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临海听涛

临海听涛

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2021-08-20

这次就是想让大机构死，小机构继续办，一切从明面转地下，永远见不到光！

北京市“双减”政策正式落地！教培机构推出众多转型措施

2021-07-20

天天起来就想骂人，这些恶毒的资本，把多么好的一个行业现在弄成了什么样了，玩弄资本的都该下地狱，国家重拳打击美团、腾讯!

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2021-07-08

都出来表决心，中消协的腐败问题更应该查查！

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2021-07-07

呵呵，底下工作做到位了！

北京大兴区：学而思等四批机构恢复线下培训

2021-07-02

老师不放假，天天守着孩子，虽说是为了孩子，但也要有自己的生活，长此以往，老师都得抑郁火爆，那时孩子的压力可想而知，教委我是真服你们！

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2021-05-21

素质教育的收费问题更乱更夸张，又有谁来管呢？

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2021-05-21

穷人就更难翻身了！

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2021-05-17

腾讯该拆分解散！！！

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2021-05-14

表面看是打击校外培训，实际上是毁掉了普通老百姓靠学习翻身的权力，人大代表本意是想批评教育部领导能力差，造成孩子负担重，结果变成了桎梏公平教育的枷锁，

课外辅导新政传闻施压高途跌逾7%、新东方好未来跌超6%

2021-05-10

不看好，估计会腰斩！

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2021-05-04

教委不作为，教培苦大天！

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2021-05-04

新东方内部许多国外业务部门都被裁减整合，净利润增长，水分很大！

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2021-04-28

误导投资者的财报！

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2021-03-24

阿里、腾讯这些巨头正在蚕食中国经济，这样下去贫富差距越来越大，阶层分化也更加明显，资本主义原始积累在社会主义国家绝不能让它们滋生！

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2021-01-27

一个彻头彻尾的造假公司！

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2020-08-18

跟谁学上市后，第一件事就是换掉财务总监，这个也有些蹊跷！

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href=\"https://laohu8.com/S/300959\">线上线下</a>自助退费渠道，直接办理退费业务，保证便捷快速地将费用退还给学生和家长。</p><p>近期，新东方不断探索转型之路，成立了诸多新公司。</p><p>天眼查显示，新东方教育科技集团有限公司在武汉、唐山等地成立新公司，开展校外托管、临时看护服务。还在包头、福州等地成立公司，提供文化娱乐经纪人服务、家政服务等其他业务。</p><p>除了新东方，其它教培机构也采取了众多转型措施。</p><p>有些机构尝试发展素质教育。其中，猿辅导推出科学启蒙教育新品牌“南瓜科学”、猿编程、斑马等。<a href=\"https://laohu8.com/S/XUE\">学大教育</a>推出“产品+内容+平台”的编程教育体系。<a href=\"https://laohu8.com/S/300010\">豆神教育</a>则转向非学科类培训，ToB端业务包括智慧教育服务业务、优质课程内容进入课后延时服务业务、大屏端视频分发业务，ToC端业务包括艺术类学习服务业务、线上软硬件结合的AI伴学产品。</p><p>在线青少儿英语教育品牌VIPKID则计划打入成人教育领域，即将推出“VIPKID成人课”“双语非遗文化素养课”“中教口语课”和“境内外教课”。将重心转至成人业务的还有<a href=\"https://laohu8.com/S/GOTU\">高途</a>，近期<a href=\"https://laohu8.com/S/QCOM\">高通</a>大幅裁员，加大职业教育投入力度，将成人教育业务板块作为新发展方向。</p><p>截至8月17日收盘，新东方美股股价为1.85美元，跌幅为1.6%，高途股价为2.99美元，涨幅为9.93%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>股价为5.21美元，涨幅为0.19%。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108181027497c2fa40e&s=b><strong>资本邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月18日，资本邦了解到，8月17日，北京市教委发布《北京市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措施》。根据措施，北京市将围绕“治乱、减负、防风险”的工作要求，校内校外双向发力，确保学生过重作业负担和校外培训负担、家庭教育支出和家长相应精力负担于2021年底前有效减轻、两年内成效显著，人民群众教育满意度明显提升。在治理校外培训机构方面，也提出了多项工作重点，包括严格审批准入，不再...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108181027497c2fa40e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c0c4c03a5eea688b1e8fa7410c021db6","relate_stocks":{"EDU":"新东方","09901":"新东方-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108181027497c2fa40e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160200789","content_text":"8月18日，资本邦了解到，8月17日，北京市教委发布《北京市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措施》。根据措施，北京市将围绕“治乱、减负、防风险”的工作要求，校内校外双向发力，确保学生过重作业负担和校外培训负担、家庭教育支出和家长相应精力负担于2021年底前有效减轻、两年内成效显著，人民群众教育满意度明显提升。