智通财经APP获悉，锦欣生殖(01951)涨超10%，截至发稿，涨9.77%，报3.93港元，成交额3.6亿港元。
消息面上， 近日，四川省医疗保障局在官方网站上发布了《关于印发辅助生殖类医疗服务价格项目及医保支付政策（试行）的通知》，将“取卵术”等13项辅助生殖类医疗服务项目纳入医保支付范围，自2024年11月01日起执行。据悉，自2023年北京、广西将辅助生殖纳入医保报销范围，此后多个省份陆续跟进，截至2024年9月，已达到20个省份。另外广东、云南也明确在10月纳入。
海通国际认为，辅助生殖纳入医保的政策逐步推进，有望催化公司业绩。华创证券表示，鉴于辅助生殖纳入医保未来有望加速带来行业渗透率提升，凭借较强的运营整合能力、优秀的品牌和平台，公司市占率（取卵周期数）有望稳步提升。
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