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Primary market: This week, a total of 9 cases investment cases were disclosed. The track was quality education, K12 education, vocational education and pre-school education; 2From investment cases, the track is quality education, vocational education.

Secondary Market: This week, the country announced a total of 2from mergers and acquisitions, the track is vocational education, the country Education.

壹,Domestic investment and financing

1.1 Quality Education

(1) Thousands of mothers and children get nearly 10 million Pre-A rounds of financing in English

According to recent media reports, in the second half of last year, thousands of mothers completed two rounds of financing within three months, with a total financing of more than 10 million yuan: respectively, from the initial capital of July, millions of angels round of financing and October Morningside Capital’s nearly 10 million Pre-A round of financing.

Thousands of mothers were established in November 2017. They are a high-quality early education language enlightenment course for children aged 0-6 and mothers. We are committed to building the first language education in China. Brand. Its customer base is mainly for children aged 0-6 and mothers. The products are mainly used for free and paid for on different podcasts/FM platforms. The products include baby every day and children’s English nursery rhymes.

At present, thousands of mothers have launched three products, namely the small program “Mia singing nursery rhymes” and the small program “Mia love reading”, and the algorithmized children’s English content products “fanfan reading” interface, in the whole network With nearly one million subscribers, the total number of broadcasts has exceeded 50 million.

(2) Pea thinking completes hundreds of millions of rounds of B round financing

Online children’s mathematics thinking education brand pea thinking announced the completion of the B round of financing, financing amounted to hundreds of millions of yuan. The financing was led by New Oriental Group and New Oriental Industrial Fund, and the Himalayas, DCM, and Innovation Workshops were also invested. It is understood that this financing will be mainly used for teaching and research upgrading, product technology research and development.

Pea Thinking was established in 2016 to focus on the development of online mathematics thinking, concentration and learning habits for children aged 3-8. From the product point of view, the live broadcast class is the core of the entire curriculum system. The AI ​​recording and broadcasting course, as a teaching aid, can be used for students to make up the lessons and to fill in the gaps in the knowledge points. From the perspective of channels, e-commerce, placement, push, community and other channels are parallel. Taking e-commerce as an example, Pea Thinking and Big V Store have signed a deep channel cooperation in mathematical thinking.

Since the transition line in August 2018, pea thinking has maintained a monthly revenue growth rate of 100%. In May of this year, pea thinking online single-month revenue has reached 28 million, with the first month of online 300,000 compared to the growth of nearly 100 times.

(3) Suiyuan Education received a round of financing of 10 million yuan from the first control fund

Suiyuan Education recently announced the completion of a million yuan A round of financing, the investor is the first control fund.It is reported that the current round of financing of Suiyuan Education will be used for teacher construction, research and development of resources, management platforms and sales channels.

Shenyuan Education was established in June 2016. It is mainly engaged in STEM education. The students are aged 4-16 years old, including STEM basic comprehensive courses (STEM basic courses for B-side such as kindergarten primary and secondary schools and training institutions, published Teaching materials + course packages + teachers), special research (study route design development and operation + research course services), robot education (teaching robot hardware and software, teaching services for B-side + C-side training) three product lines.

It is reported that up to now, Suiyuan Education has established the Three Gorges Research Project and obtained the development rights of Guizhou Tianyan, Zhejiang Liangzhu Site, Yunnan Tengchong, Xishuangbanna, Nanjing Yuhuashi, Wuzhen and other research routes.

(4) Color Yue will receive 12 million yuan of angel financing in the future.

It is reported that Cai Yue will receive the 12 million yuan angel round financing from the Real Fund in September last year.

In September 2018, former New Oriental executive Li Jia founded Cai Yue Future, an international children’s aesthetic education institution for 2-14 years old. The company not only promotes the elimination rate with flexible teaching mode, but also the knowledge of STEM subject. Incorporate into the art curriculum, broaden the purpose of children’s art learning, and at the same time combine the world aesthetic standards, emphasize the improvement of children’s accomplishment through art learning, and increase product connotation.

At present, the company has 5 branches, 16 brand campuses, and more than 40 affiliated campuses across the country. At the same time, it has signed more than 30 city partners and more than 100 course cooperation institutions.

1.2 K12

“Learning Chinese together” to get tens of millions of strategic financing

In recent days, the K12 language subject education brand “to learn Chinese together” has received tens of millions of strategic investments from the New Third Board Media Company. After this round of financing, learning Chinese together will increase marketing efforts, launch the city partner program, accelerate business coverage, cut into professional languages, and fully implement OMO.

The company specializes in K12 education, and integrates curriculum development, sales, education technology and operation services into an Internet education technology company. It is committed to providing a comprehensive strategic service and Internet application upgrade solution for the traditional education field. Program.

