yes-To The Moon - Tiger Brokers Online Investing Community

1
Comment
Favorite

JamesKris
2021-07-12

yes

Is the education track resurrected? The giants you don't expect are laying out

教育赛道又复活了？过去的一个季度，是教育行业最为震荡的日子。自2021年4月份开始，多家校外培训机构先后被市场监管总局处以顶级罚款，在线教育行业正在迎来最强整顿。一时间，市场风声鹤唳，几乎所有的K

Is the education track resurrected? The giants you don't expect are laying out

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":146187678,"tweetId":"146187678","gmtCreate":1626059482594,"gmtModify":1703752550160,"author":{"id":3585719690699119,"idStr":"3585719690699119","authorId":3585719690699119,"authorIdStr":"3585719690699119","name":"JamesKris","avatar":"https://static.tigerbbs.com/aac2589582efca37b2cdcc183a8aed4a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>yes</body></html>","htmlText":"<html><head></head><body>yes</body></html>","text":"yes","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/146187678","repostId":1117779482,"repostType":4,"repost":{"id":"1117779482","kind":"news","pubTimestamp":1626058571,"share":"https://ttm.financial/m/news/1117779482?lang=en_US&edition=fundamental","pubTime":"2021-07-12 10:56","market":"us","language":"zh","title":"Is the education track resurrected? The giants you don't expect are laying out","url":"https://stock-news.laohu8.com/highlight/detail?id=1117779482","media":"投中网","summary":"教育赛道又复活了？\n\n过去的一个季度，是教育行业最为震荡的日子。自2021年4月份开始，多家校外培训机构先后被市场监管总局处以顶级罚款，在线教育行业正在迎来最强整顿。一时间，市场风声鹤唳，几乎所有的K","content":"Is the education track resurrected?The past quarter was the most volatile day for the education industry. Since April 2021, a number of off-campus training institutions have been imposed top-level fines by the State Administration for Market Regulation, and the online education industry is undergoing the strongest rectification. For a time, the market was in turmoil, and almost all K12 track chain education companies entered a period of rectification. In the venture capital market, almost all investors turn pale when they talk about \"education\".At present, this situation seems to have turned for the better. Within one day, two unexpected giants came to the end, investing in two education companies respectively. Industrial and commercial information shows that on July 5, Guangzhou Miaoke Technology Co., Ltd. underwent industrial and commercial changes, and a new shareholder Shenzhen<a href=\"https://laohu8.com/S/00700\">Tencent</a>Entrepreneurship Innovation Development Co., Ltd., and the registered capital of the company increased from 2.2222 million yuan to 2.3392 million yuan. On the same day, Beijing Zhongjiu Huicui Education Technology Co., Ltd. was established, of which Yibin<a href=\"https://laohu8.com/S/000858\">Wuliangye</a>A company limited by shares is one of the shareholders.So the question is, the education track has been resurrected?The giants you don't expect are laying outAlthough Tencent and Wuliangye are giants on different tracks, they have similarities in investment on the same day.Information shows that Guangzhou Miaoke Technology Co., Ltd., in which Tencent invested this time, was established in December 2017. The company's team size exceeds 200 people, and its business scope includes Internet of Things technical services; Anime game development; Technology intermediary services; Educational consulting services; For-profit private training service institutions engaged in language ability, art, sports, science and technology training, etc. However, by searching the company's news, the current main business direction is workplace education. Its education brand \"Miaoke Workplace\" has officially started operations since the beginning of 2020, and has launched multiple workplace skills training courses so far.Beijing Zhongjiu Huicui Education Technology Co., Ltd., a new company established by Wuliangye as a major shareholder, has a registered capital of 54 million RMB. The company's business scope includes product design; Software development; Educational counseling; The internet<a href=\"https://laohu8.com/S/III\">Information services</a>Etc. In the list of shareholders, besides Wuliangye, Sichuan Jingwei Education Management Group Co., Ltd., Sichuan Liquor and Tea Investment Group Co., Ltd., Sichuan Science and Technology Asset Management Co., Ltd. and Yibin Vocational and Technical