On July 28, the implementation plan for the national childcare subsidy system was announced. Starting from January 1, 2025, families with one child, two children, or three children will receive an annual subsidy of 3,600 yuan until the child reaches the age of three. Huaxi Securities believes that local childcare subsidy policies are expected to continue to be introduced under the guidance of national subsidies. In the short term, childcare subsidies will directly reduce family childbirth costs and boost childbirth willingness, with lower-tier markets benefiting more, which is favorable for maternal and infant consumer goods and confinement centers. In the long term, supporting policies for childcare and education are needed, which will benefit early education and youth training institutions. The Securities Times · Data Treasure has compiled a list of 11 three-child concept stocks that have released performance forecasts for the first half of the year as of July 28. Among them, LANCY, Zhongshun Jierou, Kidswant, Miaokelan Duo, and Jiabiou are expected to achieve profits in the first half of the year, with median net profits attributable to the parent company of 240 million yuan, 150 million yuan, 140 million yuan, 133 million yuan, and 107 million yuan, respectively
