高盛-中国必选消费：据传中国计划推出全国性育儿补贴；IMF分析乳制品覆盖相关影响

Per media reports, the government is reportedly planning to roll out nationwide maternity/child-raising subsidies amount to Rmb3,600 per annum for each legally born infant/young child until they reach 3 years old, equivalent to Rmb300 per month. For children born before Jan 1, 2025, and under 3 years old, the subsidy would be calculated proportionally based on the number of months they are eligible. Specifically, per the media report, the central government policy would feature: 1) An extended duration of 3 ...