This educational subdivision track gains the “heart booster” related A shares

On February 23, Chen Ziji, director of the Department of vocational education and adult education of the Ministry of education, revealed at the third education Spring Festival press conference of the Ministry of education that 2022 is a key year for improving the quality of vocational education and overcoming difficulties. The Ministry of education will adhere to the general tone of seeking progress while maintaining stability, and adhere to the combination of general promotion and key breakthroughs, Focus on the two major tasks of “improving quality and image”, implement the “three documents” and break through the “five key points”.

This is equivalent to giving vocational education a shot in the arm.

On the same day, the A-share vocational education sector rose sharply. Among them, Kaiyuan Education Technology Group Co.Ltd(300338) “20cm” limit, Dalian My Gym Education Technology Co.Ltd(002621) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , China Hi-Tech Group Co.Ltd(600730) limit, Suzhou Kingswood Education Technology Co.Ltd(300192) , Sansheng Intellectual Education Technology Co.Ltd(300282) etc. rose sharply.

“Vocational education and training has always been the direction encouraged by China’s policies. It is also conducive to social transformation and development. There is great promise in the future.” The relevant person in charge of a listed vocational education company said.

vocational education welcomes the good again

Chen Ziji said at the press conference that in a word, vocational education should “have learning, hope and ambition”.

Recently, some representatives and members of the local two sessions proposed to cancel the “general job diversion” after the high school entrance examination, which attracted a lot of attention.

in response, Chen Ziji responded that the coordinated development of secondary vocational education and general high school education can not only meet the learning needs of students with different endowments and potentials, but also provide diversified space and channels for growth and talent. At the same time, the development of secondary vocational education has made positive contributions to expanding employment, promoting regional economic development and improving people’s livelihood. Therefore, it is very necessary to adhere to the “general vocational diversion”.

Recently, Lin Yuzhu, a member of the Rizhao Municipal Committee of the Chinese people’s Political Consultative Conference, said that he hoped to vigorously support and help the development of local private vocational and technical schools; Luo Yang, deputy to Tianjin Municipal People’s Congress, suggested that on the basis of the deep integration of industry and education, we should further promote the combination of Ideological and political education, labor education and skill education.

In fact, although the educational training and counseling tracks in the field of education have been greatly affected by policies, vocational education has always been a track encouraged by policies.

In October 2021, the general office of the CPC Central Committee and the general office of the State Council issued the opinions on promoting the high-quality development of modern vocational education (hereinafter referred to as the opinions). The opinions clearly states that listed companies and industry leading enterprises are encouraged to organize vocational education, and all kinds of enterprises are encouraged to participate in vocational education according to law.

the opinions put forward specific goals for China’s Vocational Education: by 2025, the types and characteristics of vocational education will be more distinctive, the modern vocational education system will be basically completed, and the construction of a skilled society will be promoted in an all-round way; The school running pattern has been further optimized, the school running conditions have been greatly improved, the enrollment scale of vocational undergraduate education is no less than 10% of that of higher vocational education, and the attraction and training quality of vocational education have been significantly improved.

“There is a huge space for vocational education, but most of the subdivided tracks of vocational education have not yet formed an absolute leader, and the industry pattern is expected to usher in accelerated differentiation in the future.” A person who has been engaged in Vocational Education for a long time said.

A-share listed companies have laid out vocational education

Tianfeng Securities Co.Ltd(601162) according to the research, the opinion quantifies the scale of vocational undergraduate, puts forward the objectives of Community College and double high plan, and provides a feasible development path and positive external environment, so as to stimulate the space of vocational education. It is estimated that at present, there are about 10 million people in China’s college entrance examination every year, including about 4 million ordinary undergraduate places (including upgrading from junior college to basic college) (including public + Private), and about 6 million higher vocational education (i.e. higher vocational education). It is expected that the number of vocational undergraduate places will gradually increase to about 600000 in the future, which will systematically benefit the social participants with undergraduate level education and the existing private undergraduate and higher vocational colleges.

A-share education listed companies have also targeted vocational education.

It is reported that at present, Kaiyuan Education Technology Group Co.Ltd(300338) product R & D covers the two major fields of “skilled products and exam oriented products”, and is involved in more than 80 categories, such as financial accounting, art design, architecture, fire control, social work, medicine, public examination and teaching. By the end of June 2021, Kaiyuan Education Technology Group Co.Ltd(300338) as a national chain operation company, has built three operation centers in Guangzhou, Beijing and Changsha, opened nearly 487 campuses in 26 provinces and 167 cities across the country, and the total number of employees has reached 5843.

Statistics show that Offcn Education Technology Co.Ltd(002607) main business covers three major sectors: recruitment examination and training, vocational qualification certificate and education improvement, and vocational skill training. It provides comprehensive vocational employment training services in more than 100 categories, mainly serving knowledge-based employment groups such as college students, college graduates and various vocational professionals aged 18-45. By the end of June 2021, Offcn Education Technology Co.Ltd(002607) had operated in more than 1800 direct outlets across the country, deeply covering more than 300 prefecture level cities, and continued to expand to thousands of counties and universities. The company has a large-scale full-time R & D team of more than 3000 people and a large-scale teacher team of more than 18000 people, with a total number of employees of more than 45000.

Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) with years of accumulation in the field of vocational education, it has run through academic training in secondary and higher vocational colleges. Since this year, Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) has strengthened the expansion of vocational education, vigorously built a professional group with industrial characteristics, jointly built with many vocational colleges and universities outside China, continuously expanded the number and scale of majors integrating work and study, and focused on building vocational education into the company’s pillar business and the second growth pole.

Suzhou Kingswood Education Technology Co.Ltd(300192) said that at present, the company mainly provides vocational academic education and repeat business for students in non compulsory stage. With the completion of school merger and acquisition projects this year, vocational education will become the main business of the company. The company will also continue to enter the fields of art, adult art, aesthetic education, teacher vocational training and so on.

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