Education online traffic blowout, business model accelerated evolution From Guosheng securities

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The following is the Education online traffic blowout, business model accelerated evolution From Guosheng securities recommended by recordtrend.com. And this article belongs to the classification: Internet Education, Brokerage Report.

Education industry: relatively rigid demand, strong policy, relatively less cyclical. Policy changes affect the business growth of various sectors. Under the current epidemic situation, online education is fast and low-cost, and the penetration rate of K12 online training is particularly prominent. The core leader is expected to usher in new growth opportunities relying on the advantages of technology and teachers.

Industrial chain and business model: balance of human efficiency and experience, and replication expansion is the core of growth

Teaching and training industry: the support of teachers, property and technology in the upstream, the curriculum system in the middle reaches, and the channel expansion in the downstream. The growth of leading business: first, relying on the systematic curriculum system to reduce the dependence of teachers, and accordingly cultivate the teaching staff to support replication and expansion; second, to ensure the balance between human efficiency and experience through small class mode, online + offline dual teacher mode; third, effective channel promotion, with the support of first mover advantage.

Vocational education training: favorable policy, diversified track, wide space

Vocational education and training policy is relatively good, track diversity, wide space, enrollment, training rate and customer unit price to promote the expansion of subdivision track. The channel and R & D capability form the moat of vocational education and training institutions. The leader lies in the ability of cross track replication and expansion. Under the catalysis of epidemic situation, online expansion is expected to become a new topic.

K12 training: just need support space is broad, online penetration under the epidemic situation is accelerated

In 2018, the stricter supervision will affect the pace of leading enterprises’ expansion in the short term, but the central line is good for the improvement of market concentration. Under the catalysis of this round of epidemic situation, the leader is expected to achieve a significant increase in short-term penetration rate at a lower cost. Relying on the teacher platform and technical advantages, it will accelerate the sinking with the mode of double division, so as to meet new opportunities for growth. At the same time, it has gained the attention of domestic online education technology.

Early education: focus on the epidemic situation and economic impact in the short term, and focus on the integration and sinking expansion of the leaders in the middle

The overall participation rate of early education industry is low, local and international brands coexist, the first and second tier international brands are dominant, and the franchise mode is dominated. In the short term, affected by the epidemic situation and the economy, the first-line leaders are also expected to reverse the trend and improve the market share. The new model of superposition of medium and long-term lines is expected to sink into the third and fourth lines to boost growth.

Investment suggestions: epidemic catalysis online education meets new opportunities, sticks to the leading position, and takes into account the transformation

Epidemic catalysis online education ushers in new opportunities. On the whole, we continue to be optimistic about the “good track + true leader” double excellent combination varieties. In addition to overseas tal future and New Oriental (New Oriental online), the public education of a share should focus on; secondly, we suggest that we should pay attention to the seed players with further development and strength in the characteristic subdivision field, and focus on the big Chinese track lishichen, the secondary school entrance examination cram track coswood, and the early education track Meiji Vocational education and online course training track Kaiyuan shares; in the field of education informatization, in addition to technical giants, we can moderately pay attention to sanaifu and other vertical companies.

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