7月22日,中概教育股走低,高途跌超7%,好未来跌超6%,新东方、有道跌超4%。
2021年初,几道政策相继下发,教培行业按下了暂停键。在线教育企业忙着裁员、转型,投资人也集体坐不住了。一时间,关闭K12赛道,转投素质教育、职业教育成了新风向。
而且,这不是行业短期的阵痛,随着监管对在线教育企业资质、教学时间、资本化的规范,企业增长空间受限,此外,没有了资金杠杆,各企业无法野蛮扩张,只能凭实力滚雪球,规模效应大大下降。
如今,在线教育正在从巅峰跌落,达摩克里斯之剑高悬头顶,无论未来行业以何种形式前进,都需要企业剔除杂念,回归教育初心。
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