Now fewer and fewer people in China are willing to have children, and the fertility rate is getting lower and lower, and the fertility rate has fallen below the warning line. Moreover, the aging speed is obviously accelerated, the labor force will be less and less, and the dependency ratio will be higher and higher! Why is this happening? The main reason is that the concept of young people has changed a lot now, and they are no longer willing to have more children for the elderly like the older generation. Secondly, the cost of having children is too high, not to mention children's eating, drinking, learning and other aspects, there are still discrimination against women, women's difficulty in re-employment and so on. Sometimes it's not that I don't want to be born, but that I dare not be born! Therefore, it is urgent to introduce supporting policies for fertility, and the "three-child concept" has become a hot topic in the recent "two sessions"!
which triplet concept stocks can we lay out? Let's take stock of related concept stocks from seven aspects: 1. Assisted reproduction 2. Children's wear 3. Toys 4. Maternal and child products 5. Children's medicine 6. Children's education 7. Baby milk powder!
List of Triplet Concept Stocks:
2172 Aoyang Health: Aoyang Hospital under the company is a tertiary general hospital, including assisted reproductive services.
3966 *** Same pharmaceutical industry: In the field of steroid drug intermediates, the company has mastered the production technology of a variety of 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.
516 international medicine: after the company's assisted reproductive medicine project was approved by the health authorities in early 219, it began a one-year trial operation, and started its business in advance. After the trial operation expires, it will officially start IVF business after being reviewed and approved by the health authorities.
2162 Yuexin Health: The company invested in the 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.
679 Renfu Medicine: The company's nalbuphine, sufentanil and fentanyl can all be used for painless delivery, which is helpful for the second child plan. 6763 Tongce Medical: One of its main businesses is assisted reproductive medical management, and it is planned to build a general hospital featuring gynecological cancer, maternity and reproductive related medical services; it 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.
2435 Changjiang Health: Zhengzhou Shengma, a subsidiary of the company, is speeding up the improvement and enrichment of the hospital's product line around eight centers, including obstetrics, gynecology, reproduction, confinement, maternity, child health, physical examination and ultrasound, and increasing related businesses such as cancer screening and assisted reproduction.
98 Jingfeng Medicine: Jingze Bio, a shareholder of the company, is fully engaged in the research of biological analog drugs and innovative drugs. In 219, the company fully promoted an assisted reproductive medicine and entered the clinical stage.
661 Changchun High-tech: Jinsai Pharmaceutical, a subsidiary, 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" which was developed in the Phase I clinical trial stage in Chinese mainland to Jinsai Pharmaceutical.
6399 McGrady 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 developing in the field of medical π and assisted reproductive services.
3436 Guangshengtang: A wholly-owned subsidiary, Guangshengtang Assisted Reproductive Overseas Co., Ltd., is mainly engaged in research and development, transfer, consultation and service of reproductive technology.
2. Children's clothes: It is said that women's money is easy to earn, but children's money is actually easier to earn, especially clothes! Children's clothes are not only expensive, but also because children grow faster, they change them more frequently than adults. The three-child policy is undoubtedly beneficial to children's wear enterprises!
2269 Smith Barney: The company has Moomoo, Me&; Two children's wear brands of CITYKIDS are oriented to the market. The company's textile and clothing business
6735 Xinhuajin: mainly OEM, the products cover children's clothing, adult underwear and sports and leisure clothing.
2875 Anna Nair: The company owns the brand of children's wear "Annil Anna Nair". The company's products cover two categories: large-size clothes and small children's wear, focusing on providing green, environmentally-friendly and healthy middle and high-grade casual children's wear for children aged -12.
63518 Jinhong Group: At present, the company's brands VGRASS, TEENIEWEENIE Women's Wear, TEENIEWEENIE Men's Wear and Teenie Weenie Children's Wear all have official flagship stores in Tmall.
391 Zhongyin Fashion: The company's children's shoe design and supply chain integration business accounts for 1%-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.
2293 Luolai Life: Luocai children's brand focuses on "health, safety, care and growth" and creates "texsoftkids" super soft care technology for children. The whole line of products refuses fluorescent agents and allergenic ingredients. At the same time, an innovative series of "clean" series is developed. The whole line of products meets the all-A quality inspection standards for infants, and the fabrics are made of high-quality long-staple cotton, cotton gauze and super-soft.
3. Toys: It is natural for children to love 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 is normal to buy toys for children to accompany them, or to buy educational toys to develop their intelligence!
2348 gaole co., ltd.: mainly engaged in electric plastic toys, and its products include electric trains, wire-controlled simulation airplanes, magnetic learning tablets and robots, etc. The products are mainly exported: its subsidiary gaole education mainly engages in K12 education, and its different information mainly engages in cloud classes. 252 Dinglong Culture: The company is one of the well-known leading enterprises in the domestic toy industry, and it is also one of the only two enterprises in the domestic toy industry with the certificates of "China Famous Trademark" and "China Famous Brand Product".
63839 anzheng fashion: Lishang information is a brand e-commerce service provider integrating e-commerce operation and integrated marketing services, which helps overseas and domestic well-known brands in the industries of maternal and infant, children's toys and so on to achieve efficient operation and rapid growth on the domestic e-commerce platform.
3995 Qide New Materials: The company has been engaged in the research and development and application of high-end baby strollers for more than ten years, and specially developed and manufactured engineering plastic structural parts for baby strollers, which can provide reliable materials and technical solutions for destructive tests such as mechanical pavement test, joint bearing, pressure increase, low temperature and cold resistance, load collision and combined thrust related to baby strollers.
