The early childhood education industry has never ushered in a high speed of change and development like today! At the end of 2018, a private order between the private kindergarten and the capital also represented the sudden disappearance of the golden age of China's private kindergartens; the rise of online education staged a song of ice and fire, even though the cash income exceeded 5 billion VIPKID , Heads 1 to 1 have not seen the dawn of profit; at the same time, the 0-3 year old childcare track is hot, the number of urban professional women has risen sharply, coupled with the introduction of the national "two-child policy", Japan The actual demand for childcare centers is increasing day by day ...
The needs of users in the early childhood education market evolve iteratively. What products and services do users need? Preschool tracks continue to attract gold, which projects do capital value most? There are many entrepreneurs in early childhood education. How do you run a trustworthy and highly replicable business model?
Nowadays, early childhood education has gradually become the focus of policies, families, enterprises, gardens, and capital. The development of the industry is even more interesting:
Private parks will face shrinking numbers, ebb capital, excessive government financial pressure
The central government's special fund for preschool education development is 16.85 billion yuan in 2019, but according to the local subsidy policies that have been issued, it can be seen that the amount is linked to the economic level of each region; if private kindergartens are the same, it is unlikely. In order to reach 80% of inclusive kindergartens, some publicly-owned and inclusive inclusive kindergartens that have been tendered by the government have appeared. However, due to the unsatisfactory amount of subsidies, entrusted business model service providers with relatively complete teaching systems are not highly motivated to participate.
Investigate the reasons: On the one hand, private parks must face the policy's inclusive requirements and the “renovation community allocation and construction park” with a salary-type bottom. The first park is closed and hundreds of children have no access to it; on the other hand, commercial rents Bringing heavy operating pressure, the price increase is self-financing. For example, in second-tier cities, raising kindergarten fees from the usual 3,000 yuan per month to more than 6,000 yuan is completely inaccessible. At the same time, the improvement of public park treatment has accelerated the loss of teachers in private parks. Private parks will face a shrinking number, ebb capital, and will take the role of inclusive public services, either actively or passively.
In the long run, teacher training, commissioned operations, and service purchases have become the trend
Judging from the current Chinese family's per capita consumption investment in childcare, early childhood education is still a rare and good industry. According to the 2018 Education Development Big Data released by the Ministry of Education, in 2018, there were 266,700 kindergartens across the country, of which 189,200 were inclusive kindergartens, accounting for 68.57%. To meet the 80% policy requirement, there are still a large number of kindergartens that need to be upgraded in all aspects. In terms of teachers, in 2018, there were 2,581,400 full-time kindergarten teachers nationwide, of which 70.94% had received preschool education majors. It can be seen that there is also a lot of room for teacher training and upgrading.
According to policy requirements, the number of pre-science graduates of undergraduates will reach 200,000 in 2020. At present, there is a huge gap in pre-school education teachers, and the teacher training market has become just needed.
With the current pre-primary education inclusive process implemented by the government through the four steps of construction, collection, expansion, and rent, and the compulsory education stage with a relatively stable reference pattern, state-owned capital purchase services and entrusted operations will become the trend. In addition, since securitization of preschool education has been explicitly prohibited, the original chain-operated kindergartens are bound to shift to technology and service providers with a view to finding new exports.
The future of the daycare track is still a blue ocean
With favorable policies, the development of daycare institutions has begun. At present, there are four financing data for the infant care industry. Some institutions, such as Nuo Nuo Education and Santon Education, are more favored by capital and financed twice a year. But it is worth noting that, after all, daycare is not an education industry. It has extremely strong geographical attributes and a small coverage area. Therefore, most of the early childcare institutions are carried out in communities, and rarely in a chained way. The barriers to entry in the industry are not high, and care is the main concern. Such institutions have different strengths and weaknesses, and lack industry standards and regulatory systems.
In 2018, the number of newly born people in the country was 15.23 million, a decrease of 2 million from last year. The reasons for the decline in newborns are caused by factors such as excessive childcare costs, excessive care burdens, and insufficient protection of women's rights and interests. In recent years, the state's support for social forces to set up childcare service institutions has been continually beneficial, and it is imminent to have children.
In 2019, China's infant and child care services can be divided into two categories. One is the management department of the education department, including nursery schools and private kindergartens, and the other is market-based institutions, including trusteeship centers, early education centers, and parent-child parks.
In the new family consumption environment, the new generation of parents' expectations for hosting are no longer just looking after their children, they also want their children to enjoy early education. According to Frost & Sullivan's prediction, the market size of China's early education industry will grow at a growth rate of about 16.1% and reach about 271 billion yuan in 2021. In the future, childcare and new offline "parent-child centers" will continue to grow. In the bright future, what problems will child care institutions face? For example, some custody agencies such as Shuxiangyuan's low-cost strategy have fewer sources of income and small profit margins, so the pressure on survival is greater; while the ringing children's nursery has problems of wide distribution and difficult management.
In the absence of a standardized education system provided by the government, the childcare industry has such issues as low entry barriers, low industry profitability, low scale, weak brand competitiveness, weak intellectual property awareness, and inadequate supervision mechanisms. Many pain points. At present, there is still a great deal of uncertainty in the competitive landscape of the Chinese childcare market. With the gradual eruption of the market size, competition between new entrants and existing institutions will intensify. The positions of major institutions still need to be further cultivated to enhance their competitiveness. .
Early childhood education, ageing quality education gradually becomes rigid
In 2018, investment and financing of early childhood education accounted for half of the mother and infant industry. A large amount of capital poured into the field of early childhood education, and the trend of lower ageing of early childhood education became more and more obvious. From the user's perspective, the new generation of mothers' recognition and acceptance of early education concepts are getting higher and higher, and comprehensive and professional early education content is the main demand.
Compared with high scores, new generation families value children's quality and ability training. In terms of policies, the field of quality education has long been supported by policies. In 2018, the Ministry of Education included STEAM education-related content into the curriculum standards from the policy end, and the demand for STEAM education gradually moved towards rigidity.
The early childhood education industry is currently undergoing profound changes. As a child ’s parent or investor, you can see that in the era of the Internet of Everything, science and technology will change classroom and family learning scenarios, and products and research and development will become competition barriers. Online The goal of education is gradually becoming mature.
Technology continues to iterate, and education will undergo major changes, just as Uncle Kai storytelling founder Wang Kai once said at the 2018 Cherry Awards: Education is not inherently anti-human, and technology can make future education more and more compliant with human nature. Because of changes in technology, the concept of education will change, and all education is worth deconstructing again.
Science and technology are the primary productive forces. Preschool education, as the beginning of lifelong learning, is an important part of the national education system and an important livelihood project.