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dong114
2021-06-18

Chinese concept education stocks continued to fall, TAL fell nearly 9%

6月17日，中概教育股持续走低，好未来跌近9%，高途跌超7%、新东方跌超4%。继6月15日教育部宣布成立校外教育培训监管司之后，国务院教育督导委员会办公室昨天发布校外培训风险提示—— 一、警惕虚假

Chinese concept education stocks continued to fall, TAL fell nearly 9%

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":168163030,"tweetId":"168163030","gmtCreate":1623966252920,"gmtModify":1703824707584,"author":{"id":3567486329036828,"idStr":"3567486329036828","authorId":3567486329036828,"authorIdStr":"3567486329036828","name":"dong114","avatar":"https://static.tigerbbs.com/9a123b3f44d0b293a9717c62600ddbc3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>?</p></body></html>","htmlText":"<html><head></head><body><p>?</p></body></html>","text":"?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/168163030","repostId":1129014312,"repostType":4,"repost":{"id":"1129014312","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623938489,"share":"https://ttm.financial/m/news/1129014312?lang=en_US&edition=fundamental","pubTime":"2021-06-17 22:01","market":"other","language":"zh","title":"Chinese concept education stocks continued to fall, TAL fell nearly 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129014312","media":"老虎资讯综合","summary":"6月17日，中概教育股持续走低，好未来跌近9%，高途跌超7%、新东方跌超4%。\n\n继6月15日教育部宣布成立校外教育培训监管司之后，国务院教育督导委员会办公室昨天发布校外培训风险提示——\n一、警惕虚假","content":"<p>On June 17, Chinese concept education stocks continued to fall.<a href=\"https://laohu8.com/S/TAL\">TAL</a>Fell nearly 9%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Fell more than 7%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Fell more than 4%.</p><p><img src=\"https://static.tigerbbs.com/65ee918473ddb65b54c850140dccdc2f\" tg-width=\"478\" tg-height=\"189\" referrerpolicy=\"no-referrer\"></p><p>After the Ministry of Education announced the establishment of the off-campus education and training supervision department on June 15th, the Office of the Education Steering Committee of the State Council issued a risk warning of off-campus training yesterday-</p><p>First, be wary of false propaganda to induce payment. In order to attract students, some training institutions sell courses at prices significantly lower than the cost, mislead students to sign up with inappropriate terms, and even make up the original price of courses that have never been sold, and then make false propaganda at underlined prices and discounted prices to attract parents to pay training fees.</p><p>Second, be wary of illegal charges under various pretexts. Before paying the fees, parents should know in detail all the fees announced by the training institutions to the public, and carefully identify and operate carefully the fees that exceed the scope of publicity and exceed 3 months or 60 class hours at one time.</p><p>Third, be wary of concocting gimmicks and high charges. Some training institutions take advantage of the eagerness of parents and children before the exam, organize so-called \"confidential training\" and \"internal training\" under the guise of gimmicks of proposition research centers, proposition experts and even proposition people, and charge high fees.</p><p>At this time, the semester exam is approaching and the summer vacation is approaching. It was originally the peak season for off-campus training institutions to promote and enroll students. The Office of the Education Steering Committee of the State Council specially \"came forward\" to remind parents to \"keep their eyes open and avoid being deceived\", which naturally further clarified the regulatory attitude of relevant government departments towards the off-campus training and counseling market.</p><p>As a matter of fact, since this year's National \"two sessions\" launched verbal criticism of off-campus training institutions, the supervision and rectification of off-campus training by relevant government departments has become more and more intensive. Especially in May, before and after the 19th meeting of the Central Committee for Comprehensively Deepening Reform reviewed and approved the Opinions on Further Reducing the Burden of Students' Homework and Off-campus Training in Compulsory Education, the State Administrations for Market Supervision at all levels imposed maximum penalties on a number of training institutions for illegal acts such as false propaganda and price fraud. For a while, the off-campus training market was jittery.</p><p>Recently, the establishment of the off-campus education and training supervision department indicates that the specific supervision measures of the education department will be fully implemented, and the capital market panic caused by this is also reasonable. However, in this round of panic, overseas media reports are more lethal.