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高職擴招百萬,職業教育行業將受惠

在今年 3 月 5 日,十三屆全國人大二次會議中,政府工作報告提出改革完善高職院校考試招生辦法,鼓勵更多應屆高中畢業生和退役軍人、下崗職工、農民工等報考,今年大規模擴招100萬人。

高職擴招百萬主要是因為政府希望解決結構性失業,即是勞工市場人才不匹配的問題。現時,中國對高技術人才的需求旺盛,但這類人才的供應缺乏,因此造成有人求職難,同時企業招聘一樣難。通過擴大高等職業院校收生,這有助增加高技術人才的供應,以解決結構性失業。

另外,在保增長穩就業的大方向下,擴招百萬有助降低失業率,政策鼓勵高中畢業生和退役軍人、下崗職工、農民工等重新投入學業,這將減低市場求職人數,使失業率得以下降。

我們相信未來數年職業教育的需求將大增,因此我們建議關注職業學院,如中教控股(839.HK)、希望教育(1765.HK)及民生教育(1569.HK)等。

撰稿: 李學滔研究分析員
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