With the implementation of the second child policy, it is estimated that the population of infants aged 0-3 will increase from 60 million before liberalization to more than 70 million in the next three years, and the early childhood education industry is expected to become one of the first industries to benefit.

According to the analysis report of China Early Education Industry Development Prospect Forecast and Investment Strategic Planning, at present, the early education industry chain is mainly divided into two parts: professional institution education and family education. Professional institutional education includes offline preschool education centers, kindergartens, and specialty training. Family education includes children's consumption content, toys and early education products.

It can be seen that it is extremely difficult for early education enterprises to realize the layout of the whole industrial chain. On the one hand, the children's market is very subdivided, and the needs of different age groups are very different. The same product cannot cover more than one person; On the other hand, high-quality IP incubation is not easy and omni-channel performance cannot be achieved. Generally speaking, under the trend of comprehensive second child and consumption upgrading, the early education industry is welcoming historic development opportunities, the market scale is expanding, and the prospects are becoming increasingly clear.