港股异动 | 思考乐教育(01769)跌超5%领跌教育股 机构称办学投入增加或影响分红稳定性
教育股集体走低，截至发稿，思考乐教育(01769)跌5.9%，报2.71港元；中教控股(00839)跌4.69%，报4.47港元；宇华教育(06169)跌3.92%，报0.49港元；中国东方教育(00667)跌1.96%，报2.5港元。
国信证券指出，港股民办高教是教育行业高股息子赛道，但近期民办高教板块显著跑输高股息板块6.59pct，并未受益于本轮高股息市场风格，主要由于办学投入增加致盈利能力下行、资金压力上升，部分高教公司短期面临一定的资金压力，或影响分红稳定性。中期来看，，营利性选择进度仍未有实质性推进。
该行认为，高质量办学要求下高教公司短期经营或仍有下行压力，但高教龙头内生增速稳健、股息率可观，目前估值水平逐渐具备性价比，未来分类登记推进落地会对板块形成正面情绪支撑，建议关注板块估值回升机会。
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