College Asset Management Co., Ltd. jointly hold shares. As the specific shareholding ratio has not been announced, it is reported that Wuliangye's investment in education companies may be intended to invest in talent education in the liquor industry and promote the transformation and upgrading of the liquor industry.It can be seen that whether it is an Internet giant or a liquor giant, the overweight this time is the vocational education track. But there are far more giants that are \"staring\" at this track than these two.Investment Network collected information from many parties and found that,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Taobao has established \"Taobao University\" and formally established Taobao Education Division, focusing on e-commerce online training services; Tencent Classroom founded by Tencent, during the epidemic in 2020, the total duration of online vocational education classes increased by 3.5 times, and the teaching scope covers various courses such as vocational skills, programming languages, architectural engineering, maternal and infant parent-child, and industrial product design; Since ByteDance sent power education, it has threatened not to make a profit for three years, and vocational education is also an important part of its layout; Meituan is also entering the field of vocational education and training through the university model. Huawei,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Online classrooms have also been launched, and even the Internet recruitment platform has built talent ability models with hundreds of Internet companies to provide relevant training and education for job seekers...Even, this track even<a href=\"https://laohu8.com/S/MCD\">McDonald's</a>All have entered the game. In September 2020, McDonald's China announced the launch of the \"Youth Unlimited\" talent training program, which will invest more than 100 million yuan from 2020 to 2022, and cooperate with more than 100 vocational colleges across the country to help more than 10,000 young people improve their employment ability. In this plan, McDonald's China will carry out training through the \"modern apprenticeship system\" school-running mode implemented by the Ministry of Education. McDonald's courses include restaurant operation knowledge, including floor management, inventory management, food safety and human resource management, as well as training in communication, coordination, cooperation and leadership improvement.Favorable policies, vocational education will raise 4.34 billion in the first half of 2021Compared with the current K12 field that the State Administration for Market Regulation and the Ministry of Education have repeatedly attacked hard, the current vocational education track can be described as \"not bright in the east but bright in the west.\" What these giants are eyeing is a huge business opportunity. Previously,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A special research report on vocational education published pointed out that the growth of China's service industry and the demand for skills upgrading in manufacturing industry will promote the growth of the vocational education market. It is estimated that before 2030, China's informal vocational education and training market will grow by 8% every year, and the scale is expected to increase from 400 billion yuan to 870 billion yuan.Financing in this industry is also quietly continuing.According to CVSorce investment data, from January to June 30, 2021, there were 60 financings in the field of online education, with a total financing of over 9.99 billion yuan. Among these financing industries, the vocational education platform has become the largest in the industry in terms of financing scale and amount, receiving 4.34 billion yuan in financing. The financing platforms include Chalk Education, Yunxuetang, Class View Education, Hornbill Education, Nitrogen Guidance Education, Zhongpeng Training, Hummingbird Small Class, Haidao Education, Accounting School, Sichuang Network, Class View Education, and Sibo Network.Success is also a policy, failure is also a policy. Zhou Shuang, a partner of Blue Elephant Capital, believes that in education, policy risks always exist, and it is particularly important to judge macro trends. From