10月28日盘中,锦欣生殖(01951)股价出现大涨,最高上涨6.83%,截至发稿时报3.85港元/股。这一上涨引起了市场广泛关注。
消息面上,有消息称10月以来湖南、四川、山西、广东、云南等多个省份已将辅助生殖医疗纳入医保支付范围,将有效降低患者的经济负担,预计将加速不孕患者对辅助生殖技术服务的需求。
根据国信证券分析,我国不孕人群数量庞大且增长迅速,但辅助生殖行业起步较晚,渗透率仅在3%左右,远低于发达经济体水平,未来依然存在广阔的市场空间。这些省份医保政策的出台将助推行业需求增长。作为国内辅助生殖龙头企业之一,锦欣生殖有望受益于未来需求的持续释放。
事实上,锦欣生殖作为国内辅助生殖龙头企业之一,在专业技术、品牌知名度、服务质量等方面都占据优势地位。公司在扩大直营医院数量和提高产能利用率等方面也在持续发力,这使其成长前景获得机构普遍看好,不难解释其股价当前强劲反弹。
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