本报告研究涉及企业/品牌/案例：金睿家，纽诺教育，多乐小熊，馨心教育，袋鼠麻麻，圣顿教育，Urjoy school ，和菀投资，安赐资本，广州创玺企业，广东文化产业，新东方，合力资本，光速中国，双湖资本，睦米，优贝乐，YOKID，抱抱熊，爱乐祺
With the implementation of the two-child policy, the change of child-rearing concept and the improvement of child-rearing demand, China's child-care service market for 0-3-year-old infants has ushered in broader space and opportunities for development. According to iiMedia Research, the number of infants in China is expected to exceed 50 million in 2019, with 48% of parents demanding childcare services. It is estimated that in 2020, China's infant care market will exceed 200 billion yuan. At present, the majority of children in the family are born in the 1980s and 1990s, and the second-generation education in double-income families is common. With the intensification of the problem of family care manpower and the increasing growth of children's needs, professional, quality and safety infant care services have begun to receive more attention from children's families. Imedia consulting analysts believe that infant families have a high demand for professional infant care services, and the key to enhancing the competitive advantage lies in the comprehensive qualification or the chengcheng child care service institutions. In addition, with the release of relevant government guidelines, China's infant care market is expected to build a new type of service from infrastructure, practitioners, curriculum quality and other aspects, and community care services will be further popularized.
According to iiMedia Research, the number of kindergartens in China has increased year by year. It is expected to exceed 270 thousand in 2018. At the same time, the kindergarten market will reach 230 billion yuan. At present, the fees for kindergartens run by the citizens are expensive. According to the requirements of the generally beneficial goal, it is estimated that by 2020, the admission rate of generally beneficial kindergartens will reach 80.0%. Private kindergartens will be developed in the direction of high-end, with a view to bringing sustained and stable revenue.
2020年5月20日，全球知名的新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询) 发布《2020H1中国在线教育数据调研及典型企业案例研究报告》。报告根据艾媒数据中心、艾媒咨询商业情报数据库、艾媒商情舆情数据监测系统基础数据，对在线教育行业、行业细分领域（如K12、职业培训、少儿英语、素质教育等）进行宏观把控和商业模式分析，对VIPKID、编程猫、中公教育等典型企业的分析，并且结合用户行为和消费心理，判断2020-2021年中国在线教育行业的发展趋势。艾媒咨询分析师认为，2020年的新冠疫情为在线教育带来了新的活力，预计2020年中国在线教育用户将达到3.09亿人。后续随着中国各地陆续复课，在线教育的用户数量将有所回落，因此，如何保持用户留存率等问题是在线教育企业应当关注的。
The new crown outbreak has brought some benefits to online education, but it has also increased competition in the industry. iiMedia Research believe that the domestic online education industry is about to enter the knockout stage, many enterprises, especially small and medium-sized enterprises are facing an existential crisis. How to make use of the current situation, improve the retention rate of enterprises, promote enterprise products out to sea is an important issue facing the development of the industry.
The infants early education market is on the rise. Since 2012, the government has repeatedly mentioned the development of early education in relevant policies and regulations. In particular, on May 10, 2019, the State Council issued guidance on the nurturing industry, making early education a hot spot for investment. At present, the development of China's infant early education industry has problems such as low success rate, difficulty in content research and development, difficulty in scale expansion, lack of teachers and management talents. Although China's economically developed regions such as Beijing, Shanghai, and Guangdong pay more attention to early childhood education, the infant enrollment rate in China is only 4.3%, which is still far from the average enrollment rate of 33.2% in OECD countries. There is great potential for development in the future.
China's infant and children care industry mainly includes infant food, supplies, medical care, and childcare. In the field of infant food, in 2019, the penetration rate of complementary food for infants and young children in China was only about 25.0%. Meanwhile, the ratio of food supplement and milk powder consumption for infants and toddlers in mainland China is 1:7, while in developed countries (Europe and the United States, etc.), the ratio is 1:1, and that in Hong Kong, Macao and Taiwan is 1:4. In the field of baby products, the size of China's baby stroller market reached 13.21 billion yuan in 2018, a year-on-year increase of 6.3%. 63.9% of consumers plan to increase consumer spending in 2019, with 22.0% of them expecting a 30% increase in consumer spending. In the field of infant and child medical care, in 2018, a total of 28 kinds of medicines were required to modify the instructions, including some Chinese medicine injections and large varieties of proprietary Chinese medicines. In the field of infant care, in May 2019, the State Council of China issued the “Guiding Opinions of the General Office of the State Council on Promoting the Development of Infant and Child Care Services Under 3 Years Old”, proposing to vigorously promote the development of infant care industry. China’s infants and young children have a 4.1% enrollment rate in various types of care institutions, far lower than the enrollment rate of 25%-55% in developed countries.
本月报涉及企业/品牌/案例包括：纽诺教育、KinderCare、多乐小熊、馨心教育、袋鼠麻麻、圣顿教育、Urjoy school、朋恩日托、Bright Horizons Family Solutions、Learning Care Group、Goddard Systems、Primrose Schools、Childcare Network、Nobel Learning Communities、The Learning Experience、Kiddie Academy、Kids 'R' Learning Academies、孩盟国际、MoreCare茂楷、嗨妈宝贝Harborbabe
Infant care market is on the rise. The development of infant care industry in some contries such as the United States, Britain, France and Japan is relatively mature. A series of policies and regulations have been introduced to guide its development. In 2018, the number of children receiving nursery services in the UK exceeded 32,000. Japan is going to provide public care services free of charge in October 2019. In the Chinese market, starting from 2016, the government has repeatedly mentioned the development of childcare in relevant policies and regulations. In particular, on May 10, 2019, the State Council issued guidance on the infant care industry, making it a hot spot for investment. At present, the development of China's infant and child care industry has problems such as immature operating system, lack of standardized supervision, and lack of professional teachers. Although China's economically developed regions such as Beijing, Shanghai, and Guangdong Province pay more attention to infant care, the infant enrollment rate in China is only 4.3%, which is still far from the average enrollment rate of 33.2% in OECD countries. Infant care industry still need standardization, and there is great potential for development in the future.