What triplet concept stocks can be laid out? Let's take stock of related concept stocks from seven aspects: 1. Assisted reproduction II. Children's clothing 3. Toy 4. Maternal and child products. Pediatric medicine. Education for children. Baby milk powder!
Sanlian concept stock list:
002 172 aoyang health: the company's affiliated aoyang hospital is a third-class first-class general hospital, including assisted reproductive services.
300966 *** Cecilia Yip Pharmaceutical Co., Ltd.: In the field of steroid drug intermediates, the company has mastered the production technology of various products, realized the complete product route coverage from starting materials to sex hormone intermediates, and can produce a variety of corticosteroid intermediates and progesterone intermediates. The product line is rich, which can meet the diversified needs of customers and is recognized by the market.
0005 16 international medicine: after the company's assisted reproductive medicine project was approved by the health authorities in early 20 19, it began a one-year trial operation and opened ahead of schedule. After the trial operation expires, the IVF business will be officially launched after the examination and approval by the competent health department.
002 162 Xinyue Health: The company invested in Rixing Artificial Reproductive Center in Los Angeles, USA, which can provide legal IVF medical services in the United States. In China, it is mainly a cooperative project with Yichun Maternal and Child Health Hospital in Jiangxi Province. The company assists in equipment investment and talent introduction.
600079 Renfu Medicine: The company's nalbuphine, sufentanil and fentanyl can all be used for painless delivery, which is helpful for the second child plan. 600763 Tongce Medical: One of its main businesses is assisted reproductive medical management, and it is planned to build a general hospital featuring gynecological tumor, maternity and reproductive related medical services; We will invest in the establishment of Sanye Children's Oral Chain Management Co., Ltd. to locate the middle and high-end children's oral market segment.
002435 Changjiang Health: Zhengzhou Masheng, a subsidiary of the company, is speeding up the improvement and enrichment of hospital product lines around eight centers, including obstetrics, gynecology, reproduction, confinement, maternity, child health care, physical examination and ultrasound, and increasing cancer screening, assisted reproduction and other related businesses.
000908 Jingfeng Medicine: Jingze Bio, a subsidiary of the company, is fully engaged in the research of biomimetic drugs and innovative drugs. In 20 19, the company fully promoted an assisted reproductive medicine, which has entered the clinical stage.
00066 1 Changchun High-tech: The subsidiary Jinsai Pharmaceutical Co., Ltd. signed a cooperation agreement with Chengdu Xinlitai, and Chengdu Xinlitai transferred all the technical ownership and intellectual property rights of the research variety "recombinant human follicle stimulating hormone -CTP fusion protein injection" developed in Chinese mainland Phase I clinical trial to Jinsai Pharmaceutical Co., Ltd.
603990 Maidi Technology: Through the successful acquisition of Queen Mary Hospital, the company began to enter the field of assisted reproductive medical services, established the business layout of medical care and medical services, and devoted itself to building a public company with the development of medical π and assisted reproductive services.
300436 Guangshengtang: A wholly-owned subsidiary, Guangshengtang Assisted Reproductive Overseas Co., Ltd., mainly engaged in research and development, transfer, consultation and service of reproductive technology.
2. Children's wear: It is said that women's money is easy to earn. In fact, children's money is still relatively easy to earn, especially clothes! Children's clothes are not only expensive, but also because children grow faster and change more frequently than adults. The three-child policy is undoubtedly beneficial to children's wear enterprises!
002269 Smith Barney: The company has Moomoo, Me &；; CITYKIDS, two children's wear brands, face the textile and clothing business of market companies.
600735 Xinhuajin: OEM production is the main product, and its products cover children's wear, adult underwear and sports and leisure clothes.
002875 Anna Nair: The company owns the brand of "Annil Anna Nair" children's wear. The company's products cover two categories: big chapter clothes and small children's clothes, focusing on providing green, environmentally friendly and healthy middle and high-grade casual children's clothes for children aged 0- 12.
6035 18 Jinhong Group: The company's current brands are VGRASS, TEENIEWEENIE women's wear and TEENIEWEENIE men's wear.
TEENIEWEENIE children's clothing has an official flagship store in Tmall.
30090 1 Yin Zhong Fashion: The company's children's shoes design and supply chain integration business income is between 10%- 15%. As a creative design enterprise, the company's shoe design covers all categories, including women's shoes, children's shoes and men's shoes.
