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》,释放出鼓励生育的政策信号。消息公布当天,锦欣生殖(01951)、爱帝宫(00286)、好孩子国际(01086)、中国飞鹤(06186)等多只三胎概念股集体大涨。
此次文件从强化生育服务支持、加强育幼服务体系建设、强化教育住房就业等支持措施,以及营造生育友好社会氛围等四个方面提出一系列具体举措。政策旨在推动营造全社会尊重生育、支持生育的良好氛围,为三孩生育家庭提供更周全的优惠保障。
分析人士指出,政策措施有望促进产科医疗服务、辅助生殖、产前检查等需求增长,间接催化母婴相关医疗保健赛道需求回暖。因此,锦欣生殖作为生殖辅助行业龙头,有望从政策利好中获益,推动其业绩增长,这或是其股价大涨的主因。
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