HK Stock Market Move | Some education stocks rose in the afternoon. Institutions indicated that the industry is experiencing multiple positive catalysts, and leading education companies are expected to benefit from AI + education development.

Some education stocks rose in the afternoon. As of press time, CHINA EDU GROUP(00839) rose 5.75% to HK$2.115; XJ INTL HLDGS(01765) rose 4.58% to HK$0.137; TIANLI INT HLDG(01773) rose 3.95% to HK$0.79; NEW ORIENTAL-S(09901) rose 1.00% to HK$44.62. On the news front, recently, the Hunan Provincial Department of Education officially issued the "Notice on Strengthening Artificial Intelligence Education in Primary and Secondary Schools," specifying that starting from the fall semester of 2026, all primary and secondary schools across the province will generally carry out general artificial intelligence education, with no fewer than 8 class hours per academic year. In addition, Qingyuan, Guangdong is piloting a twelve-year through-train training program, eliminating the high school entrance examination tracking. Guolian Minsheng Securities issued a research report stating that the education industry is expected to usher in a "three-dimensional resonance" of marginal policy improvement, industry supply clearing, and industry demand release. The industry's investment logic has shifted from policy-driven to performance-driven, and the industry valuation is relatively low. Driven by policy, it is expected to usher in a "Davis double play" of performance and valuation. At the same time, the education industry is an important application scenario for AI. "AI + education" is the main line of industry investment, and leading education companies are expected to benefit from the development of "AI + education."