司纷纷裁员,甚至倒闭,归根结底就是没有资本的补贴,这些教育机构很难支撑扩张。”</p><p>“最典型的肯定是<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>了,高途的股价从今年1月份的150美元,已经跌到7月23日晚盘中4美元左右。”一名不便透露身份的投资者告诉记者,这已经足以说明资本早已对教育行业的态度了。</p><p>同时,《双减意见》中明确“聘请在境内的外籍人员要符合国家有关规定,严禁聘请在境外的外籍人员开展培训活动”,以及“做好培训广告管控,确保主流媒体、新媒体、公共场所、居民区各类广告牌和网络平台等不刊登、不播发校外培训广告”,主要也是针对近年来线上机构在全国地毯式的广告轰炸。</p><p>“现在的广告中,‘包过’‘押题’‘名师’‘过线’等之前常见的词语已经被全部禁止使用。”上述线上教育行业人士说,现在对于广告词限制非常多。</p><p>“很多线上机构多年来完全是靠着资本运作而存续,以争夺市场份额为主要目的,随着资本的撤离,线上教育将进入‘寒冬期’,大量公司将面临着生存危机。”熊丙奇说。</p><p>(编辑:于海霞 校对:颜京宁)</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新东方系股价闪崩背后 学科培训资本化运作“凉凉”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新东方系股价闪崩背后 学科培训资本化运作“凉凉”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 22:08 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/cyxw/2021-07-23/doc-ikqcfnca8661763.shtml><strong>贝果财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:新东方系股价闪崩背后 学科培训资本化运作“凉凉” 本报记者 孙吉正 北京报道7月23日,新东方集团旗下的上市公司股价先后出现大幅度跳水。港股新东方在线股价下跌28.07%、新东方-S下跌40.61%,两只股票合计跌去近400亿港元。其他港交所教育股也纷纷下跌,思考乐教育跌24%,卓越教育集团跌超14%,中国东方教育跌超7%。与此同时,美股的中概教育股盘前随之集体重挫,新东方跌超40%,...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/cyxw/2021-07-23/doc-ikqcfnca8661763.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{"09901":"新东方-S","EDU":"新东方"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/cyxw/2021-07-23/doc-ikqcfnca8661763.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153559982","content_text":"原标题:新东方系股价闪崩背后 学科培训资本化运作“凉凉” 本报记者 孙吉正 北京报道7月23日,新东方集团旗下的上市公司股价先后出现大幅度跳水。港股新东方在线股价下跌28.07%、新东方-S下跌40.61%,两只股票合计跌去近400亿港元。其他港交所教育股也纷纷下跌,思考乐教育跌24%,卓越教育集团跌超14%,中国东方教育跌超7%。与此同时,美股的中概教育股盘前随之集体重挫,新东方跌超40%,好未来跌超40%,高途跌超50%。5月21日,中央全面深化改革委员会第十九次会议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》(以下简称“《双减意见》”),会议上明确了义务教育最突出的问题之一是中小学生负担太重,短视化、功利化问题没有根本解决。特别是校外培训机构无序发展,“校内减负、校外增负”现象突出。减轻学生负担,根本之策在于全面提高学校教学质量,做到应教尽教,强化学校教育的主阵地作用。引起此次资本“恐慌”的文件《印发通知》,正是《双减意见》的细则通知,且将正式向各级政府部门下达执行。根据该《双减意见》内容,将严格限制线上教育以及课外辅导机构的数量,限制上课的时间段,限制学科类培训机构的利润,首次提出禁止学科教育机构资本化和上市。该文件旨在解决“校内减负、校外增负”的社会现象。截至记者发稿,尚未有机构针对此次《双减意见》发布整改声明。暴跌的股价近日,网上流传出《印发的通知》,但根据多家行业内人士和企业的证实,虽然该通知并未向公众公开,但已经向各级部门下达。5月21日,新华社发布了中央深改委通过《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》。明确了“义务教育最突出的问题之一是中小学生负担太重,短视化、功利化问题没有根本解决”,以及“特别是校外培训机构无序发展,‘校内减负、校外增负’现象突出”等行业问题。此次下发的《双减意见》首次明确了“学科类培训机构严禁资本化运作;上市公司不得通过股票市场融资投资学科类培训机构”。这意味着相关部门已经从引导机构规范上市直接改为禁止相关机构资本化。虽然没有提及已经上市的机构该如何引导,但引起了资本市场的震动。据中研普华《2020-2025年中国教育培训行业全景调研与发展战略研究咨询报告》分析,目前中国教育培训机构数量已达20万家,市场规模突破1万亿元。随着此次《双减意见》向各地部门落实,新东方首先受到了冲击,在港股的新东方在线股价下跌28.07%、新东方-S下跌40.61%,美股的新东方在盘前跌超40%。记者联系新东方集团方面,其拒绝对此事作出回应。另外,在此次《双减意见》中,明确了“不再审批新的面向义务教育阶段学生的学科类校外培训机构,现有学科类培训机构统一登记为非营利性机构,对原备案的线上学科类培训机构,改为审批制”。