1、2020? ? 2020.6.1 ? ? ? ?IT? ?IT?2020? 13?82? ? ?/? ? Part 1? Part 2? Part 3? Part 4? ? ? ? ? I.?8? ?4.5?34.5% II.?76%? III.? IV.8?&? V.? ? VI.?1000? VII.? ? VIII.?1%?2021?20 ?CAGR? IX.? X.?82? 1.?GDP?1? ?9?64.5% 2.?99%? 3.?91%?56? 4.9?&? 5.? ? 6.?1600? ? 7.? ? 8.?6%?2021? ?600? 9.K12? 10.?8?78? ? Pa

2、 r t 1 ? ? ? ? ? ? ? ? ? ? ? ? ?GDP?1/4 ? 22? ? ?76% ? ? ?8? ?2020?13.8?14.4? ? ?1045?63.4%?42.2% ?8.6?5-24?5? ?k12? ? ? 2 0 1 9 ? ? ? ? ? ? ? ? ? 2 0 1 9 ? ? ? ? ? ? ? ?2017?34.5%?4.5? ?7.75?54%?CNNIC? 2020 ? 3 ? ? 9. 04 ?/?64.5%? 2018 ?4.9%? ?8. 97 ?/?99.3%? 2018?3.9?Statista?2023?5? ? ?Statista 1

3、9972017? 242.9 281.8 351.6 390.9 420.7 448.2 469.3 486.7 500.9 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 0 100 200 300 400 500 600 200182019E 2020E 2021E 2022E 2023E ? 20152023? ? ? ?5?1000?500?17 ? ? ? ? ?2018? 2018?TOP10 ? ? ? ? ? ? ? ? ? ? ? ?TOP6 ? ?Mumbai?,? ?Delhi?,? ?Kolkata?,? * ?Ch

4、ennai?,? * ?Bengaluru?,? * ?Hyderabad?,?IT? ? * ? ?2016? 10% ?20? 37%? 41%?55%?2015?20? ?46?13.4?1.76? ? ? ?CEIC ?3?1? ?10?GDP?2019 ?1?GDP?2040?GDP? ?2?4?2011?23%?20162018? ? ?GDP? ? 3468.53832.7 4551.4 5616.7 6320.7 7105.4 7657.17995.7 8151.4 8882.5 9982.4 10263.7 1040.8 1148.8 1415.1 1496.5 1481.4

5、 1486.2 1609.7 1640.7 1764.3 2015.2 2041.2 0 2000 4000 6000 8000 10000 12000 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 ?10?GDP? ? 11% 19% 23% 13%12% 8% 4% 2% 9% 12% 3% 10% 23% 6% -1% 0% 8% 2% 8% 14% 1% -5% 0% 5% 10% 15% 20% 25% 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

6、 ?10?GDP? ? ?G D P ?1/4 ?Caste system in India? ? ? 2?5?20%?1/2? ? ? ? ? ? ?.2% ? ? ?Other Backward Class? ?Forward Class? ? ?FC? ?FC? ?OBC? ?OBC? ?SC/ST? ? ? ? ? ? ? ?&? ?22? ? ?57%? ?10.6%?2015? 96%?15?72%?3? ? ? 57.1% ?/? ?22? ?10.6% ?,96% ?,72% ?&? Pa r t 2 ? ? ? ? ? ? ? ? 8? ? ? ? ? ? ? ? ?9+3?

7、 ?1986?4?12?2009? ?2010?4?1?K12?10+2? ?9+3?10?12? ? ?10+2? ? ? ? ? ? ? ? ? ? ? ? ?910? ?68? ?15? ? ?1112? ? ? ? GMAT?GPAT? ? ? ? ? ? ? ? 614? ?+? ? ? ?37? ?3? ?79? ?16? ? ?MHRD ICDS? ? ? CBSE? ? ? UGC? ? ? ? ? ?NCERT? ?NCERT? ? ?international qualification?IB program ? A Levels? ? ? ? ? ? ? ? ? ? ?

