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教育板块1月8日涨1.88%,中公教育领涨,主力资金净流入1.93亿元
| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002607 | 中公教育 | 1.80 Z | 13.89% | -7739.31万 | -5.97% | -1.03 Z | -7.92% | | 300688 | 创业要马 | 3846.83万 | 8.23% | -1314.96万 | -2.81% | -2531.88万 | -5.42% | | 300010 | 豆神教育 | 1863.70万 | 1.74% | 274.17万 | + 0.26% | -2137.87万 | -2.00% | | 600636 | *ST国化 | 741.49万 | 22.06% | 370.94万 | 11.04% | -1112.42万 | -33.09% | | 300359 | 全通教育 | 569.68万 | 7.27% | -178.64万 | -2.28% | -391.03万 | -4.99% | | 0 ...
中公教育股价涨7.81%,南方基金旗下1只基金位居十大流通股东,持有7196.06万股浮盈赚取1511.17万元
Xin Lang Cai Jing· 2026-01-08 03:34
Group 1 - The core point of the news is that Zhonggong Education's stock price increased by 7.81% to 2.90 CNY per share, with a trading volume of 5.09 billion CNY and a turnover rate of 3.64%, resulting in a total market capitalization of 17.885 billion CNY [1] - Zhonggong Education, established on August 25, 1999, and listed on August 10, 2011, operates in three main business segments: recruitment exam training, educational enhancement, and vocational skills training, offering over 100 types of comprehensive employment training services [1] - The revenue composition of Zhonggong Education is as follows: 50.85% from civil servant recruitment training, 25.75% from comprehensive training, 13.32% from public institution recruitment training, 7.56% from teacher recruitment and qualification training, and 2.51% from other services [1] Group 2 - From the perspective of major circulating shareholders, Southern Fund's Southern CSI 500 ETF (510500) reduced its holdings by 1.6906 million shares in the third quarter, now holding 71.9606 million shares, which accounts for 1.42% of the circulating shares [2] - The estimated floating profit from the Southern CSI 500 ETF today is approximately 15.1117 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a latest scale of 140.098 billion CNY, achieving a year-to-date return of 5.5% and a one-year return of 46.1% [2]
中公教育:王振东累计质押股数约为2.98亿股
Mei Ri Jing Ji Xin Wen· 2026-01-06 11:18
每经AI快讯,中公教育1月6日晚间发布公告称,截至本公告日,王振东累计质押股数约为2.98亿股,占 其所持股份比例为79.97%。 每经头条(nbdtoutiao)——原指导价34.99万的宝马裸车价22.5万元,多家车企还补贴购置税!2026开 年车市火爆,销售从早到晚忙到没空吃饭 (记者 王瀚黎) ...
中公教育(002607) - 关于股东部分股份解除质押及质押的公告
2026-01-06 11:15
证券代码:002607 证券简称:中公教育 公告编号:2026-003 中公教育科技股份有限公司 关于股东部分股份解除质押及质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、误导性陈述 或重大遗漏。 中公教育科技股份有限公司(以下简称"公司")近日接到公司股东鲁忠芳通知, 获悉其所持有的本公司部分股份办理了解除质押及质押手续。具体事项如下: 一、股东股份解除质押及质押情况 1、本次股东部分股份解除质押基本情况 注:1、上述限售股不包含高管锁定股; 2、上表中数值若出现总数与各分项数值之和尾数不符,均为四舍五入原因所致。 三、控股股东及其一致行动人股份质押情况 1、本次股东股份质押是股东为中国中信金融资产管理股份有限公司湖南省分公司承 接公司对湖南省财信信托有限责任公司部分债务提供质押担保。相关债务重组事项详见 公司于 2025 年 10 月 25 日对外披露的《关于公司债务重组及相关担保的公告》(公告 编号:2025-068)。 2、股东鲁忠芳未来半年内到期的质押股份累计 92,650,000 股,占其所持股份比例为 74.33%,占公司总股本比例为 1.50%,对应融资余额 ...
中公教育(002607) - 关于股东部分股份解除冻结及质押的公告
2026-01-06 11:15
证券代码:002607 证券简称:中公教育 公告编号:2026-002 中公教育科技股份有限公司 关于股东部分股份解除冻结及质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假记载、误导性陈述 或重大遗漏。 中公教育科技股份有限公司(以下简称"公司")近日通过查询中国证券登记结算 有限责任公司业务系统,获悉公司股东王振东所持有的本公司部分股份办理了解除冻结 及质押手续。具体事项如下: 一、股东股份解除冻结情况 1、本次解除冻结基本情况 二、股东股份质押情况 1、本次股份质押基本情况 | 股东 名称 | 是否为控股 股东或第一 大股东及其 | | 本次质押股份 数量(股) | 占其所 持股份 | 占公司 总股本 | 是否 为限 | 是否 为补 充质 | 质押起 始日 | 质押到期日 | 质 权 | 质 押 用 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 一致行动人 | | | 比例 | 比例 | 售股 | 押 | | | 人 | 途 | | 王振东 | | 否 | 18, ...
