> 数据图表谁能回答2.12025-5-52.1公考:景气度温和上涨,中小机构快速涌现竞争加剧• 行业景气度温和上行。2025国考招录人数同比+0.4%,报考人数同比+12%,报录比82.03大幅提升19.8。• 2021年后伴随头部公司市占及名师的释放,中小机构快速涌现。除传统的线下区域性品牌,亦多见于抖音、小红书、微信视频号等渠道。• 龙头投诉解决比例呈现改善趋势。图:部分中小机构LOGO示意表:2024国考/省考招录岗位数yoy+6.6%/4.8%,而报名人数yoy+13%/27%(统计口径与实际增速有差异)。添加标题2025国考同比2024省考(剔除新疆、西藏)同比招录人数39,721 0.40%186,323 4.76%报名人数3,258,274 12.0%5,350,76726.72%报录比82.03 +19.8028.7+5.0注:国考/省考人数统计参考中公华图官网,报名人数预计较实际人数偏低。数据来源:各省市自治区官网、中公教育官网、华图教育官网、黑猫投诉等,浙商证券研究。12投诉量 投诉增量 已完成2024/01/032024/01/312024/03/182024/04/012024/04/232024/05/072024/05/162024/05/312024/06/172024/07/042024/07/162024/07/292024/08/152024/09/022024/09/282024/10/172024/11/022024/11/152024/12/022024/12/162025/01/022025/01/152025/02/032025/02/192025/03/102025/04/032025/04/162025/05/05122,563124,548126,455127,140128,128128,503128,859129,388129,906130,497131,109131,482131,978132,440133,154133,702134,174134,488134,847135,162135,487135,697135,817136,022136,331136,703136,902137,1302,5581,9851,90768598837535652951859161237349646271454847231435931532521012020530937219922864,45765,59866,80566,96772,35072,73472,96273,27773,67574,02174,10674,12174,14174,14874,16674,17874,19374,20174,21474,22374,23674,24374,25474,26874,28974,31774,33274,351投诉解决比例52.6%52.7%52.8%52.7%56.5%56.6%56.6%56.6%56.7%56.7%56.5%56.4%56.2%56.0%55.7%55.5%55.3%55.2%55.0%54.9%54.8%54.7%54.7%54.6%54.5%54.4%54.3%54.2%中公:投诉增量3,0002,5002,0001,5001,0005000/30104202//30204202//30304202//30404202//30504202//30604202///////308042023090420230704202投 诉 增 量/30014202//30114202//30214202//30105202//30205202//30305202//30405202//30505202/1,1971,2111,2431,2501,2721,2871,2941,3011,3121,3221,3341,3441,3561,3661,3891,3951,4131,4261,4311,4391,4491,4581,4661,4811,5021,5181,5251,5351009080706050403020100/30104202//30204202/投诉量 投诉增量 已完成2,0002,0222,0732,0862,1172,1352,1402,1532,1672,1902,2042,2212,2452,2672,3532,4062,4322,4612,5002,5212,5382,5482,5662,5902,6172,6572,6652,67935 22 51 13 3118 5 13 1423 14 17 24 22 86 5326 29 39 21 17 10 18 2427 40 8141,4191,4401,4681,4821,4941,5071,5231,5321,5451,5581,5641,5741,5911,6041,6391,6641,6951,7221,7491,7761,7981,8131,8291,8411,8601,8801,8941,913投诉解决比例71.0%71.2%70.8%71.0%70.6%70.6%71.2%71.2%71.3%71.1%71.0%70.9%70.9%70.8%69.7%69.2%69.7%70.0%70.0%70.4%70.8%71.2%71.3%71.1%71.1%70.8%71.1%71.4%1009080706050403020100/30104202/华图:投诉增量/30204202//30304202//30404202//30504202//30604202//30704202//30804202//30904202//30014202/投 诉 增 量/30114202//30214202//30105202//30205202//30305202//30405202//30505202/中公教育粉笔华图教育投诉量 投诉增量 已完成投诉解决比例98.5%98.8%97.7%98.4%98.3%98.3%98.6%98.8%98.4%98.5%98.6%98.3%98.1%98.2%97.8%98.5%98.2%97.7%98.1%98.3%98.2%98.2%98.2%98.4%98.0%98.0%97.9%98.3%1,1791,1971,2151,2301,2501,2651,2761,2851,2911,3021,3151,3211,3301,3411,3581,3741,3871,3931,4041,4141,4231,4321,4401,4571,4721,4881,4931,50926 1432 7 2215 7 7 1110 12 10 12 1023 618 13 5 810 9 8 1521 16 7 10粉笔:投诉增量/30304202//30404202//30504202//30604202///////309042023080420230704202投 诉 增 量/30014202//30114202//30214202//30105202//30205202//30305202//30405202//30505202/浙商证券公共服务