63398 bangbao puzzle: the largest manufacturer of building block puzzle toys in China, and its own brands "bangbao" and "treasure of love" are sold to countries and regions in China, Europe, America, Middle East and East Asia; Guangdong Bangbao Education Technology Co., Ltd., a subsidiary, was established to lay out the education field.
2292 Aofei Entertainment: ranked first in the mainland toy market in terms of sales, with well-known IPS such as Pleasant Goat and Big Big Big Wolf, and Balala Little Magic Fairy. It has realized the ecology from creating high-quality IP to realizing the whole industry chain in the children's field.
2862 Shifeng Culture: The company is mainly engaged in the R&D, design, production and sales of various toys. The main products include electric remote control toys, baby toys, car model toys, animation and game toys and other toys.
4. Maternal and child products: With the introduction of the three-child policy, the "baby boom" will come, and enterprises engaged in maternal and child products will usher in incremental benefits!
2762 Blonde Rabbi: The participating fund of the subsidiary bought 1% equity of the maternal and infant brand "Little White Bear" for 78 million yuan.
3178 king of the children: The company is engaged in the retail and value-added services of maternal and child products.
6363 Lafang Jahwa: Suqian Baibao was established in 216, mainly engaged in maternal and child products, women's self-media community and e-commerce business. After this round of financing, the valuation is 548 million yuan.
257 Beinmei: The company is mainly engaged in the research, development, production and sales of infant food, and its main products include infant formula, nutritious rice noodles, other complementary foods for infants and children.
63214 Baby-friendly room: the chain retail of maternal and infant products, with catalogues, B2C online shopping malls and stores (more than 6) as the main channels to provide maternal and infant products for families of infants aged -6 before pregnancy. The company's products cover infant dairy products, paper products, feeding supplies and toys. The main markets are concentrated in East China such as Jiangsu, Zhejiang, Shanghai and Fujian.
3957 Bettini: The company has created the brand "WINONABaby" which focuses on professional infant care.
341 True Love Meijia: The company produces children's cloud blankets, and the opening of multiple births will help the company's sales increase greatly.
2173 Innovative medical care: Shanghai Yangyuan Maternal and Child Service Co., Ltd., a wholly-owned grandson company, mainly engages 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.
63615 Camellia shares: the company's baby products include children's sippy cups, thermos cups, armchairs and so on.
659 haoyue nursing: the company has its own brands such as Hope Baby, Natural Star, Mammia, Sunny Baby and Nanakia, among which Hope Baby is a famous brand product in Hangzhou and a famous trademark in Hangzhou.
6981 Huihong Group: Huihong Baobei, a subsidiary company, is a comprehensive operation service provider for the supply chain of pregnant and baby products, mainly providing pregnant and baby products, department stores, toys, pregnant and baby clothes, children's lathes, formula milk powder and other products.
2397 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.
6429 sanyuan shares: as a national key enterprise of agricultural industrialization, the company is the largest dairy production enterprise in Beijing, China.
3888 Steady medical care: The company's baby products mainly include gauze pads, gauze diapers and gauze bath towels for babies.
2511 Zhongshun Jierou: At present, the company has produced products suitable for infants: 1) Jierou BabyFace and Lotion series soft pumping, which can be used by infants to care for newborn skin; 2) Baby wipes, containing natural aloe extract and milk extract, are carefully developed for infants, with mild formula and safe use.
5. Children's medicine: Babies have poor resistance and are easy to get sick, and the children's medicine industry will undoubtedly usher in an increase!
386 Kangzhi Pharmaceutical Co., Ltd.: a listed company specializing in children's drugs, with more than 3 kinds of children's drugs, covering fever, cold, anti-infection, cough and phlegm, anti-allergy, digestion and vitamins.
63439 Guizhou Sanli: The company's products are mainly Kaihoujian spray (including children's spray), which is mainly sold through hospital terminals.
2737 Sunflower Pharmaceutical Co., Ltd.: At present, the listed varieties, overall sales scale and the number of single products of 1 million yuan of children's medicines are leading the children's medicine market. Specifically, it includes children's medicines led by Xiaoer Feire Kechuan Oral Liquid/Granule, Xiaoer Chaigui Antipyretic Granule, Xiaokualu and Qihucha Granule.
65 Renhe Pharmaceutical Co., Ltd.: Jiangxi Hehe Industrial Co., Ltd. acquired by the company is an enterprise that mainly deals in maternal and child products and health food, and continues to extend and develop into the big health-related products industry.
3723 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!
2621 mygym: Tianjin Meijiem mainly provides one-stop early education services for children in Asia, especially in China. Its brand and curriculum system originated from "mygym" in the United States.
2599 Shengtong Co., Ltd.: Lebo Education, a wholly-owned subsidiary, is a leader in the domestic children's robot education industry, mainly focusing on educational robot courses and providing training services for children in robot design, assembly, programming and operation.
238 Weichuang Co., Ltd.: The company's preschool brand * * * has nearly 5, kindergartens. In terms of market share, the company is currently the company that manages the largest number of kindergartens in the preschool education industry, and it has a greater leading edge than competitors in the same industry.
2329 Huangshi Group: It participates in Disney's animation business and has more than 1, 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.
6597 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, making efforts in A2 baby powder.
68889 Jiabiyou: The company has continuously cooperated with many well-known enterprises at home and abroad, including Cargill, Danone, Beinmei, Yili, Junlebao, Feihe, Yashili and Shengyuan. Formed the company's obvious advantages in high-quality customer resources.
6419 Tianrun Dairy: The company's dairy sector owns two dairy producers, Tianrun Technology and Shawan Gary, and owns brands such as Tianrun, Gary and Jiali. 6-7% of the products are low-temperature yogurt.
255 Pengdu Agriculture and Animal Husbandry: The company has controlled 29 original ecological pastures in New Zealand and formed a "New Zealand"