The newly revised vocational education law will go into effect today. The agency said that vocational education and higher education are currently subdivided tracks in the education industry that are less subject to policy risks, or usher in major development opportunities.
newly revised vocational education law will come into force on May 1
The 34th meeting of the Standing Committee of the 13th National People's Congress passed the newly revised Vocational Education Law of the people's Republic of China on April 20, which will go into effect on May 1, 2022, making it clear that vocational education and general education have the same important status this is the first major overhaul in 26 years since the law was promulgated and implemented in 1996
This Law stipulates that students in vocational schools enjoy equal opportunities with students in ordinary schools at the same level in terms of further education, employment and career development; The employment of graduates and the establishment of equal employment conditions by schools shall not hinder the employment and employment of graduates.
The state establishes and improves the certification, accumulation and conversion mechanism of credits, qualifications and other learning achievements of education and vocational training in schools at all levels and types, promotes the construction of a national credit bank for vocational education, and promotes the integration and mutual recognition of learning achievements of vocational education and general education.
vocational education industry is expected to reach trillion
In fact, since 2021, vocational education has been favorable policies.
On October 12, 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, which proposed that by 2025, the enrollment scale of vocational undergraduate education should not be less than 10% of that of higher vocational education, and the attraction and training quality of vocational education should be significantly improved we should encourage listed companies and industry leading enterprises to organize vocational education, and encourage all kinds of enterprises to participate in vocational education according to law
According to the frost Sullivan report, from 2016 to 2020, the market revenue of China's vocational education and training industry increased from 516.7 billion yuan to 724.2 billion yuan, with a compound annual growth rate of 8.8%. It is expected to reach 1110.7 billion yuan in 2026, and a new trillion level market is taking shape.
Soochow Securities Co.Ltd(601555) believes that vocational education and higher education are currently subdivided tracks in the education industry that are less subject to policy risks and belong to the direction of policy encouragement, with the government's repeated voice on vocational education, vocational education may usher in major development opportunities
On Friday, the performance of individual stocks in the vocational education sector was brilliant. Stocks such as Offcn Education Technology Co.Ltd(002607) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , Zhejiang Huamei Holding Co.Ltd(000607) , Palm Eco-Town Development Co.Ltd(002431) , rebounded strongly from the low level and gained the daily limit.
According to the statistics of securities times · databao, there are more than 20 listed companies with vocational education in a shares. The top market values are Beijing Dabeinong Technology Group Co.Ltd(002385) , Offcn Education Technology Co.Ltd(002607) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Sichuan Shuangma Cement Co.Ltd(000935) . Relatively low valuations include Newcapec Electronics Co.Ltd(300248) , Shanghai Action Education Technology Co.Ltd(605098) , Eastern Pioneer Driving School Co.Ltd(603377) , Sichuan Shuangma Cement Co.Ltd(000935) , and the four stock market earnings ratios are less than 30 times.
In terms of performance, the net profit attributable to the parent company of more than half of the vocational education concept stocks in the first quarter of this year was positive, Sichuan Shuangma Cement Co.Ltd(000935) had the highest net profit attributable to the parent company, and the company realized an operating revenue of 283 million yuan in the first quarter, with a year-on-year increase of 14.77%; The net profit attributable to the parent company was 266 million yuan, a year-on-year increase of 30.35%.
In November 2019, the company plans to invest 645 million yuan in Seg, Switzerland, to acquire 51% equity, so as to enter the layout of vocational education industry. The core investment target is the largest hotel management education group in Switzerland. In the first quarter of this year, the pension 103 portfolio added 6.1233 million shares, becoming the top ten circulating shareholders.
In terms of performance growth, the first quarter performance of Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Dingli Corp.Ltd(300050) doubled year-on-year.
Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) the net profit attributable to the parent company increased by 630.7% year-on-year in the first quarter of last year, and the net profit attributable to the parent company reached 6.501 million yuan. Relying on Xi'an Mingde Institute of technology and Xi'an Urban Construction Vocational College, the main operator of the education industry, the company has initially formed an intensive and large-scale development pattern of the education industry.
Since April, Bluefocus Intelligent Communications Group Co.Ltd(300058) , Offcn Education Technology Co.Ltd(002607) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Guomai Technologies Inc(002093) , Beijing Dabeinong Technology Group Co.Ltd(002385) has obtained the net purchase of northbound funds.
32 shares face lifting
According to the statistics of data treasure, 32 shares will be lifted after the May Day holiday. According to the latest closing price, the total market value of the lifted shares is 29.638 billion yuan.
Tianjin Zhonghuan Semiconductor Co.Ltd(002129) has the largest market value of lifting the ban. 199 million shares will be listed and circulated next week, mainly through the placement of shares by private placement institutions, with the market value of lifting the ban reaching 7.757 billion yuan.
Yuhuan Cnc Machine Tool Co.Ltd(002903) , Capitalonline Date Service Co.Ltd(300846) , Chengdu Rainbow Appliance(Group) Shares Co.Ltd(003023) , the lifting pressure is small, and the lifting market value is less than 10 million yuan.
In terms of the proportion of the number of banned shares in the total share capital, Ficont Industry (Beijing) Co.Ltd(605305) has the largest proportion of banned shares, reaching 45% Jiangsu Liance Electromechanical Technology Co.Ltd(688113) , Jiangxi Geto New Materials Corporation Limited(300986) , Loctek Ergonomic Technology Corp(300729) .
According to data treasure statistics, the 32 stocks that will be lifted next week have fallen by an average of 16.69% since April, outperforming the Shanghai index. Only Zhejiang Natural Outdoor Goods Inc(605080) , Shantou Dongfeng Printing Co.Ltd(601515) , Shenzhen Inovance Technology Co.Ltd(300124) '.
Zhejiang Natural Outdoor Goods Inc(605080) shares have risen by 5.11% since April, the highest increase. The company is the leader in the production of outdoor subdivided fields. In 2021, the company realized an operating revenue of 842 million yuan, a year-on-year increase of 44.91%; The net profit attributable to the parent company was 220 million yuan, a year-on-year increase of 37.59%, and the revenue of decathlon, the largest customer, accounted for 28.98%.
According to the first quarterly report disclosed by the company, the endowment insurance fund portfolio increased its holdings of Zhejiang Natural Outdoor Goods Inc(605080) 52800 shares in the first quarter.
Among the shares whose shares have fallen since April, Beijing Vastdata Technology Co.Ltd(603138) , Capitalonline Date Service Co.Ltd(300846) , Sungrow Power Supply Co.Ltd(300274) , all fell by more than 30%.
According to the first quarterly report of 32 shares, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) had the highest profit, with an operating revenue of 13.368 billion yuan in the first quarter, a year-on-year increase of 79.13%; The net profit attributable to the parent company was 1.311 billion yuan, a year-on-year increase of 142.08%.
The company laid out photovoltaic and semiconductor sectors, among which the new energy photovoltaic business sector generated revenue of 38.448 billion yuan for the company in 2021, with a year-on-year increase of 121.47%; The main product of the semiconductor sector is semiconductor silicon wafer. In 2021, the sales volume reached 751.54 million square inches, with a year-on-year increase of 19.82%, creating revenue of 2.034 billion yuan for the company, with a year-on-year increase of 50.61%.
In addition to Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Naura Technology Group Co.Ltd(002371) , Zhenjiang Dongfang Electric Heating Technology Co.Ltd(300217) achieved profit in the first quarter of 2022 and doubled year-on-year.
