Policy Driven Superposition, Demand Upgrading, The Era Of High Maternal And Infant Growth Has Arrived

The maternal and child trillion market has entered the era of high growth. The second child has been fully liberalized to stimulate the consumption of mother and baby market.

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, and O2O is mother and baby.

It is an inevitable trend to achieve further development.

The online mother baby platform has three major categories: service, vertical and independent mobile applications. Through the study of several big mother and infant e-commerce (honey bud, mother net, baby tree), it is found that the three integration of social + e-commerce is the trend of future mother and baby 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 fans will become mother and baby.

The important breakthroughs of development, and the integration of industry chain, such as products, services, logistics and payment, will also lead to the birth of large volume leading companies in the wave of O2O development of maternal and infant industries.

Enterprises in the textile and garment industry actively layout the baby industry.

Concern: Semir clothing (children's clothing industry strong leader, layout baby child subdivision electric business, enter the early childhood education market to build children's service industry cluster); holding the first big baby brand of Korea, Akiba, building green baby industry, increasing the investment of the operator of the electricity supplier, if the plume is 20% equity, enjoying the online mother child development bonus; blonde rabbi (focus on maternal and infant consumer goods, with high quality brand, channel, active layout of online and mobile terminal); Maison culture (around the original IP, layout animation, games, children's drama, film and television, derivatives and other cultural industry chain ecological circle, Disney is about to open the garden to pull the company's related business, increase by 3 billion yuan to strengthen the IP cultural platform construction); cross border communication (quality). Many companies in the spinning and weaving industry have arranged the mother and baby industrial chain through various channels. After screening and sorting, we suggest that

The target is set up to build a comprehensive ecosphere for cross-border electricity providers.