What is the future development of domestic service industry?

Internet housekeeping related enterprises: listed enterprises: Swan Home (NYSE: Jia); Small fish flail (831877); Unlisted companies mainly include: swans arrive home; Aunt is coming; Butler gang; Haokang is at home; Yun Jiazheng; Worry-free housekeeping; Chuanmeizi; Dalian is a good month; China is young; Three housekeeping; Family benefits are coming and waiting.

The core data of this paper: market size; Scale of online users; On-line permeability

Size of domestic market: growth resumed.

Domestic service industry is an important industry to absorb rural migrant labor. In 2020, more than 30 million people will earn income through the domestic service industry. In the first half of 2002 1 10,000, the number of domestic service enterprises exceeded110,000, and the market scale exceeded 300 billion. The development of domestic service industry promotes the sustained, healthy and standardized development of domestic service industry, which plays an important role in building a well-off society in an all-round way and promoting the realization of rural revitalization strategy.

With the acceleration of digital transformation, online demand has become an important source of demand.

And with the development of domestic industry for many years, the competition of industry brands has accelerated, the industry has entered the knockout stage, and the survival pressure of small platforms has increased. Major domestic sub-sectors will produce specialized domestic companies with obvious competitive advantages. No matter from the demand, talents or enterprise operation, digital operation ability will become more and more important for domestic enterprises, and digital transformation has become one of the core competitiveness of enterprises.

—— The number of users of the Internet housekeeping platform is increasing, and the online penetration rate continues to increase.

In recent years, the scale of users of China Internet domestic service platform has been increasing. Although it experienced the impact of COVID-19 epidemic, it recovered rapidly in the second half of 2020 and continued to grow in the following period. By June of 20021year, the monthly active users of China Internet domestic service platform reached 29 1.9 million, exceeding the pre-epidemic peak of 25.08 million.

In the user market, online bookings for domestic consumption continue to increase. In 2020, the online penetration rate of users increased from 47.8% in 20 18 to 7 1.4%, an increase of 23.6 percentage points in just three years. Digitalization is redefining the competitive elements of domestic industries.

Note: Online penetration rate of domestic users = Internet domestic users/domestic users * 100%.

—— Demand-side monthly users ranking: Swan monthly users ranked first, and E-city E-home ranked first.

Both traditional domestic enterprises and Internet domestic service platforms are rapidly digitizing. In terms of user scale, in June of 20021,the monthly active users of Swan House and E House in E City both exceeded 3 million. In terms of new users, e-city e-home has an advantage.

The digitalization of workers needs to be improved urgently.

In June of 20021year, there were 32.75 million domestic workers, and the monthly activity of the domestic workers platform was only 294,000, and the online rate was less than 1%. It can be seen that the online level of workers is seriously lower than that of users. The main reason behind this is that at present, domestic domestic domestic workers are relatively older, less educated, and have relatively insufficient channels to receive information on the Internet, while the corresponding user groups are mostly young people engaged in education, and their online acceptance of the Internet is high. However, the information asymmetry between them may cause the dilemma of unequal demand and service.

The above data refer to the Market Research and Investment Forecast Analysis Report of China Domestic Service Industry by Prospective Industry Research Institute.