</p><p>Yesterday, foreign media reported that China was preparing to crack down harder than expected on the $120 billion extracurricular tutoring industry, including a trial ban on holiday tutoring and restricting advertising. Among them, new rules, which could be published as early as next week and come into effect next month, are aimed at easing pressure on schoolchildren and boosting the country's birth rate by reducing the cost of living for families.</p><p>Overseas media quoted sources as saying that Beijing, Shanghai and other major cities tried to ban online and offline tutoring during summer and winter vacations. The trial holiday ban also adds to plans to ban online and offline tutoring on weekends during the term, which could reduce the annual revenue of off-campus tutoring businesses by as much as 70 to 80%.</p><p>In fact, the above rumors have long been circulating in the market, and even triggered some executives of education companies listed on the US stock market to sell their stocks. However, the education authorities are secretive about such rumors, neither clarifying nor replying. With the establishment of the off-campus education and training supervision department, rumors are about to be uncovered.</p><p>In fact, the capital market has closed its hands on the future expectations of Chinese concept education stocks in the US stock market: June 11,<a href=\"https://laohu8.com/S/C\">Citigroup</a>The announcement stated that New Oriental's rating was downgraded to sell; On June 7, Credit Suisse downgraded New Oriental's rating from outperform to neutral, and lowered its target price from $14 to $9.3.</p><p>As for the trend of China's off-campus training industry,<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>According to the report, it is expected that new policies on the off-campus education and training industry will be introduced in the future, and the development of the industry will usher in changes. It is believed that false propaganda, excessive propaganda and other industry chaos in the industry can be effectively eradicated in the long run, and relevant enterprises will be guided to the correct development direction. Therefore, in the long run, it will be beneficial to the business development of leading enterprises, but in the short run, it will impose certain constraints on the business expansion of enterprises.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese concept education stocks continued to fall, TAL fell nearly 9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese concept education stocks continued to fall, TAL fell nearly 9%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-17 22:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 17, Chinese concept education stocks continued to fall.<a href=\"https://laohu8.com/S/TAL\">TAL</a>Fell nearly 9%,<a href=\"https://laohu8.com/S/GOTU\">High Road</a>Fell more than 7%,<a href=\"https://laohu8.com/S/EDU\">New Oriental</a>Fell more than 4%.</p><p><img src=\"https://static.tigerbbs.com/65ee918473ddb65b54c850140dccdc2f\" tg-width=\"478\" tg-height=\"189\" referrerpolicy=\"no-referrer\"></p><p>After the Ministry of Education announced the establishment of the off-campus education and training supervision department on June 15th, the Office of the Education Steering Committee of the State Council issued a risk warning of off-campus training yesterday-</p><p>First, be wary of false propaganda to induce payment. In order to attract students, some training institutions sell courses at prices significantly lower than the cost, mislead students to sign up with inappropriate terms, and even make up the original price of courses that have never been sold, and then make false propaganda at underlined prices and discounted prices to attract parents to pay training fees.</p><p>Second, be wary of illegal charges under various pretexts. Before paying the fees, parents should know in detail all the fees announced by the training institutions to the public, and carefully identify and operate carefully the fees that exceed the scope of publicity and exceed 3 months or 60 class hours at one time.</p><p>Third, be wary of concocting gimmicks and high charges. Some training institutions take advantage of the eagerness of parents and children before the exam, organize so-called \"confidential training\" and \"internal training\" under the guise of gimmicks of proposition research centers, proposition experts and even proposition people, and charge high fees.</p><p>At this time, the semester exam is approaching and the summer vacation is approaching. It was originally the peak season for off-campus training institutions to promote and enroll students. The Office of the Education Steering Committee of the State Council specially \"came forward\" to remind parents to \"keep their eyes open and avoid being deceived\", which naturally further clarified the regulatory attitude of relevant government departments towards the off-campus training and counseling market.