Under The Epidemic Situation, The Sub Centers Are Seriously Divided: The Tide Of Closing Down And The Tide Of Expansion Are Alternating, And The Concentration Of Industries Is Increasing

"Not long ago, during a national industry exchange, I learned that under the impact of the epidemic, 80% - 90% of the month centers across the country were affected, and even a wave of closures occurred. In Changsha, 40 of them closed down." Recently, Qin Wei, CEO of xinxiangyue, a monthly service agency, revealed in an interview with 21st century economic reporter.

However, Qin Wei said that the yuezi industry began to reshuffle more than a year ago, because the yuezi center is heavily invested in assets. Under the traditional method of operation, no positive revenue can be seen in the following two or three years. The competition is also very fierce. The epidemic situation has also played a catalytic role, and some yuezi centers have been reshuffled.

According to Frost & Sullivan data statistics, the moon center in China has shown a rapid growth pattern in recent years. However, the concentration of yuezi center is not high, and there is little institutional capital intervention. For example, if we can use the same regional model to analyze the expansion of Qinwei, we can use the same regional standard to analyze whether it can be expanded.

Sullivan analyst Zhong Yating pointed out to the 21st century economic report reporter that in terms of revenue, the top five institutions will occupy less than 15% of the whole market share in 2019, while other market shares will be occupied by some regional small enterprises. And this wave of closures is mainly concentrated in small enterprises, which has little impact on the brand effect of yuezi center.

Although the first half of the year was affected by the epidemic, there are still some yuezi centers in the reverse trend of financing and expansion. According to the statistics of prospective industry research institute, there were three investment and financing events in the first half of the year, with a total amount of 32 million yuan. Recently, xinxiangyue also announced that it has obtained ten million yuan of financing. Qin Wei believes that in the next year or two, yuezi center will expand rapidly under the new business model, and the industry concentration will be further improved.

The collapse of Yuezi Center

According to zhongyan.com, at present, there are about 6000 maternal and child health care service institutions in China, of which more than 3000 are owned by the children's Association, and more than 1000 child care centers have been established. At the same time, the month club and postpartum rehabilitation occupy a dominant position in the market.

The huge market space makes more and more people rush into this industry, but not all of them can get a good share. Some data show that more than 50% of yuezi centers close down every year, and less than 40% of enterprises have operated for more than three years, and 80% of the institutions are still in a state of loss.

Taking the concept shares of yuezi center listed on the new third board as an example, there are Xixi maternal and infant, Damei shares, foza maternal and infant, and xizhijia, etc. these companies have adopted three common business models of the moon center, among which, Xixi maternal and infant and Damei share mainly operate as hotel service, Fuzhou mother and baby are community families, and xizhijia adopts Hospital Affiliated mode cooperating with hospitals. However, according to the financial report, Xi Xi mother and baby and Da Mei Co., Ltd. have been losing money for many years in a row, while xizhijia and fuzuo mother and baby have been delisted.

There are many reasons for the loss. Fuji mother and baby explained that the competition in the regional market for the birth of a baby was intensified, and the price shock in the industry was relatively large. In order to ensure the occupancy rate, the measures such as appropriately reducing the charging standard and increasing the brand promotion were adopted.

As mentioned in the above industry meeting, more than 80% of the centers were affected and more than half of the centers in the region closed down.

However, it seems that the monthly depreciation rate of the center will vary from several hundred thousand yuan to several hundred thousand yuan per month.

Fan Juan, a senior observer in the maternal and child care industry, has previously said that many people follow the trend of investment or enter the industry. They simply do not know that there are so many complicated things involved. They regard the month center as a way to circle money. As a result, they either run away or go bankrupt.

Chi Chunge, vice president of the national Moonchild center industry alliance, pointed out that it is common to attract customers through the low price war. For example, in Guangdong Province, the monthly packages below 30000 yuan are basically lower than the cost price. However, it is common to attract customers with a low price of 120000 yuan. However, the result of this is that everyone is burning more money, resulting in the industry's loss aggravating.