To learn Chinese together since the upgrade of the service model in May 2019, within four months, with the output of “course + system + teacher”, signedNearly a thousand cooperative institutions completed the coverage of major cities in Fujian Province and completed more than 3,000 teaching services.

1.3 Preschool Education

US Montessori Education Group HGE China announced a $6 million seed round financing

Recently, the US Montessori Education Group HGE announced the completion of the seed round financing in China. This round of financing was led by individual investor Mr. Lu, and LearnStart Capital invested and invested, with a total investment of 6 million US dollars. Of this amount, 2.5 million US dollars was used as HGE China seed round financing. This round of financing was mainly used to absorb talents, expand school network and refined operations, etc.; 3.5 million US dollars was used as project funds created by HGE China’s first two schools. Prior to financing in China, HGE Headquarters completed a $20 million Series B round of financing in February 2019, with a valuation of $80 million.

HGE is the largest Montessori school operator in the United States and is committed to universal Montessori education worldwide. Providing educators and school administrators with Montessori educational resources to provide parents with a complete Montessori school education system from birth to high school.

Today, HGE’s Guidepost Montessori school brand has opened schools in more than 40 cities around the world, including New York, Chicago, San Francisco, Los Angeles, Vienna, Canada, and Toronto, Canada, covering more than 3,500 families. These include nurseries for children aged 0 to 3, kindergartens for children aged 4 to 6, and primary and secondary schools, most of which offer immersive Chinese-English bilingual Montessori courses (including the Shanghai campus).

1.4 Vocational Education

(1) “Medical Technology” completed tens of millions of A round of financing, benefiting every capital investment

“Medical Technology”, which focuses on providing marketing digital transformation solutions for pharmaceutical companies, announced the completion of tens of millions of A-round financing, benefiting every capital investment. This round of financing will be mainly used for market expansion and talent gradient construction.It will also be used to develop new products for the pharmaceutical industry’s incremental marketing, precision marketing and marketing closed loop.

Beijing Medical Technology Co., Ltd. was established in 2016, focusing on the vertical vertical toB pharmaceutical enterprise digital marketing field, using the self-developed one-stop SaaS cloud service platform to automatically generate exclusive marketing digital transformation platform for pharmaceutical companies, covering From the department meeting, satellite meeting to case collection, surgery teaching and other pharmaceutical companies marketing more than 30 application scenarios.

The medical Baia SaaS cloud service platform has been on the line for more than 120 head pharmaceutical companies and equipment companies such as Pfizer, Shijiazhuang, Qilu, Zhenbao Island and Sichuan Kelun.

(2) College student job search service platform “job job search” to complete 10 million rounds of A financing

College student job search service platform “to work together” to complete the 10 million RMB A round of financing, this round of financing led by Maoming Investment, Yongzheng investment and investment, the main purpose is to layout school cooperation and curriculum content research and development, this round of financing by Multi-Whale Capital acts as a financial advisor. It is reported that a job-seeking job has also received millions of Pre-A rounds of financing.

The job search was founded in 2017. It mainly provides a more professional and systematic internship and employment guidance service for college students through the mode of co-constructing the studio with the college employment office. At the same time, it provides enterprises with more in-depth campus recruitment services. In response to the pain points faced by college students in the internship and employment stages, they have developed two products, namely, “Cafe Internship Program” and “Job Search for Private Education”, from career orientation, job search skills, basic vocational skills, industry in-depth exploration, and post. In terms of skills, etc., provide advanced job search services for students.

It is reported that the platform covers the whole year from the freshman to the research three full-time students. Currently, there are cooperative schools in Beijing, Shanghai, Guangzhou, Nanjing, Hangzhou, Wuhan, Chengdu and Anhui. The number of paid students has exceeded 4,000. .

(3) Zhongpeng Education Introduces Strategic Investment in Tongze Holdings

On September 3, Zhongpeng Education officially entered into a strategic investment agreement with Tongze Holdings for tens of millions of yuan. The first phase of this investment was led by Tongze Fund, a subsidiary of Tongze Holdings, with a total investment of 20 million yuan. At present, the investment funds of Tongze Fund have been paid, which will be mainly used for the company’s deep business development in the field of designing vocational education. Tongze Holdings will serve as a strategic partner to fully support the IPO listing and industry mergers and acquisitions of Zhongpeng Education.

Zhongpeng Training is a mobile internet education platform that focuses on providing adult college entrance examinations, IT education, certificate examinations, corporate training and other services. It has large-scale online courses and massive question banks, providing points and preferential services, and is committed to promoting education. Industry development.

Zhongpeng Education has entered the fast lane of development since 2018. It is expected that the company’s operating income will increase by 100% in 2019 compared to 2018. In the next three years, Zhongpeng Education’s annual multiplication plan has begun to be fully implemented andWith the advancement of the order, the online ability was further strengthened, and the pace of copying and expanding the offline campus was accelerated. The four-in-one industrial layout of “education + training + human resources + Internet” took shape.

