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Huaxin Securities: The demand in the Education Sector is rigid, supply is clearing, and the leading companies are restoring flexibility.
The bank is bullish on SCHOLAR EDU (01769) for successfully transitioning from K12 subject training to quality education and high school training, as well as on Excellence Education (03978) and Xueda(Xiamen)Education Technology Group (000526.SZ), and suggests paying attention to Shanghai Xinnanyang Only Education & Technology (600661.SH).
Brokerage morning meeting highlights: remain bullish on Publishing and AI+Education investment opportunities.
In today's Brokerage morning meeting, Zhongtai stated that it remains Bullish on Publishing and AI+Education investment opportunities; CITIC SEC pointed out that it is important to focus on the valuation increase of the Education Sector; China Securities Co.,Ltd. noted that the price increase of Cement and fiberglass continues, and the timing for allocating cyclical sectors has arrived.
Driven by technology and policy, the Education Industry pattern and valuation are expected to be restructured.
At the economic themed press conference on March 5, Zheng Zhanjie, the director of the National Development and Reform Commission, introduced plans to expand the supply of high-quality Education resources, continue to promote the quality upgrade of higher education, and further increase the scale of undergraduate enrollment in 'Double First Class' Universities.
CITIC SEC: "The arrival of Deepseek Singularity" will likely accelerate the commercialization phase of Education + AI by 2025.
Xin Securities published a Research Report stating that recently, companies in the Education sector have been embracing Deepseek, and the strong reasoning capability of AI large models is expected to accelerate the commercialization phase of Education + AI.
LEADER EDU (01449.HK) recommends changing the auditor.
LEADER EDU (01449.HK) announced that Ernst & Young will retire as the company's auditor at the end of the annual general meeting of shareholders to be held on February 24 of this year, after the completion of its current term. In addition, the Board of Directors has resolved to appoint Hong Kong Lee Hsin Dehao Accounting Firm as the new auditor of the company after Ernst & Young's departure, effective from the end of the annual general meeting of shareholders, and until the conclusion of the next annual general meeting of shareholders, subject to approval by shareholders at the annual general meeting.
LEADER EDU (01449) has appointed Li Xin De Hao as the new auditor.
LEADER EDU (01449) announced that Ernst & Young will, after the expiration of its current term, ...