金吾财讯 | 粉笔(02469)震荡走强，截至发稿，涨5.88%，报2.7港元，成交额1.13亿。消息面上，“粉笔模考”话题再度冲上热搜。这次粉笔模考是2025年国考正式开考前的最后一次模拟考试，对考生们来说十分重要。根据粉笔内部统计，“2025国考行测模考大赛(终极)”吸引了超过52万名考生报名参加，相比去年同期增加26%，最终成功交卷完考的考生约30万人，同比增加32%，参与人数再创新高。财报数据显示，截至2024年上半年，粉笔已有月活用户920万，用户基础坚固；净利润大涨240.9%达到2.8亿元，营收16.3亿元，拿下公考培训赛道的“双料第一”。
信达证券此前指出，根据国家公务员局统计，25年国家公务员考试共有341.6万人通过了用人单位的资格审查，通过资格审查人数与录用计划数之比约为86：1。该行指出，25年国考报名再创新高，报名人数同增13%，录取率进一步降低，有望刺激招录培训需求的提升。招录培训机构进入学员培训高峰期，建议关注业绩弹性，相关公司包括粉笔等。
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