投资要点:新东方公布25财年第二季度(2QFY25,2024.9-2024.11)收入10.39亿美元,同比增长19.4%,Non-GAAP归母净利润0.36亿美元,同比下降29.1%。公司业绩符合我们预期。新业务依旧强势增长。2Q教育业务收入同比增长28%至8.99亿美元。素养教培和学习机业务构成的新业务收入3.01亿美元,同比增长43%。非学科素养培训人次99.4万,同比增长26.5%。我们...
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