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港股异动 | 卓越教育集团(03978)再涨超18% 1月底至今累涨2倍 机构称公司的市场份额有望提升

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卓越教育集团(03978)再涨超18%,1月24日至今累计涨幅超2倍。截至发稿,涨10.57%,报2.93港元,成交额3082.97万港元。

消息面上,2月8日,教育部发布《校外培训管理条例(征求意见稿)》。方正证券指出,K12方面,双减期间供给大幅收缩,且新供给进入门槛较双减前更高,旺盛需求下龙头有望充分受益,中长期看市占率有望超双减前。

天风教育则指出,卓越教育集团为华南地区最大及全国第五大K12课外教育服务提供商。双减后积极响应政策号召,全面推进素质教育课程,伴随业务逐步调整、运营成熟,网点逐步扩张,市场份额有望提升。

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