Re-attack online education: Not ignite user enthusiasm next year or the current collapse tide

After half a year of silence, the heat of online education heats up again in the summer of 2014. According to Tencent Science and technology statistics found that in the past July, only the public online education investment cases reached 6. Since 2013, there have been more than 40 investment cases in China's online education sector, with a total disclosure of more than 200 million dollars. In addition to Tencent, Baidu, Ali, including where to go and many internet companies have invested in the online education sector through the investment department. According to people familiar with the situation, after the wave of internet companies listed this year, hot money has flooded into online education, and many executives have privately invested in online education programs in their personal name after listing. and traditional education institutions such as learning large, good future, as well as their own involvement, while the acquisition, accelerate the layout. An investment manager at Jiangsu High Tech Investment group told Tencent Technology: "There is a basic weekly investment online education program." Now is the capital boom, and those online education programs need to get paid quickly. Because the wave will last until the end of next year, the industry will change in the second quarter, the number of capital cast out of the case will die a group of, or forced to sell their own, just like the group buy, now financial peer-to-peer. "Online education and Fever" as early as the second half of 2013, online education has been outspoken, Taobao, millet, Jinshan have been killed into the field of online education, 91 foreign teaching network and the network, such as the net to get investment, the first wave of online education surge. However, subsequent development proved that this is the industry Xuhuo, the market is still in the early stage of immaturity, users of online education is not high, the cost is high, Internet traffic is difficult to effectively transform. That year, YY company CEO Lee Colling (Micro Bo) has pointed out that they know the investment online education field VC is a mess. Only a few people do online education to make money, only to earn money to sell cards. After Xuhuo, entrepreneurial online education companies survive difficult, the industry gradually fall into a period of silence. such as 91 foreign education network in the fierce competition of price war, forced from online oral English 1 to 1 video site transformation to K12 (from elementary School to 12 grade three) field of online education platform-ladder network; the development of the chalk network is also unsatisfactory, rumor, only in the maintenance operation State; Kingsoft PowerWord president Marjorie After leaving the online education project was once in the brink of collapse; online education revenue in the traditional education structure accounted for less than 3%, even the new Oriental school results did not meet internal expectations. Into the 2014, online education is quietly changing, ushered in a big outbreak of the trend. From March onwards, the first YY high-profile into the Bureau, NetEase also followed the accelerated cut. At the same time, including Tencent, Baidu, Ali have sown online education seeds, only to gradually cultivate, bear fruit. Compared with last year's extensive online education program, these internet giants are not simply copying and pasting the offline education curriculum model into line, but integrating the Internet and the many elements of mobile internet, the impact is stronger. This wave of upsurge in July this year ushered in the climax: New Oriental announced separately with the Education examination Service forAll two joint ventures have been set up by the business ATA and Tencent Layout Online education, NetEase cloud classroom and overseas test online learning Platform Network Alliance, the platform side and the content side of the joint, make up their own content short board; The national team also teamed up with the New York Institute of Finance to invest 100 million yuan to become an online education upstart. Online education entrepreneurs have also ushered in a torrent of hot money. In the one months of July, the ape Question Bank, Michael Net, "Nautilus, children learn what, AR School and many other online education projects have been invested, online education website Network is also a wholly-owned Baidu acquisition." At the same time, numerous undisclosed online education programs are being financed everywhere. Another source said that bat Internet giants, YY and the old educational institutions are brewing on the entrepreneurial online education projects to buy and sell, online education market will inevitably usher in a new round of the big PK. The hot of online education is affecting the capital market. This year, the share on the online education sector has risen to 46%, online education concept stocks such as direct science and technology, new Nanyang, the whole pass education and so on are greeted with soaring stock prices. Stocks in the U.S. stock market are also on the rise. Analysts believe that online education is expected to receive sustained funding attention at a time when the current theme of investment is renewed. The end of the day is no longer noteworthy, although the current capital market has been a mess, but the user's enthusiasm for online education is not synchronized to ignite. An online education practitioner said the online education market was "not as big as tens of billions of" this year, with only billions of yuan in non-academic education. Because of the lack of interactivity, the effect of online education is not obvious enough to impress many educational objects. "Online education enterprises are different from the Electronic Business Network enterprises, not to say that the construction of an educational platform, on the platform into a huge amount of education courses, can do a good job." Online education is the root of education, but play the law, channels and carrier has changed, the content has not changed. "In the specific development of online education will encounter three major difficulties: first of all, K12 difficult to chew, basically can not enter the classroom this core, because the time of the students are organized by the school, break through the difficult; Secondly, the early education field has obvious advantages, the existing internet means can not break through, need to innovate; third, the vocational education is too fragmented, The ceiling is too low. Shiyantao, Director of Network Marketing, said that, on the whole, online learning lacks effective interaction, can not attract students for a long time, according to data shows that only less than 4% of users completed the entire online courses. And online education relies on technology to strengthen the education of a certain link, is the original education model or process of reproduction, still in the traditional education mode of industrialization spinning. and the traditional education institutions to do online education and facing the natural problems of hand in hand. The core problem is that users do not pay, industry entrepreneurs are in trouble, why investors are also crazy to spread money. There has been no major change in the educational model, the rise of an online education platform, or a change in the way traditional education has long been, a revolution or a storm that must be shot before the dawn of a revolution. High-tech investment in JiangsuAn investment manager in the group's opinion, online education or education information, the general direction is correct, these capital is currently mainly for the advance of the card position pit. "The past year has been a natural phase-out, and user habits have been nurtured for some time, and internet companies are becoming catfish, accelerating the redistribution of value chains." Although not necessarily ushered in the dawn, but wait until the real market mature and investment is late, investment is betting the future. "From now on, online education entrepreneurs are at the right time. This is the same as the previous millet and music to the mobile phone field and the "low price of the damage" intrusion similar. Capital favored, users of the Internet mobile Internet hug, offline education and training structure of high price outrageous, is the day; traditional education and training manufacturers rely on traditional channels and play, do not understand the Internet, facing the transition pains, is the geographical location. The rise of Weibo, social media marketing and fan culture are people and. As observers say, traditional educational institutions such as the new Oriental have been flustered in the face of the second wave of online education, after all, these traditional institutions lack the internet gene, in the specific operation of the atmosphere, the slow progress. "Traditional educational institutions like new Oriental have been lying comfortably to make money, and with the shock of the second wave, this easy money-making day will be gone." But it's good for the industry and the users. "Including the winning net for overseas study solutions, internal executives and some investors agree that the current online education will continue to be hot for some time, but the bubble is growing, the end of this year will usher in the capital side of the Cooling-off period, unable to find the financing of entrepreneurial companies began a large number of deaths, industry inflection point appeared. In short, online education is right, but the road is still long. Specific to the second and third quarter of next year, before the thousand-group Battle of the group buy game or will be in the field of online education, the final industry reshuffle, a large-scale concentrated effect, a small number of players can laugh to the last.