2020331_艾瑞咨询_2020年中国素质教育行业白皮书（65页）.pdf

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12 11 2017 1 2014 2018 9 13 N=1001 2018 8 3-15 80 90 31.4%29.5%28.3%27.7%27.0%30.1%29.9%29.3%28.8%28.1%38.5%40.6%42.4%43.5%44.9%2013 2014 2015 2016 2017%754.6 859.5 969.3 1070.3 1169.5 1988.3 2142.3 2382.8 2637.6 2843.6 10.1%10.3%10.5%10.6%10.7%10.8%10.7%11.1%11.4%11.6%2013 2014 2015 2016 2017%2013-2017 2013-2017 2018 3-15 44.1%34.2%30.0%28.3%26.9%24.3%22.7%22.0%21.8%21.5%20.0%18.4%17.5%13.5%/14 3894.7 4050.7 4264.8 4413.9 4600.1 4574.7 4641.2 4699.8 4752.3 4799.8 9360.5 9451.1 9692.2 9913.0 10111.3 10092.5 10164.0 10225.9 10280.6 10329.4 4440.1 4386.6 4312.0 4329.4 4303.4 4281.7 4268.3 4256.6 4246.4 4237.2 2013 2014 2015 2016 2017 2018e 2019e 2020e 2021e 2022e2013-2022 3-15 3-6 1.77 1.79 1.83 1.87 1.90 1.89 1.91 1.92 1.93 1.94 3-15 1.92013 3-15 1.77 2017 1.9 2022 1.94 1 3-6 4000 2018-2022 15 2013 2013 8-2014 7 2013 1-2013 12 2014 2015 2022 2017 2976.4 13%K12 2017 2976.4 13%2018 3376.8 2022 5329.3 1871.6 2096.0 2332.5 2619.8 2976.4 3376.8 3814.7 4290.4 4796.8 5329.3 12.0%11.3%12.3%13.6%14.0%13.5%13.0%12.5%11.8%11.1%2013 2014 2015 2016 2017 2018e 2019e 2020e 2021e 2022e2013-2022%16 2017 2017 8-2018 7 2018 1-2018 12 60%2017 2976.4 28.0%14.5%9.7%7.7%40.1%,40.1%,28.0%,14.5%,9.7%,7.7%2017 17 18 2C 2B 2G 2C 2B 2G 2018 C B G 19 2020.3 iResearch I 2020.3 iResearch I K12 20 B C 3-18 512 38 AI 412+SaaS+800 1218 3 8 12 18 30&AI&21 2020.3 iResearch I+VR+AR class 22 VIPKID VIPKID 2013 2014 2015 2016 2017 2018 2019 A B 2+C D D+E/V Lingo Bus 0-4 SayABC 5-12 1V4 VIP/9-15+Scholastic HMH Pinkfong Collins Coursera SSAT+23 2016 A 2018 B 2018 B+2019 C 2019 D 1000 1500 IDG2000 4000 8500 DDV KKR 5+AI 1 2 4 5 4 5 3 1V4 1V6-AI+AI 24 2012 12 1.6 B 2.5-18 3-18 3-6 6-13 11-18 3-12 3-18 1 2 1 2 325 20 1 2 1 2 26 1&K12 27 2&K12 K12 28 1 O2O SaaS 29 2 2B 2C 2015 2G Government/2S School 2014 1 5 3 1 2018 9 5 2 2015 2C 2B 40-60%30 3 ICS IPS ITS O2O VPS PLI i 31 20 1 2 1 2 1.1 1.51.3 1.2 1.432 2017 8-2018 7 TGITGI=/*100 TGI100 TGI 105 TGI 33 iResearch I80 15-45 N=1001 2018 8 27/179 60%80 35.6%64.4%0.4%24.2%67.5%7.9%60 70 80 90 10%1-3%1%3-10%78.8%/22.1%/12.6%/10.5%/64.7%27.2%15-45 18.4%50.4%24.2%5.7%1.3%15 15-30 30-45 45-60 6034 iResearch I54.4%58.8%67.3%64.0%49.5%64.0%3 1 3 1 3-9 N=1001 2018 8)VALES 18 LIKET 62.5%3-9 68.5%1-3 3.90 3.74 3.97 4.00 3.06 4.16 