K12教培行业(课外辅导培训)行业或业务价值链分析
推荐回答(1个)
K12教育培训行业发展空间广阔 万亿市场盛宴将启
K12教育的概念舶来自北美国家,原指从幼儿园到十二年级阶段内的基础教育。现在国内通常以
K12代表中小学阶段,K12教育培训也主要是针对考试与课业辅导领域。近年来,课外辅导在我国拥有日益庞大的市场,2016年全国中小学辅导机构的市场规模超过8000亿元,参加课外辅导的学生达1.37亿,参与辅导机构的教师有700-850万人。国民收入水平的快速提高和国民教育观念的普遍升级为k12
教育培训提供了较为广阔的市场。
中国家长对课外辅导普遍重视,认可度较高,30.7%的家长非常认可课外辅导,56.9%的家长比较认可,而持不认可态度的家长只占了2.8%。从支出意愿看,有强烈支付意愿的家长占了58.2%,表示只要能够提高成绩,愿意支付可支配收入的50%以上用于子女的课外辅导。
国内家长对课外辅导一边倒式的偏好将持续利好K12教育培训的发展。
K12阶段在校生人数逐渐回升,拐点出现
据前瞻产业研究院发布的《教育培训行业市场前瞻与投资战略规划分析报告》数据显示,2016年,我国义务教育阶段在校生1.42亿人,高中教育阶段(普通高中)在校生3970.06万人,合计K12
阶段在校生总人数约为1.66亿人,延续2015年人数回升趋势,K12
阶段在校生人数出现拐点。预计到2020年,我国义务教育阶段在校生约为1.65亿人,高中教育阶段(普通高中)在校生约为2350万人,合计K12阶段在校生总人数将约达
1.89亿人。具体来看,人数增量主要来自小学阶段,小学在校生人数同比增加220.83万人,初中阶段则增加17.42万人,而高中阶段人数继续下降,同比减少7.75万人。
我们认为,受益于2014于年开始的二胎政策实行,大量新生儿将于2020
年陆续进入小学入读阶段,未来K12在校生人数基数有望持续回升,保持高位(1.6-1.8亿),构成K12教育培训行业规模庞大的潜在用户群体。
线下辅导目前仍是主流选择
以课外辅导形式来看,线下辅导目前仍是主流选择,占参加辅导总人数的52.2%,线上线下辅导均有参与的占43.8%,完全靠线上辅导的只占4%,仍属于小众选择。对未来预期的调查显示,选择线上线下结合作为课外辅导形式的比重为
64.5%,其中以线上为主仍占多数,达到 75%。 线上辅导已经开始进入家长的选择区间, 并在继续发展, 但线下仍是课外辅导的主要形式。
刚需推动课外辅导成标配,二三四线城市将贡献参培率增量
根据前瞻产业研究院数据显示,72.6%的K12学生正在参加课外培训机构的辅导学习,6.6%的学生计划去课外培训机构学习。2016年参加课外辅导的中小学生规模超过年参加课外辅导的中小学生规模超过1.37亿人,按在校生总数1.66亿人计算,我国K12阶段课外辅导参培率已达82.5%。由于对子女教育的重视,家长对于课外辅导普遍存在刚性需求,课外辅导成为孩子教育的标配,目前一线城市(北上广深)的参培率接近饱和,未来参培率的增长将主要来自二三四线城市。
K12教育培训行业万亿盛宴将启
具体来看,我们认为,一线城市的增量空间主要来自客单价的提升,机构通过提供更加个性化、智能化的优质教学服务获取高定价;二三四线城市的增量空间主要来自参培率的提升,现阶段二三四线城市家长的支付意愿和支付能力均较强,但供给端欠缺丰富的教学资源,随着巨头们教学网点下沉及在线教育的发展,预计未来二三四线城市的参培率将大幅提升。
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