10月28日,国务院办公厅发布了《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》,从加强生育服务支持、完善育幼服务体系、强化教育、住房和就业支持等方面提出了13条具体政策措施。消息公布后,母婴产品概念股纷纷走高,其中中国飞鹤股价大涨6.8%,报收于6.6港元。
国泰君安证券认为,三胎政策的推出有望带动生育率回升,从而拉动产科医疗、辅助生殖、儿童用品等相关行业的需求增长。长期来看,这将为中国飞鹤等婴童食品企业带来广阔的市场空间。中金公司分析师表示,中国飞鹤作为国内婴幼儿奶粉龙头企业,在渠道和品牌方面具有明显优势,未来有望进一步扩大市场份额。
不过,也有分析人士指出,目前我国二孩生育率仍有待进一步提高,政策落实和社会环境的持续改善将决定三胎政策效果的体现。对于中国飞鹤等企业来说,如何抓住市场机遇,加强产品创新和品牌营销,将是未来需要重点关注的问题。
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