(1) Cross-border people step into the preschool education industry. Listed enterprises (non-educational enterprises) enter the preschool education industry with 10 companies, such as Weichuang, Xiuqiang, Changfang Group, Hejing Technology, Electro-optical Technology, Haier, Wei Tuo Technology, Palm Fun, LeTV, Huangshi Group, etc. There are also a large number of real estate companies with advantages, and the preschool education industry is laid out in a low-key manner.
(2) Listed companies actively deploy brand kindergartens. Golden Cradle is a high-end flagship kindergarten, and Hong Ying Education has a fast chain cooperation. Compared with inclusive kindergartens, private kindergartens must improve their quality and accelerate their radiation in order to seek longer-term development. Listed companies are actively acquiring offline kindergartens, creating more high-end direct selling brands and becoming an integrated solution provider for overall operation, comprehensive admission and supporting services.
(3) The preschool education industry has sufficient cash flow and high profit rate. Children's education, like the familiar K 12 training institutions, is pre-consumed, and kindergartens themselves can have sufficient cash flow to maintain healthy growth. The most important thing is that the profit rate of private kindergartens is above 10%, regardless of high-end parks, middle-end parks or so-called "low-end parks".
Future development trend of children's education industry;
Looking forward to the next decade, China's children's education industry is strongly supported by five factors: population base, urbanization, consumption upgrading, family structure and educational tradition. The market in China is deep enough, and the contradiction between strong demand and limited supply of quality education resources will make the scarcity of quality education resources have a high premium in the future.
At present, the vertical integration of preschool education industry and the continuous emergence of educational service groups have gradually become a trend. It has formed a complete industrial chain in theoretical research, curriculum, products and channel promotion, and its advantages in scale effect, scope economy and brand effect are constantly highlighted. In the future, the competition of preschool education institutions is more inclined to combine their own resources and capabilities, and get through the competition of key links in the value chain of preschool education industry with the cooperation of capital. In this context, platform companies will obviously be more dynamic. It remains to be seen who can grasp the next golden decade of preschool education development in China.