教育板块1月6日涨0.7%,博瑞传播领涨,主力资金净流出1.98亿元
Market Overview - The education sector increased by 0.7% on January 6, with BoRui Communication leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] Individual Stock Performance - BoRui Communication (600880) closed at 5.63, up 3.68% with a trading volume of 1.6943 million shares and a transaction value of 970 million [1] - Kevin Education (002659) closed at 6.20, up 2.99% with a trading volume of 616,000 shares and a transaction value of 377 million [1] - China High-Tech (600730) closed at 12.01, up 2.21% with a trading volume of 447,600 shares and a transaction value of 529 million [1] - Other notable stocks include Chuangye Dengdiao (300688) at 30.19, up 1.55%, and *ST ChuanZhi (003032) at 6.46, up 1.10% [1] Capital Flow Analysis - The education sector experienced a net outflow of 198 million from institutional investors, while retail investors saw a net inflow of 225 million [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Detailed Capital Flow by Stock - China High-Tech (600730) had a net outflow of 43.67 million from institutional investors, with a retail net outflow of 32.96 million [3] - Kede Education (300192) saw a net inflow of 12.35 million from institutional investors, while retail investors had a net outflow of 25.61 million [3] - *ST Guohua (600636) reported a net inflow of 9.53 million from institutional investors, with a significant retail outflow of 8.60 million [3] - Action Education (605098) had a net inflow of 4.81 million from institutional investors, while retail investors experienced a net outflow of 12.62 million [3]
中公教育:控股股东4800万股被司法拍卖完成过户
Xin Lang Cai Jing· 2026-01-05 11:34
中公教育公告称,控股股东李永新所持4800万股股份于2025年12月8 - 9日被浙江省杭州市上城区人民法 院司法拍卖,近日完成过户登记。过户后,李永新及其一致行动人持股比例从17.70%降至16.92%,权 益变动触及1%。截至公告披露日,其累计被质押股份65908.36万股,占所持股份63.16%、总股本 10.69%;累计被司法冻结及标记股份86390.90万股,占所持股份82.78%、总股本14.01%。若后续不能偿 还债务,其股份存在被处置风险,或影响公司控制权稳定,但本次拍卖暂不影响公司治理及日常经营。 ...
中公教育(002607) - 关于股东部分股份被司法拍卖完成过户暨权益变动触及1%的提示性公告
2026-01-05 11:32
证券代码:002607 证券简称:中公教育 公告编号:2026-001 中公教育科技股份有限公司 关于股东部分股份被司法拍卖完成过户 暨权益变动触及 1%的提示性公告 公司控股股东李永新保证向本公司提供的信息内容真实、准确、完整,没有虚假记载、误导性 (一)司法拍卖基本情况 中公教育科技股份有限公司(以下简称"公司")于 2025 年 11 月收到股东李永新 通知,获悉股东李永新所持有的本公司 4,800 万股股份将被浙江省杭州市上城区人民法 院拍卖。详见公司于 2025 年 11 月 14 日对外披露的《关于股东部分股份将被拍卖的提 示性公告》(公告编号:2025-080)。2025 年 12 月 8 日至 9 日浙江省杭州市上城区 人民法院在淘宝网司法拍卖网络平台上公开拍卖上述股份,详见公司于 2025 年 12 月 11 日对外披露的《关于股东部分股份被司法拍卖的进展公告》(公告编号:2025-090)。 (二)股份完成过户登记情况 陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别风险提示: 1.中公教育科技股份有限公司(以下简称"公司")于 2025 年 11 ...
