中国飞鹤(06186)今日股价大跌逾5%,引发市场广泛关注。分析人士指出,尽管国办日前发布一系列生育支持措施,三胎概念股集体走高,但中国飞鹤未能持续受益。
10月28日,国务院办公厅印发《关于加快完善生育支持政策体系推动建设生育友好型社会的若干措施》,明确将出台包括加强产科医疗、育幼服务、教育等一系列利好政策,有望长期推动包括中国飞鹤在内的母婴相关企业受益。
但同时,南向资金似乎看空了中国飞鹤的短期表现。数据显示,南向资金在10月28日继续净买入中国飞鹴816.6万股,连续5个交易日增持。但当日股价仍出现大幅回落,表明机构投资者对其中短期增长前景存在疑虑。
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