this perspective, in recent days, the policy does have some signals for vocational education that are different from the K12 track.At the just-concluded National Vocational Education Conference, a clear signal was released to improve the treatment of technical and skilled talents, smooth career development channels, and enhance the recognition and attractiveness of vocational education. Previously, the State Council had issued the Opinions on Implementing the Lifelong Vocational Skills Training System, focusing on the word \"lifelong\", which was intended to solve the long-standing problems of insufficient supply, low level and lack of personalized and extended services in vocational education. In 2019, the Action Plan for Vocational Skills Improvement (2019-2021) was issued and implemented, and the state proposed to allocate 100 billion yuan to carry out various subsidized vocational skills training for more than 50 million person-times. The source of this money is the balance of the unemployment insurance fund. 2021 is the final year of this program, which can highlight the urgency of vocational education. At present, China is also in the process of moving from a manufacturing power to a manufacturing power, and the demand for vocational and skilled talents is even more extensive. According to statistics, the current gap of vocational skilled talents in China is about 20 million.At present, no matter in the macro discussion of experts and scholars, there is another interpretation, which holds that the current low fertility rate in China is mainly due to the high cost of education and training, followed by the excessive pressure on school districts. The strategy of \"making a strong country\" advocated by the state means that the senior high school entrance examination will become an important watershed for students. After the senior high school entrance examination, 50% of students will enter vocational colleges to study. The National Vocational Education Reform Implementation Plan also clarifies the equal status of vocational education and general education, and strengthens the vertical integration of vocational education and higher education. In the next four years, vocational education will maintain an average annual compound growth rate of 12%, and by 2023, the market size will exceed 900 billion yuan, of which the market size of academic vocational education is close to 300 billion yuan.Except for policy elements. Dong Zhanbin, founding partner of Qingsong Fund, who has invested in vocational education companies such as School Cars, Spoon Classrooms, and More Happiness, believes that the reason why the market pays attention to vocational education at present is that \"in the economic cycle, the state hopes to solve employment and make people live a better life, vocational education can solve employment problems, which is equivalent to the country's starting point. At the same time, the boom of knowledge payment in recent years has also educated the market, so that everyone has the habit of online payment.\"Y12. Quality education, who will be the end of the education track?Before the boots of regulation landed, anxiety and fear were not removed from the industry's head, which also affected the decision-making and direction of investment institutions to a certain extent. In recent days, when China Investment Network issued to a number of investment institutions where the new opportunities in the education industry are, it encountered unprecedented silence. A number of institutions responded to China Investment Network, saying, \"It is inconvenient to speak out.\" However, as an institution with the education industry as its main track, it will still explore opportunities from the industry.Ning Boyu, founding partner of Blue Elephant Capital, classified the vocational education track as \"Y12 education\", as opposed to K12 education. K stands for Kid, which refers to preschool to high school education; Y stands for Youth, and Y12 mainly refers to education from 18 to 30 years old. In his view, \"The National 2035 Plan hopes that after teenagers complete basic education, some people will go to college and some people will step into society. However, there is a lot to be done in how teenagers can integrate into society after leaving school. Recent policies are mainly aimed at the K12 field, but Y12 is still in a relatively relaxed environment.