</p><p>As a matter of fact, since this year's National \"two sessions\" launched verbal criticism of off-campus training institutions, the supervision and rectification of off-campus training by relevant government departments has become more and more intensive. Especially in May, before and after the 19th meeting of the Central Committee for Comprehensively Deepening Reform reviewed and approved the Opinions on Further Reducing the Burden of Students' Homework and Off-campus Training in Compulsory Education, the State Administrations for Market Supervision at all levels imposed maximum penalties on a number of training institutions for illegal acts such as false propaganda and price fraud. For a while, the off-campus training market was jittery.</p><p>Recently, the establishment of the off-campus education and training supervision department indicates that the specific supervision measures of the education department will be fully implemented, and the capital market panic caused by this is also reasonable. However, in this round of panic, overseas media reports are more lethal.</p><p>Yesterday, foreign media reported that China was preparing to crack down harder than expected on the $120 billion extracurricular tutoring industry, including a trial ban on holiday tutoring and restricting advertising. Among them, new rules, which could be published as early as next week and come into effect next month, are aimed at easing pressure on schoolchildren and boosting the country's birth rate by reducing the cost of living for families.</p><p>Overseas media quoted sources as saying that Beijing, Shanghai and other major cities tried to ban online and offline tutoring during summer and winter vacations. The trial holiday ban also adds to plans to ban online and offline tutoring on weekends during the term, which could reduce the annual revenue of off-campus tutoring businesses by as much as 70 to 80%.</p><p>In fact, the above rumors have long been circulating in the market, and even triggered some executives of education companies listed on the US stock market to sell their stocks. However, the education authorities are secretive about such rumors, neither clarifying nor replying. With the establishment of the off-campus education and training supervision department, rumors are about to be uncovered.</p><p>In fact, the capital market has closed its hands on the future expectations of Chinese concept education stocks in the US stock market: June 11,<a href=\"https://laohu8.com/S/C\">Citigroup</a>The announcement stated that New Oriental's rating was downgraded to sell; On June 7, Credit Suisse downgraded New Oriental's rating from outperform to neutral, and lowered its target price from $14 to $9.3.</p><p>As for the trend of China's off-campus training industry,<a href=\"https://laohu8.com/S/601211\">Guotai Junan</a>According to the report, it is expected that new policies on the off-campus education and training industry will be introduced in the future, and the development of the industry will usher in changes. It is believed that false propaganda, excessive propaganda and other industry chaos in the industry can be effectively eradicated in the long run, and relevant enterprises will be guided to the correct development direction. Therefore, in the long run, it will be beneficial to the business development of leading enterprises, but in the short run, it will impose certain constraints on the business expansion of enterprises.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/428db54350354f66d13560331e078b53","relate_stocks":{"EDU":"新东方","TAL":"好未来","GOTU":"高途"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129014312","content_text":"6月17日，中概教育股持续走低，好未来跌近9%，高途跌超7%、新东方跌超4%。\n\n继6月15日教育部宣布成立校外教育培训监管司之后，国务院教育督导委员会办公室昨天发布校外培训风险提示——\n一、警惕虚假宣传诱导缴费。部分培训机构为招揽生源，以明显低于成本的价格售卖课程、以不当用语误导学生报名，甚至虚构从未成交的课程原价，然后以划线价、折扣价进行虚假宣传，吸引家长缴纳培训费用。\n二、警惕巧立名目违规收费。在缴纳费用前，家长要详细了解培训机构向社会公示的所有收费项目，对超出公示范围、一次性超过3个月或60课时的收费，需仔细辨别，谨慎操作。\n三、警惕炮制噱头高额收费。部分培训机构利用家长和孩子考前的急切心理，假借命题研究中心、命题专家甚至命题人的噱头，组织所谓的“保密培训”“内部培训”等，收取高额费用。\n此时，正值学期考试临近、暑假将至，原本是校外培训机构促销、招生的旺季。国务院教育督导委员会办公室特别“出面”提醒广大家长“擦亮眼睛，避免上当受骗”，自然进一步明确了政府相关部门对于校外培训辅导市场的监管态度。\n事实上，自今年全国“两会”掀起对校外培训机构的口诛笔伐以来，政府有关部门对于校外培训的监管与整顿愈发密集。特别是5月，中央全面深化改革委员会第十九次会议审议通过了《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》前后，各级市场监管总局以涉及虚假宣传、价格欺诈等违法行为，对一批培训机构的进行了顶格处罚。一时之间，校外培训市场可谓风声鹤唳。\n近日，校外教育培训监管司的成立，表明教育部门具体的监管措施将全面落实，由此引发的资本市场恐慌也在情理之中。但是，在这一轮恐慌中，境外媒体的报道则更具杀伤力。\n昨天，有境外媒体报道称，中国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击，包括试行禁止假期补习和限制广告。其中，新规定最早可能在下周公布，并于下个月生效，旨在缓解学童的压力并通过降低家庭生活成本来提高国家的出生率。\n境外媒体援引消息人士说法，北京、上海和其他主要城市在暑假和寒假期间试行禁止线上和线下辅导。试行假期禁令还增加了在学期期间禁止在周末进行线上和线下辅导的计划，这可能会使校外辅导企业的年收入减少多达70至80%。\n其实，上述传言在坊间早已流传，甚至引发了一些美股上市教育企业高管抛售持有的股票。但是，教育主管部门对于此类传言都是讳莫如深，既未予澄清，也不予答复。随着校外教育培训监管司的成立，传言也即将揭开盖子。\n事实上，对于美股中概教育股的未来预期，资本市场已经收手：6月11日，花旗公告称，将新东方评级下调至卖出；6月7日，瑞信下调新东方的评级，从跑赢大盘下调至中性，目标价从14美元下调至9.3美元。\n至于中国校外培训行业的走势，国泰君安发表报告认为，预计未来会出台关于校外教培行业的新政策，行业的发展将迎来改变。相信行业内虚假宣传、过度宣传等行业乱象长远能被有效根除，相关的企业将被引导走向正确的发展方向。因此，从长远来看会有利于头部企业的业务发展，但在短期内会对企业的业务拓展造成一定的约束。","news_type":1,"symbols_score_info":{"EDU":0.9,"GOTU":0.9,"TAL":0.9}},"isVote":1,"tweetType":1,"viewCount":1215,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}