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Robinlim68
2021-07-27

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50% of Chinese concept education stocks fell more than 60%! Hillhouse and Tiger Global Fund successfully escaped from the top

腰斩再腰斩，已经到脚踝！据Wind数据，目前美股市场上已有12只中概教育股股价在1美元附近（0.1至1.99美元区间），其中不乏耳熟能详的教育培训巨头新东方（最新股价1.94美元）、在线教育新势力流

50% of Chinese concept education stocks fell more than 60%! Hillhouse and Tiger Global Fund successfully escaped from the top

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Hillhouse and Tiger Global Fund successfully escaped from the top","url":"https://stock-news.laohu8.com/highlight/detail?id=1121427302","media":"中国证券报","summary":"腰斩再腰斩，已经到脚踝！\n据Wind数据，目前美股市场上已有12只中概教育股股价在1美元附近（0.1至1.99美元区间），其中不乏耳熟能详的教育培训巨头新东方（最新股价1.94美元）、在线教育新势力流","content":"<p><div>Cut in half and cut in half again, it has reached the ankle! According to Wind data, there are currently 12 Chinese concept education stocks in the U.S. stock market with stock prices around US $1 (in the range of US $0.1 to US $1.99), including the well-known education and training giant New Oriental (the latest stock price is US $1.94) and the new online education force Liulishuo (The latest stock price is US $0.90), etc. The share prices of Gaotu Group, TAL, and Yiyi Education Technology have fallen by more than 90% so far this year. Hillhouse, Tiger Global Fund and other institutions cleared some Chinese concept education stocks in the first quarter of this year and successfully \"escaped from the top\"; There are also many institutions that increased their holdings in the first quarter,...</p><p><a href=\"https://mp.weixin.qq.com/s/Qd9h0r3oDu4CMBYwqfH6uA\">Web link</a></div></p>","source":"zgzqb","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>50% of Chinese concept education stocks fell more than 60%! Hillhouse and Tiger Global Fund successfully escaped from the top</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\">\n50% of Chinese concept education stocks fell more than 60%! Hillhouse and Tiger Global Fund successfully escaped from the top\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国证券报</strong><span class=\"h-time small\">2021-07-27 20:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>Cut in half and cut in half again, it has reached the ankle! According to Wind data, there are currently 12 Chinese concept education stocks in the U.S. stock market with stock prices around US $1 (in the range of US $0.1 to US $1.99), including the well-known education and training giant New Oriental (the latest stock price is US $1.94) and the new online education force Liulishuo (The latest stock price is US $0.90), etc. The share prices of Gaotu Group, TAL, and Yiyi Education Technology have fallen by more than 90% so far this year. Hillhouse, Tiger Global Fund and other institutions cleared some Chinese concept education stocks in the first quarter of this year and successfully \"escaped from the top\"; There are also many institutions that increased their holdings in the first quarter,...</p><p><a href=\"https://mp.weixin.qq.com/s/Qd9h0r3oDu4CMBYwqfH6uA\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/Qd9h0r3oDu4CMBYwqfH6uA\">中国证券报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{".IXIC":"NASDAQ Composite","TAL":"好未来","GOTU":"高途","EDU":"新东方",".SPX":"S&P 500 Index","BLK":"贝莱德","09901":"新东方-S","YQ":"一起教育科技",".DJI":"道琼斯","DAO":"有道"},"source_url":"https://mp.weixin.qq.com/s/Qd9h0r3oDu4CMBYwqfH6uA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121427302","content_text":"腰斩再腰斩，已经到脚踝！\n据Wind数据，目前美股市场上已有12只中概教育股股价在1美元附近（0.1至1.99美元区间），其中不乏耳熟能详的教育培训巨头新东方（最新股价1.94美元）、在线教育新势力流利说（最新股价0.90美元）等。高途集团、好未来、一起教育科技年初迄今股价已累计下跌逾90%。\n高瓴、老虎环球基金等机构在今年一季度清仓了部分中概教育股，成功“逃顶”；也有不少机构在一季度进行了增持，或难免遭遇浮亏。\n五成中概教育股年内跌逾60%\n近半年以来，美股市场上中概教育股走势持续低迷，迄今已有五成个股跌幅超60%。\n在Wind跟踪的26只中概教育股中，仅有4只年初迄今实现上涨，其余22只个股均下跌，且跌幅均在20%以上；有13只个股年内跌幅超60%，占比达50%；高途集团、好未来、一起教育科技3只个股年内跌幅超90%；无忧英语、新东方年内跌幅接近90%。\n目前已有12只中概教育股股价在1美元附近，占比达46%。其中，不乏耳熟能详的教育培训巨头新东方、在线教育新势力流利说等。\n26只中概教育股中，仅有新东方、好未来、有道总市值在10亿美元以上。包括流利说、无忧英语在内的13只个股总市值已经不足1亿美元。\n\n有人精准“逃顶”也有人“踩雷”\n中概教育股股价均在今年2月份升至年内高点，随后震荡下挫，近期加速下跌。\n一些机构在一季度对中概教育股进行了清仓，成功“逃顶”。\n据高瓴5月份提交的文件，截至2021年一季度末，一起教育科技、好未来两只中概教育股已不在其持股名单内。其历史持仓数据显示，高瓴曾在2018年四季度建仓好未来，并于2019一季度、2019三季度分别加仓；2019四季度开始减仓，并于2021年一季度清仓。高瓴曾在2020四季度建仓一起教育科技，今年一季度悉数清仓。不过，截至2021年一季度末，高领仍持有78771股新东方股份。\n\n来源：美国证监会\n实现精准“逃顶”的还有亿万富豪切斯·科尔曼(Chase Coleman )旗下的老虎环球基金。2020年第三季度，老虎环球基金建仓高途集团，并于2021年第一季度全数清仓。\n不过，据Wind数据统计，截至2021年一季度末，老虎环球基金仍在好未来、新东方、精锐教育的前20名机构股东名单中，且报告期内大幅增持新东方。\n截至2021年一季度末，包括贝莱德、施罗德、先锋集团在内的新东方前20名机构股东清一色地在报告期内选择“增持”。而二季度迄今，新东方已累计下跌86.14%。\n\n来源：Wind\n转型势在必行\n业务转型将是K12学科培训机构未来几年必然的选择。\n在东兴证券分析师王紫看来，校外培训转型有四大方向：一是课后托管。在学校周边网点布局广泛、在学科培训已经建立良好口碑的机构在转型托管业务上具备一定基础。\n二是往更高年龄层的职业培训、考研辅导等方向转型。教培机构可依托学科类培训积累的生源和品牌知名度，实现对职业教育赛道的延伸和渗透。\n三是向非学科类培训转型。此前头部教培机构已对素质教育相关领域进行了积极布局，但是由于体育、艺术等类别的课程教师培训难度大，不易做大规模。\n四是向教育科技与教育信息化方向发展，围绕科技赋能教育进行积极布局。\n王紫指出，《意见》对K12学科类培训机构将带来严重打击，而业务转型难度无异于二次创业，有多元业务布局或具备业务转型基础的公司，在未来的发展中或将更具相对优势。","news_type":1,"symbols_score_info":{"DAO":0.9,".SPX":0.9,"BLK":0.9,"GOTU":0.9,"EDU":0.9,"LAIX":0.9,".IXIC":0.9,"09901":0.9,"YQ":0.9,"TAL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1335,"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":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}