在治理校外培训机构方面，也提出了多项工作重点，包括严格审批准入，不再审批新的面向义务教育阶段学生的学科类培训机构;对现有学科类培训机构重新审核登记;严格控制学科类培训时间，严格执行未成年人保护法有关规定，校外培训机构不得占用国家法定节假日、休息日及寒暑假期组织学科类培训等。会上，新东方教育科技集团副总裁、北京新东方学校校长李亮表示，“对于学生退费要求，新东方一直坚守“无条件按比例退费”承诺原则，对于报名后未开课学生的退费要求，无条件给予退费。对于已开课学生的退费要求，按照已完成课时扣除相应学费，其余全部无条件退费。”目前，新东方提供现场、电话、官网、微服务、APP等多种线上线下自助退费渠道，直接办理退费业务，保证便捷快速地将费用退还给学生和家长。近期，新东方不断探索转型之路，成立了诸多新公司。天眼查显示，新东方教育科技集团有限公司在武汉、唐山等地成立新公司，开展校外托管、临时看护服务。还在包头、福州等地成立公司，提供文化娱乐经纪人服务、家政服务等其他业务。除了新东方，其它教培机构也采取了众多转型措施。有些机构尝试发展素质教育。其中，猿辅导推出科学启蒙教育新品牌“南瓜科学”、猿编程、斑马等。学大教育推出“产品+内容+平台”的编程教育体系。豆神教育则转向非学科类培训，ToB端业务包括智慧教育服务业务、优质课程内容进入课后延时服务业务、大屏端视频分发业务，ToC端业务包括艺术类学习服务业务、线上软硬件结合的AI伴学产品。在线青少儿英语教育品牌VIPKID则计划打入成人教育领域，即将推出“VIPKID成人课”“双语非遗文化素养课”“中教口语课”和“境内外教课”。将重心转至成人业务的还有高途，近期高通大幅裁员，加大职业教育投入力度，将成人教育业务板块作为新发展方向。截至8月17日收盘，新东方美股股价为1.85美元，跌幅为1.6%，高途股价为2.99美元，涨幅为9.93%，好未来股价为5.21美元，涨幅为0.19%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178810401,"gmtCreate":1626796329003,"gmtModify":1626796329003,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"天天起来就想骂人，这些恶毒的资本，把多么好的一个行业现在弄成了什么样了，玩弄资本的都该下地狱，国家重拳打击美团、腾讯!","listText":"天天起来就想骂人，这些恶毒的资本，把多么好的一个行业现在弄成了什么样了，玩弄资本的都该下地狱，国家重拳打击美团、腾讯!","text":"天天起来就想骂人，这些恶毒的资本，把多么好的一个行业现在弄成了什么样了，玩弄资本的都该下地狱，国家重拳打击美团、腾讯!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178810401","repostId":"2152963699","repostType":2,"isVote":1,"tweetType":1,"viewCount":3368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143901732,"gmtCreate":1625754220526,"gmtModify":1625754220526,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"都出来表决心，中消协的腐败问题更应该查查！","listText":"都出来表决心，中消协的腐败问题更应该查查！","text":"都出来表决心，中消协的腐败问题更应该查查！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143901732","repostId":"1155519768","repostType":2,"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157579864,"gmtCreate":1625598701358,"gmtModify":1625598701358,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"呵呵，底下工作做到位了！","listText":"呵呵，底下工作做到位了！","text":"呵呵，底下工作做到位了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157579864","repostId":"2149391603","repostType":2,"repost":{"id":"2149391603","kind":"highlight","weMediaInfo":{"introduction":"准确、快速、有深度的科技媒体","home_visible":1,"media_name":"鞭牛士Bianews","id":"1055179466","head_image":"https://static.tigerbbs.com/1d097469860fd601fcda1f5b49dba641"},"pubTimestamp":1625490197,"share":"https://www.laohu8.com/m/news/2149391603?lang=&edition=full","pubTime":"2021-07-05 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21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>鞭牛士 7月5日消息，按照北京市有序恢复学科类校外培训机构线下培训和集体活动的工作要求，大兴区依据疫情防控、办学标准和行为规范等要求，同意四批机构恢复线下培训和集体活动。</p><img img_height=\"196\" img_width=\"550\" inline=\"0\" src=\"https://static.tigerbbs.com/59477827ec7a48de8df5093351e7f79f\"/><img img_height=\"130\" img_width=\"550\" inline=\"0\" src=\"https://static.tigerbbs.com/e2cb9a77f9544022b18c0bbe342172aa\"/></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"TAL":"好未来"},"source_url":"https://m.toutiao.com/i6981427235869852196/info/?i=6981427235869852196","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149391603","content_text":"鞭牛士 7月5日消息，按照北京市有序恢复学科类校外培训机构线下培训和集体活动的工作要求，大兴区依据疫情防控、办学标准和行为规范等要求，同意四批机构恢复线下培训和集体活动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156544467,"gmtCreate":1625232781259,"gmtModify":1625232781259,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"老师不放假，天天守着孩子，虽说是为了孩子，但也要有自己的生活，长此以往，老师都得抑郁火爆，那时孩子的压力可想而知，教委我是真服你们！","listText":"老师不放假，天天守着孩子，虽说是为了孩子，但也要有自己的生活，长此以往，老师都得抑郁火爆，那时孩子的压力可想而知，教委我是真服你们！","text":"老师不放假，天天守着孩子，虽说是为了孩子，但也要有自己的生活，长此以往，老师都得抑郁火爆，那时孩子的压力可想而知，教委我是真服你们！