2024年10月22日早盘,锦欣生殖(01951)股价大涨8.66%,报3.57港元,引发市场关注。事件背后,一系列利好政策或将给该公司注入新的增长动力。
数据显示,截至2024年9月,已有逾20个省份将辅助生殖项目纳入医保报销范围。最新消息,重庆、四川又将于明年1月1日和11月起,将13项辅助生殖医疗服务纳入医保支付范围。广东、云南也将于10月纳入。这意味着市场覆盖率持续扩大,将进一步挖掘潜在需求。
与此同时,国家统计局将针对"生育意愿和生育行为"开展大规模抽样调查,调研家庭在生育养育面临的实际困难和需求,以完善生育支持政策体系。这也加大了市场对相关生育医疗服务板块的憧憬。
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