Nowadays, fewer and fewer people in our country are willing to have children, and the fertility rate is getting lower and lower. The fertility rate has fallen below the warning line. Moreover, the rate of aging is obviously accelerating, the labor force will become smaller and smaller, and the dependency ratio will become higher and higher! Why does this happen? The main reason is that the concepts of young people have changed a lot. They no longer want to have more children to support themselves in old age like the older generation did before, and they are not willing to have children! Secondly, the cost of having children is too high. Regardless of the children's food, drink, education and other aspects, there are still various problems such as discrimination against women and difficulty in re-employment for women. Sometimes it’s not that I don’t want to give birth, but more often I don’t dare to give birth! Therefore, it is urgent to introduce supporting policies for childbearing, and the "three-child concept" has become a hot topic in the recent "Two Sessions"!

Which third-child concept stocks can we lay out? Below, we will take stock of related concept stocks for everyone from 7 aspects: 1. Assisted reproduction 2. Children's clothing 3. Toys 4. Maternal and infant products 5. Children's medicine 6. Children's education 7. Infant milk powder!

List of three-child concept stocks:

002172 Aoyang Health: Aoyang Hospital, a subsidiary of the company, is a tertiary general hospital and includes assisted reproductive services.

300966 ***Tong Pharmaceutical: In the field of steroid drug intermediates, the company has mastered the production technology of a variety of products, achieved complete product route coverage from starting materials to sex hormone intermediates, and It is able to produce a variety of corticosteroid intermediates and progesterone intermediates, with a rich product line that can meet the diversified needs of customers and is recognized by the market.

000516 International Medicine: After the company's assisted reproductive medicine project was approved by the health authorities in early 2019, it began a one-year trial operation and started business in advance. After the trial operation period expires, it will receive review and approval from the health authorities. The IVF business will be officially launched later.

002162 Yuexin Health: The company has invested in the SunStar Artificial Reproduction Center in Los Angeles, USA, which can provide legal IVF medical services in the United States. In China, it is mainly a cooperation project with Yichun Maternal and Child Health Hospital in Jiangxi Province. The company assists in equipment investment and introduction of talents.

600079 Renfu Pharmaceutical: The company’s nalbuphine, sufentanil, and fentanyl can be used for painless delivery and are helpful for second-child plans. 600763 Tongce Medical: One of its main businesses is assisted reproductive medical management business. It plans to invest in the construction of a comprehensive hospital featuring gynecological tumors, maternity and reproductive-related medical services: it invests in the establishment of Sanye Children’s Dental Chain Management Co., Ltd., and is positioning High-end children's dental market segment.

002435 Yangtze River Health: Zhengzhou Shengma, a subsidiary of the company, is accelerating the improvement and enrichment of the hospital's product line around eight major centers including obstetrics, gynecology, reproduction, confinement, obstetrics and gynecology, pediatric health, physical examination, and ultrasound. Increase cancer screening, assisted reproduction and other related businesses

000908 Jingfeng Pharmaceutical: Jingze Biotech, a company-owned company, is fully committed to the research of biosimilar drugs and innovative drugs. In 2019, the company made every effort to promote an assisted reproductive drug that has entered the clinical stage.

000661 Changchun High-tech: The subsidiary Jinsai Pharmaceutical signed a cooperation agreement with Chengdu Xinlitai. All technical ownership and intellectual property rights of "Hormone-CTP Fusion Protein Injection" in mainland China were transferred to Kinsey Pharmaceuticals.

603990 Medi Technology: The company began to enter assisted reproductive medical services through the successful acquisition of Queen Mary Hospital In the field of medical treatment and medical services, it has established a business layout and is committed to building a public company developing in the field of medical treatment and assisted reproductive services.

300436 Guangshengtang: a wholly-owned subsidiary of Guangshengtang Assisted Reproduction Overseas. The company is mainly engaged in the research and development, transfer, consultation and services of reproductive technology.

2. Children's clothing: It is said that women make money, but in fact, children's money is even better, especially children's clothing! Not only is it expensive, but because children grow faster, they need to change children’s clothing more frequently than adults.

002269 Meibang Clothing. : The company currently has two children's clothing brands, Moomoo and ME&CITYKIDS, for the company's textile and apparel business

600735 Xinhuajin: Mainly OEM, with products covering children's clothing, adult underwear, and sports and leisure clothing.

002875 Annil: The company owns the "Annil" children's clothing brand. The company's products cover two categories: large clothing and small children's clothing. It focuses on providing green, environmentally friendly and healthy mid-to-high-end casual children's clothing for children aged 0-12. .

603518 Jinhong Group: The company’s current brands VGRASS, TEENIEWEENIE women’s clothing, TEENIEWEENIE men’s clothing, and TEENIEWEENIE children’s clothing all have official flagship stores on Tmall.