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156544467","repostId":"2148753008","repostType":2,"isVote":1,"tweetType":1,"viewCount":3474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139874930,"gmtCreate":1621609486520,"gmtModify":1621609486520,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"素质教育的收费问题更乱更夸张，又有谁来管呢？","listText":"素质教育的收费问题更乱更夸张，又有谁来管呢？","text":"素质教育的收费问题更乱更夸张，又有谁来管呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139874930","repostId":"1136106514","repostType":2,"isVote":1,"tweetType":1,"viewCount":2974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139879138,"gmtCreate":1621609100324,"gmtModify":1621609100324,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"穷人就更难翻身了！","listText":"穷人就更难翻身了！","text":"穷人就更难翻身了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/139879138","repostId":"1196488741","repostType":2,"isVote":1,"tweetType":1,"viewCount":3701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195800831,"gmtCreate":1621266542023,"gmtModify":1621266542023,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"腾讯该拆分解散！！！","listText":"腾讯该拆分解散！！！","text":"腾讯该拆分解散！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195800831","repostId":"1109499751","repostType":2,"isVote":1,"tweetType":1,"viewCount":2735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198330507,"gmtCreate":1620923757009,"gmtModify":1620923757009,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"表面看是打击校外培训，实际上是毁掉了普通老百姓靠学习翻身的权力，人大代表本意是想批评教育部领导能力差，造成孩子负担重，结果变成了桎梏公平教育的枷锁，","listText":"表面看是打击校外培训，实际上是毁掉了普通老百姓靠学习翻身的权力，人大代表本意是想批评教育部领导能力差，造成孩子负担重，结果变成了桎梏公平教育的枷锁，","text":"表面看是打击校外培训，实际上是毁掉了普通老百姓靠学习翻身的权力，人大代表本意是想批评教育部领导能力差，造成孩子负担重，结果变成了桎梏公平教育的枷锁，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/198330507","repostId":"2135006624","repostType":2,"repost":{"id":"2135006624","kind":"news","pubTimestamp":1620919488,"share":"https://www.laohu8.com/m/news/2135006624?lang=&edition=full","pubTime":"2021-05-13 23:24","market":"us","language":"zh","title":"课外辅导新政传闻施压 高途跌逾7%、新东方好未来跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2135006624","media":"金融界网","summary":"知情人士同时表示，教育部和其他主管机构拟修订的规定主要针对课前及课后辅导，从幼儿园一直到12年级教育。其中两位消息人士称，根据拟议的规定，校内及周末的学术辅导课将被禁止。据教育学会的最新数据显示，2016年K12学生中有超过75%参加课外辅导班，而且有轶事证据显示这个比例已经上升。受此消息影响，中概在线教育股周四早盘全线下挫，朴新教育跌近10%，好未来早盘大跌近7%，新东方跌近6%，高途跌逾7%，流利说跌逾4%。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/JRJC\">金融界</a>网5月13日消息，据消息人士表示，中国课外辅导行业正热络发展，但相关管理部门正在研究更为严格的新规定对校外辅导加以压制，一方面旨在减轻学生压力，另一方面是为降低家庭生活成本来提升生育率。</p><p>新规定将将有助于为竞争激烈的课外辅导行业降温，该行业近几年呈现指数性增长，规模已经达到1,200亿美元左右。</p><p>据三位知情人士称，在政府对辅导产业加强监督以及眼下该行业存在不确定性之际，至少有一家提供课程辅导服务的大公司暂停了规模达10亿美元的私募融资轮。知情人士同时表示，教育部和其他主管机构拟修订的规定主要针对课前及课后辅导，从幼儿园一直到12年级（K12）教育。</p><p>其中一位消息人士称，草案最早可能在6月底之前公布。由于未获准公开谈论此事，三位消息人士都要求匿名。 其中两位消息人士称，根据拟议的规定，校内及周末的学术辅导课将被禁止。他们称，监管机构也将打击校外辅导课，尤其是英语和数学，并限制平时校外的上课时间。</p><p>据教育学会的最新数据显示，2016年K12学生中有超过75%参加课外辅导班，而且有轶事证据显示这个比例已经上升。</p><p>消息人士说，除了保护睡眠不足的学生，此次规定调整还被视为一种经济激励，鼓励夫妇生育更多的孩子，以提高生育率。“给学生减负，并降低他们父母的经济负担已经迫在眉睫，现在的夫妻越来越不愿意生更多孩子了。”