中信证券：「东方甄选」成功转型料多数同业转型渐有起色

AAFN2022-06-16

新东方在线旗下「东方甄选」近日粉丝人数急增，中资教育股股价今日持续抽升。中信证券近日发表报告表示，从近期「东方甄选」的爆发，让该行看到了教育培训(教培)公司一次成功的转型，背後体现的是教培公司长期积累的内容和组织能力的复用，多数教培公司转型效果也在逐渐体现，料未来亦有望贡献良好的表现。该行指，内地其他教培公司的转型也纷纷在进行中：好未来(TAL.US)基於其原有的教研和技术优势，在学习服务以外...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2243497041?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2022-06-16 14:56","share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","id":"2243497041","market":"us","top_or_hot":-1,"title":"中信证券：「东方甄选」成功转型  料多数同业转型渐有起色","media":"AAFN","content":"<div>\n<p>新东方在线  旗下「东方甄选」近日粉丝人数急增，中资教育股股价今日持续抽升。中信证券近日发表报告表示，从近期「东方甄选」的爆发，让该行看到了教育培训(教培)公司一次成功的转型，背後体现的是教培公司长期积累的内容和组织能力的复用，多数教培公司转型效果也在逐渐体现，料未来亦有望贡献良好的表现。该行指，内地其他教培公司的转型也纷纷在进行中：好未来(TAL.US)基於其原有的教研和技术优势，在学习服务以外...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1191119&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n","source":"aastocks","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>中信证券：「东方甄选」成功转型  料多数同业转型渐有起色</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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中信证券：「东方甄选」成功转型  料多数同业转型渐有起色\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-16 14:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1191119&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新东方在线  旗下「东方甄选」近日粉丝人数急增，中资教育股股价今日持续抽升。中信证券近日发表报告表示，从近期「东方甄选」的爆发，让该行看到了教育培训(教培)公司一次成功的转型，背後体现的是教培公司长期积累的内容和组织能力的复用，多数教培公司转型效果也在逐渐体现，料未来亦有望贡献良好的表现。该行指，内地其他教培公司的转型也纷纷在进行中：好未来(TAL.US)基於其原有的教研和技术优势，在学习服务以外...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1191119&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01797","symbol_name":"东方甄选","start_time":0,"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1191119&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","article_id":"2243497041","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2243497041","pubTimestamp":1655362565,"sourceInfo":{"source_id":"aastocks","name":"阿思达克财经"},"weMediaInfo":null,"summary":"新东方在线  旗下「东方甄选」近日粉丝人数急增，中资教育股股价今日持续抽升。中信证券近日发表报告表示，从近期「东方甄选」的爆发，让该行看到了教育培训(教培)公司一次成功的转型，背後体现的是教培公司长期积累的内容和组织能力的复用，多数教培公司转型效果也在逐渐体现，料未来亦有望贡献良好的表现。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"01797":"东方甄选","00382":"中汇集团","09901":"新东方-S","BK1556":"内地教育股","00667":"中国东方教育","BK4510":"在线教育","01890":"中国科培","BK1228":"教育服务","00839":"中教控股","02779":"中国新华教育","01569":"民生教育","BK1595":"民办高教","01765":"希教国际控股","01525":"建桥教育","02001":"新高教集团","BK4204":"教育服务","BK4506":"内地教育股","09616":"东软教育","DAO":"有道"},"translate_title":"CITIC Securities: The successful transformation of \"Oriental Selection\" is expected to gradually improve the transformation of most peers","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00667":0.9,"DAO":0.9,"09616":0.6,"00382":0.6,"09901":0.6,"00839":0.6,"02779":0.6,"02001":0.6,"01890":0.6,"01797":0.6,"01765":0.6,"01569":0.6,"01525":0.6},"content_text":"新东方在线  旗下「东方甄选」近日粉丝人数急增，中资教育股股价今日持续抽升。中信证券近日发表报告表示，从近期「东方甄选」的爆发，让该行看到了教育培训(教培)公司一次成功的转型，背後体现的是教培公司长期积累的内容和组织能力的复用，多数教培公司转型效果也在逐渐体现，料未来亦有望贡献良好的表现。该行指，内地其他教培公司的转型也纷纷在进行中：好未来(TAL.US)基於其原有的教研和技术优势，在学习服务以外，向技术和内容服务商领域探索；有道(DAO.US)在智能硬件、成人培训和素质领域均发展迅速，业务已经形成一定体量；高途(GOTU.US)在成人和素养领域探索也渐有成效。伴随竞争回归理性，各公司盈利模型也在不断优化， 有望逐步迎来常态化盈利展望後续行情，中信证券建议围绕三大板块布局，第一是业绩确定性高，低估值、高股息的港股高教板块，重点推荐中教控股  、希望教育  、民生教育  、东软教育  及中国新华教育  ，建议关注中国科培  、新高教集团  、中汇集团  、建桥教育  。第二是边际复苏的职业培训板块，重点推荐中国东方教育  、传智教育(003032.SZ)；第三是转型渐有起色，现金价值突显的教培转型公司，重点推荐有道(DAO.US)，建议重点关注新东方-S  、新东方在线。(wl/u)~阿思达克财经新闻网址: www.aastocks.com","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2243497041"}

中信证券：「东方甄选」成功转型 料多数同业转型渐有起色

精彩评论

中信证券：「东方甄选」成功转型料多数同业转型渐有起色