贰,Overseas financing

(1)3rdFlix Visual Effects Receives $5 Million Pre-A Round of Financing

Hyderabad-based educational technology startup 3rdFlix Visual Effects announced a $5 million pre-A round of financing, led by Exfinity Venture Partners, including venture capital funds YourNest venture Capital, IDFC Parampara Fund, as well as some high net worth individuals.

The company was founded in 2014 with co-founders Subbarao Siddabattula, Ilangovel Thulasimani and Noheria. The software-as-a-service (SaaS) company uses visual effects, artificial intelligence (AI), augmented reality (AR) and virtual reality (VR) to create a realistic experience for learning.

The company now features an artificial intelligence learning platform called Corsalite and plans to launch another immersive content product called 3rdFlix by the end of the year. Chard Noheria, co-founder of 3rdFlix, said: Their mission is to make learning more fun and use immersive and experiential content to increase efficiency. Their goal is to involve every student, teacher, and educational institution in this service.

(2)Bottom-Line Performance or Tier1 Performance Investment

Tier1 recently completed the acquisition of Bottom-Line Performance, filling its professional education sector.

Bottom-Line Performance was established in 1995 to help staff learn new processes and products through games and applications. The company has more than 30 people, including Lilly and Cisco.

Tier1 is a consulting company in the United States.Providing consulting services for leadership, corporate management and strategic development, covering more than 30 companies and government departments.

As of 2019.9 On the 6th, in 2019, the domestic education industry IPO totaled 8from, and the total financing amount reached approximately 93100 million yuan >. The track is higher education, online education, K12 and vocational education.

1.1 A shares

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1.2 US stocks

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1.3 Hong Kong stocks

1.4 2019 Half Year Financial Data

1.1 The State Council Education Supervision Office: Further strengthen the safety of primary and secondary schools (kindergartens)

To ensure the safety of primary and secondary schools and kindergartens, and to ensure the safety of students and young children, on September 2, the Office of the State Council’s Education Steering Committee issued the “Emergency Notice on Further Strengthening the Safety Work of Primary and Secondary Schools (Kindergartens)”. Watch the content together

Notice requires that local education departments should cooperate with public security, market supervision and other departments to conduct a comprehensive inspection of school safety hazards during the school year, implement the school safety management system, “three defenses” construction, comprehensive surrounding management, school buses, and schools. Living facilities, students’ concentrated activities, etc. are arranged one by one.

The notice is clear. All local education departments must strictly comply with the requirements of school safety precautions, provide security personnel and necessary safety equipment for primary and secondary schools and kindergartens, strictly implement the system of guards and guards, and conduct internal inspections to prevent unrelated personnel and Dangerous goods enter the campus. The guards cannot be placed, and they must be resolutely cleaned and replaced if they are unqualified or ineffective.

At the same time, the notice proposes that local education departments and schools should carry out targeted safety education and emergency evacuation drills in accordance with the physical and mental characteristics and cognitive abilities of students, and effectively promote students’ education, such as fire prevention, explosion prevention, disaster prevention, and prevention of illegal infringement. Self-protection ability and escape self-rescue ability.

1.2 Eight ministries: Education APPs are not allowed to charge parents, and advertisements andGames

Recently, the Ministry of Education, the Central Network Information Office, the Ministry of Industry and Information Technology, the Ministry of Public Security, the Ministry of Civil Affairs, the General Administration of Market Supervision, the State Press and Publication Administration, and the National Office for the Elimination of Anti-Violation Opinions on the orderly and healthy development of mobile Internet applications. This is the first comprehensive policy document on education published at the national level, which will cover all sections of education and various educational apps.

The “Opinions” issued this time define the connotation and extension of the education APP, and propose that the education APP is based on faculty, students, and parents as the main users, with education and learning as the main application scenarios, serving the school teaching and management, and students. An app that learns about life and interaction with home and school. Standardized education APP is roughly divided into three categories: market competition, teacher and student independent selection; school enterprise cooperation, school organization and application; school independent development and deployment of school use.

The Opinions pointed out that educational mobile application providers should establish data protection mechanisms covering the collection, storage, transmission and use of personal information. According to the principle of “real name in the background and voluntary at the front desk”, the registered users are authenticated by identity information. The collection of personal information shall clearly indicate the purpose, manner and scope of the collection of the use information, with the consent of the user. The collection of the use of minor information should be approved and authorized by the guardian. It is not allowed to authorize the user in the form of default, bundling, stop installation and use, and may not collect personal information that is not related to the service provided by it. It may not violate the laws and regulations and the user, and may not disclose, illegally sell or illegally provide personal information to others.