其中一位消息人士告诉路透，新规将限制培训公司的收费水平。</p><p>受此消息影响，中概在线教育股周四早盘全线下挫，<a href=\"https://laohu8.com/S/NEW\">朴新教育</a>跌近10%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>早盘大跌近7%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌近6%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌逾7%，<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌逾4%。</p></article></body></html>","source":"tencent","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>课外辅导新政传闻施压 高途跌逾7%、新东方好未来跌超6%</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105132325177994da2e&s=b><strong>金融界网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界网5月13日消息，据消息人士表示，中国课外辅导行业正热络发展，但相关管理部门正在研究更为严格的新规定对校外辅导加以压制，一方面旨在减轻学生压力，另一方面是为降低家庭生活成本来提升生育率。新规定将将有助于为竞争激烈的课外辅导行业降温，该行业近几年呈现指数性增长，规模已经达到1,200亿美元左右。据三位知情人士称，在政府对辅导产业加强监督以及眼下该行业存在不确定性之际，至少有一家提供课程辅导服务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105132325177994da2e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105132325177994da2e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2135006624","content_text":"金融界网5月13日消息，据消息人士表示，中国课外辅导行业正热络发展，但相关管理部门正在研究更为严格的新规定对校外辅导加以压制，一方面旨在减轻学生压力，另一方面是为降低家庭生活成本来提升生育率。新规定将将有助于为竞争激烈的课外辅导行业降温，该行业近几年呈现指数性增长，规模已经达到1,200亿美元左右。据三位知情人士称，在政府对辅导产业加强监督以及眼下该行业存在不确定性之际，至少有一家提供课程辅导服务的大公司暂停了规模达10亿美元的私募融资轮。知情人士同时表示，教育部和其他主管机构拟修订的规定主要针对课前及课后辅导，从幼儿园一直到12年级（K12）教育。其中一位消息人士称，草案最早可能在6月底之前公布。由于未获准公开谈论此事，三位消息人士都要求匿名。 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其中两位消息人士称，根据拟议的规定，校内及周末的学术辅导课将被禁止。他们称，监管机构也将打击校外辅导课，尤其是英语和数学，并限制平时校外的上课时间。</p><p>据教育学会的最新数据显示，2016年K12学生中有超过75%参加课外辅导班，而且有轶事证据显示这个比例已经上升。</p><p>消息人士说，除了保护睡眠不足的学生，此次规定调整还被视为一种经济激励，鼓励夫妇生育更多的孩子，以提高生育率。“给学生减负，并降低他们父母的经济负担已经迫在眉睫，现在的夫妻越来越不愿意生更多孩子了。”其中一位消息人士告诉路透，新规将限制培训公司的收费水平。</p><p>受此消息影响，中概在线教育股周四早盘全线下挫，<a href=\"https://laohu8.com/S/NEW\">朴新教育</a>跌近10%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>早盘大跌近7%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌近6%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌逾7%，<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌逾4%。</p></article></body></html>","source":"tencent","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>课外辅导新政传闻施压 高途跌逾7%、新东方好未来跌超6%</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n课外辅导新政传闻施压 高途跌逾7%、新东方好未来跌超6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-13 23:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105132325177994da2e&s=b><strong>金融界网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界网5月13日消息，据消息人士表示，中国课外辅导行业正热络发展，但相关管理部门正在研究更为严格的新规定对校外辅导加以压制，一方面旨在减轻学生压力，另一方面是为降低家庭生活成本来提升生育率。新规定将将有助于为竞争激烈的课外辅导行业降温，该行业近几年呈现指数性增长，规模已经达到1,200亿美元左右。据三位知情人士称，在政府对辅导产业加强监督以及眼下该行业存在不确定性之际，至少有一家提供课程辅导服务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105132325177994da2e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105132325177994da2e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2135006624","content_text":"金融界网5月13日消息，据消息人士表示，中国课外辅导行业正热络发展，但相关管理部门正在研究更为严格的新规定对校外辅导加以压制，一方面旨在减轻学生压力，另一方面是为降低家庭生活成本来提升生育率。新规定将将有助于为竞争激烈的课外辅导行业降温，该行业近几年呈现指数性增长，规模已经达到1,200亿美元左右。据三位知情人士称，在政府对辅导产业加强监督以及眼下该行业存在不确定性之际，至少有一家提供课程辅导服务的大公司暂停了规模达10亿美元的私募融资轮。知情人士同时表示，教育部和其他主管机构拟修订的规定主要针对课前及课后辅导，从幼儿园一直到12年级（K12）教育。其中一位消息人士称，草案最早可能在6月底之前公布。由于未获准公开谈论此事，三位消息人士都要求匿名。 