这意味着资本已经无法再继续打造出新的教育品牌,且课外辅导机构的盈利能力将受到极大的限制。“文件的落地意味着所有的企业要将学科类的培训机构剥离出原有体系,成为非营利性质的公益机构,尤其是上市公司必须要将这类业务直接剥离出上市公司体系,这对于好未来、新东方等公司的影响将是巨大的。”21世纪教育研究院院长熊丙奇告诉记者。以新东方为例,2021年第三季度财报显示,中学业务收入同比增长35%,小学业务收入同比增长约40%。K12业务已经成为新东方的最大业务。而原本的成人教育方面,2021年中报显示,大学教育部分业务同比2020财年减少19.1%。此前,在2018年颁布的《关于学前教育深化改革规范发展的若干意见》中,明确了社会资本不得控制公办或非营利幼儿园、民办园不准上市、上市公司不得融资、投资或购买营利性幼儿园等之后,A股的秀强股份、威创股份等拥有幼儿园资产的公司迅速剥离了旗下的幼儿园产业。同时,《双减意见》中明确“校外培训机构不得占用国家法定节假日、休息日及寒暑假期组织学科类培训”的强制规定,使得培训机构主要开课时间被进一步压缩,这也意味着未来该领域的机构规模将进一步被压缩。“可以预见的是,很多学科类机构将面临着存亡问题,教育培训机构的数量和规模在未来只会逐步减少。”熊丙奇说。线上的“寒冬”今年高考,某地考生在考试中使用手机搜题作弊一事使得这一技术手段受到广泛争议。在此次的《双减意见》中,首次明确了“线上培训机构不得提供和传播”“拍照搜题”等惰化学生思维能力、影响学生独立思考、违背教育教学规律的不良学习方法。对此,教育从业人士朱培元告诉记者,拍照搜题是线上教育最大的优势之一,也是重要的获取流量的窗口,叫停了该项功能,会使得线上教育受到很大的影响。自去年以来,线上教育迎来史无前例的发展,资本疯狂地进入该行业,而相关部门始终在引导线上领域向良性和公益化的方向发展,但实际情况是,即便相关部门约谈和处罚多家企业,很多公司仍旧没有停止逐利性质的扩张。根据一名线上教育行业人士的说法,在2020年,线上教育的泡沫已经够大了,现在已经破灭。“在2020年,我们地方的公司通过各种渠道帮某线上教育机构拉拢学生,每拉来一个学生就给我们300元,再加上给新用户的免费课程,相当于每个流量机构就需要500到600元补贴,但实际上流量能够转购买力的比例仅有10%,那个时候地方的公司都在加速扩张,给予营销人员人头提成更是高达每人100元,但现在机构给予地方公司每个学生仅有50元流量提成,这其中巨大的落差使得很多地方的公司纷纷裁员,甚至倒闭,归根结底就是没有资本的补贴,这些教育机构很难支撑扩张。”“最典型的肯定是跟谁学了,高途的股价从今年1月份的150美元,已经跌到7月23日晚盘中4美元左右。”一名不便透露身份的投资者告诉记者,这已经足以说明资本早已对教育行业的态度了。同时,《双减意见》中明确“聘请在境内的外籍人员要符合国家有关规定,严禁聘请在境外的外籍人员开展培训活动”,以及“做好培训广告管控,确保主流媒体、新媒体、公共场所、居民区各类广告牌和网络平台等不刊登、不播发校外培训广告”,主要也是针对近年来线上机构在全国地毯式的广告轰炸。“现在的广告中,‘包过’‘押题’‘名师’‘过线’等之前常见的词语已经被全部禁止使用。”上述线上教育行业人士说,现在对于广告词限制非常多。“很多线上机构多年来完全是靠着资本运作而存续,以争夺市场份额为主要目的,随着资本的撤离,线上教育将进入‘寒冬期’,大量公司将面临着生存危机。”熊丙奇说。(编辑:于海霞 校对:颜京宁)","news_type":1},"isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175225814,"gmtCreate":1627036458638,"gmtModify":1627036458638,"author":{"id":"3442319502234177","authorId":"3442319502234177","name":"吴间道","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442319502234177","idStr":"3442319502234177"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a>我这是为教育事业捐躯了么","listText":"<a 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奇怪,我们这里新东方照样上着暑假班,怎么股票跌成这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171655535","isVote":1,"tweetType":1,"viewCount":2279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367058298,"gmtCreate":1614897325014,"gmtModify":1703482623627,"author":{"id":"3442319502234177","authorId":"3442319502234177","name":"吴间道","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442319502234177","idStr":"3442319502234177"},"themes":[],"htmlText":"我觉得挺合理的,已经两百多天能让退就不错了","listText":"我觉得挺合理的,已经两百多天能让退就不错了","text":"我觉得挺合理的,已经两百多天能让退就不错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367058298","repostId":"2114946376","repostType":2,"repost":{"id":"2114946376","pubTimestamp":1614328680,"share":"https://www.laohu8.com/m/news/2114946376?lang=&edition=full","pubTime":"2021-02-26 16:38","market":"us","language":"zh","title":"流利说回应“剩余88天课程仅退费10元”:需扣教材礼品费","url":"https://stock-news.laohu8.com/highlight/detail?id=2114946376","media":"澎湃新闻","summary":"流利说回应“剩余88天课程仅退费10元”:需扣教材礼品费1698元买了一年的课程,剩余88天课程申请退费却仅退10元。