$好未来(TAL)$_老虎社区_美港股上老虎 - 老虎社区

$好未来(TAL)$$新东方(EDU)$现在的意思是，大幅度减少校外的培训机构，而且不准资本化，但是没说全部关门。也就是说学科培训机构依然会存在，但是可能以前有100家，现在只有5家了，只剩下一些独苗苗。家长会因为供给减少而减少需求？以前100家竞品，现在只有5家。即使这五家全是非盈利，就算这五家全是公益性质，全免费的。那之前100家机构才能承载的需求，放在5家面前。那，到底是谁去补习呢？怎么决定谁去谁不去呢？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

飞翔的企鹅_5304
2021-07-25
飞翔的企鹅_5304
市场不会消失，但在一段时间会减少，大公司太大了藏不住，小机构反而是利好，当然也要看政策力度，如果小的也追着打那就没办法了
- sur2005:
  假设政策严格执行，就是100家里只保留5家。第一个问题就是，95家关门的，到底是哪95家，这个过程，会有多少利益纠葛。最终剩下5家，与需求明显不匹配的供给，那到底是谁家的娃去学，是你家还是我家，什么判断标准？感觉这些根本无解啊。
迷茫的渔夫
2021-07-26
迷茫的渔夫
孩子本来就是在该玩的年龄玩，该学的年龄学，人家科技那么发达不是大学学的，难道是k12补习补出来的？
- sur2005回复迷茫的渔夫:
  只有五家机构做课外辅导，谁家的娃去？你家的娃去还是不去
- sur2005回复迷茫的渔夫:
  只是问你，你愿不愿意。没有说谁好谁坏
- 迷茫的渔夫回复sur2005:
  哪来的优越感，你看不起职高？
- sur2005:
  这里没说什么该学不该学。只说一个问题，现在市场上只剩五家机构了，你家娃娃去不去补习？是不是一路自由发展，直接奔着16岁读职高去？
天一鲸鱼
2021-07-25
天一鲸鱼
医院公司就是非营利性
- sur2005:
  医院大家生病了才会去，不会没事就去医院。但是优质资源依旧是稀缺资源。但是如果教培被打压的只剩几家了，那到时候是你家的娃去，还是我家的娃去？这个怎么决定？
天一鲸鱼
2021-07-25
天一鲸鱼
国家定价，兄弟，不是免费，跟医药一样
- sur2005:
  你没看明白。肯定是收费的，但是因为供给减少，必然变得稀缺。那究竟怎么分配这个参培的名额。难道也像买房一样摇号吗？搞一城一策？
小伤口
2021-07-26
小伤口
一句话教培就是抢学生时间，总量变少了你抢的再多也比以前差远了

发表看法

18

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