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"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838296664","repostId":"2160200789","repostType":2,"repost":{"id":"2160200789","kind":"news","pubTimestamp":1629253593,"share":"https://www.laohu8.com/m/news/2160200789?lang=&edition=full","pubTime":"2021-08-18 10:26","market":"us","language":"zh","title":"北京市“双减”政策正式落地！教培机构推出众多转型措施","url":"https://stock-news.laohu8.com/highlight/detail?id=2160200789","media":"资本邦","summary":"8月18日，资本邦了解到，8月17日，北京市教委发布《北京市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措施》。根据措施，北京市将围绕“治乱、减负、防风险”的工作要求，校内校外双向发力，确保学生过重作业负担和校外培训负担、家庭教育支出和家长相应精力负担于2021年底前有效减轻、两年内成效显著，人民群众教育满意度明显提升。除了新东方，其它教培机构也采取了众多转型措施。","content":"<html><body><article><p>8月18日，资本邦了解到，8月17日，北京市教委发布《北京市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措施》。</p><p>根据措施，北京市将围绕“治乱、减负、防风险”的工作要求，校内校外双向发力，确保学生过重作业负担和校外培训负担、家庭教育支出和家长相应精力负担于2021年底前有效减轻、两年内成效显著，人民群众教育满意度明显提升。</p><p>在治理校外培训机构方面，也提出了多项工作重点，包括严格审批准入，不再审批新的面向义务教育阶段学生的学科类培训机构;对现有学科类培训机构重新审核登记;严格控制学科类培训时间，严格执行未成年人保护法有关规定，校外培训机构不得占用国家法定节假日、休息日及寒暑假期组织学科类培训等。</p><p>会上，<a href=\"https://laohu8.com/S/EDU\">新东方</a>教育科技集团副总裁、北京新东方学校校长李亮表示，“对于学生退费要求，新东方一直坚守“无条件按比例退费”承诺原则，对于报名后未开课学生的退费要求，无条件给予退费。对于已开课学生的退费要求，按照已完成课时扣除相应学费，其余全部无条件退费。”</p><p>目前，新东方提供现场、电话、官网、微服务、APP等多种<a 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/>\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>北京市“双减”政策正式落地！教培机构推出众多转型措施</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{ 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108181027497c2fa40e&s=b><strong>资本邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月18日，资本邦了解到，8月17日，北京市教委发布《北京市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措施》。根据措施，北京市将围绕“治乱、减负、防风险”的工作要求，校内校外双向发力，确保学生过重作业负担和校外培训负担、家庭教育支出和家长相应精力负担于2021年底前有效减轻、两年内成效显著，人民群众教育满意度明显提升。在治理校外培训机构方面，也提出了多项工作重点，包括严格审批准入，不再...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108181027497c2fa40e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c0c4c03a5eea688b1e8fa7410c021db6","relate_stocks":{"EDU":"新东方","09901":"新东方-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108181027497c2fa40e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160200789","content_text":"8月18日，资本邦了解到，8月17日，北京市教委发布《北京市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措施》。根据措施，北京市将围绕“治乱、减负、防风险”的工作要求，校内校外双向发力，确保学生过重作业负担和校外培训负担、家庭教育支出和家长相应精力负担于2021年底前有效减轻、两年内成效显著，人民群众教育满意度明显提升。在治理校外培训机构方面，也提出了多项工作重点，包括严格审批准入，不再审批新的面向义务教育阶段学生的学科类培训机构;对现有学科类培训机构重新审核登记;严格控制学科类培训时间，严格执行未成年人保护法有关规定，校外培训机构不得占用国家法定节假日、休息日及寒暑假期组织学科类培训等。会上，新东方教育科技集团副总裁、北京新东方学校校长李亮表示，“对于学生退费要求，新东方一直坚守“无条件按比例退费”承诺原则，对于报名后未开课学生的退费要求，无条件给予退费。对于已开课学生的退费要求，按照已完成课时扣除相应学费，其余全部无条件退费。”目前，新东方提供现场、电话、官网、微服务、APP等多种线上线下自助退费渠道，直接办理退费业务，保证便捷快速地将费用退还给学生和家长。近期，新东方不断探索转型之路，成立了诸多新公司。天眼查显示，新东方教育科技集团有限公司在武汉、唐山等地成立新公司，开展校外托管、临时看护服务。还在包头、福州等地成立公司，提供文化娱乐经纪人服务、家政服务等其他业务。除了新东方，其它教培机构也采取了众多转型措施。有些机构尝试发展素质教育。其中，猿辅导推出科学启蒙教育新品牌“南瓜科学”、猿编程、斑马等。学大教育推出“产品+内容+平台”的编程教育体系。豆神教育则转向非学科类培训，ToB端业务包括智慧教育服务业务、优质课程内容进入课后延时服务业务、大屏端视频分发业务，ToC端业务包括艺术类学习服务业务、线上软硬件结合的AI伴学产品。在线青少儿英语教育品牌VIPKID则计划打入成人教育领域，即将推出“VIPKID成人课”“双语非遗文化素养课”“中教口语课”和“境内外教课”。将重心转至成人业务的还有高途，近期高通大幅裁员，加大职业教育投入力度，将成人教育业务板块作为新发展方向。截至8月17日收盘，新东方美股股价为1.85美元，跌幅为1.6%，高途股价为2.99美元，涨幅为9.93%，好未来股价为5.21美元，涨幅为0.19%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178810401,"gmtCreate":1626796329003,"gmtModify":1626796329003,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"天天起来就想骂人，这些恶毒的资本，把多么好的一个行业现在弄成了什么样了，玩弄资本的都该下地狱，国家重拳打击美团、腾讯!","listText":"天天起来就想骂人，这些恶毒的资本，把多么好的一个行业现在弄成了什么样了，玩弄资本的都该下地狱，国家重拳打击美团、腾讯!","text":"天天起来就想骂人，这些恶毒的资本，把多么好的一个行业现在弄成了什么样了，玩弄资本的都该下地狱，国家重拳打击美团、腾讯!