A one-child subsidy of 10,000 yuan will bring you a flying dairy company! Hohhot policy becomes a local demonstration
Recently, the "10,000 yuan per child subsidy" policy launched by Hohhot has caused heated discussions across the Internet and has become one of the hot topics in the past 10 days. This policy not only directly stimulated the local fertility rate, but also accidentally made the dairy industry popular and became a demonstration case for other places to learn from. The following are structured data analysis and details.
1. Policy background and popularity across the entire network
Hohhot City issued the "Notice on Issuing Birth Subsidies" 10 days ago, which clearly stated that 10,000 yuan of subsidies will be issued to eligible families for each child. As soon as the policy was released, it quickly became a hot search list on Weibo, Douyin and other platforms, and the number of readings on related topics exceeded 500 million times. The following is the popularity data of the entire network:
| platform | Topic read/play | Discussion volume |
|---|---|---|
| 320 million | 285,000 | |
| Tik Tok | 180 million | 156,000 |
| Baidu Index | Average search volume of 120,000 | N/A |
2. The stock price and sales of dairy companies grow
Affected by the positive policies, the stock prices and sales volumes of major domestic dairy companies have both shown significant growth. The following are the market performance of dairy companies after the policy is released:
| Company Name | Stock price increase (within 10 days) | Online sales increased month-on-month |
|---|---|---|
| Yili Shares | +12.3% | +45% |
| Mengniu Dairy Industry | +9.8% | +38% |
| Bright Dairy | +6.5% | +22% |
Industry insiders analyzed that the subsidy policy has directly increased the consumer confidence of maternal and infants, and demand for products such as milk powder and liquid milk has surged, and some brands have even experienced short-term stock outages.
3. The policy demonstration effect appears
After the Hohhot policy was released, at least five cities have stated that they will study similar measures. The following is the follow-up situation:
| City | Policy progress | Estimated implementation time |
|---|---|---|
| Shenyang | Drafted plan | Q1 2024 |
| Chengdu | Included in people's livelihood issues | To be determined |
| Changsha | Carry out research | 2024 H1 |
4. Expert views and social responses
A professor at the Center for Population and Development Research at Renmin University of China pointed out: "This type of direct subsidy policy has significant effect in the short term, but it requires supporting long-term childcare services." On social media, under the topic of #Whether 10,000 yuan subsidy should be promoted nationwide#, the ratio of approval and opposition is about 7:3.
5. Future trend forecast
According to institutional estimates, if the policy is promoted nationwide, it is expected to drive the maternal and infant industry to grow by more than 50 billion yuan per year. The industrial chains such as dairy products, infant products, and educational services will benefit comprehensively. Here are the areas of potential impact:
| industry | Estimated annual growth rate | Core beneficiary enterprises |
|---|---|---|
| Dairy products | 15-20% | Yili, Mengniu, Feihe |
| Infant and toddler food | 12-18% | Beingmei, Junlebao |
| Children's medical care | 8-10% | Daan Gene, Dean Diagnosis |
Hohhot's policy innovation provides new ideas for local governments to boost fertility rates, and its subsequent effects will continue to attract attention. In a critical period of population structure transformation, such "real money" incentives may become the choice of more cities.
check the details
check the details
en
