At present, the share of online education cake in China is as high as 654.38+060 billion yuan, and Internet education is heating up day by day, and the war of words between Yu Yu, CEO of New Oriental, has added fuel to the fire. IT giants and investment institutions including BAT (Baidu, Ali, Tencent) have laid out online education.
The huge demand for online education also reflects the huge demand for education in China market, and educational concept stocks deserve attention.
List of leading stocks in the education sector:
Li (3000 10): The conditions for exercising the incentive plan are not low, and the educational informatization business needs to be observed. Since the end of 20 12, the company has been preparing for the establishment of document SBU, friend network SBU, video multimedia SBU and military education SBU, and has basically completed the adjustment of organizational structure.
All-pass Education (300359): Theoretically speaking, online enterprises are more efficient than offline in every operation link (user acquisition, cross-regional teaching, etc.). ), so education companies that can achieve low-cost cross-regional rapid expansion and effectively combine online and offline resources have broad prospects.
Wei Tuo Information (00226 1): A new leader in online education, a famous school resource platform launched by its subsidiary Wei Tuo Education.
New Nanyang (60066 1): Focus on K 12 education, with broad development space. Only Science and Technology's core business is children's education and middle school students' training, which corresponds to the K 12 education market.
Iflytek bestv (002230)
Hong Tao Stock (002325)
Suggestions on investment of leading stocks in education industry;
The overall performance of the education sector is poor, falling by 34.2% compared with the Shanghai and Shenzhen 300 Index, ranking 23rd in Shenwan's first-class industry. The poor performance is mainly caused by the market style rather than the fundamentals of the education sector. Looking around the world, China education companies have performed well in overseas markets, which are favored by overseas stock investors and enjoy a high valuation premium.
focus
State investment, resident investment and social capital investment have laid a solid foundation for the education sector.
1) in 2016, the national financial education funds exceeded 3 trillion for the first time and kept increasing year by year;
2) The improvement of residents' consumption level and consumption upgrading stimulate education demand under the catalysis of the second child policy;
3) The massive influx of social capital into the field of education has further promoted the expansion of this field.
The existing advantages are not diminished, and investment opportunities in this field are emerging. We believe that there are the following trends:
1) The new version of the People's Promotion Law has cleared the obstacles to asset securitization in the sector, and the sector has ushered in a policy-intensive release period;
2) A-shares, US stocks and Hong Kong stocks in the education sector are three pillars, and the globalization trend of asset pricing is irreversible, and A-shares have a revaluation trend;
3) The break-even period is approaching, and the 20 17-2022 plate may usher in a performance explosion.
Risk warning:
Risk of industrial policy change, risk of intensified market competition, and risk of impairment of goodwill.