8、? ? ? ? ? ? ? ?=?/?/?100% ? ?1950?42.6%?2005? ?93.5%?2017?113%? ? ?1000?GDP? ?6%-8%?2025?2000?2016? ?2.25?3400? 2017? 85% 100% 88% 51% 14% 113% 75% 28% ? ? ? ?1.2?1600?12? ?1.7?1.9?24? ?1.6?1.2?0.81.2? ?1.3?3660?35? ? ?NCERT?30? ?IT? ? ? ? ? /? ? ? 15? ? ? ? ? ? ? 58? ? ? ? ? ? ? 910? ? ?/?/? ? ? ?/

9、?/? ? ? ? ?/? ? ?/? 1112? Source?CBSE ?CBSE? ? ? ? /? ? ?/?/? ? ?/? ? ? ?/?/? ? ?/?/? /?/? ? ?/?/? ? ?/? ? ?/?/?/? ?/?/?/?/ ? ?/?/? ?/? ? ? ? ? ? ? ? ? ? ? ?10?12? ? ? ?10?6? ?10? ?Science?Commerce?Humanities? ?9?15? ?ITT-JEE?NEET? ? ? 10&12? ?250 230250 ?230 ? ?2015? ?10? ? ? ?10? ?96?51? ? ? ? 201

10、5? 247247247 256 257257 ? ? ?10? ? Goa299244 Nagaland303237 Mizoram279245 Karnataka259260 Odisha245265 Meghalaya264243 Telangana245260 Kerala250255 Sikkim272232 Maharashtra248255 Daman & Diu235229 Tripura234228 Himachal Pradesh229232 Gujarat225231 Punjab226226 Tamil Nadu225226 Lakshadweep228223 Madh

11、ya Pradesh222228 Puducherry222222 D & N Haveli217214 ? ?/? ? ?1993?2009? ?CTET?18? ?CTET? ? ?2017? ?99%? ? ?+? ? ?/?/? ?/? ? ? ? ? ?/ ? ?/ ? ? ? ? ? ? ? ?/? B.A/B.S?B.Ed? ?/? ? ?ETE ? ? ? ? ? ? ? ? C T E T ?NET? ?SLET / SET? ?1?NTT? ?2?DECEd 12? D . ? ? ? ? ? ? ? ? 168000 216000 299000 370000 396000

12、 423000 02? 25? 510? 1015? 1520? 20? ?salaryexplorer?1:10.8 ? ? ? ? ?salaryexplorer?24100? ?2300RMB?PRT? ?33500?31250?/? ?PGTs?15? ? 257000 267000 274000 279000 290000 2016?2017?2018?2019?2020? 4% 4% 3% 2% ? 28.6% 23.7% 6.8% 38.4% 7% ? ? ?10? ?/? ?10?20? ?32?26? ? ? ? ? 2017? 16.6 32.7 21.3 14.2 ? ?

13、 ?GIA ?NSSO ?Global Industry Analysts? ?5? ?35%?2015?450?2017 ?700?2025?2700? ? ?NSSO?2017? ?7100? 75%? ASSOCHAM? ?58? ?58k? ? NSSO ?2014 ?K12? 75%? 25% ? ? ? ? CAGR? ? ? ? ? ?40120?P&G? ?Labs?Amazon? ?70150?IBM?AI? ?60100? ?4060? ?70150?Flikpart?Ola? ?100?MBA/? ?100120?MBA/? ?80100?CA? ?80150? ?90?

14、2130? ? 2020?TOP 10 ? ?PM? ? ? ? ? ? AISSCE ? 100?+? ? JEE Main 11.5? ? JEE Advanced 2.4?* ?9647?* *?IIT?2012? ? ? ?60? ?8?E2? ?1? ? ?ITT? ?AIR?211?6%? ?IIT?12%? ? ? CCE? ? CBSE? ? A1 90?Top 1/8 A281-90?1/8 B171-80?1/8 B261-70?1/8 C151-60?1/8 C241-50?1/8 D133-40?1/8 D221-32?1/8 E0-20? ? ? ? ? ? ? ?

