What kind of business opportunities will the three-child policy bring?

May 3 1 In order to actively cope with the aging population, the Political Bureau of the Central Committee decided to further optimize the birth policy and implement the policy that a couple can have three children and supporting measures.

The meeting said that it is necessary to improve the maternity leave and maternity insurance system, strengthen support policies such as taxation and housing, and safeguard women's legitimate rights and interests in employment. For one-child families and rural family planning families with two daughters, the existing system and preferential policies will be retained before the adjustment of the universal two-child policy. It is necessary to establish and improve the all-round assistance and security system for family planning special families, improve the auxiliary care mechanism led by the government and participated by social organizations, and safeguard the legitimate rights and interests of family planning families.

When the policy was announced, A shares closed, but the medical and infant concept stocks of Hong Kong stocks rose collectively. Baby stroller company Good Boy International (1086. HK) rose by 30.89%; Aidigong (0286.HK), a maternal and child health management company, rose by 21.67%; Assisted reproduction company Jin Xin Reproduction (195 1. HK) Up17.51%; Medical device company Kang Bei Medical (2 170. HK) Up 15. 1%.

After the opening of the three-child policy in the future, the number of people who choose to have a third child will change, from a family of three or four to a family of five or even more. But the "big family" has changed not only the population figures, but also the consumption structure within the family and the relationship between supply and demand for society. The influence of consumer demand and structural changes will spread to supermarkets, automobiles, hotels and even tourism, requiring these industries to carry out "supply-side reform".

Of course, the premise of the above changes is that the three-child policy can indeed encourage more families to choose to have a second or third child, but the effect of the current policy will take time to test.

After the opening of triplets, the demand of triplet families for travel tools will also change. The demand for large space and large family passenger cars, which is often seen in American TV dramas, will increase. In the past, a family of three, one car was enough to meet the travel needs. Now, in addition to parents and children, triplet families may also include the travel and luggage placement needs of nannies and grandparents. Under such a family structure, cars and even SUVs can no longer meet the needs of three-child families. Some netizens who have given birth to a second child said that it is difficult for a family to go out without seven cars.

Tourism will also be affected by the increase of triplet families. At present, most high-end hotels meet the business needs and the holiday needs of couples and small families, and there are not many hotels that meet the needs of parents and children. When choosing a hotel, parents with children generally need supporting facilities for infants and young children in the hotel, including cribs, playgrounds and rooms with cartoon stickers. When there are more and more children in society, there will be more hotels to meet the needs of infants and young children.

In addition to hotels, many family packages of tourism products are designed according to the specifications of three people. Under the background of opening up three children, there will inevitably be changes.

Ms. Wei believes that in the context of the opening of triplets, the demand for domestic workers such as childcare sisters and hourly workers will further expand. "A big family like ours needs more external support." She said.

"At present, the room type and parent-child facilities of domestic hotels are the pain points for big families to travel. The parent-child project of the hotel can increase activities that children of different ages can participate in and activities that older children can help children experience together. " Zhao Huanyan, chief knowledge officer of Huamei Consulting Group, told Caijing.

However, some people in the hotel industry believe that it will take a long time for the three-child policy to have a practical impact on society. At present, the parent-child facilities and space of the hotel are not imminent.

The demand of the real estate industry will also change because of the three-child policy. Due to the increase in the number of children raised, sleeping, entertainment and learning space need to be expanded. The most favorable price should be 1.20 square meter large apartment. The price and rent of this large-sized house may rise, but the sales and rental of small-sized houses of 50-60 square meters will not be affected.

The number of consumers in storage supermarkets such as Sam and Costco will increase. Large families are more likely to consume large packages of food and daily necessities. Most of the goods sold in warehouse supermarkets have large packages and low unit prices, which is more cost-effective for large families than ordinary supermarkets. Sam 260/680 yuan and Haoshike's annual fee of 299 yuan will be more affordable if each consumption is shared equally under high-frequency consumption.

Wang Guoping, senior consultant of Lianshang.com, said. Com, that after the implementation of the three-child policy, some families with many children will sacrifice a certain quality of life and pursue a cost-effective life, which is beneficial to the warehouse supermarkets represented by customers and Sam member stores, but the overall impact will not be too great. Other formats of the retail industry will follow suit and launch more products with high cost performance and more suitable for three-child families.

Shen Xuan believes that the three-child policy will help awaken women of school age to pay attention to reproductive health. "Fertility also has a shelf life, and the overall fertility desire after 90 s and 95 s is declining. If women don't get married, they can find a professional institution oocyte cryopreservation first, instead of getting married first. "