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178810401","repostId":"2152963699","repostType":2,"isVote":1,"tweetType":1,"viewCount":3368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143901732,"gmtCreate":1625754220526,"gmtModify":1625754220526,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"都出来表决心，中消协的腐败问题更应该查查！","listText":"都出来表决心，中消协的腐败问题更应该查查！","text":"都出来表决心，中消协的腐败问题更应该查查！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143901732","repostId":"1155519768","repostType":2,"isVote":1,"tweetType":1,"viewCount":2375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157579864,"gmtCreate":1625598701358,"gmtModify":1625598701358,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"呵呵，底下工作做到位了！","listText":"呵呵，底下工作做到位了！","text":"呵呵，底下工作做到位了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157579864","repostId":"2149391603","repostType":2,"repost":{"id":"2149391603","kind":"highlight","weMediaInfo":{"introduction":"准确、快速、有深度的科技媒体","home_visible":1,"media_name":"鞭牛士Bianews","id":"1055179466","head_image":"https://static.tigerbbs.com/1d097469860fd601fcda1f5b49dba641"},"pubTimestamp":1625490197,"share":"https://www.laohu8.com/m/news/2149391603?lang=&edition=full","pubTime":"2021-07-05 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21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>鞭牛士 7月5日消息，按照北京市有序恢复学科类校外培训机构线下培训和集体活动的工作要求，大兴区依据疫情防控、办学标准和行为规范等要求，同意四批机构恢复线下培训和集体活动。</p><img img_height=\"196\" img_width=\"550\" inline=\"0\" src=\"https://static.tigerbbs.com/59477827ec7a48de8df5093351e7f79f\"/><img img_height=\"130\" img_width=\"550\" inline=\"0\" src=\"https://static.tigerbbs.com/e2cb9a77f9544022b18c0bbe342172aa\"/></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6696a7804fc125e32c38f848d97c02f7","relate_stocks":{"TAL":"好未来"},"source_url":"https://m.toutiao.com/i6981427235869852196/info/?i=6981427235869852196","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149391603","content_text":"鞭牛士 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08:33","market":"us","language":"zh","title":"新东方已然转头，好未来继续营销","url":"https://stock-news.laohu8.com/highlight/detail?id=2132516519","media":"砍柴网","summary":"而作为老牌教育机构的代表，新东方和好未来也在日前发布了最新财季的业务数据。对于新东方来讲，海外疫情依然严峻，主营业务之一的出国业务一直未能回暖。好未来营收增长，亏损扩大然而就在新东方重新走上业绩正轨时，其对手好未来的状况却并不容乐观。与新东方不谋而合的是，好未来也在不断扩张。因此，好未来和新东方又能否抓住机遇，迎来美好未来呢？","content":"<html><body><article><p>随着社会经济的发展，教育越来越受到人们的重视，各大教育机构也像雨后春笋般冒出，给对教育有极大需求的家长们带来了选择困难。然而在大多数消费者的潜意识里，即便新的教育机构宣传得多么热火朝天，但其对老牌机构依然更为信任。</p><p>因为老牌机构不但运营时间更长，其教育方式和效果也在多年的发展中自成一脉，因此，老牌教育机构仍是许多用户心中不动的磐石。而作为老牌教育机构的代表，<a href=\"https://laohu8.com/S/EDU\">新东方</a>和<a href=\"https://laohu8.com/S/TAL\">好未来</a>也在日前发布了最新财季的业务数据。</p><p>新东方依旧强势</p><p>对于新东方和好未来两家教育巨头来讲，无论是创立的时间、上市的地点以及经手的业务都较为接近，因此好未来和新东方也是经常被拿来津津乐道的老对手，此次发布财报也不例外。然而从数据来看，新东方此次的业务数据依旧较为强势。</p><p>根据财报数据来看，新东方2021财年Q3实现营收11.9亿美元，同比增长29%，<span>净利润</span>1.51亿美元，同比增长9.9%，均超出市场预期。而强势的业绩也直接体现在了资本层面上，财报发布后，新东方盘前上涨一度超3%。</p><p>对于新东方来讲，海外疫情依然严峻，主营业务之一的出国业务一直未能回暖。根据财报数据显示，第三季度新东方出国考试准备业务同比下降约12%。照此看来，新东方能够保持正向业绩实属不易。</p><p>而从其具体业绩来看，K12业务是新东方Q3业绩回暖的最大贡献版块。报告期内，第三季度新东方K12业务开始全面复苏，学生报名人次同比增长57%，收入同比增长约37%，可谓是跨越了一大步。