\"In addition, Ning Boyu said that finding the field of Y12 education follows the perspective of \"edge innovation\". \"At this special point in time, the supply side of the education industry has certain restrictions, but many new supplies will be created accordingly. For example, from the perspective of marginal innovation, entrepreneurship in the education industry should also follow the 28th principle, and there are still five 80% spaces in this industry. They are education supply in backward areas, on-campus service fields, quality education relative to exam-oriented education, cultivation related to personality cultivation and Y12 education.\"Kai-Fu Lee said that there may still be opportunities for education and technology, \"such as artificial intelligence technology and large language models, which have great potential value.\" And Dong Zhanbin moved the realization to both ends of the education industry, \"One end is 3-Quality education for 8-year-old children, and the other end is adult vocational education, mainly to enhance employment opportunities and improve job treatment.\"Yang Lu, the co-founder of Duosu Education, a quality education platform, also proves this point. The recent supervision of the education industry has not affected it, but there will be favorable factors. Yang Lu said, \"Since the beginning of this year, the education supervision is mainly aimed at K12, and quality education is encouraged and supported in policy. On the one hand, it will promote the transformation of institutions to quality education, and on the other hand, user needs will be further stimulated and promoted, which will significantly promote our quality education platform company.\"Dong Zhanbin also reminded that we should be patient enough for the development of new subdivided tracks, because \"the cake at both ends is obviously not as big as that in the middle. For example, quality education, although everyone thinks that quality education will be an important direction in the future, there is no very popular new category yet, and no large market has been formed. Everyone's understanding of quality education needs to be improved, and market cultivation will take time; There is a relatively large space in the field of vocational education, because the crowd is relatively mature and not affected by supervision. There are more opportunities in many subdivided tracks, such as psychological training, comic training and other subdivided tracks. The company has achieved tens of millions of profits a year. At present, the entire industry presents a situation where a hundred flowers bloom, but no one can take it all. \"","source":"tzw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the education track resurrected? The giants you don't expect are laying out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the education track resurrected? The giants you don't expect are laying out\n</h2>\n<h4 class=\"meta\">\n\n投中网2021-07-12 10:56\n\n</h4>\n</header>\n<article>\nIs the education track resurrected?The past quarter was the most volatile day for the education industry. Since April 2021, a number of off-campus training institutions have been imposed top-level fines by the State Administration for Market Regulation, and the online education industry is undergoing the strongest rectification. For a time, the market was in turmoil, and almost all K12 track chain education companies entered a period of rectification. In the venture capital market, almost all investors turn pale when they talk about \"education\".At present, this situation seems to have turned for the better. Within one day, two unexpected giants came to the end, investing in two education companies respectively. Industrial and commercial information shows that on July 5, Guangzhou Miaoke Technology Co., Ltd. underwent industrial and commercial changes, and a new shareholder Shenzhen<a href=\"https://laohu8.com/S/00700\">Tencent</a>Entrepreneurship Innovation Development Co., Ltd., and the registered capital of the company increased from 2.2222 million yuan to 2.3392 million yuan. On the same day, Beijing Zhongjiu Huicui Education Technology Co., Ltd. was established, of