The education industry is expected to face difficulties and reverse. Analysts are optimistic about the future.

The Ministry of Education, the National Bureau of Statistics and the Ministry of Finance recently issued a statistical announcement on the implementation of national education funds in 2022. According to the announcement, the total investment in national education funds in 2022 was 6,132.914 billion yuan, exceeding 6 trillion yuan for the first time, an increase of 5.97% over the previous year. The national financial education expenditure was 4,847.291 billion yuan, an increase of 5.75% over the previous year, accounting for 4.01% of the GDP, which was "generally not less than 4%". The national general public budget for education was 3,925.696 billion yuan, an increase of 4.79% over the previous year, accounting for 15.07% of the general public budget expenditure.

Since 2021, due to the influence of policies and epidemic situation, the market expectation of the education industry has dropped to absolute freezing point due to panic, but the actual quality education enterprises are still struggling to survive. Analysts believe that after three years of double reduction, the current regulatory and supply-demand balance has basically reached a new state, and there is a growth path. At present, the performance changes of relevant companies are only a matter of course under the changes of policies and supply and demand, and they are optimistic about the growth of the sector in the next 3-5 years, and panic and expected changes in policies and sectors may push the valuation up gradually.

According to the theme library of Cailian, among the relevant listed companies:

Jiafa Education’s main business is research and development, production, sales, implementation of educational information products and providing related services to users. The end users of products are mainly educational management institutions at all levels and various schools including k12, secondary vocational schools and universities.

Kevin Education promotes sports, art, science and technology and language training with Kevin characteristics to the society, and provides a complete K12 stage systematic camp education.

This article comes from Cailian Association.