Changes in Hong Kong stocks | Some education stocks rose in the afternoon, institutions say the industry ushered in multiple resonances, leading education companies are expected to benefit from AI+ education development

The Zhitong Finance App learned that some education stocks rose in the afternoon. As of press release, China Education Holdings (00839) rose 5.75% to HK$2.115; Greek Education International Holdings (01765) rose 4.58% to HK$0.137; Tianli International Holdings (01773) rose 3.95% to HK$0.79; and New Oriental-S (09901) rose 1.00% to HK$44.62.

According to the news, recently, the Hunan Provincial Department of Education officially issued the “Notice on Strengthening Artificial Intelligence Education in Primary and Secondary Schools”, which clearly states that starting from the fall semester of 2026, primary and secondary schools across the province will generally carry out general artificial intelligence education, with no less than 8 class hours per school year. Furthermore, the 12-year pilot training was completed in Qingyuan, Guangdong, and there was no need to be diverted from the secondary school entrance examination.

The League of Nations Minsheng Securities released a research report saying that the education industry is expected to usher in a “three-dimensional resonance” of marginal policy improvements, clear industry supply, and release of industry demand. The industry's investment logic has shifted from being policy-driven to performance-driven, and industry valuations are relatively low. Driven by policies, it is expected to usher in a “Davis double hit” in performance and valuation. At the same time, the education industry is an important application scenario for AI. “AI+ education” is the main investment line in the industry, and leading education companies are expected to benefit from the development of “AI+ education”.