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二胎浪潮、消费升级下的幼教市场 目录
1. 幼教行业持续扩容,朝阳行业后起发力 ..............................................................................................................................................5
1.1 幼教行业步入信息化、专业化、泛娱乐化新阶段 ....................................................................................................................5
1.2 四驾马车驱动幼教行业持续扩容 ................................................................................................................................................7
1.3 预计 2020 年幼教市场规模将达 3000 亿.................................................................................................................................10
2. 幼教行业存痛点,标准化助力行业发展 ............................................................................................................................................11
2.1 师资+理念成幼教行业标准化痛点............................................................................................................................................11
2.2 痛点亦是破局点,行业标准化程度将提升 ..............................................................................................................................12
2.3 标准化助力内容升级,标准化与多样化并存 ..........................................................................................................................15
3. 幼教行业细分市场投资机会 ................................................................................................................................................................15
3.1 b2b:线下渠道为核心, b2c:内容为核心..............................................................................................................................15
3.2 线下渠道:市场集中度低,加盟或并购整合成未来趋势 ......................................................................................................17
3.3 幼教内容: TO B 模式聚焦标准制定, TOC 模式聚焦 ip.......................................................................................................25
3.4 家校互动:行业进入跑马圈地期,龙头企业优势凸显 ..........................................................................................................30
4. 投资策略.................................................................................................................................................................................................33
4.1 幼教行业投资策略 ......................................................................................................................................................................34
4.2 重点公司推荐 ..............................................................................................................................................................................34
4.2.1 威创股份(002308):定位于幼教集团化的领军者....................................................................................................34
4.2.2 秀强股份(300160):幼教板块不断扩张,内生外延双轮发展................................................................................35
4.2.3 亿童文教(430223.OC):持续创新的幼教领军者.....................................................................................................36
4.2.4 伟才教育(838140.OC):新三板加盟幼儿园第一股.................................................................................................37
4.2.5 爱乐祺(838140.OC):本土早教中心领航者.............................................................................................................38
4.2.6 芝兰玉树(835785.OC):构建“IP+平台+衍生品”幼教生态圈 .................................................................................39
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