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七部门发文助力,加快推进普惠托育服务体系建设
Xuan Gu Bao· 2025-07-08 14:47
Industry Overview - The National Development and Reform Commission and six other departments released an opinion on July 8 to accelerate the construction of a universal childcare service system, establishing a "1+N" childcare service framework [1] - The "1+N" system includes a childcare comprehensive service center as the hub, with various childcare institutions, community-based services, kindergartens, employer-sponsored care, and family childcare points as the network [1] - The Chinese government has introduced multiple policies to promote childbirth, with a systematic plan for universal childcare services initiated in 2021 [1] - The market size of China's infant childcare sector is projected to reach 151.81 billion yuan in 2024, with expectations to grow to 232.31 billion yuan by 2030 [1] Company Insights - Aiyingshi is expanding its early education and childcare centers based on its high-end creative early education brand, showing steady growth in its childcare business [2] - Furui Co., Ltd. integrates community childcare services with full-day child care and professional early education courses, providing comprehensive safety and growth services for childcare students [2]
产业赛道投资图谱:育儿补贴政策下的投资机会
Tianfeng Securities· 2025-07-04 08:15
Group 1: Investment Opportunities under Childcare Subsidy Policy - The government work report for 2025 emphasizes the formulation of pro-natalist policies, issuance of childcare subsidies, and development of integrated childcare services, which will marginally impact the maternal and infant products, early education, and assisted reproduction industries [2][9] - Cash subsidies will directly reduce the cost of childbirth and strengthen the expectation of stabilizing birth rates, while the released purchasing power will prioritize activating essential maternal and infant consumption [2][9] - The integration of childcare services is expected to accelerate the expansion of early education supply and market segmentation [2][9] Group 2: Maternal and Infant Products - The maternal and infant products market is projected to grow continuously, with food, clothing, and daily necessities being the main consumption categories, reaching a market size of 4.68 trillion yuan by 2025, with a year-on-year growth rate exceeding 7% [3][13] - Despite a declining birth rate, the increase in disposable income and consumption capacity of maternal and infant families will sustain market growth [3][13] - The online maternal and infant consumption share is expected to rise from 33.8% in 2021 to 39.0% by 2025, indicating a shift in consumer behavior towards online shopping [13][20] Group 3: Early Education - The early education and childcare market is expected to expand due to policy support, with the market size projected to reach 151.81 billion yuan in 2024 and further increase to 232.31 billion yuan by 2030 [4][22] - The 2025 National Childcare Service Quality Improvement Action emphasizes the integration of medical and educational services, standardization, and talent cultivation, indicating strong government support for the childcare industry [4][22] - The focus on improving the quality of childcare services will enhance the overall market environment and growth potential [4][22] Group 4: Assisted Reproduction - The penetration rate of assisted reproduction services is gradually increasing, with the market size in China expected to grow from 140 billion yuan in 2014 to 496 billion yuan by 2023, reflecting a compound annual growth rate of 14.5% [5][27] - The global assisted reproduction services market is projected to grow from 20.4 billion USD in 2014 to 31.7 billion USD by 2023, driven by rising infertility rates and increased awareness of reproductive health [5][27] - The demand for assisted reproduction services is expected to rise as childcare subsidies potentially enhance overall fertility willingness [5][27]