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新东方CFO:留学大班优势仍在 Q3已显反弹--亲稳舆论引导监测室
2013-02-03

  北京时间1月30日,新东方周二季报显示第二财季留学人数同比下滑7%,在随后召开的电话会议中,新东方CFO表示:留学业务竞争主要集中在小班和一对一模式下,大班模式新东方仍有明显优势;另外,各地公办学校与国际学校合作开展课程也损害了新东方相关业务。不过从截至上周报名数据看,留学入学人数同比增加15%,现金收入同比增长37%,反弹强劲。 Beijing time on January 30,,New Oriental Tuesday quarterly report shows that the second quarter in the number of study abroad fell 7% year-on-year,In a conference call later,New Oriental CFO said:Study abroad business competition mainly concentrated in small class and one-on-one mode,Executive mode new Oriental still has obvious advantages;In addition,All public schools and international school cooperation in developing courses also damage the new Oriental related business.But from the registration data to see last week,Study enrollment is increased by 15% year-on-year,Cash income year-on-year growth of 37%,Rebound strong.

  谢东萤表示:"留学竞争主要并不在大班模式下,而是在小班和一对一模式下。正如你和大家都知道的,许多新东方的教师离开新东方并且开办了与我们存在业务竞争的学校。这些老师开办小班和一对一的进入障碍要低很多,比如一些我们的老师带走五个学生,其收入就可以足够覆盖其工资。所以你可以想象,有很多这样的好老师他们开办了自己的一对一或者小班学校,这种模式下品牌并不是一个非常大的影响因素。在留学大班组模式下,我们仍然具备明显优势。

XieDong fireflies said:"Study abroad the main competition is not in the executive mode,But in small class and one-on-one mode.As you and everyone know,Many new Oriental teacher from new Oriental and opened and we exist business competition of the school.The teacher set up small class and one to one of the barriers to entry to much lower,Such as some of our teacher take five students,The income is enough to cover the wages.So you can imagine,There are a lot of such a good teacher they opened their own one-on-one or small class school,This mode brand is not a very big influence factors.In the study abroad big shift mode,We still have obvious advantages.

  另一方面,中国各地的初中和高中开始与国际高中、国际学校开展合作项目,他们把公立学校的学生输送到这些国际学校并且获得报酬,他们还与这些国际学校进行利益分成。公立学校意识到越来越多的学生想读国际大学或者研究生,他们可以在周末或者晚上提供国际班课程来与新东方相关业务竞争,他们当然更鼓励学生去自己的学校,这也损害了新东方的业务。

On the other hand,Around China's junior and senior high school to start with the international high school/International schools cooperation projects,The public school students transfer to these international school and get compensation,They also and the international schools share interests.Public schools to realize more and more students want to read international university or graduate student,They can in the weekend or evening to provide international class with new Oriental related business competition,They of course more encourage students to go to their school,It also damage of new business.

  来自以上两个方面的竞争对我们的留学业务造成负面影响。但是在第三财季我已经看到了非常强劲的反弹,截至上周末的入学人数同比增加15%,现金收入(cash revenue)同比增长37%,所以我认为利润能够保持健康增长。你应该记得中国学生参加留学考试人次的数据是放缓的,根据教育部统计去年约有39万人留学,环比增长仅15%,然而在过去几年这个增长都是超过20%的。所以我认为这些都是我们在留学业务面临的挑战。"

From the two aspects of the competition for our study abroad business cause negative effect.But in the third quarter in I can see a very strong rebound,At last weekend's enrollment is increased by 15% year-on-year,Cash income(Cash revenue)Year-on-year growth of 37%,So I think that profit can keep healthy growth.You should remember that Chinese students study abroad exam people of data is slow,According to the ministry of education statistics last year about 390000 people to study abroad,Link by only 15%,However, in the past few years the growth is more than 20%.So I think these are we in the study of the challenges facing business."



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