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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.
Chuanglian hold (02371.HK) appointed Chen Qin as an executive director.
Gelonghui, November 19th - Chuanglian Hold (02371.HK) announced that Ms. Chen Qin has been appointed as an executive director, effective from November 19, 2024.
HK stocks are on the move | Education stocks are all rising, as the policy proposes expanding the supply of high-quality education resources. Private high schools are the first to benefit from the warming of HK stocks.
Education stocks are on the rise. As of the time of publication, China Edu Group (00839) rose by 5.65% to HK$5.05; Beststudy Edu (03978) rose by 5.12% to HK$3.08; New Oriental-S (09901) rose by 3.85% to HK$47.15; China East Edu (00667) rose by 3.33% to HK$3.1.