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ice78
2020-09-10
明明是业绩增长,盈利被说成亏损
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16:16","market":"hk","language":"zh","title":"华西证券--教育行业周报:《关于规范民办义务教育发展的实施意见》通过,跟谁学Q2业绩亏损【行业研究】","url":"https://stock-news.laohu8.com/highlight/detail?id=2066244476","media":"金融界","summary":"原标题:华西证券--教育行业周报:《关于规范民办义务教育发展的实施意见》通过,跟谁学Q2业绩亏损【行业研究】 来源:金融界8月18日,教育部等五部门印发《关于进一步加强和规范教育收费管理意见》的通知,","content":"<html><body><p>原标题:<a href=\"https://laohu8.com/S/002926\">华西证券</a>--教育行业周报:《关于规范民办义务教育发展的实施意见》通过,<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>Q2业绩亏损【行业研究】 来源:<a href=\"https://laohu8.com/S/JRJC\">金融界</a></p><p>8月18日,教育部等五部门印发《关于进一步加强和规范教育收费管理意见》的通知,重点加强对非营利性民办学校的审计,严禁非营利性民办学校举办者和非营利性中外合作办学者通过各种方式从学费收入等办学收益中取得收益、分配办学结余(剩余财产)或通过关联交易、关联方转移办学收益等行为。9月1日,中央全面深化改革委员会第十五次会议审议通过了《关于规范民办义务教育发展的实施意见》,指出强化民办义务教育规范管理,确保义务教育公益属性。这意味着义务阶段学校仅可设立为非营利性学校,在外延扩张及持续获得收益方面遇到挑战。</p><p>9月2日,跟谁学发布第二季度财报,20Q2净利同比增长。跟谁学在市场营销活动方面大力投入,销售费用同比增长612.7%至12.05亿元,销售费用率同比提升25.2pct至73%,主要由于疫情期间学生的培训需求被迫转移至线上,公司观测到续班和转化的数据优于历史表现,因此加大广告投放力度以进一步抢夺线上教育市场。四条主线:</p><p>(1)教育刚需下的受益标的:逐步加速扩张的中高考复读培训机构【<a href=\"https://laohu8.com/S/300192\">科斯伍德</a>】;伴随线下陆续复课K12教培机构业绩环比改善,推荐大语文培训龙头【<a href=\"https://laohu8.com/S/300010\">豆神教育</a>】(华西教育&计算机团队联合覆盖)、一对一培训龙头【<a href=\"https://laohu8.com/S/000526\">紫光学大</a>】;前期受疫情影响较大、但估值或包含悲观预期、明年业绩弹性大的受益标的:【<a href=\"https://laohu8.com/S/603377\">东方时尚</a>】、【<a href=\"https://laohu8.com/S/002659\">凯文教育</a>】、【<a href=\"https://laohu8.com/S/002599\">盛通股份</a>】、【<a href=\"https://laohu8.com/S/600661\">昂立教育</a>】;</p><p>(2)国家“稳就业”政策在前、高教生源及公职类岗位扩招在后,受益标的:三季度有望环比显著改善的【<a href=\"https://laohu8.com/S/002607\">中公教育</a>】及职业技能培训龙头【<a href=\"https://laohu8.com/S/00667\">中国东方教育</a>】;</p><p>(3)专升本及硕士扩招在前、独立学院转设加速在后,民办高教推荐【<a href=\"https://laohu8.com/S/06169\">宇华教育</a>】、【<a href=\"https://laohu8.com/S/01890\">中国科培</a>】、【<a href=\"https://laohu8.com/S/01756\">华立大学集团</a>】、【<a href=\"https://laohu8.com/S/01569\">民生教育</a>】,其他受益标的【<a href=\"https://laohu8.com/S/00839\">中教控股</a>】、【<a href=\"https://laohu8.com/S/01765\">希望教育</a>】、【<a href=\"https://laohu8.com/S/00382\">中汇集团</a>】等;</p><p>(4)教育信息化招标逐步加速,推荐【<a href=\"https://laohu8.com/S/300559\">佳发教育</a>】(华西教育&计算机团队联合覆盖)、【<a href=\"https://laohu8.com/S/002261\">拓维信息</a>】(华西教育&通信团队联合覆盖)。