Now China is willing to have fewer and fewer children, the fertility rate is getting lower and lower, the fertility rate has fallen below the warning line. And the speed of aging is obviously accelerating, the labor force will be less and less, the dependency ratio is getting higher and higher! Why has such a situation arisen? The main reason is that the concept of young people nowadays has changed a lot, no longer thinking of having more children for old age as the old generation did in the past, they are not willing to have children! Secondly, the cost of having a child is too high, not to mention the cost of food, drink, education and other aspects of the child, there is also discrimination against women, women are difficult to re-employment and other aspects of the problem. Sometimes it's not a matter of not wanting to have children, it's more a matter of not daring to have children! Therefore, the introduction of supporting policies to support the birth of the imminent, "three tires concept" to become the recent "two sessions" of the hotspot call!
What can we lay out in the three conceptual stocks? The following we from 1. assisted reproduction 2. children's 3. toys 4. mother and child products 5. children's drugs 6. children's education 7. baby milk powder and other 7 aspects to inventory the relevant concepts of the stock!
Three conceptual stocks list:
002172 Aoyang Health :The company's subordinate Aoyang Hospital is a three-tier comprehensive hospital, including assisted reproduction business.
300966 ***The same pharmaceutical :In the field of steroids intermediates, the company has mastered a variety of products production technology, to achieve the starting materials to the sex hormone intermediates of the complete product route coverage, and can produce a variety of corticosteroid intermediates and progesterone intermediates, the product line is rich to meet the diversified needs of customers. It has a rich product line, which can meet the diversified needs of customers and is recognized by the market.
000516 International Medicine :The company's assisted reproductive medicine program was approved by the health authorities in early 2019, and began a one-year trial run, the first to carry out the business, the trial period expired, and after obtaining the review and approval of the competent health authorities will formally carry out IVF business.
002162 Yuexin Health :The company invested in the United States in Los Angeles, Daystar Artificial Reproduction Center, in the United States can provide legal IVF medical services. In China, it is mainly a cooperative project with Yichun Maternal and Child Health Center in Jiangxi Province, where the company assists in equipment investment and introduction of talents.
600079 Renfu Medicine : The company's nalbuphine, sufentanil, and fentanyl can be used for painless labor and delivery, which can help with the second-trimester program. 600763 Tongze Medical: one of the main business is assisted reproduction healthcare management business, and it is proposed to invest in the construction of a comprehensive hospital featuring gynecological oncology, maternity and reproduction-related healthcare: the capital investment in the establishment of the Ltd., positioning itself in the high-end children's oral market segmentation.
002435 Yangtze River Health : The company's Zhengzhou Shengma is focusing on obstetrics, gynecology, reproduction, menstruation, maternity health, pediatric health, physical examination, ultrasound, and other eight centers, to accelerate the improvement and enrichment of the hospital's product line, to increase the two cancers screening, assisted reproduction, and other related businesses
000908 Jingfeng Pharmaceuticals : The company's shareholding in Jingze Biological is fully invested in the research of biosimilar drugs and innovative drugs. 2019, the company is fully committed to promoting a drug for assisted reproduction has entered the clinical phase.
000661 Changchun Hi-Tech : Subsidiary Kinsey Pharmaceuticals signed a cooperation agreement with Chengdu Xinlitai, which will supply its recombinant human follicle stimulating hormone-CTP fusion protein injection, an investigational product in phase I clinical trials, to the Chinese mainland. Chengdu Xinlitai transferred all the technology ownership and intellectual property rights of its research product "Recombinant Human Follicle Promoting Hormone-CTP Fusion Protein Injection" developed in Phase I clinical trial to Kinsey Pharmaceutical.
603990Medi Technology : The company began to enter the field of assisted reproduction medical services through the successful acquisition of Mary's Hospital, established the business layout of medical and medical services, and is committed to building a public company in the development of medical Π and assisted reproduction services.
300436 Guangshengtang : The wholly-owned subsidiary Guangshengtang Assisted Reproduction Overseas Co. Ltd. is mainly engaged in the research and development of reproductive technology, transfer, consulting and services.
2. Children's clothing: It is said that women's money is good, in fact, children's money is better, especially clothes! Children's clothing is not only expensive, but also because of the small children grow body speed, change the frequency of children's clothing compared to adults. The three-tire policy is undoubtedly good for children's clothing companies!
002269 American Apparel : The company's existing Moomoo, ME&CITYKIDS two children's clothing brands for the market company's textile and apparel business
600735 Xinhua Jin : Mainly OEM-based!
002875 Annil : The company has "Annil Annil" children's clothing brand, the company's products cover two categories of large chapter clothing and small children's clothing, focusing on children aged 0-12 years old to provide green, healthy, high-grade casual children's clothing.
603518 Jinhong Group : The company's current brands VGRASS, TEENIEWEENIE women's clothing, TEENIEWEENIE men's clothing,
TEENIEWEENIE children's clothing in Tmall have opened the official flagship store.
