智通财经APP获悉，锦欣生殖(01951)跌超11%，上一交易日一度涨超13%。截至发稿，跌11.05%，报3.3港元，成交额2.47亿港元。
消息面上，据第一财经，今日母婴股股价大幅回落，业内猜测或与上周末市场传言落空有关。业内专家认为，市场传言并不可信，刺激生育仅靠补贴政策很难见效，预计短期内国家也未必会有相关政策出台。据了解，此前市场传闻称，财政部拟发行一万亿特别国债主要用于刺激消费，其中部分资金将向两孩或两孩以上家庭提供每孩每月约800元补贴(不包括第一个孩子)。
值得一提的是，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。海通国际此前指，辅助生殖纳入医保的政策逐步推进，有望催化公司业绩。随着中国高龄产妇增长，以及积极生育鼓励政策和纳入医保等措施逐步推进，中国辅助生殖行业景气度有望回升。
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