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我国老龄化进程持续加快,现实压力下全面放开二孩以后,人口政策仍有调整空间;渐进式延迟退休年龄政策渐行渐近;政策鼓励建立多层次的养老保险体系。由于我国人口年龄结构的变化,我们认为,医疗养老保险产业、机器人产业将保持快速发展,此外,生育政策放宽后一段时间内的婴幼儿需求及相关教育等需求的增长令人看好。
The process of aging in our country continues to accelerate. Under the realistic pressure, the population policy will still have room for adjustment after it is fully liberalized. The policy of gradually extending the retirement age will be gradually approaching. The policy encourages the establishment of a multi-level pension insurance system. Due to the change in the age structure of China’s population, we think the medical pension insurance industry and the robot industry will maintain a rapid growth. In addition, the growth in demand for infants and toddlers and education related to demand after the relaxation of the childbirth policy is encouraging.