好未来(TAL)股价今日盘中大涨5.07%,引发市场广泛关注。分析人士指出,这主要与公司预计将在即将到来的第二季度财报中释放利好有关。
据公开信息,机构预期好未来2025财年第二季度营收将同比增长47.59%至6.08亿美元,每股收益有望同比增长29.67%至0.08美元。受此利好预期影响,投资者纷纷加仓入场,推动股价走高。
除了财报预期向好外,好未来学习设备业务的强劲增长也是大涨的重要推手。公司近期推出了升级版xPad平板电脑,加强了视力保护和处理器性能,预计将进一步刺激用户需求。据监测数据,在第一财季,好未来学习设备销量同比增长高达51%。
分析人士认为,好未来学习设备业务未来仍拥有巨大增长空间。目前该业务营收占中国学习机市场仅个位数百分比,而整个市场规模有望于2025年超过1000亿元人民币。强劲的业务增长将成为公司盈利的重要驱动力。
尽管存在资本配置方面的一些疑问,但市场普遍认为好未来在未来几年内仍将维持高增长态势。机构预计,2025-2027财年公司营收和净利润复合年增长率将分别达到25%和55%。与此同时,公司当前估值较低,远期市盈率增长(PEG)仅为0.44倍,因此有望持续受到资金追捧。
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