15、? ? ?12? 2016?12?1496?2008? 74%?Indian Institute of Technology? ?IIT?IITD?IITB? ?IIT? IIT?18%? IIT?25?30?2?IIT?4? ? ?APP/? ? ? 288 510 1060 975 82018 ? 510 1018 10? 1496 20016 ?1500? ?UGC1958? ?15? ?12? ?IIMs?IISc?IIITM?IIIT? ?NITs? ? ?2015? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? Pa r

16、 t 3 ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? 1.18 1.38 1.44 1.55 1.72 2.01 2.32 4.23 16.6%18.8%19.2%20.1%21.4%24.3% 27.2% 46.8% 0% 20% 40% 60% 80% 100% 0.5 1.5 2.5 3.5 4.5 ? ? ?CNNIC 2016? ?CNNIC? 2020 ? 3 ?4. 23 ? 2018 ?2. 22 ? ?46.8%?6.9%?1%? ? 2016?157?2021?1250? ?50? ?K12?1/12? ? 2016.62020.3? 49.9

17、46.7 35.3 19.6 5.5 ? ?K12? ? ? ? 38% 30% 17% 13% 2% 24% 39% 26% 9% 2% ? K12? ? ? ? *?2016?*?2021? 2016?2021? ?KPMG?2016?2.47?2021? ?19.6?CAGR?50%? ?2016?9300?38%? 2021?K12?5.1?39%? ?64%? ?2% ? ? ?CAGR? ?KPMG 2021? 2016? 38% 60% 64% 41% 42% ? K12? ? ? ? ?19? ?2B?2C?2C? ?B2C?C2C? ? ?/? ? ?/?/? ? ? ?/?

18、 ? ? ?/? ?/? ? ? K12? ? ?/? ? ? B2C? ? ? ?/? C2C? ?/? ? ?/? ?/? ? ?/? ?/? ?C2C? B2C? ? ? ? ?B2C? C2C? ? ? ? ? ?12?/? ?C2C? ?1535% 85.70% 12.50% 1.80% ? ? ? ?KPMG ? ? ? ? ? ? ? ? ? ? ? ?K12? ? ?UPSC?BANK? ?GMAT?CAT? ? ? ?B2C?C2C? ? ? ? ? 0.54? ? ?KPMG ? ? 40% 29% 24% 23% 29% 40% 24% 27% ? ? ? ? ? ? ?

19、 ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?B2C? ?B2B? ? ?/? ? ? ?36?0.81.6? ? ? ? ?KPMG ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?B2C? ? ?MBA ?23?/? ? ?1.55? ?MBA?15W? ?KPMG ? ? 84% 39% 36% 33% 24% 34% 24% 26% 4% 13%13% 19% 2% 7% 17% 9% ? MBA/? MCA ? ?/? ? ? ? ?B2C?C2C? ? ? ? ? ? ? ?+? ?/? ?KPMG ? ? 20%

20、 19% 29% 24% 14% 16% 18% 46% 1822?2225?2530?3040? ? ? ? ?/? ?/? ? ? ? ?/? ?/? ? ? ? ? ? 7 11 7 7 18 1.18 5.1 45.4 10 21.9 2019Q12019Q22019Q32019Q42020Q1 ?1 1? ? ? ?6?2018?2019? 61.7?2015?2068?2019?1.92? ? ?2020Q1?2019Q1?2.5?2019? ?21.9?19?COVID-19? ? ? 5 11 24 29 38 32 1.16 2.28 15.3 10.9 52.5 61.7 2014?2015?2016?2017?2018?2019? ?6 6? ? ?RMB 2020? ?