which Yibin<a href=\"https://laohu8.com/S/000858\">Wuliangye</a>A company limited by shares is one of the shareholders.So the question is, the education track has been resurrected?The giants you don't expect are laying outAlthough Tencent and Wuliangye are giants on different tracks, they have similarities in investment on the same day.Information shows that Guangzhou Miaoke Technology Co., Ltd., in which Tencent invested this time, was established in December 2017. The company's team size exceeds 200 people, and its business scope includes Internet of Things technical services; Anime game development; Technology intermediary services; Educational consulting services; For-profit private training service institutions engaged in language ability, art, sports, science and technology training, etc. However, by searching the company's news, the current main business direction is workplace education. Its education brand \"Miaoke Workplace\" has officially started operations since the beginning of 2020, and has launched multiple workplace skills training courses so far.Beijing Zhongjiu Huicui Education Technology Co., Ltd., a new company established by Wuliangye as a major shareholder, has a registered capital of 54 million RMB. The company's business scope includes product design; Software development; Educational counseling; The internet<a href=\"https://laohu8.com/S/III\">Information services</a>Etc. In the list of shareholders, besides Wuliangye, Sichuan Jingwei Education Management Group Co., Ltd., Sichuan Liquor and Tea Investment Group Co., Ltd., Sichuan Science and Technology Asset Management Co., Ltd. and Yibin Vocational and Technical College Asset Management Co., Ltd. jointly hold shares. As the specific shareholding ratio has not been announced, it is reported that Wuliangye's investment in education companies may be intended to invest in talent education in the liquor industry and promote the transformation and upgrading of the liquor industry.It can be seen that whether it is an Internet giant or a liquor giant, the overweight this time is the vocational education track. But there are far more giants that are \"staring\" at this track than these two.Investment Network collected information from many parties and found that,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Taobao has established \"Taobao University\" and formally established Taobao Education Division, focusing on e-commerce online training services; Tencent Classroom founded by Tencent, during the epidemic in 2020, the total duration of online vocational education classes increased by 3.5 times, and the teaching scope covers various courses such as vocational skills, programming languages, architectural engineering, maternal and infant parent-child, and industrial product design; Since ByteDance sent power education, it has threatened not to make a profit for three years, and vocational education is also an important part of its layout; Meituan is also entering the field of vocational education and training through the university model. Huawei,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Online classrooms have also been launched, and even the Internet recruitment platform has built talent ability models with hundreds of Internet companies to provide relevant training and education for job seekers...Even, this track even<a href=\"https://laohu8.com/S/MCD\">McDonald's</a>All have entered the game. In September 2020, McDonald's China announced the launch of the \"Youth Unlimited\" talent training program, which will invest more than 100 million yuan from 2020 to 2022, and cooperate with more than 100 vocational colleges across the country to help more than 10,000 young people improve their employment ability. In this plan, McDonald's China will carry out training through the \"modern apprenticeship system\" school-running mode implemented by the Ministry of Education. McDonald's courses include restaurant operation knowledge, including floor management, inventory management, food safety and human resource management, as well as training in communication, coordination, cooperation and leadership improvement.Favorable policies, vocational education will raise 4.34 billion in the first half of 2021Compared with the current K12 field that the State Administration for Market Regulation and the Ministry of Education have repeatedly attacked hard, the current vocational education track can be described as \"not bright in the east but bright in the west.