港股异动 | 新东方-S(09901)涨超4%领涨教育股 监管边界趋于清晰 行业供给出清而需求旺盛
教育股早盘回暖，截至发稿，新东方-S(09901)涨4.15%，报57.7港元；宇华教育(06169)涨3.85%，报0.54港元；新高教集团(02001)涨1.35%，报2.26港元；中汇集团(00382)涨0.39%，报2.58港元。
广发证券指出，教育板块业绩与估值双重修复趋势可延续。年初至今，教育行业刚需属性凸显，外部影响因素解除后业务开展快速恢复，同时政策情绪稳步改善支撑估值向合理中枢修复。
国信证券表示，政策带来供给侧的出清、素养培训转型卓有成效以及监管态度清晰，是K12教培赛道的三大变化，展望未来，该行分析赛道需求旺盛、而优质内容供给的缺位现状预计仍将维持，头部玩家预计将持续受益。此外，公考招录赛道迎来“景气度仍较高、内部竞争格局切换、竞争策略回归理性”三大变化，看好赛道向头部集中的趋势。维持教育板块“超配”评级，该行认为监管边界趋于清晰，行业供给出清而需求旺盛，优质供给缺位下头部机构预计将持续受益于本轮行业复苏。
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