9月27日早盘,锦欣生殖医疗集团(01951)股价出现大涨逾10%的行情,引发市场广泛关注。
消息面上,锦欣生殖上半年业绩虽然仍保持增长,但较过去数年有所放缓。同时,公司在不同地区的表现也存在一定分化,美国和大湾区业务增速相对较快。不过,有利于公司发展的是,近年国家层面多地出台了支持辅助生育的政策,将相关服务项目纳入医保报销范围,为公司所在的辅助生育行业带来利好。
与此同时,公司正在持续推进国际化战略,积极开拓并购机会。今年11月,公司与知名基金公司Warburg Pincus达成战略合作关系,意在加大并购投资力度。7月时,公司也完成收购印尼辅助生殖医疗服务商Morula 30%股权。在美国,公司并购标的HRC Medical正在加速在洛杉矶等地开设新诊所,并持续引入新医生,扩大业务版图。
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