粉笔(02469)股价今日盘中大涨6.51%,引发市场广泛关注。有分析指出,这与粉笔所处的考培行业近期前景向好有关。
近年来,国家公务员考试招录人数快速增长,报考人数亦大幅增加,推动了对考培机构的需求。数据显示,2024年国考招录人数达3.96万人,较2019年增长1.7倍,而报考人数更是高达225.2万人。
与此同时,未来数年内高等教育毕业生人数预计将保持缓慢增长,这将继续支撑国考考培需求的旺盛。分析人士认为,作为国内招录考试培训龙头企业,粉笔将从行业景气中获益,公司产品开发和技术优势还将有助于进一步提高利润率水平。
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