【券商聚焦】国海证券首予中国东方教育(00667)“买入”评级 看好公司盈利能力持续修复

金吾财讯
11 Apr

金吾财讯 | 国海证券研报指,2025 年4月3日,中国东方教育(00667)旗下万通技校发布新闻稿,宣布2025年春季大型校园人才双选会暨校企合作签约授牌仪式圆满落成。公司2025年3月27日公告2024年年度业绩,2024年实现营收41.2亿元,yoy+3.5%,归母净利润5.1亿元,yoy+88.0%。该行指,公司各分部1-2年课程占比普遍提升,平均学费提升弥补培训人次减少,全年收入整体提升。另外,公司建设职教产业园优化资源配置,主动缩减学校数量,单校收入及利润提升。公司深耕职业教育多年,立足学生需求,整合校区资源、优化课程结构,强化成本和费用管控,该行看好公司盈利能力持续修复,预测公司2025-2027年营业收入分别为44.2/47.7/51.5亿元,归母净利润分别为6.3/7.6/9.2亿元,对应PE分别为15/13/11x,首次覆盖,给予“买入”评级。

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