</p><p>值得注意的是，疫情之下新东方并未停止扩张的步伐，却仍在持续扩张教学网点。截至2021年2月，学校及学习中心的总数为1625个，同比增加了209个，环比增加了107个；其中学校为118所，学习中心达到1507个。</p><p>随着疫情的不断好转，新东方也预计2021财年Q4净营收总额将在11亿美元至 11.4亿美元之间，同比增长率为38%到43%。</p><p>好未来营收增长，亏损扩大</p><p>然而就在新东方重新走上业绩正轨时，其对手好未来的状况却并不容乐观。</p><p>根据好未来2021财年Q4的财报来看，第四季度好未来实现营收13.627亿美元，同比增长58.9%，好未来收入的大幅增加得益于长期正价课报名人数的增长，本季度注册人数达到669.1万，同比增长了44%。</p><p>然而营收虽然有所增长，但好未来的亏损也在进一步扩大。报告期内，好未来净亏损达1.69亿美元，上年同期净亏损为9010万美元。因此，即便Q4营收高于市场预期，但亏损的进一步扩大也使得好未来的股价有所波动。</p><p>从全年业务数据来看，2021财年全年好未来净收入为44.958亿美元，同比增长为37.3%。与新东方不谋而合的是，好未来也在不断扩张。截至2021年2月28日，好未来在110个城市共设有1098个教学中心，多于截至2020年2月29日设于70个城市的871个教学中心。</p><p>由此可见，疫情导致行业受到大的挫折，许多中小行业出局，让出了一定的市场份额，也让尚有喘息之机的企业以较小的成本去争夺市场，进一步扩大自身的优势，这也是好未来和新东方作为行业巨头的一种共识。</p><p>业绩反差为哪般</p><p>不难看出，相比盈利稳健的新东方，好未来的连续亏损已然落了下风。但从营业成本上来看，新东方因为教师成本的提高，以及学校和学习中心数量增加导致的租金成本上涨，所以营业成本达5.395亿美元。同样的，好未来也因为教师薪酬、租金等开支增加，营业成本增长43.3%至5.814亿美元。</p><p>同样的营业支出也引发了市场的诧异，作为同样起点的教培巨头，此次业绩的差距又是因何呢？</p><p>从营销层面来看，新东方在营销大战中的动作并不大，销售费用同比增长32%至2021财年Q3的1.561亿美元。好未来却在营销的泥潭中越陷越深，2021财年Q4，好未来销售费用高达6.605亿美元，较上年同期的2.432亿美元增长171.6%，也是其亏损的根本原因之一。</p><p>从战略层面来看，新东方积极拥抱下沉市场，将线下的优势不断延续到线上，将OMO模式的探索上不断深化。而好未来虽然也在发力OMO模式，但其在营销方面的过分热情势必会拖垮OMO模式的良好运行。</p><p>由此可见，好未来之所以和新东方形成业绩上的反差和其烧钱营销的举动脱不开关系，而随着各大教育机构之间的战火愈演愈烈，新东方未来又能否通过凭借OMO赢得更多市场机会，好未来又能否在营销大战降温后实现扭亏为盈？</p><p>监管收紧，双巨头的未来在哪？</p><p>长期以来，教育机构野蛮生长、乱象频出，不但大量伤害了消费者的切身利益，也使得国内教育赛道蒙上了一层不确定的“迷雾”，难以进入良性发展的循环中来。因此，近日来监管部门的接连出手整治，并对其做出了相应的处罚。</p><p>未来，随着资本不断回归理性，教育行业行业格局暂定，其相对应的监管和措施也将更加完善，这对于整个在线教育赛道来说也是趋于利好形势的一个信号，也能够使运营许久的龙头企业进行一定的获利。因此，好未来和新东方又能否抓住机遇，迎来美好未来呢？</p><p>首先，加强教育质量。各大教育机构只有沉下心，用课程品质和教学服务说话，才能保证自身乃至行业的“长期性”。因此，在线教育企业更要坚持以服务用户为首要任务，同时注重师资选拔和培训，以良好的教学口碑去造福整个教育市场。</p><p>其次，加速<a href=\"https://laohu8.com/S/300959\">线上线下</a>融合。线上线下融合的OMO 模式将成为未来教育培训行业的主流模式，未来一份教育产品中可能同时包含线上和线下课程，比如正常教学采用线下模式，预习课、复习课、习题课等采用在线教学，或者OMO双师课堂等。</p><p>最后，加大数字化体系。随着5G时代到来，互联网、大数据、人工智能等现代信息技术在教育领域的应用更加广泛，不但加速了在线教育的发展迭代，也极大增强了在线教育市场的市场竞争力。因此，新东方和好未来作为龙头企业，也需要坚持教学研的融合发展，不断推动教育行业创新，促进教育产业的数字化发展。</p><p>对于整个在线教育行业来说，“在线”只是一种形式，教育的核心本质是“教育”，各企业都不应当将重心放在用户规模、市场占位、投资回报率上，更应将其作为一个神圣的使命才能够保证行业的长青。新东方和好未来作为行业的先驱，更应当去引领行业走向更好的方向。</p></article></body></html>","source":"tencent","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>新东方已然转头，好未来继续营销</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n新东方已然转头，好未来继续营销\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 08:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021050408363777e61343&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着社会经济的发展，教育越来越受到人们的重视，各大教育机构也像雨后春笋般冒出，给对教育有极大需求的家长们带来了选择困难。然而在大多数消费者的潜意识里，即便新的教育机构宣传得多么热火朝天，但其对老牌机构依然更为信任。因为老牌机构不但运营时间更长，其教育方式和效果也在多年的发展中自成一脉，因此，老牌教育机构仍是许多用户心中不动的磐石。而作为老牌教育机构的代表，新东方和好未来也在日前发布了最新财季的业务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021050408363777e61343&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{"TAL":"好未来","EDU":"新东方","09901":"新东方-S"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021050408363777e61343&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2132516519","content_text":"随着社会经济的发展，教育越来越受到人们的重视，各大教育机构也像雨后春笋般冒出，给对教育有极大需求的家长们带来了选择困难。然而在大多数消费者的潜意识里，即便新的教育机构宣传得多么热火朝天，但其对老牌机构依然更为信任。因为老牌机构不但运营时间更长，其教育方式和效果也在多年的发展中自成一脉，因此，老牌教育机构仍是许多用户心中不动的磐石。而作为老牌教育机构的代表，新东方和好未来也在日前发布了最新财季的业务数据。新东方依旧强势对于新东方和好未来两家教育巨头来讲，无论是创立的时间、上市的地点以及经手的业务都较为接近，因此好未来和新东方也是经常被拿来津津乐道的老对手，此次发布财报也不例外。然而从数据来看，新东方此次的业务数据依旧较为强势。