智通财经APP获悉,锦欣生殖(01951)涨超5%,截至发稿,涨5.19%,报3.85港元,成交额1.92亿港元。
消息面上,据各省医保局官网消息,10月以来新增湖南、四川、山西、广东、云南将辅助生殖纳入医保。其中,10月1日起,广东、湖南、山西正式将“取卵术”等相关辅助生殖类医疗服务项目统一纳入医保范围;10月15日起,宁夏将包括“取卵术”在内的10个辅助生殖类医疗服务项目和3个加收项目纳入基本医疗保险支付范围;11月份起,四川13项辅助生殖类医疗服务项目将正式纳入医保;而重庆明年1月1日起13项辅助生殖项目将纳入医保。
国信证券认为,10月起新增5省将辅助生殖纳入医保,预计将加速我国辅助生殖服务市场规模扩张。截至目前,全国已有24个省市及新疆建设兵团将辅助生殖纳入医保范围。庞大的人口基数和不断增加的不孕率使我国IVF治疗的长期市场空间十分广阔。近两年陆续有众多省份将辅助生殖纳入医保支付范围,有效降低了患者的经济负担,预计将加速不孕人群对辅助生殖的需求增长。
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