Release date: 2015-12-23 The "Population and Family Planning Law Amendment (Draft)", which has received much attention, was submitted to the 18th meeting of the 12th National People's Congress Standing Committee on December 21. If the draft is approved, the comprehensive two-child policy will be implemented as of January 1, 2016. Source: Securities Times First Aid Stretcher,First Aid Ambulance Stretcher,Automatic Loading Stretcher,Self Loading Ambulance Stretcher jiangyin chenyi medical technology co.,ltd , https://www.chenyimed.com
Comprehensive second-child policy drives 100 billion market listed pharmaceutical companies to enter the field of pregnancy testing
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Pharmaceutical enterprises layout pregnancy test market
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"The full liberalization of the second-child policy can boost the growth of many domestic industries and drive the market increase of 300 billion." Southwest Securities recently released a report that the second-child policy will benefit multiple industries, while in the pharmaceutical industry. The fastest-growing and largest companies are the few pediatric drug companies in China.
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Relevant data show that China 's children's drug market has great potential. At present, among the more than 6,000 pharmaceutical companies in China, there are only about 10 professional children's pharmaceutical companies; among the more than 3,500 drug preparations in China, there are only more than 70 kinds for children.
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Southwest Securities believes that the comprehensive liberalization of the second-child policy is a major positive for the pharmaceutical industry. Pediatric drugs and vaccines are the first two segments to benefit, and are expected to generate a total of about 22.5 billion yuan in the next three years. Incremental market. The huge demand for the pharmaceutical market has also brought new opportunities to listed companies.
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On December 21, Kehua Biotech announced that the transaction regarding the acquisition of 100% equity of TGS and the related diagnostic business assets of Altergon ltalia has completed the transfer of relevant assets.
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Kehua Bio said that it will quickly enter the field of prenatal and postnatal care through this acquisition. "After the second-child policy is liberalized, we estimate from the annual newborns that the pregnancy test market has great prospects in the future." An internal staff member of Kehua Biology told the Securities Times, Lianhua Finance (ID: lianhuacaijing). The staff member said frankly that the company's merger and acquisition coincided with the liberalization of the second-child policy of the Fifth Plenary Session of the 18th Central Committee, and they wanted to use the opportunities in the field of eugenics and quality education to lay out the market segment for pregnancy testing. Before the merger, the company did not enter the field of pregnancy testing, and other domestic companies also rarely involved.
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Targeting baby consumption
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Not only is the pharmaceutical industry, listed companies tentacles extend to all areas of the layout of children's clothing, infant food. In October of this year, Smith Barney announced its aggressive entry into the children's wear market. The company said that the children's wear business is becoming a new bright spot for Smith Barney. Since 2013, the company has more than 400 children's wear and participation , and the total number will exceed 1,000 in the next two years.
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In addition, the increase in newborns will increase the demand for infant food and milk powder. After the news of the full release of the second child was introduced, the share prices of domestic listed milk companies such as Yili, Bright Dairy and Beinmei rose sharply.
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An Essence Securities analyst who did not want to sign the Securities Times · Lianhua Finance said that the liberalization of the second-child policy is the most important issue for listed companies involving "life" and "nurturing", such as "life" Medical, pregnancy, etc., "nursing" includes children's food, children's clothing and so on. He said that it is a general trend for listed companies to actively deploy the second-child market, but the dividends are limited after all. Be wary of the blindness of the "second child concept".