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Which industries benefit from the three-child policy?
Legal analysis: First, the maternal and child products industry, including milk powder, dairy products, maternal and child goods chain stores, clothing, diapers and other maternal and child products. The main listed companies are Beinmei, Fang La Jahwa, Baby Friendly Room, Hao Yue Nursing and so on. CITIC Securities believes that after the introduction of the three-child policy, there will be a wave of birth peaks. Referring to the first year after the implementation of the comprehensive two-child policy, the birth rate of newborns will increase by about 10- 15%. The daily necessities such as milk powder and diapers are the first. Under the influence of the global epidemic, domestic independent brands will benefit more. The second is the education industry, especially the early education industry, which also includes training and education in robotics, English and programming. The main listed companies are mygym and Shengtong. People living in cities should be familiar with early education. In 20 19, the market size of early education in China has exceeded 300 billion yuan, which greatly exceeds the market size of kindergarten education. However, compared with western countries, Japan, South Korea and other developed countries, the popularization rate of early education is still very low and the development potential is great. With the change of ideas and the introduction of the three-child support policy, the early education market will further develop. Third, maternal and child health care industry, the main products include fetal monitoring and nursing instruments, assisted reproduction, children's medication, etc. Listed companies include Tongce Medical, Jingfeng Medicine and Sunflower Pharmaceutical. This industry has the characteristics of high gross profit margin and increasingly rigid demand. Everyone thinks that the third child must be something that families who have already given birth to a second child consider. If it goes well, the first child will be born before the age of 30, and the third child will basically enter the 35-year-old maternal. Therefore, netizens ridiculed that triplets may not be born if they want to have children. At this time, some medical supplies, especially assisted reproductive supplies, are just needed. Fourth, toys, cartoons and other children's products. The main listed companies are Gaole, Dinglong Culture and Orpheus Entertainment. In the past, when we were young, we didn't have any toys with names. Now the children are taking Lego interest classes. Which is not a mountain of toys, and toys are easy to update and have been in a strong demand cycle. Fifth, it is related fields such as home and automobile. The three-child policy will change the original family structure to a certain extent, and the ordinary five-seat car will not be able to meet the needs of the three-child family. In the future, car manufacturers will take this into account when making car models, and the same is true for home use. How to design the children's bed to save the most space, and whether the children's dining table should be replaced with new ones are all new market demands.

Legal basis: Article 7 of the Special Provisions on Labor Protection for Female Workers enjoys 98 days of maternity leave, including 15 days before delivery; In case of dystocia, maternity leave shall be increased 15 days; For multiple births, the maternity leave will be increased by 1 5 days for each additional child. Female employees who miscarry less than 4 months after pregnancy are entitled to 15 days maternity leave; Abortion after 4 months of pregnancy is entitled to 42 days of maternity leave.