Three-child fertility rate is expected to continue to rise, baby concept stocks buck the trend

On June 29th, affected by the news that the fertility policy continued to be loosened, the concept of three births in A shares continued to rise. As of press time,Topway Information(002261.SZ) daily limit;Umiyuki family(600398.SH) rose more than 8%;Great Eastern(600327.SH)、Jinhong Group(603518.SH)、Rollei life(002293.SZ)、Blonde Rabbi(002762.SZ)、Baby room(603214.SH) and other stocks rose.

　　Guojin SecuritiesResearch reportRefers to: the fertility policy continues to be loosened, and the demand for multiple births in China will be released. The products that are expected to directly benefit in the short term will be related to infants and young children. Among them, fast-moving consumer goods will benefit more than durable consumer goods (durable goods can be shared by multiple births), such as infant milk powder , Skin care products, etc., followed by baby clothing, etc., and will also drive the development of related retailers (such as offline chain baby and child products retailers and cross-border e-commerce maternal and child sectors, etc.), and improve demand for large-scale housing Will also increase. In the mid-to-long term, as newborns grow older, the population of children and adolescents will increase accordingly, and children’s toys and young consumers’ entertainment consumption will also benefit.

(Source: Zhitong Finance Network)

Article source: Zhitong Finance Network

Editor in charge: DF398

Original Title: Sector Change丨Three-child fertility rate is expected to continue to increase, baby concept stocks buck the trend