300901 Zhongyin Fashion : The company's children's shoes design and supply chain integration business revenue accounted for between 10%-15%, as a creative design enterprise, the company's footwear design covers the whole category, including women's shoes, children's shoes and men's shoes.
002293 Lorelei Life : Lorelei children's brand focuses on "health, safety, protection, growth", to create "texsoftkids" children's ultra-soft care technology. All products reject fluorescent agent, reject allergenic ingredients: at the same time the development of innovative series of a "net" series
series, all products in line with the full A quality inspection standards for infants and young children, fabric selection of high-quality long-staple cotton, cotton gauze and ultra-soft knitted fabrics, wholeheartedly to create a safe and soft children's sleep products.
3. Toys: Children love to play is nature! Toys are also a great tool for emptying parents' wallets! Children often see toys to move legs! And now adults are too busy to buy toys for their children, or to buy educational toys for their children to develop their intelligence, which has become the norm!
002348 Gao Le shares : main electric plastic toys, products include electric trains, line control simulation aircraft, magnetic learning writing boards and robots and other series of products to export-oriented: subsidiaries, Gao Le education main K12 education, the different information main cloud classroom. 002502
: The company is one of the well-known leading enterprises in the domestic toy industry, and is one of the only two companies in the toy industry in China to have both the "China Well-Known Trademark" and the "China Famous Brand Product" certificates.
603839 Anzheng Fashion : Lishang Information is a branded e-commerce service provider integrating e-commerce operation and integrated marketing services, which helps famous brands in overseas and domestic mother and baby peripheral, children's toys and other industries to realize efficient operation and rapid growth in the domestic e-commerce platform.
300995 Qidian New Material : The company has been engaged in the research and development and application of high-end baby strollers for more than a decade, specializing in the development and manufacture of engineering plastic structural components for the development of baby strollers, which can provide reliable materials and technological solutions for the baby strollers related to the mechanical road test, joint load-bearing, pressure lifting, low-temperature and cold resistance, load collision, joint thrust, and other destructive tests. The company's products have been developed to meet the needs of the market.
603398 Bangbao Puzzle : The largest domestic manufacturer of educational toys in the block category, with its own brand "Bangbao" and "Latchbao" sold domestically and in Europe, America, the Middle East and East Asia.
002292 Aofei Entertainment : Ranked No. 1 in the mainland toy market, the company owns famous IPs such as Pleasant Goat and Big Big Wolf and Blah Blah Blah Little Magic Fairy, and has realized the ecology of realizing the whole industry chain from the creation of high-quality IPs to the realization of the whole industry chain in the children's field.
002862 Actual Feng culture : The company is mainly engaged in the research and development of various types of toys, design, production and sales, the main products include electric remote control toys, toys for infants and young children, car toys, cartoon games, toys and other toys in the line of life five categories.
4. Maternal and child products: With the introduction of the three-tire policy, the "baby boom" will come, the business of maternal and child products will usher in the incremental benefits!
002762 Blonde Gold Labeling :Subsidiary invested in the fund to 78 million yuan to buy mother and baby brand "small white bear" 10% stake.
301078 Kid King : The company is engaged in retailing and value-added services for mothers, babies and children.
603630 Lafontaine : Suqian Baibao was founded in 2016, mainly engaged in mother and baby products, women's self-media community and e-commerce business, the valuation of 548 million yuan after this round of financing
002570 Beinmei : The company is mainly engaged in the baby food research and development, production and sales and other businesses.
002570Beinmeier: The company is mainly engaged in the research and development, production and sales of infant food, and its main products include infant formula, nutritious rice powder, other infant supplemental food and baby products.
603214 Love Baby Room ：Mother and baby goods chain retail, catalog, B2C online shopping mall, stores (more than 60) as the main channel for pre-pregnancy 0-6 years old infants and young children's families to provide maternal and child products of the company's products cover infant dairy products, paper products, feeding supplies, toys, the main market is concentrated in the eastern region of Jiangsu, Zhejiang, Shanghai, Fujian and other areas of China.
300957 Bei Taini : The company shaped the "WINONABaby" brand focusing on professional baby care
003041 Zhenai Mei Jia : The company produces child The company produces children's cloud blankets, and the opening up of multiple births has helped the company's sales rise significantly.
002173 Innovative Medical : The company's wholly-owned grandson, Shanghai Yangyuan Maternal and Child Services Company Limited, is mainly engaged in maternal and child care services, health consulting, and the company's health care and related business income includes medical services, drug sales, laundry services and maternal and child services
603615 Tea Flowers : The company's baby products include children's straw cups, insulated cups, backrest chairs and so on.
