研报掘金丨太平洋：予学大教育“买入”评级，主业稳健增长，盈利弹性释放

格隆汇08-20

太平洋证券研报指出，学大教育主业稳健增长，盈利弹性释放。2026H1公司实现归母净利润3.01亿元，其中，26Q2公司实现归母净利润2.1亿元，同比+34.61%。主业收入保持稳健增长，全日制业务成为核心增长引擎。全日制教育面向高考复读、艺考生群体，招生人数同比+17%，在校生规模同比+12%；年内新建长春高新超达全日制学校，同步升级郑州、深圳、银川三处基地，高毛利全日制板块持续扩容。常规个性化...

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