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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.
Hong Kong stock Concept tracking | The "Outline of the Plan for Building a Strong Educational Country" was released, with increased support for private Education (including Concept stocks).
Strengthening and improving basic education is Bullish for private higher education; accelerating the construction of a modern Professional Education system is Bullish for vocational and higher education; cultivating and expanding the national Global Strategy for Technology forces is Bullish for information Technology education.
Hong Kong stocks fluctuated | Education stocks surged in early trading, TIANLI INT HLDG (01773) rose nearly 6%, NEW ORIENTAL-S (09901) rose nearly 6%.
Education stocks rose broadly in early trading. As of the time of writing, TIANLI INT HLDG (01773) is up 5.9%, trading at 4.13 HKD; NEW ORIENTAL-S (09901) is up 3.8%, trading at 47.75 HKD; FENBI (02469) is up 2.87%, trading at 2.51 HKD; CHINA EAST EDU (00667) is up 1.97%, trading at 2.59 HKD.
Express News | The Central Committee of the Communist Party of China and the State Council issued the "Outline for Building a Strong Education Nation" to accelerate the construction of a strong socialist education nation with Chinese characteristics.
China Chunlai Education's Universities to Borrow Up to 430 Million Yuan From Bank
CHINA CHUNLAI (01969.HK) subsidiary Anyang College and Shangqiu College were granted a total of no more than 0.43 billion HKD in term loans.
On January 13th, Gelonghui reported that CHINA CHUNLAI (01969.HK) announced that on January 13, 2025: (i) Anyang College (as borrower, "Anyang College") entered into a working capital loan agreement with Shanghai Pudong Development Bank Co., Ltd. Anyang Branch (as lender, "Lender 1"), pursuant to which Lender 1 has agreed to provide a term loan to Anyang College of up to 0.24 billion yuan ("Loan 1"); and (ii) Shangqiu College (as borrower, "Shangqiu College") entered into a similar agreement with Shanghai Pudong Development Bank Co., Ltd. Shangqiu Branch (as lender, "Lender 2").