\" What these giants are eyeing is a huge business opportunity. Previously,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A special research report on vocational education published pointed out that the growth of China's service industry and the demand for skills upgrading in manufacturing industry will promote the growth of the vocational education market. It is estimated that before 2030, China's informal vocational education and training market will grow by 8% every year, and the scale is expected to increase from 400 billion yuan to 870 billion yuan.Financing in this industry is also quietly continuing.According to CVSorce investment data, from January to June 30, 2021, there were 60 financings in the field of online education, with a total financing of over 9.99 billion yuan. Among these financing industries, the vocational education platform has become the largest in the industry in terms of financing scale and amount, receiving 4.34 billion yuan in financing. The financing platforms include Chalk Education, Yunxuetang, Class View Education, Hornbill Education, Nitrogen Guidance Education, Zhongpeng Training, Hummingbird Small Class, Haidao Education, Accounting School, Sichuang Network, Class View Education, and Sibo Network.Success is also a policy, failure is also a policy. Zhou Shuang, a partner of Blue Elephant Capital, believes that in education, policy risks always exist, and it is particularly important to judge macro trends. From this perspective, in recent days, the policy does have some signals for vocational education that are different from the K12 track.At the just-concluded National Vocational Education Conference, a clear signal was released to improve the treatment of technical and skilled talents, smooth career development channels, and enhance the recognition and attractiveness of vocational education. Previously, the State Council had issued the Opinions on Implementing the Lifelong Vocational Skills Training System, focusing on the word \"lifelong\", which was intended to solve the long-standing problems of insufficient supply, low level and lack of personalized and extended services in vocational education. In 2019, the Action Plan for Vocational Skills Improvement (2019-2021) was issued and implemented, and the state proposed to allocate 100 billion yuan to carry out various subsidized vocational skills training for more than 50 million person-times. The source of this money is the balance of the unemployment insurance fund. 2021 is the final year of this program, which can highlight the urgency of vocational education. At present, China is also in the process of moving from a manufacturing power to a manufacturing power, and the demand for vocational and skilled talents is even more extensive. According to statistics, the current gap of vocational skilled talents in China is about 20 million.At present, no matter in the macro discussion of experts and scholars, there is another interpretation, which holds that the current low fertility rate in China is mainly due to the high cost of education and training, followed by the excessive pressure on school districts. The strategy of \"making a strong country\" advocated by the state means that the senior high school entrance examination will become an important watershed for students. After the senior high school entrance examination, 50% of students will enter vocational colleges to study. The National Vocational Education Reform Implementation Plan also clarifies the equal status of vocational education and general education, and strengthens the vertical integration of vocational education and higher education. In the next four years, vocational education will maintain an average annual compound growth rate of 12%, and by 2023, the market size will exceed 900 billion yuan, of which the market size of academic vocational education is close to 300 billion yuan.Except for policy elements. Dong Zhanbin, founding partner of Qingsong Fund, who has invested in vocational education companies such as School Cars, Spoon Classrooms, and More Happiness, believes that the reason why the market pays attention to vocational education at present is that \"in the economic cycle, the state hopes to solve employment and make people live a better life, vocational education can solve employment problems, which is equivalent to the country's starting point. At the same time, the boom of knowledge payment in recent years has also educated the market, so that everyone has the habit of online payment.