A Two Child To A Universal Second Child: Enterprises Compete For Children'S Clothing "Cake".

Children's clothing is known as

The last piece of cake has also become one of the most important businesses in recent years.

Now, from a single child to a second child, the consumption bonus of children's clothing industry is becoming more and more obvious.

It was officially concluded in October 29th the fifth Plenary Session of the 18th CPC Central Committee.

The conference deliberated and adopted the proposal of the CPC Central Committee on formulating the thirteenth five year plan for national economic and social development, and the strong universal two child policy is expected to be fully liberalized.

The broker expects to have more than 25 million ~5212 babies in the next 4 years.

From "12th Five-Year" to "13th Five-Year", China's population policy has changed significantly.

In 2011, the "12th Five-Year" plan also pointed out that the basic policy of family planning should be persisted, and the construction of population and family planning service system should continue. In 2013, China began to implement the policy of "two separate children"; now the two child policy will be fully liberalized.

Li Changan, a professor at the University of foreign trade and economics, told reporters: "(China) probably appeared a negative growth of new urban labor force in 2011. The proportion of young and middle-aged labor force in the population declined, and China entered an aging society.

Demographic dividend is beginning to disappear and labor costs are rising, which is not conducive to economic growth.

Therefore, the time to fully liberate the two children in the '13th Five-Year' era is ripe.

In this regard, a brokerage analysis said that the next two baby boomers contained more than 160 billion yuan in annual consumption bonus, and will push the property market in the near future. In addition, the mainline logic of the related stocks is becoming clearer.

Since 2011, China has begun to adjust population policy.

First, the "double two child" policy was implemented, allowing couples who were single children to have two children.

In November 2013, the two child policy was further liberalized and the "two separate children" began to implement.

Now the major clothing enterprises are actively making efforts to make higher profits.

Many garment enterprises without children's clothing business will be joined by the second child policy to fight for the fight against the "10% market". Zhu Qinghua, a light industry researcher at CIC, analyzes that the domestic garment enterprises are in the stage of excess supply and de stocking, and the market competition has been fierce.

It is conceivable that in the future, children's wear market competition will further intensify, and some enterprises will face greater pressure.

Although the communiqu of the Fifth Plenary Session shows that the two children will be fully liberalized, there is still a suspense about when to land.

According to the official position of the Wei Planning Commission and the launching process of the previous policies, this policy may not be far away from the real implementation.

In March 2015, during the two sessions of the National People's Congress, Li Bin, director of the State Health Planning Commission, was asked at the press conference to fully open the two child policy. He said, "the policy can be adjusted, the national policy can not be shaken, and the timetable is not."

Nevertheless, at a regular press conference held in April 2015, a spokesman for the Health Planning Commission said that the "two child alone" is not a full stop.

In July 10th, the State Health Planning Commission said that it had been concerned about the appeal and expectation of the whole society to the two children and was "making relevant regulations."

Refer to the two child launch path.

The real time is not far away.

According to the Southern Metropolis Daily, after the decision to implement a separate two child in the third Plenary Session of the 18th CPC Central Committee November 2013, the State Council submitted relevant motions to the Standing Committee of the National People's Congress in December of that year. At the end of 12, the "opinions on adjusting and improving the family planning policy" were issued.

In January 2014, Zhejiang, Anhui, Jiangxi and other places took the lead in launching the policy, then gradually followed up the provinces.

As of September of that year, the policy was basically fully landed, and the decision was less than a year away from the central government.

That is to say, with reference to the two child policy alone, the landing of a comprehensive two child policy will also undergo three steps, including the approval of the motion submitted by the State Council and the Standing Committee of the National People's Congress, the approval of implementation plans and the revision of the Family Planning Ordinance by the local people's Congress.