What Will Be The Impact Of The Second Child Policy On Children's Products Industry?

The just concluded the fifth Plenary Session of the 18th CPC Central Committee officially announced the implementation of the "comprehensive two child" policy, which is another population policy adjustment after the decision to start the implementation of the "two child policy" in the third Plenary Session of the 18th CPC Central Committee 2013.

If the new policy of universal two child is implemented,

What will be the impact of the industry?

Liu Xintian, the core expert of China Commodity Development Research Center, analyzed that "two children in all" is good for commodities, which will bring at least three waves of impact on the market.

First of all, short-term steel, building materials, nonferrous metals and other sectors will benefit from the opening of the second child.

Second, long-term energy, chemical and other sectors will also benefit from the opening of the second child.

Last "metaphase"

The agricultural and sideline sectors will benefit from the opening of the second child.

China is the second largest consumer nation of pregnant and infant children in the world after the United States. If the "two child policy" is implemented, it will bring infinite imagination to China's baby industry.

With an average annual increase of 100-200 000 newborns, it is estimated that the number of newborns is expected to exceed 20 million in 2018.

This means that in the era of "human flow and money flow", the bonus of population consumption will reach 1200-1600 billion a year.

With the gradual liberalization of the second child policy and the change of the consumption concept of young parents, the baby market is showing a huge market prospect. More and more shoe and clothing enterprises are involved in the baby market, and enter the field of children's clothing and toys, hoping to take more from the pockets of young parents.

Not only did women's shoes brand buy toys brand, Semir's children's wear product line extended to the 0-3 year old baby market, increased the retail area of 0-3 year old baby clothes, and distributed the whole industry chain to children's products. In 2010, Taiping bird set up a children's wear brand "MiniPEACE", and Jiangnan cloth dress also set up a children's wear Deputy brand "jnbybyjnby" in 2011. The brand of moomomoo, although it's not big in the business market, has maintained steady growth in recent years, the annual order quantity growth is over 60%, and the retail store's retail sales continue to grow by 30%, all of which show that the "second spring" of children's products has arrived.