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新东方将加大线上业务 挽救亏损局面--亲稳舆论引导监测室
2013-02-18

  创办20年,培训学员1600万,新东方为百分之一国人提供了培训服务;裁员1500人后,拟续裁至多1500人,半年内遣散四分之一教职员工。

Founded twenty years,Training students 16 million,New Oriental is one percent people provides training services;After the 1500 jobs,Intends to continue cutting at most 1500 people,Half year sent a quarter staff.

  继去年遭受美国证券监管部门(SEC)调查、做空机构浑水质疑之后,新东方教育科技集团(NYSE:EDU,以下简称“新东方”)突陷亏损境地。

The United States securities regulators from last year(SEC)survey/Do empty institutions muddy water after questioning,New Oriental education technology group(NYSE:EDU,Hereinafter referred to as"New Oriental")Process in loss situation.

  在截至2012年11月30日的2013财年Q2财报中,尽管营收同比增三成至1.659亿美元,新东方却录得1577万美元的净亏损,较上年同期331万美元的净利润大幅下滑。按CFO谢东萤的说法,未来拟以裁撤教学中心和裁员的举措节减开支。

By the end of 2012 in November 30, 2013) in Q2 earnings,Although year-on-year revenue increased thirty percent to $165.9 million,New Oriental has recorded a net loss of $15.77 million,Compared with $3.31 million net profit fell sharply.According to the CFO XieDong fireflies said,The future is intended to cut the teaching center and jobs move cut costs in the workplace.

  

扩张显盲目 Expansion show blind

  新东方过去四个季度新增教学中心数量超过200家,明显高于此前四个季度的80家。“这些新增的压力,再加上淡季教学中心利用率低,导致公司第二财季净亏损1580万美元。”俞敏洪(微博)说。

New Oriental quarter past four new teaching center number more than 200,Is obviously higher than that of the previous four quarters of 80."These new pressure,Plus off-season teaching center utilization rate is low,The second quarter in the company to a net loss of $15.8 million m."Mr Yu(Micro bo)said.

  财报显示,新东方三个月内增加18家培训中心,总数达到744家;注册学员人数增加了3.39万,总数达到50.55万。

Results show,New Oriental three months increase eighteen training center,A total of 744;Registered students increased by 33900,A total of 505500.

  新华海外财经进一步分析称,开设更多培训中心导致成本上升,抵消了收入增长、学员人数增加给业绩带来的提振作用。新东方高层在近期举行的一次投资者电话会议更是坦陈,由于应对SEC的调查,对扩张规模的控制注意不足,略显盲目。

Xinhua overseas financial further analysis says,Open more training center lead to rising cost,Offset the income growth/The number of students increased performance to bring up the lift with.In the new Oriental top at a conference call that more investors,Due to deal with the SEC investigation,The expansion of the control of insufficient attention,Slightly blind.

  

续裁逾千人 Cutting for more than one thousand people

  为扭转目前的不利局面,CFO谢东萤在电话会议上表示,未来将关闭15至25个无利可图的教学中心;四个月内还将裁员1000~1500名,平均遣散成本为6000至10000美元/人。

To reverse the current adverse situation,CFO XieDong fireflies in a telephone conference on Wednesday,The future will be closed 15 to 25 unremunerative teaching center;Four months will also cut of 1000 ~ 1500,Average sent cost $6000 to $10000 / person.

  谢东萤的说法透露出裁员动作本可以更大。他说:“需要注意的是,这中间大部分员工本财年刚刚签订合同,所以我不能让他们离职,这就是为什么裁员没有很激进的原因。每名雇员的遣散成本在6000至10000美元,裁员过快也是一个非常昂贵的成本。”

XieDong fireflies revealed that downsizing action could be greater.He said:"Need to pay attention to is,Among the most employees this year just sign a contract,So I can't let them leave,This is why redundancy is not the radical reason.Every employee dismissal cost in the $6000 to $10000,Job cuts too fast is also a very expensive cost."

  另需注意的是,新东方的员工总数在Q2已经削减了1500人左右。俞敏洪表示,为了提高新东方的长期盈利性,未来几个季度还将继续执行这一策略。

The other is the need to pay attention to,The new employees in Q2 have cut back on about 1500 people.Mr Yu said,In order to improve the new Oriental's long-term profitability,The coming quarter will continue to implement this strategy.

  以未来四个月的裁员上限计,新东方半年内裁员累积3000人,这占据了教职员工总数的四分之一。公开信息显示,截至2012年2月末,新东方约有员工1.2万人。

In the next four months of job cuts limit gauge,New Oriental half years accumulated 3000 jobs,This accounted for a quarter of the total number of staff.Public information display,By the end of 2012 and the end of the month,New Oriental about 12000 employees.

  

线上教育受宠 Online education suffers bestow favor on

  经营会否因裁员、裁撤教学中心转向?部分观点不这样看,他们认为资本市场对教育行业的态度变化或是更深层原因。

Management will be refreshed by layoffs/Cut the teaching center steering?Part of the view don't think so,They think that capital market for education industry attitude change or more deep reasons.

  新华海外财经援引道琼斯风险资源的数据显示,2012年对中国教育公司的投资金额骤降至4590万美元,不及2011年投资额的四分之一。该类企业在股市的糟糕表现和孵化周期长被认为是投资下降的原因。

Xinhua quoted the dow Jones overseas financial risk resource data display,2012 years of Chinese education company investment amount dip to 45.9 million dollars,Less than a quarter of 2011 investment.This kind of enterprise stock bad performance and long incubation period is considered to be the reasons of the decrease of investment.

  此外,教育行业新的投资热点出现也分流了部分资金。新华海外财经的消息称,一些投资公司正在改变投资策略,将资金投向那些有网上业务的教育公司,而不是传统型线下教育实体。经纬中国合伙人方元的说法给予了证实。方元表示,经纬中国的投资也是在向线上倾斜。

In addition,Education industry new investment hot spots appear also split some money.Xinhua overseas financial news said,Some investment company is changing investment strategy,Put money to those who have the online business education company,Instead of traditional offline education entity.Jinwei Chinese partner party yuan said that given.Party yuan said,Jinwei China's investment is in line to tilt.

  新东方也对线上业务加大了关注。有消息称,新东方在线将在2013年4月推出全新的个人学习中心,平台同时与微博、微信、搜索联系在一起。不过,成立12年之久的新东方在线去年营收不到集团营收的5%。

New Oriental to online business increased attention.A source says,New Oriental online will be launched in April, 2013 new personal learning center,Platform at the same time and the micro bo/Micro letter/Search relates in together.but,Established 12 years of new Oriental online revenue last year, less than 5% of the sales group.



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