“In China, there may be 40-50 listed companies with a market value of tens of billions of dollars in education. Good future and New Oriental are just two of them.†Yu Minhong predicted the domestic education market in an open forum this year.
In 2017, capital operated frequently in the education industry. Red, yellow and blue education and Ruisi academic English were listed on NASDAQ this year. VIPKID's monthly revenue reached 400 million yuan, and its D-round financing has become the global K12 online education field. The biggest financing. According to data from third-party platforms, there were 33 investment in education in the first quarter of 2017, with a financing amount of 1.353 billion yuan; 26 in the second quarter, with a financing amount of 547 million yuan; 26 in the third quarter, with a financing amount of 4.501 billion yuan. It can be seen from the data that the amount of single financing for education investment is increasing. In the third quarter, 26 financings were less than the first quarter, but the total financing amount was three times the amount of financing in the first quarter.
In the past year, some well-known investment institutions are actively arranging education, and early childhood education combined with annual investment data to take stock of the most active educational investment institutions this year.
01
Which of the BAT education markets is heavy?
According to incomplete statistics, in 2017, the number of investments by Tencent, Alibaba and Baidu were: 113, 45, 39 respectively. In terms of the number of investments, Tencent is still the company with the most investment layout, and it has an absolute leading position in terms of quantity. Baidu has the least, and Tencent's investment in 2017 is more than the sum of Alibaba and Baidu.
Among them, Tencent has invested in education for a total of seven, mainly focusing on the development and maturity of the education company. From the perspective of investment, Baidu’s foreign investment this year is not enough. There is only one education industry. Alibaba’s main focus this year is on new retail and corporate services, and there is no layout for education.
02
Good future, the layout of the New Oriental Double Giants in the field of education
In the future, we have invested in 10 education companies in the future. Among them, there are 3 companies that have received Pre-A round investment, 2 A rounds, A+, B, C, and D rounds of each company and a pair of love. Strategic investment in chess. Zhang Bangxin said that because of the narrow future category, we hope to connect with outstanding enterprises in the education field, learn from each other and learn from each other.
New Oriental has invested in seven companies. From the perspective of investment rounds, New Oriental is more concerned about companies after the A round. Yu Minhong said that at present, New Oriental is doing eco-chain investment of 0-25 years old, as long as it has complementary and blessing effects on New Oriental.
03
Investment institutions set up education funds, focusing on the education industry
Since the beginning of this year, a number of investment institutions have indicated that they will set up a special education fund. In August, Zhenge Fund announced the establishment of a special education fund for real education, which will carry out value investment from the early stage to the middle stage in the whole field of online education, early childhood education, K12 training, quality education and educational technology platform. New Oriental founder Yu Minhong publicly stated in October that New Oriental will split the existing investment M&A business and separate the investment from the education industry fund and the M&A fund. The scale of the education industry fund will be about 2 billion yuan, mainly used for venture capital; and the size of the M&A fund is nearly 10 billion yuan, mainly used for the integration of education, with the goal of creating an education listed company. Kunzhong Capital, a VC fund independent from Fosun Group, also revealed in an interview that it will prepare an education industry fund to cover projects from the growth stage to the M&A stage of education.
In the context of escalating consumer demand, the educational needs of users are constantly changing. More and more well-known VC\PE, BAT, etc. continue to enter, which will promote the rapid development of education and grow into a unicorn for more education companies. Provided the possibility.
Ningbo XISXI E-commerce Co., Ltd , https://www.petspetsaccessories.com