婴儿配方奶粉生产商中国飞鹤(06186)股价今日盘中大涨12.33%,盘中最高曾升至5.93港元,创2023年4月18日以来新高。这一涨幅引发了市场的广泛关注。
中国飞鹤的涨势主要是受到花旗证券调高该股目标价的提振。花旗证券在报告中将中国飞鹤的目标价从5.2港元上调至6.3港元,理由是中国可能通过发放月度津贴来刺激出生率。若真实施该政策,补贴金额、地理覆盖范围及执行力可能将比过去任何地方性措施更强大。
据路透社此前独家报导,中国计划推出新的财政刺激措施,其中包括发行约2万亿元人民币特别国债。部分资金还将向两孩或两孩以上家庭提供每孩每月约800元的补贴(不包括第一孩)。这种大规模刺激生育的政策一旦实施,将直接利好婴童相关产品需求,中国飞鹤作为乳制品龙头企业将成为主要受益者之一。
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