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2025-07-29 08:22:06
[The national childcare subsidy plan has been announced and performance forecasts have been released for stocks with three-child concept] On July 28, the implementation plan for the national childcare subsidy system was announced. From January 1, 2025, regardless of whether the child is one, two, or three, a subsidy of 3,600 yuan per year can be received until the child reaches the age of three. Huaxi Securities believes that local childcare subsidy policies are expected to continue to be introduced in the future under the guidance of national subsidies. In the short term, childcare subsidies directly reduce family childbirth costs and boost childbirth intentions. The sinking market will benefit more, which is good for maternal and child consumer products and confinement centers; in the long term, supporting childcare, education and other policies are needed, which is good for early childhood education and youth training institutions. Securities Times Databao sorted out the three-child concept stocks that have released first-half performance forecasts as of July 28, a total of 11. Among them, Langzi Holdings, Zhongshun Jie Rou, Kids King, Meiji Landou, and Jiabiyu are expected to achieve profitability in the first half of the year, with the median net profit attributable to parent companies being 240 million yuan, 150 million yuan, 140 million yuan, 133 million yuan, and 107 million yuan, respectively.
