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Technology, Consumer Discretionary Jan 07, 2022 08:18 AM (GMT+8) · EqualOcean
According to the Research Report of Huatai Securities, since the first half of 2021, due to the widespread concern in the market that the regulatory policies for Discipline Training Institutions in the stage of compulsory education may also apply to the higher education sector in the future, the valuation of the higher education sector has decreased significantly. However, in recent years, the policy documents of vocational education reform have been continuously issued, and higher education, as the main position of vocational education reform, has been encouraged by the policy. Industry supply and demand, policy orientation and industry core driving factors all support the long-term development of private higher education. At present, it is a good opportunity to return to the fundamentals and grasp the valuation repair of higher education sector.