The concept of ＂three children＂ detonated! From printing 2 trillion yuan to giving birth to the third baby award of 90 thousand! Please collect five high-growth potential stocks under the ＂birth＂ slog
"Source of this article: Securities Times Wealth Information"
The topic of encouraging fertility has been on fire again these two days!
Today, when the market still failed to stop falling, the three-child concept plate rose against the trend and walked out of the independent market.
Ren Zeping, an economist from online celebrity, called on the central bank to print 2 trillion yuan more, and let the society have 50 million more children in 10 years to solve the problem of an aging population with fewer children;
Liang Jianzhang, chairman of Ctrip, issued a document suggesting that the state use 5 trillion yuan to give cash subsidies to families with two children and three children;
Then go to the listed company Dabei Nong to make a big move to give employees a second child award of 60 thousand, a third child award of 90 thousand+a year of maternity leave and so on …
The discussion of these events reflects the current society’s concern from top to bottom about the country’s newborn birth rate hitting record lows.
The birth rate dropped sharply.
Wei checked the newly published Statistical Yearbook of China 2021, showing that the national birth rate in 2020 was only 8.52‰, which has been declining for four consecutive years, and it was the first time since 1978 that it fell below 1%.
At the same time, the natural growth rate (birth rate-death rate) of the national population in the same period was only 1.45‰, which also set a record low since 1978. In terms of net population growth, the net growth in 2018 was 5.3 million, and in the next two years it was 4.67 million and 2.04 million respectively, which also showed a cliff-like downward trend.
How to deal with it
Since the data of the seventh population census was released last year, the state has issued a series of policies to encourage fertility, including the implementation of the three-child policy, the "double reduction" in education, the crackdown on extracurricular subject counseling, the implementation of the concept of "university area" in real estate, the failure to stabilize housing prices, the crackdown on illegal overtime work to criticize the nature of "96" work, and the expansion of the scope of drug collection .. The government is taking measures to shift the people from the "three mountains" of education, housing and medical care. And local policies to encourage birth are frequently introduced, and Wei collected them for everyone.
"three children" concept stocks under the wind.
Whether it is a short-term discussion of social topics or a long-term support of policies and measures of the state and local governments, the general direction of encouraging fertility has become a social consensus, and relevant sectors are naturally expected to usher in medium and long-term investment opportunities. Wei combines the recent hot medicine, medical services related to newborns and maintenance sectors to sort out several high-growth potential stocks for everyone.
1. David Medical
At present, the total market value of the company is 4.092 billion yuan, and the dynamic P/E ratio is 45.53 times.
The company’s main business is the research and development, production and sales of infant care equipment. The company’s main products are infant incubator, baby radiation warming table, neonatal jaundice treatment equipment and stapler. The company was recognized by the Ministry of Industry and Information Technology as a "single champion cultivation enterprise in manufacturing industry", the first national high-tech enterprise. After years of development, it has now formed a production scale with an annual output of 20,000 sets of nursing equipment, and its products have become mainstream products in the domestic market with high popularity.
2, baby-friendly room
At present, the total market value of the company is 3.241 billion yuan, and the dynamic P/E ratio is 72.23 times.
The company’s main business activities are the sale of maternal and child products and related services, and its target customers are mainly located in urban families of infants from pre-pregnancy to 6 years old to meet their consumption needs for maternal and child products; The company’s main products are milk powder, articles, cotton spinning, food, toys, lathes and baby touching services; The company is headquartered in Shanghai, and has opened direct stores in economically developed provinces and cities such as Shanghai, Jiangsu, Zhejiang and Fujian.
3. Haoyue Nursing
At present, the company has a total market value of 9.218 billion yuan and a dynamic price-earnings ratio of 30.33 times.
The company’s main business is focusing on the research and development, manufacturing and sales of health care products for women, children and adults; The company’s products are mainly baby diapers, adult diapers, menstrual pants, sanitary napkins, wet wipes and so on. In the field of baby hygiene products, the company has its own brands such as "Hope Baby", "Natural Star" and so on. At the same time, the company has been recognized by well-known maternal and infant brands at home and abroad such as Kellogg and BEABA, and has established long-term business cooperation.
4. Kangzhi Pharmaceutical
At present, the company’s total market value is 3.762 billion yuan, with a loss of dynamic P/E ratio.
The company mainly focuses on the research, development, production and sales of children’s medicines, baby health care products, reproductive medicine and medical services for women and children, medical masks and other medical devices. The company produces and operates 11 kinds of children’s medicines in 5 dosage forms, covering six categories of western medicines and Chinese patent medicines, such as antipyretic and analgesic, cold, antibiotics, respiratory system, Xiaoshi Dingjing and nutrition. The company’s reproductive medicine and women’s and children’s health care service section improves the service level of hospitals through brand promotion, introducing international advanced experience and hiring experts and famous doctors, and mainly operates hospitals with assisted reproductive technology.
5. Sunflower Pharmaceutical Industry
At present, the company has a total market value of 9.969 billion yuan and a dynamic price-earnings ratio of 18.66 times.
The company’s "Little Sunflower" children’s medicine series is the leading brand in the industry, and the group is "Top 100 Pharmaceutical Manufacturing Enterprises in China", "Top 50 Pharmaceutical Industry Growth Enterprises in China" and "Top 10 Standardized Planting Bases of High-quality Authentic Chinese Medicinal Materials in China". Its main business is the production of proprietary Chinese medicines, with "chemical drugs, biological drugs" and "health products" as its wings. It is a large-scale brand pharmaceutical group enterprise integrating drug research and development, manufacturing and marketing.
Welcome to the end, give Wei "like" and "watching" support ~
Reporting/feedback