智通财经APP获悉，新东方-S(09901)午后重挫逾10%，截至发稿，跌8.85%，报36.55港元，成交额4.32亿港元。
消息面上，新东方2025财年半年报显示，其二季度实现营收10.39亿美元，同比增长19.4%。公司预计2025财年三季度收入(不包括东方甄选)10.073至10.325亿美元之间，同比增长18%至21%，较二季度增速进一步放缓。
浙商证券曾指出，估计新东方第三业绩非甄选业务经营利润率同比或下降，主要是高端业务线出国留学相关业务和文旅业务在宏观环境影响下，收入增速放缓，对利润率产生扰动。结合对财年四季度的预计，新东方非甄选收入增速预期或从此前30%+下调至25%+。FY25财年利润率仍将同比增长，但在出国等业务线影响下，利润率提升幅度的预期也将下降。
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