智通财经APP获悉，教育股尾盘集体拉升，截至发稿，新东方-S(09901)涨9.3%，报39.95港元；天立国际控股(01773)涨6.09%，报4.18港元；思考乐教育(01769)涨4.45%，报4.46港元；宇华教育(06169)涨4.17%，报0.375港元。
消息面上，呼和浩特市发布育儿补贴政策，对2025年3月1日后出生的子女提供最高10万元补贴，呼和浩特市教育局、医保局等围绕生育流程、小孩上学出台更多便民利民细则。昆明市人民政府办公室近日印发《昆明市2025年推动经济稳进提质政策措施》，其中提出，降低生育养育教育成本。
西南证券指出，后续或有更多城市跟进推出生育补贴政策，相关产业如母婴用品、儿童教育、医疗健康等领域有望迎来市场机遇。华西证券指出，未来地方育儿补贴政策有望持续出台，短期看，育儿补贴直接降低家庭生育成本，提振生育意愿，下沉市场更加受益，利好母婴消费品；长期需配套托育、教育等政策，利好早教及少年培训机构。
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