\"Y12. Quality education, who will be the end of the education track?Before the boots of regulation landed, anxiety and fear were not removed from the industry's head, which also affected the decision-making and direction of investment institutions to a certain extent. In recent days, when China Investment Network issued to a number of investment institutions where the new opportunities in the education industry are, it encountered unprecedented silence. A number of institutions responded to China Investment Network, saying, \"It is inconvenient to speak out.\" However, as an institution with the education industry as its main track, it will still explore opportunities from the industry.Ning Boyu, founding partner of Blue Elephant Capital, classified the vocational education track as \"Y12 education\", as opposed to K12 education. K stands for Kid, which refers to preschool to high school education; Y stands for Youth, and Y12 mainly refers to education from 18 to 30 years old. In his view, \"The National 2035 Plan hopes that after teenagers complete basic education, some people will go to college and some people will step into society. However, there is a lot to be done in how teenagers can integrate into society after leaving school. Recent policies are mainly aimed at the K12 field, but Y12 is still in a relatively relaxed environment.\"In addition, Ning Boyu said that finding the field of Y12 education follows the perspective of \"edge innovation\". \"At this special point in time, the supply side of the education industry has certain restrictions, but many new supplies will be created accordingly. For example, from the perspective of marginal innovation, entrepreneurship in the education industry should also follow the 28th principle, and there are still five 80% spaces in this industry. They are education supply in backward areas, on-campus service fields, quality education relative to exam-oriented education, cultivation related to personality cultivation and Y12 education.\"Kai-Fu Lee said that there may still be opportunities for education and technology, \"such as artificial intelligence technology and large language models, which have great potential value.\" And Dong Zhanbin moved the realization to both ends of the education industry, \"One end is 3-Quality education for 8-year-old children, and the other end is adult vocational education, mainly to enhance employment opportunities and improve job treatment.\"Yang Lu, the co-founder of Duosu Education, a quality education platform, also proves this point. The recent supervision of the education industry has not affected it, but there will be favorable factors. Yang Lu said, \"Since the beginning of this year, the education supervision is mainly aimed at K12, and quality education is encouraged and supported in policy. On the one hand, it will promote the transformation of institutions to quality education, and on the other hand, user needs will be further stimulated and promoted, which will significantly promote our quality education platform company.\"Dong Zhanbin also reminded that we should be patient enough for the development of new subdivided tracks, because \"the cake at both ends is obviously not as big as that in the middle. For example, quality education, although everyone thinks that quality education will be an important direction in the future, there is no very popular new category yet, and no large market has been formed. Everyone's understanding of quality education needs to be improved, and market cultivation will take time; There is a relatively large space in the field of vocational education, because the crowd is relatively mature and not affected by supervision. There are more opportunities in many subdivided tracks, such as psychological training, comic training and other subdivided tracks. The company has achieved tens of millions of profits a year. At present, the entire industry presents a situation where a hundred flowers bloom, but no one can take it all. \"\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://mp.weixin.qq.com/s/wvH2U_CwOV5P0CaLSbnvgw\">投中网</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71278074538ef0ff1ff6c5e299370771","relate_stocks":{"EDU":"新东方","01797":"东方甄选","09901":"新东方-S","GOTU":"高途","TAL":"好未来"},"source_url":"https://mp.weixin.qq.com/s/wvH2U_CwOV5P0CaLSbnvgw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117779482","content_text":"教育赛道又复活了？