3.04/58.0%51.9%/50.0%/48.7%48.0%-68.5%19.9%11.5%0.1%32.0%30.5%19.3%18.3%7-9 3-6 13-15 10-12%35 2020.3 iResearch I 2020.3 iResearch I N=1001 2018 8 N=1001 2018 8 56.4%18.1%34.8%30.6%TGI 98.0 91.8 122.3,56.4%,18.1%,12.8%,12.7%2018,34.8%,30.6%,16.8%,12.4%,5.5%2018 TGI=98.0 TGI=91.8 TGI=122.336 2020.3 iResearch I 2020.3 iResearch I N=1001 2018 8 N=1001 2018 8 35.0%32.8%44.1%34.5%,35.0%,32.8%,16.6%,7.2%,5.9%,2.6%2018 3.9%5.6%10.8%22.4%22.4%26.1%27.5%30.5%34.5%36.5%44.1%2018 37 2020.3 iResearch I 2020.3 iResearch I43.1%45.8%50.0%50.9%63.2%63.4%67.2%69.4%2018 N=1001 2018 8 N=1001 2018 8&42.3%38.5%38.4%33.3%42.3%38.5%38.4%33.3%29.8%29.1%28.4%25.7%25.6%19.9%18.9%18.3%15.0%14.7%13.5%12.0%10.6%8.5%7.6%2018 TGI81.3 TGI109.738 44.1%34.2%30.0%28.3%26.9%24.3%22.7%22.0%21.8%21.5%20.0%18.4%17.5%13.5%/44.1%34.2%30.0%2018 N=1001 N=218 N=269 N=243 2018 8 64.9%55.6%36.9%36.9%35.1%16.4%15.3%14.9%7.8%40.8%30.3%28.9%27.1%26.6%24.3%23.4%22.9%22.9%22.0%20.2%19.3%17.9%14.2%53.9%44.0%40.7%33.7%24.3%22.6%19.8%17.3%13.2%12.8%9.1%120.6TGI=133.3TGI=39 N=1001 2018 8 0.2%13.6%15.9%23.6%27.7%29.6%29.8%31.2%37.9%40.1%2018 40.1%37.9%TGI107.9 TGI104.9 TGI78.240 2020.3iResearch I TGI=113.8 TGI=126.7 TGI=219.3 50.0%25.0%11.0%2018 58.0%52.0%26.4%24.4%12.9%11.8%11.6%11.3%1.2.3.3D N=1001 2018 841 2020.3 iResearch I 2020.3 iResearch I N=1001 2018 8 N=1001 2018 8 2.2 5000-15000 86.5%1-3 2.23 32.7%5000-10000 20.1%1-1.5&34.2%29.3%23.0%8.5%3.6%1.4%0.1%1 2 3 4 5 6 7 7.8%12.9%32.7%20.1%12.8%12.5%1.3%3000 3000-5000 5000-10000 1-1.5 1.5-2 2-5 5 2018 2018 86.5%2.2 52.8%42 2020.3 iResearch I 2020.3 iResearch I N=1001 2018 8 N=1001 2018 8 98.4%6 10 0.0%0.0%0.3%0.3%1.1%4.5%22.5%38.5%28.1%4.8%1 2 3 4 5 6 7 8 9 10 2018 41.6%38.4%34.1%29.4%27.2%23.8%20.3%14.8%14.2%12.2%8.7%0.1%/2018 98.4%43 2020.3iResearch I25.3%26.7%32.5%56.3%123412.4%17.2%25.8%29.9%3000-5000 5000-8000 8000-10000 1-1.5 99.1%54.9%6-10 6.7%1-2 5000-10000 N=580 2018 8 2018 0.3%1.7%7.2%35.8%54.9%262-5 11-25 6-10 1.2%1.9%2.1%4.6%99.1%6.7%44.9%48.0%+46.1%21.5%15.0%10.7%6.7%1-2 6 1 2-3 6 3 44 2020.3iResearch I 23.7%48.9%6-10 72.7%5000-10000 N=520 2018 8 2018 23.0%25.7%34.0%38.6%41.3%1.7%4.4%12.9%32.1%48.9%26 2-5 11-25 6-10 2.3%25.0%72.7%+33.4%31.5%13.8%13.1%8.3%6 1 1-2 6 2-3 3 6.0%6.3%6.3%6.5%6.7%7.1%8.5%9.0%9.0%10.0%10.4%12.5%13.3%15.4%20.4%23.7%/9.6%14.4%17.9%20.0%26.1%1000-3000 1-1.5 3000-5000 8000-10000 5000-800045 2020.3iResearch