1.3 Notice of the Office of Education of Fujian Province on the selection of artificial intelligence education experimental zones and pilot schools in the recommended compulsory education stage

Today, Fujian Province issued the “Notice of the Office of the Education Department of Fujian Province on the Selection of Artificial Intelligence Education Experimental Area and Pilot Schools in the Stage of Recommendation and Compulsory Education”, organized the pilots of artificial intelligence education in various places, and achieved initial results to accelerate the promotion of artificial intelligence knowledge. Universal education.

The Notice requires that the experimental area has developed a pilot program for artificial intelligence education in compulsory education schools in the region. Starting from the autumn of 2019, there are about three schools in primary and junior high schools to start artificial intelligence education pilots. Some ordinary high schools have Open an artificial intelligence class.

The selection criteria for the experimental schools proposed in the Notice include: 1) The demonstration education construction of the provincial compulsory education reform, the primary and secondary education informationization experimental school, the model school with a certain foundation for artificial intelligence education; 2) Some teachers have a certain amount of artificial intelligence science education experience in information technology, science and other fields related to artificial intelligence.

1.1 “Safety Regulations for Kindergartens in Beijing Primary and Secondary Schools (Trial)” is released. 200 meters around the campus is a safe area

September On the 6th, the “Safety Management Regulations for Beijing Primary and Secondary Schools (Trial)” (referred to as the “Regulations”) approved by the municipal government was issued. The “Regulations” consists of a total of nine chapters and 100 articles. For the first time, the responsibility of the school security work of 18 relevant commissions has been clarified. The school security work was first proposed to implement the principal/teacher responsibility system; and the establishment of student safety within 200 meters of the school was established. region.

It is understood that the school and surrounding safety applicable to the Regulations include fire safety, public security, food safety, health and safety, traffic safety, school safety, equipment and facilities safety, teaching experiment safety, student activity safety, student bullying and violence. And natural disasters, sudden accidents and other security threats that may cause harm to teachers and students.

It is reported that the “Regulations” also have new breakthroughs in school safety management. It is clear that the school has set up a safety management organization (department), and has full-time safety management cadres in accordance with the prescribed standards; it has clearly improved the standard of the school’s full-time security guards. At the same time, a student safety zone should be established within 200 meters of the school. It is forbidden to park motor vehicles 100 meters in front of the campus (50 meters on both sides of the school gate).

1.2 When online education meets the “Apple tax”: Is profit reduced again?

The “Apple tax” has been around for a long time, and today, online education institutions and medical companies have not escaped. Recently, K12 online education products and who learn APP due to failure to meet Apple’s Apple IAP (In-App Purchase) payment regulations were severely removed.

“Apple Tax” means that from the beginning of the online launch in July 2008, the Apple App Store app store charges 30% of the stream. Two years ago, Apple updated the App Review Guide, which stipulated that all subscriptions, coins, paid content, unlocks, etc. in the app must be paid through IAP.Cheng, the Apple platform is charged a 30% service charge.

A person in charge of a certain online education company told Fenghuang.com that Apple’s Apple tax on online education platforms has the main impact: First, it increases the cost of family education expenses. At present, the profitability of online education companies is generally weak. Apple charges 30% of service fees, which will inevitably force online education companies to raise course prices. Some small and medium-sized online education institutions may even obtain living space by compressing teaching costs, which will lead to the level of teachers. And the overall decline in teaching services.

Secondly, the “anytime refund” service promised by online education institutions cannot be guaranteed. For example, many online educational institutions promise not to be satisfied with the refund at any time. However, if the student purchases an online education course through the Apple IAP payment system. After that, if the college refunds the tuition, it will involve more detailed business processing methods, such as more retreats and less, etc., Apple IAP is difficult to support. This leads to damage to the user’s rights.

1.3 The Kai Tak University of Science and Technology Study Report: Going abroad in the master’s degree, the largest number of people returning to China

Qing Education published the “Report on Studying Students in China for Science and Engineering”, based on the data of Chinese students studying abroad, starting from the application and employment issues of the most important students of science and engineering, and conducting research on the study abroad group, combined with the Ministry of Education and study abroad. The official data of the destination, combing out the systematic reference materials for studying science and engineering.

The research data of Kai Tak shows that among the majors of studying abroad, computer-related majors are the most popular, and the artificial intelligence industry is very popular. The proportion of popular professional applications is increasing year by year, and the difficulty of competitive competition is increasing. The salary level of international students is higher than that of domestic graduates. Science and engineering employment is broad and competitive.

In addition to the AI ​​industry mentioned above, 5G is also a popular industry for science and engineering graduates. According to research data from Kai Tak Education, the proportion of science and engineering in the IT/electronic communication/internet industry reached 37.5%. With the launch of 5G licenses, the communications industry will face tremendous changes and opportunities