002293 Luolai Life: Luolai children's brand focuses on "health, safety, protection and growth" and creates "texsoftkids" super soft care technology for children. All products reject fluorescent agents and allergic ingredients. At the same time, we will develop an innovative series-"Clean" series.
The whole line of products meet all-A quality inspection standards for infants, and the fabrics are made of high-quality long-staple cotton, cotton gauze and super-soft knitted fabrics, so as to wholeheartedly create safe and soft sleeping products for children.
3. Toys: It is natural for children to play! Toys are also a great weapon to empty parents' wallets! Children often can't move their legs when they see toys. In addition, adults are too busy at work now, so it's normal to buy toys for their children or educational toys to develop their intelligence!
002348 gaole shares: mainly engaged in electric plastic toys, including electric trains, wire-controlled simulation aircraft, magnetic learning boards, robots, etc. Products are mainly exported: the subsidiary Gaole Education is mainly engaged in K 12 education, and different levels of information are mainly engaged in cloud classrooms. 002502 Dinglong Culture: The company is one of the well-known leading enterprises in the domestic toy industry, and also one of the only two enterprises in the domestic toy industry with the certificates of "China Famous Trademark" and "China Famous Brand Product".
603839 Anzheng Fashion: Li Shang Information is a brand e-commerce service provider integrating e-commerce operation and integrated marketing services, helping overseas and domestic well-known brands in maternal and infant industries and children's toys to achieve efficient operation and rapid growth on domestic e-commerce platforms.
300995 Kai Tak New Materials: The company has been engaged in R&D and application of high-end baby carriages for more than ten years, and specially developed and manufactured engineering plastic structural parts for baby carriages, which can provide reliable materials and technical solutions for destructive tests such as mechanical pavement test, combined bearing, pressurization, low temperature and cold resistance, load collision and combined thrust related to baby carriages.
603398 Bangbao puzzle: the largest building block puzzle toy manufacturer in China, with its own brands "Bangbao" and "Treasure of Love" sold to China, Europe, America, Middle East, East Asia and other countries and regions; Established a subsidiary, Guangdong Bangbao Education Technology Co., Ltd., to lay out the education field.
002292 Orpheus Entertainment: The mainland toy market ranks first, with well-known IPS such as Pleasant Goat, Big Big Wolf and Balala Little Magic Fairy. In the children's field, it has realized the ecology from the creation of fine IP to the realization of the whole industry chain.
002862 Fashion Culture: The company is mainly engaged in R&D, designing, producing and selling all kinds of toys. The main products include electric remote control toys, baby toys, car model toys, animation game toys and other toys.
4. Maternal and child products: With the introduction of the three-child policy, the "baby boom" is coming, and enterprises operating maternal and child products will usher in incremental benefits!
002762 Blonde Rabbi: The subsidiary invested 78 million yuan to buy the equity of the maternal and infant brand "Little White Bear" 10%.
30 1078 king of the children: The company is engaged in the retail and value-added services of maternal and child products.
603630 Fang La Jahwa: Suqian Bai Bao was established on 20 16, mainly engaged in maternal and child products, women's self-media community and e-commerce business, with a valuation of 548 million yuan after this round of financing.
002570 Beinmei: The company is mainly engaged in the research, development, production and sales of infant food. The main products include infant formula milk powder, nutritious rice flour, other complementary foods for infants and children's products.
6032 14 Baby-friendly Room: chain retail of maternal and child products, with catalogues, B2C online shopping malls and stores (more than 60 stores) as the main channels to provide maternal and child products for families of infants aged 0-6 before pregnancy. The company's products cover infant dairy products, paper products, feeding supplies, toys and so on. The main markets are concentrated in East China such as Jiangsu, Zhejiang, Shanghai and Fujian.
300957 Betaine: The company has built a brand of "WINONABaby" focusing on professional infant care.
00304 1 True Love Meijia: The company produces children's cloud blankets, and the opening of multiple births will help the company's sales increase greatly.
002 173 Innovative medical care: Shanghai Yangyuan Maternal and Child Service Co., Ltd., a wholly-owned Sun Company, is mainly engaged in maternal and child care services and health consultation. The company's medical and related business income includes medical services, drug sales, washing services and maternal and child services.
6036 15 camellia shares: the company's baby products include children's straw cups, thermos cups, armchairs, etc.
Hao Yue Nursing: The company has its own brands, such as Hope Baby, Star of Nature, Mamamia "Sunny Baby" Nanakia Nanakia, among which Hope Baby is a famous brand product and a famous trademark in Hangzhou.