300901 Zhongyin Fashion: The company’s children’s shoe design and supply chain integration business revenue accounts for between 10% and 15%. As a creative design company, the company’s shoe design covers all categories, including women’s shoes and children’s shoes. and men's shoes.

002293 Luolai Life: Luolai children’s brand focuses on “health, safety, protection and growth” and creates “texsoftkids” children’s super-soft care technology. All products reject fluorescent agents and allergenic ingredients: while developing innovation Series one by one, "Clean" series

The entire line of products meets the A quality inspection standards for infants and young children. The fabrics are made of high-quality long-staple cotton, cotton gauze and super-soft knitted fabrics, and are dedicated to creating a safe and soft sleep for children. product.

3. Toys: It is natural for children to love to play! Toys are also a great way to empty out parents’ wallets! Children often cannot move their legs when they see toys! In addition, adults are now too busy at work, so it has become normal to buy toys for children to accompany them, or to buy educational toys to develop their intelligence!

002348 Gaole Co., Ltd.: Mainly engaged in electric plastic toys, including electric trains, wire-controlled simulation aircraft, magnetic learning writing boards and robots, etc. Products are mainly exported: subsidiary Gaole Education is mainly engaged in K12 Education, Yidu Information mainly operates cloud classrooms. 002502 Dinglong Culture: The company is one of the well-known leading companies in the domestic toy industry. It is one of the only two companies in the toy industry in my country that has both the "China Well-known Trademark" and "China Famous Brand Product" certificates.

603839 Anzheng Fashion: Lishang Information is a brand e-commerce service provider that integrates e-commerce operations and integrated marketing services. It helps well-known brands in overseas and domestic maternal and infant peripherals, children's toys and other industries to achieve efficient operations on domestic e-commerce platforms. and rapid growth.

300995 Chide New Materials: The company has been engaged in the research and development and application of high-end strollers for more than ten years. It specializes in the development, development and manufacturing of engineering plastic structural parts for baby strollers, and can provide products related to strollers. Provide reliable material and technical solutions for mechanical road testing, joint load-bearing, pressure increase, low temperature and cold resistance, load collision, combined thrust and other destructive tests

603398 Bangbao puzzle: the largest building block puzzle in China. Smart toy manufacturer, its own brands "Bangbao" and "Lazhibao" are sold domestically and in countries and regions such as Europe, America, the Middle East and East Asia; it has established a subsidiary, Guangdong Bangbao Education Technology Co., Ltd., to expand into the education field.

002292 Aofei Entertainment: ranks first in the mainland toy market in terms of sales. It owns well-known IPs such as "Pleasant Goat and Big Big Wolf" and "Balala Little Fairy". In the children's field, it has realized the creation of high-quality IPs and the entire industry chain monetization ecosystem.

002862 Shifeng Culture: The company is mainly engaged in the research, development, design, production and sales of various types of toys. The main products include electric remote control toys, infant toys, car model toys, animation and game products toys and other toys. Category.

4. Maternal and infant products: With the introduction of the three-child policy, the "baby boom" will come, and companies operating maternal and infant products will receive incremental benefits!

002762 Kingfa: The subsidiary’s investment fund purchased 10% of the equity of the maternal and infant brand "Little White Bear" for 78 million yuan.

301078 Kids King: The company is engaged in maternal and infant products. Retail and value-added services.

603630 Lafang Jahwa: Suqian Baibao was established in 2016 and specializes in maternal and infant products, women’s self-media communities and e-commerce business. The valuation after this round of financing is 5.48. 100 million yuan

002570 Beingmate: The company is mainly engaged in the research and development, production and sales of infant food. Its main products include infant formula milk powder, nutritional rice noodles, other infant food supplements and infant products.

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603214 Baby Friendly Room: A chain retail chain of maternal and infant products, using catalogs, B2C online malls, and stores (more than 60 stores) as the main channels to provide maternal and infant products to families with infants and young children aged 0-6 years before pregnancy. The company's products cover infant milk The main markets for products, paper products, feeding supplies, and toys are concentrated in East China such as Jiangsu, Zhejiang, Shanghai, and Fujian.

300957 Bethany: The company has created the "WINONABaby" brand that focuses on professional infant care

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003041 Zhenai Meijia: The company produces children's cloud blankets, and the introduction of multiple births will help the company's sales significantly increase.

002173 Innovative Medical Care: The company’s wholly-owned subsidiary Shanghai Yangyuan Maternal and Infant Services Co., Ltd. mainly engages in maternal and infant care services and health consulting. The company’s medical and related business income includes medical services, drug sales, Laundry services, maternal and infant services, etc.

603615 Camellia Co., Ltd.: The company's infant and child products include children's sippy cups, thermos cups, armchairs, etc.

