Maternity and infant concept stocks surge as childcare subsidies are implemented, maternity and infant stocks take off

Zhitong
2025.07.30 11:34

On July 28, the implementation plan for the national childcare subsidy system was announced, quickly causing a strong reaction in the capital market. After the market opened today, maternal and infant stocks surged collectively, with companies like Zhujiang Co. and Sunshine Dairy hitting the daily limit. Industry insiders stated that this policy will have multiple rounds of stimulating effects, as the childcare subsidy policy has a wide coverage and is expected to significantly boost consumption willingness in lower-tier cities, providing substantial benefits to infant-related consumption such as dairy products and diapers. The demand for maternal and infant products and infant formula is closely related to the annual number of newborns, and is expected to benefit first

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