金吾财讯 | 交银国际研报指,调整新东方(09901)2025财年3季度收入/利润预期,预计非甄选业务收入同比增22%,调整后运营利润率同比下降约2.5个百分点,主要因留学相关业务增速低于预期及文旅投入。该行预计2025财年收入增速25%/经营利润率11.5%,非学科保持快速增长拉动新业务增速,留学相关业务持续承压。未来公司将增加青少年留学业务资源配置,随着降本增效举措效果显现及文旅业务减亏,长期...
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