60098 1 Huihong Group: Huihong Bao Bei, a subsidiary, is an integrated operation service provider of maternal and child supplies supply chain, mainly providing products such as maternal and child supplies, department stores, toys, maternity clothes, children's lathes, formula milk powder and so on.
002397 Meng Jie shares: Mengjie Baby is the first professional children's home textile brand in China, which is committed to providing children with a professional, healthy and happy home life experience.
600429 Sanyuan Shares: As a national key enterprise of agricultural industrialization, the company is the largest dairy production enterprise in China.
300888 Steady medical care: The company's baby products mainly include gauze pads, gauze diapers and baby gauze bath towels.
0025 1 1 Zhongshun Jierou: At present, the company has produced products suitable for infants and young children: 1) Jierou BabyFace and emulsion series soft pumping, which can be used for infants and young children to care for newborn skin; 2) baby wipes, containing natural aloe essence and milk essence, is specially developed for infants, with mild formula and safe use.
5. Children's medicine: Babies have poor resistance and are prone to illness, and the children's medicine industry will undoubtedly usher in an incremental benefit!
300086 Kangzhi Pharmaceutical Co., Ltd.: a listed company specializing in children's drugs, with more than 3 kinds of children's drugs, covering antipyretic, cold, anti-infection, cough relieving, expectorant, antiallergic, digestion promoting and vitamins.
603439 Li San, Guizhou: The company's products are mainly Kaikoujian spray (including children's spray), which is mainly sold through hospital terminals.
002737 Sunflower Pharmaceutical Co., Ltd.: At present, the listed varieties, the overall sales scale and the number of single products are ahead of the children's medicine market. Specifically, it includes children's medication with Xiaoer Feire Kechuan oral liquid/granule, Xiaoer Chaigui antipyretic granule, Xiaokuilu and Qihucha granule as the heads.
Renhe Pharmaceutical Co., Ltd.: Jiangxi Hehe Industrial Co., Ltd. acquired by the company is an enterprise mainly engaged in maternal and child products and health food, and continues to extend and develop into health-related products industries.
300723 Poinsettia: With the liberalization of the second child policy and the acceleration of the aging population, the company's main products, children's drugs and chronic diseases drugs, have broad market prospects.
6. Children's education: There is a famous saying that "no matter how poor you are, you can't be poor in education". Parents don't want their children to lose at the starting line!
00262 1 mygym: mygym mainly provides one-stop early education services for children in Asia, especially in China. Its brand and curriculum system originated from "mygym" in America.
002599 Shengtong Co., Ltd.: Laibo Education, a wholly-owned subsidiary, is a leader in the domestic children's robot education industry. Mainly focusing on educational robot courses, providing children with training services such as robot design, assembly, programming and operation.
002308 Weichuang shares: The company's preschool brand * * * has nearly 5,000 kindergartens. In terms of market share, the company has the largest number of kindergartens in the preschool education industry at present, and has a greater leading edge than competitors in the same industry.
002329 Huangshi Group: Participating in Disney animation business, it has more than100000 minutes of children's animation and preschool education content resources.
7. Infant milk powder: With less and less breastfeeding, people are now more willing to choose infant milk powder.
600597 Bright Dairy: It is the largest shareholder of New Zealand listed company Xinlaite, and its main products are high-quality milk powder in large packages. It is one of the five independent milk processors in New Zealand, and its strength is A2 baby powder.
688089 Jiabiyou: The company has continued to cooperate with Cargill, Danone, Beinmei, Yili, Junlebao, He Fei, Yashili, Shengyuan and many other well-known enterprises at home and abroad. Formed the company's obvious advantages in high-quality customer resources.
6004 19 Tianrun Dairy: The company has two dairy producers, Tianrun Technology and Shawan Gary, and its brands are Tianrun, Gary, Jiali, etc. 60-70% of the products are low-temperature yogurt.
002505 Du Peng Agriculture and Animal Husbandry: The company controls 29 original ecological pastures in New Zealand, and has formed all kinds of high-end dairy products with "New Zealand" brand.
The above is a list of A-share "three-child concept" stocks. As the fertility rate is getting lower and lower, the aging is getting more and more serious, and the related supporting policies for triplets are coming out! At this year's two sessions, the three-child policy will undoubtedly become a hot topic! There are still many investment opportunities in this sector, which can be tapped and laid out in advance!