605009 Hoyue Nursing Care : The company has "Hope Baby" "Born Star" "Mamamia" "Sunny" and "Sunny". ""SunnyBaby"" NANAKIA and other private brands, of which "hope baby" is "Hangzhou famous brand products", "Hangzhou famous trademarks The "Hope Baby" is the "Hangzhou Famous Brand Product" and "Hangzhou Famous Trademark".
600981 Huihong Group : Subsidiary Huihong Baby is a comprehensive operation service provider of the supply chain of pregnancy, baby and children's products, mainly providing pregnancy and baby daily necessities, department stores, toys, pregnancy and children's apparel, children's car beds, formula milk powder and other products.
002397 Mengjie shares : Mengjie baby is the first professional children's home textile brand, is committed to providing children with professional, healthy, happy home life experience.
600429 Sanyuan Stocks : The company, as a key enterprise of national agricultural industrialization, is the largest dairy producer in Beijing, China.
300888 Steadfast Medical : The company's baby products are mainly gauze diaper pads, gauze diaper pads and baby gauze bath towels.
002511 Zhongshun Jieyou : The company has produced products suitable for infants and young children: 1) Jieyou BabyFace and Lotion series of soft drawers, which are available for infants and take care of newborns' skin; 2) Wet wipes for infants, which contain natural aloe vera extracts and milk extracts, and are specially designed for infants and young children, with a mild formula and peace of mind; 3) Wet wipes for infants, which contain natural aloe vera extracts and milk extracts, with a mild formula and peace of mind. The baby wipes are made of natural aloe vera extract and milk extract.
5. Children's medicines: Babies are less resistant and prone to illness, so children's medicines industry will undoubtedly usher in the incremental benefits!
300086Kangzhi Pharmaceuticals : the main children's drugs listed companies, with children's drugs species *** count more than 3, covering the fever, cold, anti-infection, cough and phlegm, anti-allergy, digestion and vitamins.
603439 Guizhou Sanli : The company's products are mainly open-throat sword spray (including children's type), mainly sold through the hospital terminal.
002737 Sunflower Pharmaceuticals : The company's current children's drugs listed varieties, the overall sales scale, the number of hundred million yuan of single products and other indicators are leading the children's drug market. Specifically, including pediatric lung fever cough and asthma oral solution / particles, pediatric Chai Gui fever particles, small sunflower dew, astragalus dendrobium hawthorn particles leading children's drugs category.
000650 Renhe Pharmaceuticals : The company's acquisition of Jiangxi Hehe Industrial Co., Ltd. is a company that focuses on the operation of maternal and child products, health food, and continues to extend and develop into the industry of large health-related products.
300723 Yihong : With the liberalization of the two-child policy and the accelerated aging of the population, the company's main products children's drugs and chronic disease drugs have a broad market prospects.
6. Children's education: There is a famous saying that "no matter how poor, you can't be poor in education". Parents do not want their children to lose at the starting line!
002621 Meijim : Tianjin Meijim mainly for Asia, especially for Chinese children to provide one-stop early education services, the brand and the curriculum system from the United States "Meijim".
002599 Shengtong Stocks : Its wholly-owned subsidiary, Lobo Education, is a leader in the domestic children's robotics education industry, providing training services for children in the design, assembly, programming, and operation of robots with educational robotics courses as the main training content.
002308 Wei Chuang Stocks : The company's kindergarten education brand *** has nearly 5,000 kindergartens to join, in terms of market share, the company is currently the kindergarten education industry management kindergartens in the largest number of companies, compared with competitors in the same industry has a large leading advantage.
002329 Huang's Group : Participating in Disney's animation business, with more than 100,000 minutes of children's animation and ECE content resources.
7. Infant Milk Powder: With breastfeeding becoming less and less popular, people are now more willing to choose infant milk powder.
600597 Bright Dairy : The first major shareholder of New Zealand listed company New Wright, whose main products are large packages of high-quality milk powder, is one of the five independent milk processors in New Zealand, and develops A2 baby powder.
688089 KaBiYou : The company continues to cooperate y with many famous enterprises at home and abroad, including Cargill, Danone, Baymax, Yili, Junle Bao, Feihe, Yashili, and ShengYuan. The company has formed a more obvious advantage of high-quality customer resources.
600419 Tianrun Dairy : The company's dairy sector has Tianrun Science and Technology and Shawan Gary two dairy producers, with "Tianrun", "Gary", "Jiali" and other brands. "
002505 Pengdu Farming and Animal Husbandry : The company has controlled 29 original pastures in New Zealand, and formed the "New Zealand" brand of all kinds of high-end dairy products. The company's products have been developed under the brand name of "Nu Skin".
The above is a list of A-share stocks with the concept of "three tires". As the fertility rate is getting lower and lower, the aging is getting more and more serious, the supporting policies related to the three tires are called for! In this year's two sessions, the three-tire policy will undoubtedly become a hot topic! For this plate of investment opportunities or more, you can dig yourself out of it, layout in advance!