\n\n过去的一个季度，是教育行业最为震荡的日子。自2021年4月份开始，多家校外培训机构先后被市场监管总局处以顶级罚款，在线教育行业正在迎来最强整顿。一时间，市场风声鹤唳，几乎所有的K12赛道连锁教育公司都进入整顿期。创投市场，几乎所有的投资人谈“教育”而色变。\n眼下，这种境遇似乎有了转机。一天之内，两家令人意想不到的巨头纷纷下场，分别投资了两家教育公司。工商信息显示，7月5日，广州秒可科技有限公司发生工商变更，新增股东深圳市腾讯创业创新发展有限公司，同时公司注册资本由222.22万元增加至233.92万元。同一日，北京中酒荟萃教育科技股份有限公司成立，其中宜宾五粮液股份有限公司为股东之一。\n那么问题来了，教育赛道又复活了？\n你意想不到的巨头都在布局\n腾讯与五粮液，虽然分别为不同赛道的巨头，但在同一日的投资上，却有着相同之处。\n信息显示，此次腾讯入股的广州秒可科技公司成立于2017年12月，公司团队规模逾200人，经营范围包含物联网技术服务；动漫游戏开发；科技中介服务；教育咨询服务；从事语言能力、艺术、体育、科技等培训的营利性民办培训服务机构等。但通过检索公司动态，目前的主要业务方向为职场教育，旗下教育品牌“秒可职场”自2020年初正式启动运营，截止目前已上线多门职场技能培训课程。\n而五粮液作为主要股东成立的新公司北京中酒荟萃教育科技股份有限公司，注册资本为5400万人民币。公司经营范围包括产品设计；软件开发；教育咨询；互联网信息服务等。在股东名单中，除却五粮液之外，还有四川经纬教育管理集团有限公司、四川酒业茶业投资集团有限公司、四川理工资产经营有限责任公司、宜宾职业技术学院资产经营管理有限公司共同持股。由于未公布具体的持股比例，有消息称，五粮液此次投资教育公司，或许意在投资白酒产业人才教育，推动酒业转型升级。\n由此可见，不管是互联网巨头还是白酒巨头，此次加码的，都是职业教育赛道。但“盯”上这一赛道的巨头，远不止这两家。\n投中网多方汇集信息发现，阿里巴巴旗下的淘宝已经成立“淘宝大学”，并正式成立淘宝教育事业部，专注电子商务在线培训服务；腾讯创办的腾讯课堂，2020年疫情期间，线上职业教育上课总时长提升3.5倍，授课范畴涵盖职业技能、编程语言、建筑工程、母婴亲子、工业产品设计等多种课程；字节跳动自打发力教育以来，扬言3年不盈利，职业教育亦是其布局的重要一环；美团也正在通过大学的模式，进军职业教育及培训领域，华为、京东也已推出在线课堂，就连互联网招聘平台，也与上百家互联网企业一起搭建人才能力模型，为求职者进行相关培训与教育……\n甚至，这个赛道连麦当劳都已经入局。2020年9月，麦当劳中国宣布启动“青年无限量”人才培养计划，在2020年至2022年将投资超过1亿元，与全国逾100所职业院校合作，帮助超过1万名年轻人提升就业能力。在这项计划中，麦当劳中国将通过教育部推行的“现代学徒制”办学模式开展培训，麦当劳的课程包括餐厅运营知识，包括楼面管理、盘存管理、食品安全以及人力资源管理等，也包括沟通、协调、合作和领导力提升等培训。\n政策利好，职业教育2021年上半年融资43.4亿\n对比当前国家市场监督管理局与教育部多次重拳出击的K12领域相比，当前的职业教育赛道，可谓“东边不亮西边亮”。这些巨头盯上的，正是一个巨大商机。此前，摩根士丹利发表职业教育专项研究报告指出，中国服务业的增长和制造业技能升级需求将推动职业教育市场的成长，预计2030年前，中国非正规的职业教育和培训市场每年增长8%，规模预计从4000亿元人民币扩大到8700亿元人民币。\n这个行业的融资也在悄然继续。\n据CVSorce投中数据显示，2021年1月至6月30日，在线教育领域共有60起融资，融资总额超99.9亿元。在这些融资的行业里，职业教育平台在融资规模及金额上成了行业之最，获得43.4亿元融资，获得融资的平台有粉笔教育、云学堂、课观教育、犀鸟教育、导氮教育、中鹏培训、蜂鸟小课、海道教育、会计学堂、思创网络、课观教育、思博网络。\n成也政策，败也政策。蓝象资本合伙人周爽认为，在教育里，政策风险永远存在，对于宏观趋势的判断就尤为重要。从这个层面上来看，近日来，政策对于职业教育来讲确实有一些不同于K12赛道的信号。\n在刚刚闭幕的全国职业教育大会上，释放出一个明确的信号，提高技术技能人才的待遇，畅通职业发展通道，增强职业教育的认可度和吸引力。此前，国务院已出台了《关于推行终身职业技能培训制度的意见》，重点落脚“终身”二字，意在解决职业教育长期以来存在的供给不足、层次偏低、缺少个性化和延伸性服务的问题。2019年，《职业技能提升行动方案（2019—2021 年）》印发实施，国家提出拿出 1000亿元开展各类补贴性职业技能培训5000 万人次以上。这笔款项的来源，是失业保险基金结余，2021年已是这一方案的收官之年，更能突出职业教育的紧迫性。当前，中国也正在行进在由制造大国迈向制造强国的进程中，职业技能人才的需求就更为广泛。有数据统计，中国目前职业技能型人才的缺口大约在2000多万。\n当前，不管是专家学者们的宏观探讨中，还存在另外一种解读，认为当下中国的生育率低这一问题，主要原因在于教育培训成本高，其次是学区房的压力过大。而国家倡导的“制造强国”战略，也就意味着中考将成为学生重要的分水岭，中考过后，将有50%的学生进入职高院校进行学习。《国家职业教育改革实施方案》亦明确了职业教育和普通教育的同等地位，强化职业教育和高等教育的垂直融通。未来四年，职业教育将年均保持12%的复合增长率，到2023年将超过9000亿元的市场规模，其中学历职业教育市场规模接近3000亿元。\n除却政策要素之外。投资了派学车、勺子课堂、愈见幸福等职业教育公司的青松基金创始合伙人董占斌认为，目前市场对职业教育关注的原因还在于“经济周期内，国家希望解决就业，让人更好的生活，职业教育可以解决就业问题，相当于国家的抓手。同时，近几年的知识付费热潮也教育了市场，让大家有了线上支付的习惯，通过小额付费，让大家熟悉了赛道。”\nY12、素质教育，谁将是教育赛道的终局？\n监管的靴子落地之前，不安与恐惧并未从这个行业头顶摘除，这也一定程度上影响着投资机构的决策和方向。近日来，在投中网对多家投资机构发出，教育行业的新机会在哪之时，遇到了前所未有的缄默。多家机构对投中网回应称，“不便发声。”但作为以教育行业为主要赛道的机构依然会从行业里发掘机遇。\n蓝象资本创始合伙人宁柏宇将职业教育赛道归为“Y12教育”，与K12教育相对。K代表Kid，指的是学前教育至高中教育；Y则代表Youth，Y12主要指18岁到30岁的教育。在他看来，“国家2035计划希望青少年完成基础教育之后，部分人去上大学，部分人踏入社会。但是，青少年离开学校后怎么能够融入社会，这里面大有可为。近期的政策主要针对 K12领域，但Y12还是处于一个相对宽松的环境。”\n此外，宁柏宇表示，找到Y12教育这一领域遵循的是“边缘创新”这一考量角度。“在这个特殊的时间点，教育行业供给端有了一定的限制，但相应也会创造出许多新的供给。比如，从边缘创新的角度去衡量的话，教育行业创业也要遵循二八原则，在这个行业里还有5个80%的空间。分别是落后地区的教育供给、校内服务领域、与应试教育相对的素质教育、与人格养成相关的培育及Y12教育。”\n李开复表示教育与技术的搭载可能还会有机会，“比如人工智能的技术、大语言模型，这些都有很大的潜在价值。”而董占斌则把实现移到教育行业两端，“一端是3-8岁儿童的素质教育，一端是成人职业教育，主要是提升就业机会，改善工作待遇。”\n素质教育平台好多素教的联合创始人杨璐也佐证了这一点，近期的教育行业监管并未对其产生影响，反倒会有利好因素。杨璐表示，“今年以来的教育监管，主要是针对K12展开的，而素质教育在政策上是被鼓励和支持的，一方面会促使机构向素质教育转型，另一方面用户需求被进一步激发和提升，对我们素质教育平台型公司是有明显推动作用。”\n董占斌同时提醒，对于新的细分赛道的发展要给予足够的耐心，因为“两端的蛋糕明显不如中间大。比如素质教育，虽然大家都认为素质教育会是未来的一个重要方向，但暂时还没出现非常火爆的新品类，也没有形成很大的市场，大家对于素质教育的认识还有待提升，市场培养还需要时间；在职业教育领域空间相对较大，因为人群相对比较成熟，并且不受监管的影响，很多细分赛道里都有比较多的机会，比如心理培训、漫画培训等细分赛道，都有一些企业已经实现一年几千万利润。目前整个行业呈现出一种百花齐放、但没有哪家能够通吃的局面。”","news_type":1,"symbols_score_info":{"EDU":0.9,"01797":0.9,"TAL":0.9,"GOTU":0.9,"09901":0.9}},"isVote":1,"tweetType":1,"viewCount":1869,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}