“育儿补贴+免保教费”双利好 母婴消费链多股年内翻倍

Core Insights - Recent favorable policies from the national level, including childcare subsidies and free education fees, have led to a significant rise in related A-share concept stocks [1] - The implementation of the childcare subsidy policy, effective from January 1, 2025, will provide annual subsidies of 3,600 yuan per child for children under three years old [1] - The market anticipates continued growth in the maternal and infant consumption chain, including sectors such as dairy products, baby products, educational services, textiles, toys, and maternal healthcare [1] Stock Performance - Concept stocks related to childcare have seen substantial increases, with Chuangyuan Co. rising by 15.34%, Beiyinmei and Weisi Medical both increasing by over 5% [1] - Year-to-date stock performance shows significant gains: Qide New Materials up 187.36%, Chuangyuan Co. up 102.90%, Weisi Medical up 97.53%, and Beiyinmei up over 80% [1] - Other companies in the education and maternal-infant sectors, such as Alltong Education and Kidswant, have also experienced notable stock price increases [1] Policy Impact - The recently issued "Implementation Plan for Childcare Subsidy System" by the Central Committee and the State Council is expected to enhance market expectations for growth in preschool education and maternal-infant consumption sectors [1] - The gradual implementation of these policies is anticipated to provide ongoing benefits to various industries, including maternal and infant products, education services, and healthcare [1]