At the same time, Qin Wei pointed out to the 21st century economic reporter that at present, there are few institutional investors in the yuezi center. The whole industry is dominated by traditional models, and most of the business models are not reproducible. Moreover, the yuezi center is highly professional, involving many fields, such as service industry, medical and health care, home economics and child care, and health care. In fact, there are more requirements for medical care.

In order to standardize the yuezi center in Taiwan, it is necessary to have medical qualification and be under the jurisdiction of the government directly under the jurisdiction of the government. The implementation of medical level medical care requirements, unified standardized operation and professional medical services have raised the industry barriers. In mainland China, except for the hospital affiliated type, most of the maternity centers are non-medical institutions, and the standards are difficult to unify. The entry threshold of the industry is low and highly dispersed, and there are a large number of small-scale moon centers.

As a maternity service agency, xinxiangyue's front-line employees are all medical professionals. It is the first batch of maternity centers to obtain medical qualification in China. It has broken through the bottleneck of industry development and can solve 80% of maternal and baby care problems.

However, Qin Wei also admitted that xinxiangyue was also in the process of exploration. When it was founded in 2014, xinxiangyue set up a doctor group with 93 experts, who are also investors. Although there have been cases in which wages can not be paid, the most difficult moment has passed.

The spreading tide under the new model

The highly dispersed industry pattern also makes the yuezi center under the catalysis of the new crown epidemic situation, showing a pattern of two days of ice and fire.

On the one hand, such as the above-mentioned industry strength is not strong, weak brand ability of small-scale month center is impacted, even closed down. On the other hand, for the head and strong professional enterprises, it has not been affected too much, the customer occupancy rate is high, the number of order cancellations is low, and even some enterprises appear more popular scene.

Even if the chairman of aigong aigong held a new business meeting on March 31, 2019, even if the chairman of the company held a telephone meeting on March 31, 2019, the chairman of the aigong Electronics Co., Ltd. held a large impact on the operation of the industry.

Because at the beginning of starting a business, xinxiangyue introduced the three-level hospital nursing principles and hospital infection prevention and control program, which were consistent with the hospital infection standards of grade III and grade A hospitals, and carried out daily prevention and control strictly, because the specialized and standardized medical system was able to successfully survive the epidemic. By the end of December this year, all the beds in the club have been fully reserved.

As for Aidi palace, Kaiyuan Securities pointed out that as a national leader in the service of moonbirth, it has a strong brand premium ability. At present, it has a systematic and standardized management and operation mode, and has nine major moon care service systems, involving more than 1300 standardized operation points. Detailed operation also enables the company to successfully expand in different places.

Qin Wei also believes that the systematic and standardized business management and operation mode is particularly important for the development and expansion of yuezi center in the future. Under this new mode, a wave of expansion will be set off on the basis of stock in the next year or two.

According to Frost & Sullivan data, in 2018, there were 350 Moonchild centers in Taiwan, with a penetration rate of 60%, but only 5% in mainland China.

Zhong Yating, an analyst at Sullivan, points out that the birth center is an industry that has just emerged in mainland China in recent years. In recent years, with the implementation of the two child policy, the upgrading of residents' consumption concept and the change of traditional concept of confinement, the continuous demand for the center has been generated, which has also attracted the influx of capital. In the future, with the promotion of capital and the development potential of the industry itself, yuezi center has a broad development space.

"Even if more and more people choose to sit in the center of childbirth at the birth center of the whole country, more and more people choose to sit in the center of childbirth in one year." In the future, qinyuezi also needs a lot of space in China.

Zhang Weiquan, chairman of the board of directors of Aidi palace, believes that at present, the concentration of the moon birth service industry is extremely low, and the number of enterprises is numerous, which is a common phenomenon in the early stage of industry development. Therefore, there are a lot of industry integration opportunities in the moon service industry. In addition, the epidemic situation still has a great impact on the moon center, which is not strong enough. It is a good development for Aidi palace opportunity.

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