港股异动 | 思考乐教育(01769)现涨超5% 行业竞争格局改善 机构看好龙头企业利润率改善

智通财经
18 Dec 2024

智通财经APP获悉,思考乐教育(01769)现涨超5%,早盘一度涨超11%。截至发稿,涨5.42%,报5.25港元,成交额2475.22万港元。

消息面上,联交所最新资料显示,12月12日,FIL Limited增持思考乐教育597.6万股,每股作价5.05港元,总金额为3017.88万港元。增持后最新持股数目为4432.7万股,最新持股比例为7.85%。

光大证券研报指出,随着行业出清,行业竞争格局改善,龙头盈利情况逐步恢复(格局优化下龙头网点利用率和教师排课率逐渐提升),行业至暗时刻已过。24年龙头企业收入较快增长和利润率改善的确定性较高,后续仍需继续关注政策走向。

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