I1.5%3.0%34.5%61.0%1.5 1-1.5 5000-10000 5000 13.6%14.8%25.4%56.4%/1.1%9.8%89.0%+30.3%29.2%25.0%11.0%4.5%6 6 1 1-2 2-3 3 56.4%25.4%6-10 11-25 39.8%89.0%5000 N=264 2018 8 2018 23.1%23.9%29.5%46.2%48.1%3.0%3.4%14.0%39.8%39.8%262-5 6-10 11-2546 2020.3iResearch I 28.7%36.1%36.5%42.2%45.5%2.9%5.7%42.2%49.2%1.5 1-1.5 5000-10000 50004.9%45.5%49.6%+39.8%27.0%26.2%5.3%1.6%6 1 1-2 6 2-3 3 0.4%4.1%5.7%38.9%50.8%262-5 11-25 6-10/30%6-10 50.8%+6 1 5000 5000-10000 N=244 2018 8 2018 1.2%10.7%14.3%20.5%21.3%24.2%31.6%32.0%34.4%38.5%/47 2020.3iResearch I 40.9%6.5%5.0%4.7%N=1001 2018 8 40.9%34.5%29.4%28.4%25.5%25.4%25.1%24.8%19.1%19.0%17.1%15.9%7.7%7.2%7.2%6.5%5.0%4.7%0.4%/2018 48 2020.3iResearch I 47.1%28.6%TGI 110.0 111.0 N=1001 2018 8 47.1%28.6%23.0%22.6%18.7%17.8%17.3%15.6%15.6%11.8%0.9%/2018 110.0TGI=111.0TGI=49 2020.3 iResearch I 2020.3 iResearch I N=1001 2018 8 N=218 2018 8 78.2%3 3 21.8%2 2 TGI=161.4&17.1%37.8%23.4%7.9%7.6%3.5%2.2%0.4%0.2%2 2-1 1-3 3-6 6-12 1-2 2-3 3-5 5 22.5%22.0%18.8%18.8%17.9%17.4%17.4%16.5%14.2%9.6%5.5%5.0%2018 2018 21.8%78.2%TGI=161.450 2020.3iResearch I 38.6%N=1001 2018 8 38.6%30.1%29.6%25.3%21.7%14.9%5.7%3.4%2018 51 2020.3iResearch I 78.6TGI=91.3TGI=75.9TGI=50.1%TGI 92 TGI 80 N=1001 2018 8 50.1%38.1%33.4%30.2%26.8%21.4%16.6%15.8%15.4%10.5%9.4%9.2%8.9%6.3%0.8%QQ 360/2018 52 2020.3iResearch I 39.1%TGI 113.6 TGI 80.5 N=1001 2018 8 39.1%36.1%36.0%32.9%32.1%25.2%25.1%24.1%21.9%21.0%17.9%17.6%14.0%13.4%10.8%10.6%8.4%5.4%0.7%2018 80.5TGI=113.6TGI=53 2020.3iResearch I 52.3%16.3%N=1001 2018 8 52.3%16.3%13.8%9.7%7.9%2018 54 2020.3 iResearch I 2020.3 iResearch I N=1001 2018 8 N=578 2018 8 57.7%42.3%45.2%31.0%30.4%TGI=116.1 TGI=134.9 2018 45.2%31.0%30.4%29.8%24.9%23.4%0.2%2018 42.3%57.7%TGI=116.1 TGI=134.955 2020.3iResearch I 47.8%38.4%23.5%N=1001 2018 8 47.8%38.4%17.4%23.5%23.1%18.8%17.2%2018 56 2020.3iResearch I 4-6 7-9 4-6 7-9 7-9 10-12 4-6 TGI 122.7 104.0 72.6 N=1001 2018 8 2018 0%10%20%30%40%50%60%0-3 4-6 7-9 10-12 13-15 16-18 TGI=122.7 TGI=104.0 TGI=72.657 2020.3iResearch I 0.0%10.0%20.0%30.0%40.0%50.0%60.0%0.0%10.0%20.0%30.0%40.0%50.0%60.0%N=1001 2018 8 2018 58 20 1 2 1 259 2020.3iResearch I 1&4-6 7-9 6-25 10000/4-6 4-6 7-9 4-6 6-10/11-25 6-10/11-25 11-25/6-10 6-10/11-25/8000-15000 5000-10000 5000 10000 2018 60 2020.3iResearch I 2&61 2020.3iResearch I 3 62 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