With the liberalization of the “two-child” policy on January 1, 2016, China has entered a new “two-child era” and it is expected that by 2029, the Chinese population will reach a peak of 1.45 billion. According to industry analysts, the policy will bring about demographic dividends and consumer dividends, which will bring spring to the maternal and child industries. And related companies want to seize this outlet and need further upgrades.

Local mother-to-child companies to build brands

According to data released by the National Health and Family Planning Commission, China currently has about 140 million married women of childbearing age who have had one child. After the implementation of the "comprehensive two-child" policy, about 90 million new target populations capable of giving birth to two children will be added. Among the new target population, 40-49 years old accounted for 50%. It is expected that after the implementation of the policy, the birth population will increase significantly in the short term and the birth level will rebound. It is expected that after the implementation of the "comprehensive two-child" policy, the Chinese population will reach a peak of 1.45 billion in 2029. The "two-child" policy will increase the potential growth rate of the Chinese economy by about 0.5%.

According to the China Children's Industry Research Center, from 2013 to 2017, the infant and toddler market is expected to grow to 2.58 trillion yuan, with a compound annual growth rate of 15%. From the prenatal stage of consumption, to necessities for infants and young children, such as diapers, formula milk powder, baby strollers, and medicines, the consumption of educational school supplies is expected to increase until the childhood stage.

The executive director of Sanyouzhijia.com has said that the government's liberalization of the two-child policy will directly bring about explosive growth for the maternal and child industries, education and training, health care, and home industries. However, “the advent of the second-child era does not mean that every company in the maternal and child industry can sit back and relax, and the products can't be sold. The demand exceeds supply.” Tseng Mingtao believes that after the industry survey, families with a strong desire to have “two children” are more intense. Most of the civil servants from state agencies and first- and second-tier cities have only one generation of children. These knowledge-based middle-class households place more emphasis on brands, quality, and services in consumer demand, and they also bring home-based maternal and child companies. Challenges and opportunities must seize this opportunity to upgrade.

Maternal and child health management is now at the beginning of the “two-child” era, and the market performance is encouraging. Liao Bing, president of the Hong Kong Sweet Maternity Investment Group Management Co., Ltd., has already had a personal experience. “The Sweet Mom and Daughter near the Nanfang Hospital The center, the current bed reservations have been scheduled to be scheduled in November this year, the month of Dongguan center opened this year Lantern Festival, opening the day of the room was booked.

“2016 is the blowout year for the monthly center industry,” and Liao Bing uses “steep increase” to describe the impact of the release of “comprehensive two-child” policy on the market. “The industry is now booming in both production and sales, and there is huge market space.” According to reports, “Sweet Mother” is a professional company for maternal and child health management. Currently, it has a three-month sub center in the country, in Guangzhou, Dongguan and Guilin. In addition, there are a number of maternal and child health care services. According to reports, when the "two-child" policy has not yet been introduced, "Sweet Mother" has formulated a "521 plan" and plans to build 500 mother and child health care chain stores and 20 monthly child centers nationwide within five years. “Now it seems that this plan is too conservative and backward. We plan to deploy 20 sweet moons and moons centers in the Pearl River Delta within two years.”

It is difficult to find a room in the center of the month. Not a single phenomenon, the reporter found that, with Guangzhou as an example, the feedback from Shixin Yuezi Club, Xinsheng Boutique Month Club and Baoyuan Huiyue Clubhouse showed that the demand was very strong. They even need to book the room a year in advance, and the prices are going up.

“2016 is the first year of maternal and child health management. The market is still in its infancy.” According to Liao Bing, judging from the laws of the retail and catering industries, the industry’s maturity period is 5-8 years, and perhaps There will be market chaos. The government will intervene and bring a round of industry reshuffle. “But we think that the industry has shuffled, but the market will not be saturated. Demand has always been, the market ultimately depends on the company's innovative capabilities and service concepts. If there is no high-tech, non-replicable products, companies will be difficult in the market. Foothold."

“This is the best age and the worst era.” Liao Bing explained that the “two-child” policy has only attracted attention in this industry, and consumers and investors have not had time to study it carefully. The industry currently does not have an “aircraft carrier.” Many investors are currently paying close attention to this industry and “smell the smell of blood”. The capital will soon find this to be a low-lying land. “Approximately two to three years, capital will flow into the mother and baby. Health industry."


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