2月24日,家长郭女士向澎湃质量报告投诉平台反映称,她于去年5月在流利说英语平台购...","content":"<div>\n<p>原标题:流利说回应“剩余88天课程仅退费10元”:需扣教材礼品费\r\n \n 流利说回应“剩余88天课程仅退费10元”:需扣教材礼品费\n 1698元买了一年的课程,剩余88天课程申请退费却仅退10元。\n 2月24日,家长郭女士向澎湃质量报告投诉平台反映称,她于去年5月在流利说英语平台购买了价值1698元的少儿英语幼儿段“AI外教场景课”年课,后因课程效果不佳欲退款,却被告知...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202102261823406775.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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2月24日,家长郭女士向澎湃质量报告投诉平台反映称,她于去年5月在流利说英语平台购买了价值1698元的少儿英语幼儿段“AI外教场景课”年课,后因课程效果不佳欲退款,却被告知...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202102261823406775.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95a52bac654e212de5e6a737e01fc5ff","relate_stocks":{},"source_url":"http://stock.eastmoney.com/a/202102261823406775.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2114946376","content_text":"原标题:流利说回应“剩余88天课程仅退费10元”:需扣教材礼品费\r\n \n 流利说回应“剩余88天课程仅退费10元”:需扣教材礼品费\n 1698元买了一年的课程,剩余88天课程申请退费却仅退10元。\n 2月24日,家长郭女士向澎湃质量报告投诉平台反映称,她于去年5月在流利说英语平台购买了价值1698元的少儿英语幼儿段“AI外教场景课”年课,后因课程效果不佳欲退款,却被告知剩余的88天课程只能退费10元,郭女士认为平台的退费计算方法及相关规定过于霸道不合理。\n 客服称退费需扣除教材费和礼品费,仅退还10元。 本文图片均为受访者提供\n 据郭女士介绍,她的女儿今年正在就读幼儿园,去年5月,她通过朋友在朋友圈分享的流利说少儿英语二维码加入了一个英语交流群聊。进群后,郭女士被相关课程的营销活动吸引,郭女士购买了试听课。“当时小孩正好是可以开始英语学习的年纪,试课时效果不错,我就买了正式课程。”郭女士花费1698元,购买了一套“AI外教场景课”年课。\n 然而令她没想到的是,正式课程与试听课差距较大,学习效果并不理想。据郭女士介绍,“AI外教场景课”主打“三师”联合教学,分别是外教老师上课、AI老师测评、班主任辅导,但正式上课后,她认为课程设置僵硬、教学效果并不理想,“AI课是录播好的片段,根据学生的答案进行匹配播放,但匹配效果一般。”郭女士说,女儿上课后不仅英语学习上没效果,反而日渐抵触英语学习。考虑到孩子的情绪,课程暂停使用了近半年。\n 服务协议中并未对教材和礼品费进行规定。\n 近日,郭女士向流利说少儿英语提出退款申请。经线上客服核算,郭女士所购买的课程已经生效了279天,虽然其中半年没有上课,但仍属于已使用课程,剩余课程量仅余88天。按剩余天数计算费用后,郭女士认为应退款409元,但客服表示还需扣除教材、礼品及物流费用,计算后仅能退款10元。\n 对此,郭女士并不能接受,她告诉澎湃新闻,在购买课程后她一共收到6本教材,每本标价50元,但由于女儿年龄小,并没有用上教材,“教材和礼品是随课程赠送的,应该包含在每天消耗的课程里,而不是单独算,这明显不合理。”\n 对于郭女士的疑问,客服表示以上退课方案都在使用协议中进行了解释,随后客服向郭女士发送了《流利说少儿英语服务使用协议》,但郭女士仔细阅读后,发现协议中只说明了“将已缴纳的课程费用扣除已经使用的部分后,退还剩余金额”,并没有说明教材和礼品该如何计算。\n 2月26日,澎湃新闻记者致电流利说少儿英语,该平台客服人员表示,在消费者购买课程后,不办理退费的情况下,教材和礼品都是免费赠送的,但如果中途办理退费,就要扣除对应生效的天数和教材、礼品费用,“如果教材没有拆封,不影响二次使用,消费者可以寄回,对应扣除费用也会做相应处理。”\n 对于郭女士的协议中并没有注明退费时应计算教材和礼品的问题,客服表示不清楚,只能以目前的最新协议为准。澎湃新闻记者登录流利说少儿英语客服端后查询到,在最新的《流利说少儿英语课程服务协议》中,确实对“退费管理”一项进行了修改,其中规定用户在申请退费时,用户购买课程时赠送的课程、优惠等项目一并退回,如用户已使用赠送的课程、优惠等项目确已无法退回的,流利说可要求用户按照事先标明的前述赠品价格支付赠品费用,流利说有权直接在退款中完全扣除。\n 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