605009 Haoyue Care: The company has its own brands such as "Hope Baby", "Born Star", "Mamamia", "SunnyBaby" and NANAKIA, among which "Hope Baby" is a "Hangzhou Famous Brand Product" and "Hangzhou City Famous Brand Product". Famous Trademark".

600981 Huihong Group: The subsidiary Huihong Baby is a comprehensive operation service provider for the supply chain of maternity, infant and child products, mainly providing maternity and infant daily necessities, department stores, toys, maternity and child clothing, children's lathes, formula milk powder, etc. product.

002397 Mengjie Co., Ltd.: Mengjie Baby is the first professional children's home textile brand in China, committed to providing children with a professional, healthy and happy home life experience.

600429 Sanyuan Shares: As a key national agricultural industrialization enterprise, the company is the largest dairy product manufacturer in Beijing, China.

300888 Wenwen Medical: The company's baby products mainly include gauze diaper pads, gauze diapers and baby gauze bath towels.

002511 Zhongshun Jierou: The company currently produces products suitable for infants and young children: 1) Jierou BabyFace and Lotion series soft wipes, which can be used by babies to protect newborn skin; 2) baby wipes, which contain Natural aloe vera extract and milk extract are carefully developed for infants and young children. The formula is gentle and safe to use.

5. Children’s medicines: Babies have poor resistance and are prone to illness. The children’s medicine industry will undoubtedly receive incremental benefits!

300086 Kangzhi Pharmaceutical: A listed company that specializes in children's medicines. It has more than 3 types of children's medicines, covering antipyretics, colds, anti-infections, and cough relieving. Phlegm-reducing, anti-allergic, digestive and vitamins, etc.

603439 Guizhou Sanli: The company’s products are mainly throat-opening sprays (including children’s type), which are mainly sold through hospital terminals.

002737 Sunflower Pharmaceuticals: The company currently leads the children’s drug market in terms of listed varieties of children’s drugs, overall sales scale, number of single products worth RMB 100 million and other indicators. Specifically, it includes children's medicines led by Children's Feire Cough and Chuan Oral Liquid/Granules, Children's Chaigui Antipyretic Granules, Xiao Sunflower Dew, and Qihuhuang Granules.

000650 Renhe Pharmaceutical: Jiangxi Hehe Industrial Co., Ltd. acquired by the company is an enterprise that mainly operates maternal and infant products and health food, and continues to extend and develop into the general health-related product industry.

300723 Poinsettia: With the liberalization of the two-child policy and the acceleration of population aging, the company's main products, children's drugs and chronic disease drugs, have broad market prospects.

6. Children’s education: There is a famous saying that “No matter how poor you are, you cannot lack education.” Parents don’t want their children to lose at the starting line!

002621 Meijim: Tianjin Meijim mainly provides one-stop early education services for children in Asia, especially China. The brand and curriculum system are derived from the American "Mjim".

002599 Shengtong Co., Ltd.: Lebo Education, a wholly-owned subsidiary, is the leader in the domestic children's robot education industry. It mainly focuses on educational robot courses as the main training content and provides children with the design, assembly, programming and operation of robots. and other training services.

002308 Weichuang Co., Ltd.: The company’s preschool education brand *** has nearly 5,000 franchised kindergartens. In terms of market share, the company is currently the company that manages the largest number of kindergartens in the preschool education industry. Compared with Competitors in the same industry have a large leading advantage.

002329 Huangshi Group: Participates in Disney’s animation business and has more than 100,000 minutes of children’s animation and early childhood education content resources.

7. Infant milk powder: As breastfeeding becomes less and less, people are now more willing to choose infant milk powder.

600597 Bright Dairy: It is the largest shareholder of New Zealand listed company Synlait. Its main product is large-package high-quality milk powder. It is one of the five independent milk processors in New Zealand and focuses on A2 baby powder.

688089 Jiabiyou: The company continues to cooperate in depth with many well-known companies at home and abroad, including Cargill, Danone, Beingmate, Yili, Junlebao, Feihe, Yashili, Shengyuan, etc. The company has formed a relatively obvious advantage in high-quality customer resources.

600419 Tianrun Dairy: The company's dairy sector owns two dairy production companies, Tianrun Technology and Shawan Gary, with brands such as "Tianrun", "Gairui", and Jiali, and the product composition is 60 -70% is low-temperature yogurt

002505 Pengdu Agriculture and Animal Husbandry: The company has controlled 29 original ecological pastures in New Zealand and formed various mid-to-high-end dairy products under the "New Zealand" brand.

The above is the list of stocks with the "three-child concept" in A-shares.

As the fertility rate becomes lower and lower and the aging population becomes more and more serious, supporting policies related to the third child are about to be released! In this year’s two sessions, the three-child policy will undoubtedly become a hot topic! There are still many investment opportunities in this sector. You can dig out them yourself and make arrangements in advance!