</p><p>行情回顾:跑赢上证指数1.90PCT本周中信教育指数上涨0.48%,上证指数下跌1.42%,跑赢大盘1.90pct。年初至今,中信教育指数上涨42.29%,上证指数上涨10.01%,跑赢大盘32.28pct。</p>创业板成吸金池,资金博弈加剧成交额暴增,点击开户布局创业板历史性时刻!</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>华西证券--教育行业周报:《关于规范民办义务教育发展的实施意见》通过,跟谁学Q2业绩亏损【行业研究】</title>\n<style 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来源:金融界8月18日,教育部等五部门印发《关于进一步加强和规范教育收费管理意见》的通知,重点加强对非营利性民办学校的审计,严禁非营利性民办学校举办者和非营利性中外合作办学者通过各种方式从学费收入等办学收益中取得收益、分配办学结余(剩余财产)或通过关联交易、关联方转移办学收益等行为。9月1...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-09-09/doc-iivhvpwy5772507.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/6293418aaa188f49eeedbed2477b7c32","relate_stocks":{"002926":"华西证券"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-09-09/doc-iivhvpwy5772507.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2066244476","content_text":"原标题:华西证券--教育行业周报:《关于规范民办义务教育发展的实施意见》通过,跟谁学Q2业绩亏损【行业研究】 来源:金融界8月18日,教育部等五部门印发《关于进一步加强和规范教育收费管理意见》的通知,重点加强对非营利性民办学校的审计,严禁非营利性民办学校举办者和非营利性中外合作办学者通过各种方式从学费收入等办学收益中取得收益、分配办学结余(剩余财产)或通过关联交易、关联方转移办学收益等行为。9月1日,中央全面深化改革委员会第十五次会议审议通过了《关于规范民办义务教育发展的实施意见》,指出强化民办义务教育规范管理,确保义务教育公益属性。这意味着义务阶段学校仅可设立为非营利性学校,在外延扩张及持续获得收益方面遇到挑战。9月2日,跟谁学发布第二季度财报,20Q2净利同比增长。跟谁学在市场营销活动方面大力投入,销售费用同比增长612.7%至12.05亿元,销售费用率同比提升25.2pct至73%,主要由于疫情期间学生的培训需求被迫转移至线上,公司观测到续班和转化的数据优于历史表现,因此加大广告投放力度以进一步抢夺线上教育市场。四条主线:(1)教育刚需下的受益标的:逐步加速扩张的中高考复读培训机构【科斯伍德】;伴随线下陆续复课K12教培机构业绩环比改善,推荐大语文培训龙头【豆神教育】(华西教育&计算机团队联合覆盖)、一对一培训龙头【紫光学大】;前期受疫情影响较大、但估值或包含悲观预期、明年业绩弹性大的受益标的:【东方时尚】、【凯文教育】、【盛通股份】、【昂立教育】;(2)国家“稳就业”政策在前、高教生源及公职类岗位扩招在后,受益标的:三季度有望环比显著改善的【中公教育】及职业技能培训龙头【中国东方教育】;(3)专升本及硕士扩招在前、独立学院转设加速在后,民办高教推荐【宇华教育】、【中国科培】、【华立大学集团】、【民生教育】,其他受益标的【中教控股】、【希望教育】、【中汇集团】等;(4)教育信息化招标逐步加速,推荐【佳发教育】(华西教育&计算机团队联合覆盖)、【拓维信息】(华西教育&通信团队联合覆盖)。行情回顾:跑赢上证指数1.90PCT本周中信教育指数上涨0.48%,上证指数下跌1.42%,跑赢大盘1.90pct。年初至今,中信教育指数上涨42.29%,上证指数上涨10.01%,跑赢大盘32.28pct。创业板成吸金池,资金博弈加剧成交额暴增,点击开户布局创业板历史性时刻!","news_type":1},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}