社服行业2026年度投资策略
2025-12-31 16:02
Summary of Key Points from Conference Call Records Industry Overview - **Industry Focus**: The conference call primarily discusses the service industry, particularly tourism, hospitality, duty-free, local lifestyle, K12 education, and human resources sectors [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15]. Core Insights and Arguments - **Policy Support and Consumer Trends**: National policies are supporting domestic demand expansion, driven by aging populations and the rise of Generation Z, which is fostering experiential and personalized consumption. Key investment areas include wellness tourism and new consumption models [1][2]. - **Tourism Recovery**: The tourism and travel industry is experiencing a sustained recovery, with both domestic and outbound travel rebounding. Promotional activities by local tourism departments and OTA platforms like Meituan and Ctrip are significantly boosting the industry [3][4]. - **OTA Platforms' Role**: OTA platforms hold a crucial position in the tourism value chain, with major players like Meituan and Ctrip enhancing profitability through differentiated competition strategies, including overseas expansion and acquisitions [4][5]. - **Hotel Industry Dynamics**: The hotel sector's performance is closely tied to economic conditions. With demand differentiation and slowing supply, leading companies like Shoulv Jinjiang, Huazhu, and Atour are expected to have pricing power and growth potential [6]. - **Duty-Free Market Growth**: The duty-free industry is gaining attention, with a low base effect leading to positive data trends. The increase in high-value goods is raising average transaction values, and new policies in Hainan are expected to create growth opportunities for companies like China Duty Free, Wangfujing, and Zhuhai Duty Free [7]. - **Local Lifestyle Sector Competition**: The local lifestyle sector, particularly in dining and tea, is highly competitive. Meituan faces challenges from competitors like JD and Alibaba, but remains a key focus for investors despite market value return uncertainties [8][9]. - **K12 Education Sector Outlook**: The K12 education sector is stabilizing with market recovery, benefiting leading companies like TAL Education and New Oriental due to their strong brand, teaching quality, and expansion capabilities [11]. - **Public Service Exam Training and HR Services**: The public service exam training sector is competitive, with rising enrollment numbers. Leading companies are expected to gain market share as they leverage AI applications. In HR services, improved employment rates are driving recruitment demand, particularly in emerging industries like internet and renewable energy [13][15]. Additional Important Insights - **Investment Opportunities in Service Consumption**: The service consumption sector, particularly tourism-related industries, OTA, hotels, and duty-free businesses, presents clear investment opportunities. The local lifestyle sector is also expected to see continued competition, with specific opportunities in dining and tea [14]. - **AI Technology Impact**: AI technology is creating structural improvement opportunities in the education and HR sectors, with companies like Huatu and Kory International poised for growth due to their software application potential [15]. This summary encapsulates the key points discussed in the conference call, highlighting the current trends, challenges, and opportunities within the service industry.
【A股收评】沪指平稳,商业航天牛股频出,上演“跨年行情”
Sou Hu Cai Jing· 2025-12-31 07:42
Market Performance - On December 31, major indices showed volatility, with the Shanghai Composite Index slightly up by 0.09%, while the Shenzhen Component Index fell by 0.58%, the ChiNext Index dropped by 1.23%, and the STAR Market 50 Index decreased by 1.15% [2] - Over 2,300 stocks in the two markets were in the green, with a total trading volume reaching approximately 2.05 trillion yuan [2] AI and Technology Sector - AI application concept stocks led the gains, with BlueFocus (300058.SZ) rising by 20%, iReader Technology (603533.SH) increasing by 10%, and Century Tianhong (300654.SZ) and Chinese Online (300364.SZ) experiencing significant increases [2] - Meta announced the acquisition of the general AI agent platform Manus, marking its third-largest acquisition to date. Manus has processed over 147 trillion tokens and created 80 million virtual computers, serving millions of users [2] Aerospace Sector - The commercial aerospace concept remained active, with Aerospace Universe (688523.SH) rising over 14%, and China Satellite (600118.SH) and Aerospace Development (000547.SZ) both increasing by 10% [2] - On December 31, China successfully launched the Practice-29 satellite using the Long March 7 modified carrier rocket, marking the 623rd flight of the Long March series and a record 73 space launch missions completed in 2025 [3] Aviation and Education Sector - The airport and shipping sector strengthened, with companies like Juneyao Airlines (603885.SH) up by 7.2%, and China Eastern Airlines (600115.SH), China Southern Airlines (600029.SH), and Air China (601111.SH) also seeing gains [4] - The upcoming New Year holiday is expected to drive a surge in passenger traffic, with the Civil Aviation Administration predicting a 4.9% year-on-year increase in passenger throughput from January 1 to 3, 2026 [4] - The education sector also performed well, with Kevin Education (002659.SZ) hitting the daily limit up by 10%, and other companies like Zhonggong Education (002607.SZ) and Dou Shen Education (300010.SZ) showing significant increases [4] - The Ministry of Education plans to advance AI in education, with policies expected to be released next year to promote AI knowledge education and develop a future-oriented education system [4] Declining Sectors - The liquor and pharmaceutical commercial sectors weakened, with companies like Hefei China (603122.SH), Kweichow Moutai (600519.SH), and Gujing Gongjiu (000596.SZ) experiencing declines [5] - The chip and lithium battery sectors also faced downturns, with Saiwei Electronics (300456.SZ) dropping by 9.96%, and other companies like Cambrian (688256.SH), EVE Energy (300014.SZ), and CATL (300750.SZ) also declining [5]