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國務院發布《國家職業教育改革實施方案》,職業教育行業有望起飛

在今年 2 月 13 日,國務院公布《國家職業教育改革實施方案》(以下簡稱“方 案”),並提出多項改革、目標及具體指標。方案分為七部份:1. 完善國家職業教育制度體系、2. 構建職業教育國家標準、3. 促 進產教融合校企“雙元”育人、4. 建設多元辦學格局、5. 完善技術技能人才保障政策、 6. 加強職業教育辦學質量督導評價及 7. 做好改革組織實施工。

我們認為方案中提出了多項利好政策,例如:第十三條和第十六條。

第十三條裏明確表示支持社會資本進入職業教育。這條的立場與早前民促法大致相同,均鼓勵民辦高等院校的存在。自上年民促法送審稿公布後,由於市場過份解讀,使高等教育板塊錄得大跌。這次方案再次表明政府支持民辦高等院校的立場,有助減低市場對民促法在高等教育的憂慮,使估值得到修復。

第十六條提出了教育經費的指引。教育經費需要向職業教育傾斜和向中西部、 貧困地區和民族地區傾斜。我們認為未來地方政府或會向中西部地區的職業教 育提供更多優惠,如稅務減免或較低價格轉讓土地等等。

我們相信未來將會有更明確利好職業教育行業的政策出台,因此我們建議關注中西部地區的職業學院,如希望教育(1765.HK)及民生教育(1569.HK)等。

撰稿: 李學滔 研究分析員
電話:
+852 2277 6527

電郵地址:
terryli@phillip.com.hk
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