根据财报数据来看，新东方2021财年Q3实现营收11.9亿美元，同比增长29%，净利润1.51亿美元，同比增长9.9%，均超出市场预期。而强势的业绩也直接体现在了资本层面上，财报发布后，新东方盘前上涨一度超3%。对于新东方来讲，海外疫情依然严峻，主营业务之一的出国业务一直未能回暖。根据财报数据显示，第三季度新东方出国考试准备业务同比下降约12%。照此看来，新东方能够保持正向业绩实属不易。而从其具体业绩来看，K12业务是新东方Q3业绩回暖的最大贡献版块。报告期内，第三季度新东方K12业务开始全面复苏，学生报名人次同比增长57%，收入同比增长约37%，可谓是跨越了一大步。值得注意的是，疫情之下新东方并未停止扩张的步伐，却仍在持续扩张教学网点。截至2021年2月，学校及学习中心的总数为1625个，同比增加了209个，环比增加了107个；其中学校为118所，学习中心达到1507个。随着疫情的不断好转，新东方也预计2021财年Q4净营收总额将在11亿美元至 11.4亿美元之间，同比增长率为38%到43%。好未来营收增长，亏损扩大然而就在新东方重新走上业绩正轨时，其对手好未来的状况却并不容乐观。根据好未来2021财年Q4的财报来看，第四季度好未来实现营收13.627亿美元，同比增长58.9%，好未来收入的大幅增加得益于长期正价课报名人数的增长，本季度注册人数达到669.1万，同比增长了44%。然而营收虽然有所增长，但好未来的亏损也在进一步扩大。报告期内，好未来净亏损达1.69亿美元，上年同期净亏损为9010万美元。因此，即便Q4营收高于市场预期，但亏损的进一步扩大也使得好未来的股价有所波动。从全年业务数据来看，2021财年全年好未来净收入为44.958亿美元，同比增长为37.3%。与新东方不谋而合的是，好未来也在不断扩张。截至2021年2月28日，好未来在110个城市共设有1098个教学中心，多于截至2020年2月29日设于70个城市的871个教学中心。由此可见，疫情导致行业受到大的挫折，许多中小行业出局，让出了一定的市场份额，也让尚有喘息之机的企业以较小的成本去争夺市场，进一步扩大自身的优势，这也是好未来和新东方作为行业巨头的一种共识。业绩反差为哪般不难看出，相比盈利稳健的新东方，好未来的连续亏损已然落了下风。但从营业成本上来看，新东方因为教师成本的提高，以及学校和学习中心数量增加导致的租金成本上涨，所以营业成本达5.395亿美元。同样的，好未来也因为教师薪酬、租金等开支增加，营业成本增长43.3%至5.814亿美元。同样的营业支出也引发了市场的诧异，作为同样起点的教培巨头，此次业绩的差距又是因何呢？从营销层面来看，新东方在营销大战中的动作并不大，销售费用同比增长32%至2021财年Q3的1.561亿美元。好未来却在营销的泥潭中越陷越深，2021财年Q4，好未来销售费用高达6.605亿美元，较上年同期的2.432亿美元增长171.6%，也是其亏损的根本原因之一。从战略层面来看，新东方积极拥抱下沉市场，将线下的优势不断延续到线上，将OMO模式的探索上不断深化。而好未来虽然也在发力OMO模式，但其在营销方面的过分热情势必会拖垮OMO模式的良好运行。由此可见，好未来之所以和新东方形成业绩上的反差和其烧钱营销的举动脱不开关系，而随着各大教育机构之间的战火愈演愈烈，新东方未来又能否通过凭借OMO赢得更多市场机会，好未来又能否在营销大战降温后实现扭亏为盈？监管收紧，双巨头的未来在哪？长期以来，教育机构野蛮生长、乱象频出，不但大量伤害了消费者的切身利益，也使得国内教育赛道蒙上了一层不确定的“迷雾”，难以进入良性发展的循环中来。因此，近日来监管部门的接连出手整治，并对其做出了相应的处罚。未来，随着资本不断回归理性，教育行业行业格局暂定，其相对应的监管和措施也将更加完善，这对于整个在线教育赛道来说也是趋于利好形势的一个信号，也能够使运营许久的龙头企业进行一定的获利。因此，好未来和新东方又能否抓住机遇，迎来美好未来呢？首先，加强教育质量。各大教育机构只有沉下心，用课程品质和教学服务说话，才能保证自身乃至行业的“长期性”。因此，在线教育企业更要坚持以服务用户为首要任务，同时注重师资选拔和培训，以良好的教学口碑去造福整个教育市场。其次，加速线上线下融合。线上线下融合的OMO 模式将成为未来教育培训行业的主流模式，未来一份教育产品中可能同时包含线上和线下课程，比如正常教学采用线下模式，预习课、复习课、习题课等采用在线教学，或者OMO双师课堂等。最后，加大数字化体系。随着5G时代到来，互联网、大数据、人工智能等现代信息技术在教育领域的应用更加广泛，不但加速了在线教育的发展迭代，也极大增强了在线教育市场的市场竞争力。因此，新东方和好未来作为龙头企业，也需要坚持教学研的融合发展，不断推动教育行业创新，促进教育产业的数字化发展。对于整个在线教育行业来说，“在线”只是一种形式，教育的核心本质是“教育”，各企业都不应当将重心放在用户规模、市场占位、投资回报率上，更应将其作为一个神圣的使命才能够保证行业的长青。新东方和好未来作为行业的先驱，更应当去引领行业走向更好的方向。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100245917,"gmtCreate":1619618931639,"gmtModify":1619618931639,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"误导投资者的财报！","listText":"误导投资者的财报！","text":"误导投资者的财报！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100245917","repostId":"2130705523","repostType":2,"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351213960,"gmtCreate":1616596765950,"gmtModify":1616596765950,"author":{"id":"3548352365031267","authorId":"3548352365031267","name":"临海听涛","avatar":"https://static.tigerbbs.com/67681abc82c6a7208fa0b2a09eefb8a3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548352365031267","authorIdStr":"3548352365031267"},"themes":[],"htmlText":"阿里、腾讯这些巨头正在蚕食中国经济，这样下去贫富差距越来越大，阶层分化也更加明显，资本主义原始积累在社会主义国家绝不能让它们滋生！","listText":"阿里、腾讯这些巨头正在蚕食中国经济，这样下去贫富差距越来越大，阶层分化也更加明显，资本主义原始积累在社会主义国家绝不能让它们滋生！","text":"阿里、腾讯这些巨头正在蚕食中国经济，这样下去贫富差距越来越大，阶层分化也更加明显，资本主义原始积累在社会主义国家绝不能让它们滋生！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351213960","repostId":"2121458778","repostType":2,"isVote":1,"tweetType":1,"viewCount":2860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}