港股异动 | 思考乐教育(01769)涨超10% 机构认为教育行业经营环境改善+模式转型 景气度有望维持
思考乐教育(01769)涨超10%，截止发稿张10.8%，报1.95港元，成交额430万港元。
据悉，公司截至2023年6月30日止6个月中期业绩，收益2.51亿元(人民币，下同)，同比增长31.3%;权益持有人应占溢利4293.8万元，而去年同期取得亏损3202.7万元;每股基本盈利7.73分。该公司于本期间扭亏为盈主要是由于辅导课时总数增加，令收益增加，集团不断努力改善经营效率，以及金融资产的公允价值收益(相对于去年同期取得的公允价值损失)。
国信证券认为，本轮教育板块深蹲起跳的背后逻辑可总结为“经营环境改善+模式转型效果凸显”。教育行业监管态度逐渐明朗，叠加教育公司商业模式正以更为合规形式来开展，且阶段转型成效凸显，教育公司今年均有望呈现出强劲复苏。远期看，双减政策后教培从业机构供给侧出清近9成，行业竞争格局改善，供需错配下行业景气度有望维持。
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