The Second Child Policy Allows The Mother Infant Market To Enter The Era Of High Growth.

It is reported that the maternal and child trillion market has entered the era of high growth, the release of the second child has been fully liberalized.

Consumption wave.

According to the data released by the baby industry research center, the maternal and child market will reach 2 trillion yuan in 2015, and the maternal and child market will reach 3 trillion in 2018, and the composite growth rate will reach 14.5% in the next three years.

The twin births and escalation of the comprehensive second child policy will become the twin engines that drive the rapid growth of the maternal and infant industries. According to our calculations, the release of the second child will stimulate the annual increase in maternal and infant consumption by 300-450 billion yuan.

The rapid growth of maternal and infant electricity providers, cross-border electricity providers to promote the development of online maternal and child power.

At present, the online scale of maternal and infant industry is 5%-10%. In the future, with the development of mobile e-commerce, parents will become the main force of consumption after 80 and 90, and the proportion of mother to child online will gradually increase.

At the same time, due to the rigidity, high frequency and large flow characteristics of maternal and infant industry, it has become the natural entry point for cross-border electricity providers. The two complement each other and promote jointly.

Mother and baby products, including milk powder, diapers, toys, maternity health care products, occupy the first place in the category of imported cross-border electricity products, and we expect to share between 30%-50%.

Integration of social networking and e-commerce is the future direction of online mother and baby.

It is the inevitable trend of maternal and infant industry to achieve deep development.

Online mother to child platform from extensive to subdivided into three categories: service, vertical and independent mobile applications. Through our research on several major maternal and child business providers (honey bud, mother net, baby tree), it is found that the three social networking providers are the future trend of mother to child e-commerce.

From the integration of online and offline, the necessity of the development of O2O mode is determined by the obstacles to safeguarding the rights and interests of mothers and babies, the hidden dangers of education and the scarcity of education.

We believe that with the deep development of mother infant industry, community, word-of-mouth and fan management will become an important breakthrough point for the development of O2O. Meanwhile, the integration of product chain, service, logistics and payment links will also lead to the birth of large volume leading companies in the O2O development trend of mother infant industry.

Internal enterprises actively layout the baby industry.

To enter the early education market to build a children's service industry cluster; to hold the first big baby brand of Akiba in Korea to build a green baby industry, to increase the investment of the operator of the electricity supplier, to enjoy the 20% stake in the plume, to enjoy the online dividend for mother to child development); to blonde rabbi (focus on mother and infant consumer goods, to have high-quality brands, channels, and actively arrange the online and mobile terminals); to Maicheng culture (around the original IP, layout animation, games, children's dramas, films and derivatives, and other cultural industry chain ecological circle), Disney is about to open the garden to pull up the related business of the company, to increase the IP culture platform by 3 billion yuan, to strengthen the construction of the cultural platform of the border); to cross border pass (high-quality cross-border electric trademark, to build a cross-border electricity supplier comprehensive ecosystem). Many companies in the spinning and weaving industry have already arranged the mother infant industrial chain through various channels. After our screening and sorting, we suggest that Semir clothing (strong children's wear industry, the layout of children's children in the field of e-commerce).